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Remote Wealth Management Jobs in Rochester, NY (NOW HIRING)

DataAnnotation

Investor Relations Manager

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

FP&A Manager

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

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Sales & Trading Analyst

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

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M&A Associate

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

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Senior Financial Analyst

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

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Financial Planner

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Equity Research Analyst

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

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Corporate Finance Analyst

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Treasury Analyst

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Investment Banking Analyst

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Commercial Banking Analyst

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

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Remote Wealth Management information

See Rochester, NY salary details

$74K

$96.4K

$115.4K

How much do remote wealth management jobs pay per year?

As of May 28, 2026, the average yearly pay for remote wealth management in Rochester, NY is $96,424.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,300.00 and $107,500.00 per year, depending on experience, location, and employer.

What is a Remote Wealth Management job?

A Remote Wealth Management job involves providing financial planning, investment advice, and portfolio management services to clients virtually. Professionals in this role use digital tools to assess clients' financial goals, develop strategies, and monitor investments without in-person meetings. They may work for financial firms, banks, or as independent advisors, offering convenience and flexibility to both clients and advisors. Strong communication, analytical skills, and knowledge of financial markets are essential for success in this role.

What are the key skills and qualifications needed to thrive in the Remote Wealth Management position, and why are they important?

To thrive in Remote Wealth Management, a strong background in finance, investment strategies, and client relationship management is essential, often supported by a bachelor's degree in finance or a related field and licenses such as Series 65 or CFP certification. Proficiency with financial planning software, CRM tools, and secure communication systems is typically required. Outstanding soft skills include proactive communication, trust-building, and self-motivation to manage client portfolios remotely. These competencies are critical for delivering high-quality, tailored advice to clients while maintaining compliance and meeting performance benchmarks in a virtual environment.

What does a typical day look like for a remote wealth management professional?

A remote wealth management professional usually begins their day by reviewing market updates, client portfolios, and responding to urgent client inquiries. Much of the work involves analyzing financial data, preparing investment recommendations, and conducting virtual meetings with clients to discuss their financial goals and progress. Collaboration with internal analysts, tax specialists, and support teams also takes place through online communication platforms. The role requires excellent time management and adaptability to ensure proactive client service and effective portfolio oversight in a fully remote setting.
More about Remote Wealth Management jobs
What are the most commonly searched types of Wealth Management jobs in Rochester, NY? The most popular types of Wealth Management jobs in Rochester, NY are:
What are popular job titles related to Remote Wealth Management jobs in Rochester, NY? For Remote Wealth Management jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Remote Wealth Management jobs in Rochester, NY look for? The top searched job categories for Remote Wealth Management jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Remote Wealth Management jobs? Cities near Rochester, NY with the most Remote Wealth Management job openings:
Remote Wealth Management jobs near you
Infographic showing various Remote Wealth Management job openings in Rochester, NY as of May 2026, with employment types broken down into 41% Full Time, and 59% Part Time. Highlights an 100% Remote job distribution, with an average salary of $96,424 per year, or $46.4 per hour.
Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Data Annotation

Rochester, NY • Remote

$50 - $60/hr

Full-time, Part-time, Contractor

Posted 28 days ago

Job description

DataAnnotation is committed to creating high-quality AI. Join our team to help train the nextgeneration of AI while enjoying the flexibility of remote work and the freedom to set your ownschedule. This role is designed to fit a variety of lifestyles — whether you're looking tocontribute part-time alongside a current position, pursue it full-time, or engage periodically as aflexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be amore useful tool for finance professionals. We're seeking experienced finance professionalswith advanced degrees (MBA+) and professional experience to use their expertise to help shapehow AI understands financial principles and decision-making. We're growing a team of finance experts, and as the team grows, so will your opportunities.

Inthis role, you might: Review and improve AI Assistant answers to questions about macro trends, corporatefinance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of anAI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where theirreasoning holds up – and where it doesn't. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline.

A Master's or PhD (completed or in progress) is stronglypreferred. Relevant backgrounds include Financial Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-qualityand high-volume work Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal.

We will never ask for any money from you. PayPal will handleany currency conversions from USD. This is an independent contract position.

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