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Wealth Management Operations Remote Jobs (NOW HIRING)

BluZinc

CEO Wealth Management

Dallas, TX · On-site +1

$250K - $500K/yr

Chief Executive Officer, CEO job opening remote USA based, of a Wealth Management operating company division. Confidential.Please apply to be considered for an initial call with our CEO, Jonathan ...

1847Financial

Financial Advisor

Raleigh, NC · Remote

$38K - $40K/mo

Our firms are dedicated to a client-first approach, focusing on life insurance, wealth management ... Operations - REMOTE Raleigh, NC $100,000.00-$145,000.00 3 days ago Senior Business Risk & Controls ...

Ivy Way Placements

Wealth Advisor

Stamford, CT · On-site +1

Remote, On-site, or Hybrid (Flexible) Your Career. Your Clients. Your Way. Are you an experienced ... Utilize cutting-edge CRM and portfolio management tools to maximize efficiency * Receive back ...

DataAnnotation

Wealth Advisor

Brooklyn, NY · Remote

$50 - $60/hr

Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits Full-time or part-time remote position Choose projects to work on Work on your own schedule Projects paid ...

DataAnnotation

Wealth Advisor

Richmond, VA · Remote

$50 - $60/hr

Related fields include Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full-time or part-time REMOTE position You'll be able to choose which ...

DataAnnotation

Wealth Advisor

Annapolis, MD · Remote

$50 - $60/hr

Related fields include Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full-time or part-time REMOTE position You'll be able to choose which ...

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

As of Jun 6, 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 are wealth management operations roles 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, and why are they important?

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 some 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
Financial Wealth Advisor (Advisory Team)

Financial Wealth Advisor (Advisory Team)

Farther

Dallas, TX • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

You've built a book. Now you want to grow it. Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above.

With more than 37 years of experience spanning 401(k)s, ultra-high-net-worth clients, nonprofits, estate planning, and executive compensation, you'll work directly with a managing director who brings genuine depth across virtually every client category — and a track record of helping advisors move up market. If you're looking for a team where leadership is accessible, mentorship is real, and your growth is a shared priority, this is the right fit.

We grow together. You keep your clients. Your success contributes to the team, and the team's resources accelerate what you do.

Your Impact

  • Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy.
  • Transition existing client relationships onto Farther's platform, ensuring a seamless experience for clients throughout the onboarding process.
  • Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities.
  • Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
  • Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience.
  • Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time.

The Ideal Match

  • Minimum $10–15M AUM book of business with transferable client relationships.
  • Series 65 or 66 license required.
  • Demonstrated track record of proactive business development and consistent client prospecting.
  • History of strong client retention and organic book growth.
  • Breadth of experience across multiple client types and planning disciplines.
  • Collaborative working style with a long-term orientation toward practice ownership.

Bonus Points

  • CFP, CFA, ChFC, AIF, or other advanced designations
  • Experience with nonprofits, 401(k)s, executive comp, or small business owners
  • Background mentoring or developing junior advisors
  • 30M+ AUM book looking for a more flexible, modern platform

Why Join Us

  • Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits (401(k) matching & Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from
  • Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
  • Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work.
  • Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.

Ready to disrupt wealth management? Let's talk!


Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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