Remote Wealth Advisor Jobs
Remote Wealth Advisor jobs are in active demand across the U.S., with remote-first firms and distributed financial services teams hiring for client-facing and portfolio management roles in wealth management, fintech, and insurance. Employers hiring remotely right now include Corebridge, Hightower Advisors, and Farther. Find a role that fits below and apply directly.
Find Remote Wealth Advisor JobsOverview
Open roles18
Top employerCorebridge
Top credentialBachelor's degree
Companies hiring13
Showing 5 of 18+ Remote Wealth Advisor jobs
Investment Advisor, Wealth & Retirement (Remote)
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Added 1d ago
NFP Corp
Investment Advisor, Wealth & Retirement (Remote)
Potomac, Maryland
Added 1d ago
S
Account Manager for Financial Advisor & Wealth Management Practice
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S
Added 2d ago
Stewart Financial Group
Account Manager for Financial Advisor & Wealth Management Practice
Remote
Added 2d ago
Wealth Management Advisor - SW Michigan/Grand Rapids
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Added 4d ago
Corebridge
Wealth Management Advisor - SW Michigan/Grand Rapids
Michigan
Added 4d ago
Associate Wealth Advisor - Hightower Signature Wealth
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Added 1w ago
Hightower Advisors
Associate Wealth Advisor - Hightower Signature Wealth
Oak Brook, Illinois
Added 1w ago
Wealth Advisor - Hightower Signature Wealth
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Added 1w ago
Hightower Advisors
Wealth Advisor - Hightower Signature Wealth
Oak Brook, Illinois
Added 1w ago
Added 1d ago
Investment Advisor, Wealth & Retirement (Remote)
NFP Corp·Potomac, Maryland
Job functions:
$70k - $110k/yr
Remote (US)
Bachelor's degree in finance
5,001-10,000 employees
Job Description
Posting Description:
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
Summary of the Role: Wealthspire is in search of an Advisor to join our institutional and private client wealth team. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants. Warm lead generation stems from existing institutional clients’ employee populations. Our ideal candidate is self-motivated and has a passion for helping individuals with financial solutions to enhance their clients’ financial futures, and a strong ability to both lead group meetings and have more intimate one-on-one consulting sessions.
What We Offer:
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary of the Role: Wealthspire is in search of an Advisor to join our institutional and private client wealth team. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants. Warm lead generation stems from existing institutional clients’ employee populations. Our ideal candidate is self-motivated and has a passion for helping individuals with financial solutions to enhance their clients’ financial futures, and a strong ability to both lead group meetings and have more intimate one-on-one consulting sessions.
Essential Duties and Responsabilities:
- Identify and cultivate individual financial consulting and wealth management opportunities.
- Work closely with Wealthspire Plan Advisors, and plan sponsors to coordinate and develop financial wellness programs, participant education & communications and financial wellness services.
- Provide leadership in developing services and programs to increase participant outcomes and overall plan health measures.
- Work closely with recordkeeper partners to understand and leverage their tools and resources
- Provide primarily virtual as well as onsite and web-based employee coaching to individuals and groups customized to demographic needs.
- Develop summary reports of financial wellness, individual consulting events and services provided to plan sponsor clients.
- Monitor plan demographics and identify opportunities to increase enrollment and deferrals for each plan and each individual.
- Review individual participant’s allocation, savings rates, and financial goals alignment to both their short-term financial needs and their long-term income replacement goals.
- Review individual participant’s financial goals to assist with providing custom financial services or referrals.
- Track plan and participant activities to develop and maintain overall Plan Advisory business metrics.
- Handle plan sponsor and participant matters in a timely and efficient manner.
- Pursue professional development opportunities to include additional licenses and/or designations, actively participate in internal and external training sessions and networking events.
- Positive team player who works effectively within an entrepreneurial environment.
Knowledge, Skills, and/or Abilities:
- 3-5 years of experience working with individual’s financial consulting, wealth management and/or retirement plans
- Bachelors’ Degree in Finance or related field of study
- Series 65 license or equivalent (must be obtained within 90 days of employment)
- Experience working with Power Point
- Strong communication and presentation skills
- Keen attention to detail
- Ability to independently manage and prioritize multiple projects
- Strong client service attitude, positive team player and contributor
- Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself
- Travel required to service existing clients (40-50% travel requirement, with some overnight)
Education and/or Experience:
- CFP, AFC, ChFC, CPFA, CRPC, or similar credential.
- Experience with workplace financial wellness, participant education, or financial planning.
- Experience presenting to employee groups or conducting onsite education meetings.
- Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues.
- Experience using CRM, financial planning software, digital wellness tools, or recordkeeper platforms.
- Ability to identify planning and wealth opportunities without using a hard-sales approach.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $70,000 to $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
#Wealthspire
#LI-JS3
.
NFP Corp
Investment Advisor, Wealth & Retirement (Remote)
Potomac, Maryland
Added 1d ago5,001-10,000 employees
Job functions:
$70k - $110k/yr
Remote (US)
Bachelor's degree in finance
Job Description
Posting Description:
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
Summary of the Role: Wealthspire is in search of an Advisor to join our institutional and private client wealth team. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants. Warm lead generation stems from existing institutional clients’ employee populations. Our ideal candidate is self-motivated and has a passion for helping individuals with financial solutions to enhance their clients’ financial futures, and a strong ability to both lead group meetings and have more intimate one-on-one consulting sessions.
What We Offer:
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary of the Role: Wealthspire is in search of an Advisor to join our institutional and private client wealth team. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants. Warm lead generation stems from existing institutional clients’ employee populations. Our ideal candidate is self-motivated and has a passion for helping individuals with financial solutions to enhance their clients’ financial futures, and a strong ability to both lead group meetings and have more intimate one-on-one consulting sessions.
Essential Duties and Responsabilities:
- Identify and cultivate individual financial consulting and wealth management opportunities.
- Work closely with Wealthspire Plan Advisors, and plan sponsors to coordinate and develop financial wellness programs, participant education & communications and financial wellness services.
- Provide leadership in developing services and programs to increase participant outcomes and overall plan health measures.
- Work closely with recordkeeper partners to understand and leverage their tools and resources
- Provide primarily virtual as well as onsite and web-based employee coaching to individuals and groups customized to demographic needs.
- Develop summary reports of financial wellness, individual consulting events and services provided to plan sponsor clients.
- Monitor plan demographics and identify opportunities to increase enrollment and deferrals for each plan and each individual.
- Review individual participant’s allocation, savings rates, and financial goals alignment to both their short-term financial needs and their long-term income replacement goals.
- Review individual participant’s financial goals to assist with providing custom financial services or referrals.
- Track plan and participant activities to develop and maintain overall Plan Advisory business metrics.
- Handle plan sponsor and participant matters in a timely and efficient manner.
- Pursue professional development opportunities to include additional licenses and/or designations, actively participate in internal and external training sessions and networking events.
- Positive team player who works effectively within an entrepreneurial environment.
Knowledge, Skills, and/or Abilities:
- 3-5 years of experience working with individual’s financial consulting, wealth management and/or retirement plans
- Bachelors’ Degree in Finance or related field of study
- Series 65 license or equivalent (must be obtained within 90 days of employment)
- Experience working with Power Point
- Strong communication and presentation skills
- Keen attention to detail
- Ability to independently manage and prioritize multiple projects
- Strong client service attitude, positive team player and contributor
- Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself
- Travel required to service existing clients (40-50% travel requirement, with some overnight)
Education and/or Experience:
- CFP, AFC, ChFC, CPFA, CRPC, or similar credential.
- Experience with workplace financial wellness, participant education, or financial planning.
- Experience presenting to employee groups or conducting onsite education meetings.
- Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues.
- Experience using CRM, financial planning software, digital wellness tools, or recordkeeper platforms.
- Ability to identify planning and wealth opportunities without using a hard-sales approach.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $70,000 to $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
#Wealthspire
#LI-JS3
.
See All 18 Remote Wealth Advisor Jobs
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Find Remote Wealth Advisor JobsRemote Wealth Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote wealth advisor jobs.
- Active Series 7 and Series 66 (or 65) licenses required
- CFP designation preferred or required at senior levels
- Minimum two to five years of client-facing financial advisory experience
- Demonstrated ability to grow and retain a book of business
- Proficiency in financial planning software such as eMoney or MoneyGuidePro
- Bachelor's degree in finance, economics, business, or a related field
Tips for Your Remote Wealth Advisor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote wealth advisor openings from across the U.S. in one place, so you can find roles that match your licenses and experience and apply directly without sorting through unfiltered postings.
Lead with your licenses and remote-ready tools
Remote wealth advisor postings screen for CFP, Series 65, or Series 7 credentials upfront. Make sure your licenses appear prominently, and call out your fluency with CRM platforms like Salesforce Financial Services Cloud or Redtail, which remote advisory teams rely on daily.
Demonstrate async client communication skills
Remote advisory firms want evidence you can build client trust through video calls, written financial plans, and follow-up emails, not just in-person meetings. Include examples of written deliverables, virtual client presentations, or structured follow-up processes you've used.
Target firms with established remote advisory practices
Fee-only RIAs, digital planning platforms, and national brokerage firms with distributed teams already have the infrastructure and compliance workflows for remote advisors. Focusing on these employers shortens onboarding and signals you understand how remote advisory work actually operates.
Remote Wealth Advisor Jobs: Frequently Asked Questions
How do I get a remote wealth advisor job?
Target firms that already run distributed advisory teams, such as fee-only RIAs, digital wealth platforms, and insurance-backed planning firms with remote practices. Remote employers screen for self-direction, clear written communication, and the ability to build client trust without in-person contact. Holding a CFP, Series 65, or Series 7 license strengthens any remote application, and a portfolio of client outcomes or case notes demonstrates you can deliver results independently.
Which companies hire remote wealth advisors?
Companies hiring remote wealth advisors right now include Corebridge, Hightower Advisors, and Farther, based on current remote listings on Migrate Mate as of September 2026. Remote openings for this role concentrate at remote-first RIAs, distributed fintech platforms, and national insurance and brokerage firms that serve clients across multiple time zones.
Can you get a remote wealth advisor job with no experience?
Yes, but remote entry-level wealth advisor roles are harder to land because firms expect you to manage your pipeline and client relationships without daily supervision from day one. Digital wealth platforms and larger financial planning firms are more likely to hire entry-level candidates remotely. Showing a relevant license, completing a virtual internship, or demonstrating strong financial modeling skills can open the door when direct experience is limited.
Do you need a degree for remote wealth advisor jobs?
Not always. Remote employers weigh active licenses like the CFP, Series 65, or Series 7 heavily, and demonstrated client-facing results can carry as much weight as a four-year degree. Some firms, particularly digital planning platforms and insurance-backed teams, prioritize regulatory licensing and measurable book-of-business growth over academic credentials when hiring remote advisors.
See All 18 Remote Wealth Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Wealth Advisor Jobs