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Wealth Management Operations Remote Jobs (NOW HIRING)

ATALNT LLC

Senior Wealth Advisor

Manhattan, NY · Remote

$100K - $200K/yr

This is a remote position. Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform ... Unified, proprietary technology platform integrating CRM, operations, compliance, and marketing

washingtontrust

Wealth Management Associate

Providence, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is ...

washingtontrust

Wealth Management Associate

Westerly, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is ...

Vista Wealth Solutions

Wealth Management Advisor

Wayne, PA · Remote

$60K - $120K/yr

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a ... Dedicated support teams that handle operational and administrative work so you can stay focused on ...

AssetMark, Inc.

Wealth Solutions Consultant

$135K - $175K/yr

... wealth management solutions to their clients. This is a fully remote role that will involve regular travel within the assigned territory and requires strong engagement with independent financial ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · On-site +1

Location: Seattle, Washington (Full time, partially remote) Availability: Full-time position ... Drive the development, communication and implementation of wealth management and financial planning ...

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How much do wealth management operations remote jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for wealth management operations remote in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What is a wealth management operations role in a remote setting?

Wealth management operations roles in a remote setting involve supporting financial advisors and clients by managing account transactions, ensuring compliance, processing documentation, and maintaining records—all from a virtual workspace. These professionals often handle tasks like onboarding new clients, trade settlement, reporting, and communication with custodians or regulators. Remote wealth management operations rely heavily on secure technology platforms to ensure confidentiality and efficiency, and require strong organizational and communication skills to coordinate with various teams and clients across different locations.

What are the key skills and qualifications needed to thrive as a wealth management operations professional in a remote setting?

To thrive as a Wealth Management Operations professional remotely, you need a solid understanding of financial products, operations processes, and regulatory compliance, typically supported by a degree in finance or related field. Familiarity with portfolio management systems, financial reporting tools, and platforms such as Bloomberg or Salesforce is often required, along with knowledge of industry regulations. Strong attention to detail, problem-solving skills, and effective virtual communication set top candidates apart. These capabilities ensure accurate transaction processing, regulatory adherence, and seamless client support in a remote environment.

What are common challenges faced in a remote wealth management operations role, and how can they be effectively managed?

In a remote Wealth Management Operations position, professionals often encounter challenges related to communication, data security, and staying aligned with compliance requirements. Effective management includes leveraging secure collaboration tools, maintaining regular virtual check-ins with team members, and staying updated on regulatory changes through ongoing training. Establishing clear processes for document handling and ensuring robust cybersecurity practices are also essential for managing sensitive client information. Success in this role hinges on proactive communication, adaptability, and a commitment to upholding the highest operational standards.
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Wealth Management Operations Remote jobs near you
Infographic showing various Wealth Management Operations Remote job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Senior Wealth Advisor

ATALNT LLC

Manhattan, NY • Remote

$100K - $200K/yr

Contractor

Re-posted 9 days ago

Job description

This is a remote position.

Senior Wealth Advisor
Fee-Only Registered Investment Advisor Platform

Overview
We are seeking an experienced Senior Wealth Advisor to join a modern, technology-enabled wealth management platform. This role is designed for independent advisors who want to maintain full control of their practice while leveraging institutional-grade technology, marketing, compliance, and operational support to scale efficiently.

Ideal Candidate Profile
This role is intended for active financial advisors currently managing a portable, fee-based book of business with a minimum of $25M in AUM. Candidates should be client-first, growth-oriented, and comfortable operating in an independent or 1099 environment.


Key Responsibilities

  • Serve as the primary advisor for a personal book of clients, delivering comprehensive wealth management services
  • Manage and grow client relationships across financial planning, portfolio construction, and ongoing advisory services
  • Customize client portfolios, including access to traditional and alternative investment solutions
  • Retain full ownership and discretion over investment philosophy and client strategy
  • Collaborate with internal client service, compliance, and operations teams to ensure a seamless client experience
  • Actively grow the practice through referrals, marketing initiatives, and personal business development strategies

Platform Support Provided

  • Unified, proprietary technology platform integrating CRM, operations, compliance, and marketing
  • Built-in compliance and risk management services allowing advisors to focus on client relationships
  • Dedicated client service and operational support for day-to-day account management
  • Marketing support including digital campaigns, content, and SEO with compliance oversight
  • Multi-custodial infrastructure with leading custodians
  • Remote-first operating model with optional access to flexible office space

Compensation & Structure

  • Independent contractor (1099) structure
  • Compensation customized based on advisor production and preferences
  • Revenue participation with potential equity upside
  • No forced product sales or proprietary investment requirements

Requirements
  • Minimum $25M in portable, fee-based AUM
  • Active Series 65 or equivalent registration
  • Proven experience advising high-net-worth or mass affluent clients
  • Strong client relationship management and business development skills
  • Entrepreneurial mindset with the ability to operate independently

Benefits
Firm Characteristics
  • Fee-only registered investment advisory platform
  • Multi-custodial model
  • Remote and flexible work environment
  • Venture-backed, growth-stage firm

Why This Role
This opportunity is ideal for advisors who want autonomy without isolation. You keep control of your clients and investment decisions while gaining the infrastructure, technology, and support typically only available at much larger firms.