Remote Vice President of Wealth Management Jobs
Remote Vice President of Wealth Management jobs are actively hiring across the U.S., with remote-first firms, registered investment advisors, and distributed financial services teams all building out senior wealth leadership. Employers hiring remotely right now include Fidelity Investments, Wilshire Advisors, and State Street. Find a role that fits below and apply directly.
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Fidelity will not provide immigration sponsorship for this position.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.
The Expertise and Skills You Bring
- Bachelor’s Degree highly preferred
- CFP highly preferred
- Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- 5+ years industry experience in financial services or a related field, 10+ years preferred
- 3-5 years of financial planning experience, 5+ years preferred
- Strong understanding of behavioral economics and family dynamics
- Outstanding relationship-building skills with collaborative attitude
- Proven track record of client satisfaction (high Net Promoter Score)
- Deep understanding of investment theory, markets, and products
- Success in fast paced environment
- Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning
The Team
Fidelity’s greatest advantage is its people, and we believe in supporting associates both professionally and personally through a competitive total rewards package, comprehensive benefits, and a stable base salary that recognizes performance and achievement. We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.
The Expertise and Skills You Bring
- Bachelor’s Degree highly preferred
- CFP highly preferred
- Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- 5+ years industry experience in financial services or a related field, 10+ years preferred
- 3-5 years of financial planning experience, 5+ years preferred
- Strong understanding of behavioral economics and family dynamics
- Outstanding relationship-building skills with collaborative attitude
- Proven track record of client satisfaction (high Net Promoter Score)
- Deep understanding of investment theory, markets, and products
- Success in fast paced environment
- Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning
The Team
Fidelity’s greatest advantage is its people, and we believe in supporting associates both professionally and personally through a competitive total rewards package, comprehensive benefits, and a stable base salary that recognizes performance and achievement. We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
See All 15 Remote Vice President of Wealth Management Jobs
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Find JobsRemote Vice President of Wealth Management Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote vice president of wealth management jobs.
- 7 or more years of experience in wealth management, private banking, or financial advisory
- Active Series 7 and Series 65 or Series 66 FINRA licenses required
- Demonstrated history of managing a substantial client book of business
- CFP, CFA, or CIMA designation strongly preferred or required
- Bachelor's degree in finance, economics, business, or a related field
- Experience using financial planning software such as eMoney, MoneyGuidePro, or Salesforce Financial Services Cloud
Tips for Your Remote Vice President of Wealth Management Job Search
Apply early to remote roles that fit
Migrate Mate lists remote vice president of wealth management openings from across the U.S. in one place, so you can find roles that match your credentials and apply directly without sifting through non-remote listings.
Demonstrate async client communication skills
Remote wealth management firms expect you to manage high-net-worth client relationships entirely through digital channels. Build a portfolio of client-facing written materials, video presentations, or recorded advisory sessions that show you communicate complex financial strategies clearly without being in the room.
Highlight distributed team leadership experience
Remote employers want evidence you've led advisor teams across time zones without in-person management. Mention specific tools you've used to coordinate teams, like Salesforce, Redtail, or project management platforms, and quantify outcomes like team growth or retention improvements.
Signal independence through your credentials and results
Remote hiring managers for this role screen hard for self-sufficiency. Lead your resume and cover letter with certifications like CFP or CFA, assets under management figures, and client retention rates that prove you operate at a senior level without needing on-site oversight.
Remote Vice President of Wealth Management Jobs: Frequently Asked Questions
How do I get a remote vice president of wealth management job?
Remote employers screen vice president of wealth management candidates heavily for self-direction, client relationship management without in-person contact, and clear written communication across asynchronous tools. Firms hiring remotely want evidence you can build and retain client books independently, run advisory workflows through digital platforms, and lead distributed teams without daily oversight. Certifications like CFP or CFA, a demonstrated remote client advisory history, and fluency with CRM and financial planning software all sharpen your edge.
Which companies hire remote vice president of wealth managements?
Companies hiring remote vice president of wealth managements right now include Fidelity Investments, Wilshire Advisors, and State Street, based on current remote listings on Migrate Mate as of November 2026. Remote-first registered investment advisors, independent broker-dealers, and distributed fintech firms are among the most consistent hirers of this role across the U.S.
Can you get a remote vice president of wealth management job with no experience?
Yes, but remote vice president of wealth management roles are senior positions, so direct entry without experience is uncommon because distributed teams expect independent judgment from day one. Candidates can build toward it by accumulating client-facing advisory experience at any firm, earning CFP or CFA credentials, and demonstrating measurable results like assets under management growth or client retention rates that signal readiness for a remote leadership role.
Do you need a degree for remote vice president of wealth management jobs?
Usually, but not always in a strict sense. Most remote employers expect a bachelor's degree in finance, economics, or a related field, and many prefer an MBA or graduate credentials. What remote firms weigh heavily alongside or sometimes instead of a degree is licensure, professional certifications like CFP or CFA, and a verifiable history of managing client relationships and assets at scale.
See All 15 Remote Vice President of Wealth Management Jobs
Find roles that match your experience and apply in just a few clicks.
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