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 Corebridge, Hightower Advisors, and Farther. Scan the live roles below and apply to whichever ones fit.
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Open roles18
Top employerCorebridge
Top credentialBachelor's degree
Companies hiring13
Showing 5 of 18+ Remote Wealth Management 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
.
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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 Corebridge, Hightower Advisors, and Farther, per current remote listings on Migrate Mate as of September 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.
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