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Remote Wealth Management Jobs in Ruffs Dale, PA (NOW HIRING)

As we continue to expand, we're seeking a driven Remote B2B Phone Sales Closer to join our high ... Collaborate with team members and management to refine sales strategies and improve performance.

As we continue to expand, we're seeking a driven Remote B2B Phone Sales Closer to join our high ... Collaborate with team members and management to refine sales strategies and improve performance.

Open to Remote or Hybrid Department: Client Care Reports To: Manager of Client Care Company: Forever, Inc. ( www.forever.com ) About FOREVER At FOREVER ® , we help families and individuals save ...

RemoFirst is transforming the way businesses hire and manage global teams. Our mission is to enable ... Experience working in a fully remote environment. How you'll work: * Excellent English is a must.

Additionally, FORT's Safe Remote Control enables operators to manage heavy machinery remotely, reducing the risk of accidents and improving visibility. By ensuring communications integrity across any ...

Remote Pay Range: $111,132 - $152,101 Job Summary The position in the upper Midwest US (focus on ... This position reports directly to the East Regional Sales Manager. What you will be doing * Conduct ...

Showing results 21-31

Remote Wealth Management information

See Ruffs Dale, PA salary details

$72.5K

$94.5K

$113.1K

How much do remote wealth management jobs pay per year?

As of Aug 13, 2026, the average yearly pay for remote wealth management in Ruffs Dale, PA is $94,464.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,600.00 and $105,400.00 per year, depending on experience, location, and employer.

What does a remote wealth management professional do?

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.

What skills and qualifications are needed for remote wealth management?

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 is remote wealth management?

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 cities near Ruffs Dale, PA are hiring for Remote Wealth Management jobs? Cities near Ruffs Dale, PA with the most Remote Wealth Management job openings:
Infographic showing various Remote Wealth Management job openings in Ruffs Dale, PA as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% Remote job distribution, with an average salary of $94,464 per year, or $45.4 per hour.

Remote Account Executive

ReminderMedia

Pittsburgh, PA • Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago


Job description

ReminderMedia is a leading marketing services provider that empowers small businesses to grow and retain their customer base through innovative digital marketing and direct mail solutions. Our suite of branded magazines, print-on-demand postcards, and digital tools has helped over 100,000 businesses build lasting relationships with their clients. As we continue to expand, we're seeking a driven Remote B2B Phone Sales Closer to join our high-performing sales team.

In this role, you'll play a pivotal part in driving company growth by converting warm leads into loyal customers. You'll thrive in a fast-paced, quota-driven environment, leveraging your persuasive communication skills to close sales and exceed targets.

Key responsibilities include:

  • Conduct high-volume outbound calls to warm leads and prospects to close B2B sales over the phone.
  • Utilize strong objection-handling and persuasion skills to overcome challenges and secure commitments.
  • Maintain a fiercely competitive and goal-oriented mindset to consistently achieve and surpass sales quotas.
  • Communicate effectively and professionally with business owners and decision-makers.
  • Adapt to a dynamic, high call-volume sales environment (approximately 250 dials per day).
  • Collaborate with team members and management to refine sales strategies and improve performance.

Requirements

Required Qualifications:
  • B2B phone sales closing experience
  • Inside sales experience
  • Outbound dialing and cold calling experience
  • Experience working in a high call-volume sales role (approximately 250 dials per day)
  • English proficiency sufficient for professional phone-based B2B sales
  • Authorized to work in the United States
  • Available during Eastern Time business hours
Preferred Qualifications:
  • College degree
  • Experience in marketing or advertising sales
  • Familiarity with CRM systems or sales enablement tools
  • Track record of exceeding sales quotas
  • Experience working remotely in a sales environment

Benefits

  • Highly competitive compensation plan that includes base pay plus an aggressive performance-based incentives, with On-Target Earnings (OTE) ranging from $65,000 to $125,000.
  • Full benefits package includes medical, dental, vision, 401(k) with company match, paid time off, and much more.
  • Equipment needed to work remotely is provided by the company.

About Us

ReminderMedia is a leading marketing services provider that has helped over 100K small businesses grow their client base through a powerful suite of digital and direct-mail marketing tools. We are proud to be an equal opportunity employer who considers qualified applicants with criminal histories and disabilities in line with all applicable laws and will not discriminate on any basis prohibited by applicable law. Applicants requiring alternative methods of application or screening should contact a member of our recruiting team directly. By providing contact information through the application process, candidates consent to receive text messages, phone calls and emails.