Remote Private Wealth Associate Jobs
Remote private wealth associate jobs are open across the U.S. at remote-first wealth management firms, distributed financial advisory teams, and fintech companies scaling their client service operations. Employers hiring remotely right now include Empower, Huntington Bank, and Fidelity Investments. Scan the live roles below and apply to whichever ones fit.
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Description
Summary:
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.
Duties and Responsibilities:
- Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
- Self-acquires new business by being active and well connected in the community and with external centers of influence.
- Responsible for providing legendary client service to retain client relationships.
- Builds strong relationships across all Huntington business segments to deepen client relationships.
- Works with relationships of moderate to high complexity.
- Knowledgeable on key compliance and regulatory requirements. Performs other duties as assigned.
Basic Qualifications:
- Bachelor’s Degree
- State Life and Health Licenses required to be obtained within 90 days of hire
- At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
Preferred Qualifications:
- CFP
- Securities and life insurance licenses preferred but not required.
- Demonstrated success working with high-net-worth clients.
- Proven ability to build strong relationships with clients.
- Excellent written and verbal communication skills. Ability to multi-task.
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
Workplace Type:
OfficeOur Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Description
Summary:
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.
Duties and Responsibilities:
- Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
- Self-acquires new business by being active and well connected in the community and with external centers of influence.
- Responsible for providing legendary client service to retain client relationships.
- Builds strong relationships across all Huntington business segments to deepen client relationships.
- Works with relationships of moderate to high complexity.
- Knowledgeable on key compliance and regulatory requirements. Performs other duties as assigned.
Basic Qualifications:
- Bachelor’s Degree
- State Life and Health Licenses required to be obtained within 90 days of hire
- At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.
Preferred Qualifications:
- CFP
- Securities and life insurance licenses preferred but not required.
- Demonstrated success working with high-net-worth clients.
- Proven ability to build strong relationships with clients.
- Excellent written and verbal communication skills. Ability to multi-task.
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
Workplace Type:
OfficeOur Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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Find JobsRemote Private Wealth Associate Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in remote private wealth associate jobs.
- Bachelor's degree in finance, economics, or a related field
- Series 7 and Series 66 licenses or willingness to obtain them
- Experience supporting high-net-worth or ultra-high-net-worth clients
- Proficiency in portfolio management and CRM software platforms
- CFP designation or active progress toward certification preferred
- Strong written and verbal communication skills for client correspondence
Tips for Your Remote Private Wealth Associate Job Search
Signal async communication skills upfront
Remote private wealth firms evaluate how clearly you communicate in writing before they hire you. Use your cover letter to show concise, professional prose and reference tools like Slack, client portals, or CRM platforms you've used to manage relationships without face-to-face contact.
Pursue remote-relevant certifications actively
The CFP, Series 65, and CFA carry extra weight for remote roles because they signal you can operate independently and advise clients with authority. Remote employers in private wealth lean on credentials to offset the absence of in-person vetting during the hiring process.
Apply early to remote roles that fit
Migrate Mate lists remote private wealth associate openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through location-filtered results on general boards.
Prepare your remote interview setup deliberately
Private wealth clients expect polished, professional interactions, and remote hiring managers extend that standard to your interview environment. A clean background, stable video connection, and distraction-free audio demonstrate you're ready to represent the firm in virtual client meetings from day one.
Remote Private Wealth Associate Jobs: Frequently Asked Questions
How do I get a remote private wealth associate job?
Target remote-first wealth management firms, registered investment advisors with distributed teams, and fintech platforms that serve high-net-worth clients without a physical branch footprint. Remote employers screen hard for self-direction, clear written communication, and CRM proficiency since you won't have a manager down the hall. Candidates who can show async collaboration skills and comfort with digital client engagement tools stand out consistently.
Which companies hire remote private wealth associates?
Employers currently hiring remote private wealth associates include Empower, Huntington Bank, and Fidelity Investments, per current remote listings on Migrate Mate as of November 2026. These tend to be remote-first registered investment advisors, digital wealth platforms, and distributed financial services firms operating across multiple time zones without centralized office requirements.
Can you get a remote private wealth associate job with no experience?
Yes, but remote entry-level private wealth roles are harder to land because firms expect you to work independently from day one without in-person guidance. Your best path is targeting digital-first RIAs and fintech wealth platforms that run structured onboarding remotely. Demonstrating financial modeling skills, relevant coursework, Series 65 or SIE progress, and comfort with video-based client communication can substitute for years of experience.
Do you need a degree for remote private wealth associate jobs?
Usually, but the degree requirement is flexible depending on what else you bring. Remote employers in private wealth care more about demonstrated financial acumen, client relationship skills, and relevant certifications like the CFP or Series 65 than a specific diploma. A strong record of handling complex client accounts or financial planning work can carry significant weight alongside or instead of a traditional degree.
Which industries hire the most remote private wealth associates?
Remote private wealth associate roles concentrate in Banking & Financial Services, based on current remote listings on Migrate Mate as of November 2026. These sectors build distributed client service teams that handle high-net-worth relationships across geographies without requiring associates to be co-located with clients or colleagues.
See All 7 Remote Private Wealth Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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