Remote Wealth Management Advisor Jobs
Remote Wealth Management Advisor jobs are open across personal finance, insurance, and investment management at remote-first firms, independent advisory practices, and distributed financial services companies, from associate-level advisor roles to senior client-facing positions. Employers hiring remotely right now include Hightower Advisors, Empower, and Corebridge. Scan the live roles below and apply to whichever ones fit.
Find JobsOverview
Showing 5 of 26+ Remote Wealth Management Advisor jobs
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.
See All 26 Remote Wealth Management Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Wealth Management Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote wealth management advisor jobs.
- FINRA Series 7 and Series 66 licenses or ability to obtain within 90 days
- CFP designation or active progress toward certification preferred by most RIAs and wirehouses
- Proven experience building or managing client relationships with documented AUM
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Bachelor's degree in finance, economics, business administration, or a related field
- State-specific life and health insurance licenses required for advisory roles that include insurance products
Tips for Your Remote Wealth Management Advisor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote wealth management advisor openings from across the U.S. in one place, so you can find roles that match your licenses and client focus and apply directly without sorting through unrelated postings.
Demonstrate your virtual client relationship skills
Remote employers want evidence you can build trust without in-person meetings. Document specific examples of onboarding clients, conducting financial planning reviews, or delivering portfolio updates entirely through video calls and written communication.
Lead with your active licenses in every application
Remote wealth management advisor postings filter heavily on credentials. List your Series 65, Series 7, CFP, or state insurance licenses in the first section of your resume so hiring managers see your compliance-ready status immediately.
Prepare for remote-specific interview formats
Remote advisor interviews often include asynchronous video screens and written case assessments to test how you communicate without real-time cues. Practice presenting a financial plan recommendation clearly in writing and via recorded video before your first interview.
Remote Wealth Management Advisor Jobs: Frequently Asked Questions
How do I get a remote wealth management advisor job?
Target remote-first independent advisory firms, digital wealth platforms, and distributed financial services companies that have built workflows around virtual client relationships. Remote employers screen for self-direction, polished written and video communication, and demonstrated ability to build client trust without in-person meetings. Holding a CFP, Series 65, or Series 7 license strengthens your candidacy, as does a documented history of managing client relationships through digital channels.
Which companies hire remote wealth management advisors?
Employers currently hiring remote wealth management advisors include Hightower Advisors, Empower, and Corebridge, per current remote listings on Migrate Mate as of November 2026. Remote wealth management advisor roles are concentrated at remote-first registered investment advisors, digital brokerage platforms, and insurance-affiliated financial planning firms that serve geographically distributed client bases.
Can you get a remote wealth management advisor job with no experience?
Yes, but remote entry-level wealth management advisor roles are harder to land because you must demonstrate client-management independence from day one without an office environment to lean on. Digital-first RIAs and fintech-backed advisory platforms are the most likely to hire entry-level remote candidates. You can compensate for limited experience by showing completed licensing exams, a virtual financial planning case study, or a record of client-facing work in a related financial services role.
Do you need a degree for remote wealth management advisor jobs?
Not always. A bachelor's degree in finance, economics, or a related field is common among candidates, but remote employers place significant weight on active licenses such as the Series 65, Series 7, or CFP designation, alongside a demonstrable record of managing client assets or financial plans. Candidates without a degree who hold the relevant licenses and can show concrete client outcomes are competitive for many remote advisor openings.
See All 26 Remote Wealth Management Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs