Remote Wealth Management Associate Jobs
Remote Wealth Management Associate jobs are open across the U.S. in financial planning, investment advisory, and banking, at remote-first wealth management firms, independent RIAs, and distributed financial services teams ranging from entry-level associate roles to senior client relationship positions. Employers hiring remotely right now include Ameriprise Financial, American Century Investments, and eClerx. Find a role that fits below and apply directly.
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Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, it will help deliver a high-touch, highly personalized experience designed to support our clients.
Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base.
This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology.
This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve.
What You Will Do
- Deliver a personalized, high-touch client experience for Empower clients, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy.
- Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience.
- Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist.
- Identify planning opportunities based on client conversations and data insights; lead the information-gathering process to support timely and relevant recommendations.
- Provide financial planning tailored to each client’s unique goals—delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference.
- Support the implementation and monitoring of investment strategies aligned with client objectives and risk profiles; remain up to date on market developments, economic conditions, and regulatory changes.
- Collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence.
What You Will Bring
- Bachelor Degree in Business or related discipline or equivalent experience
- 4+ years related work experience in financial services and/or customer experience
- FINRA Series 7, 63, and 65 FINRA registrations required
- FINRA fingerprinting required
- Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
- Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills.
- Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships.
- Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients.
- Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.
What Will Set You Apart
- CFP, CRPC, preferred
- Prior experience as a high performing Financial Advisor & Planner, serving our Premier/Brokerage clients
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$65,600.00 - $92,675.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
08-31-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (opens in new window) and sign up for Empower’s free newsletter.
Save
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, it will help deliver a high-touch, highly personalized experience designed to support our clients.
Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base.
This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology.
This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve.
What You Will Do
- Deliver a personalized, high-touch client experience for Empower clients, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy.
- Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience.
- Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist.
- Identify planning opportunities based on client conversations and data insights; lead the information-gathering process to support timely and relevant recommendations.
- Provide financial planning tailored to each client’s unique goals—delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference.
- Support the implementation and monitoring of investment strategies aligned with client objectives and risk profiles; remain up to date on market developments, economic conditions, and regulatory changes.
- Collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence.
What You Will Bring
- Bachelor Degree in Business or related discipline or equivalent experience
- 4+ years related work experience in financial services and/or customer experience
- FINRA Series 7, 63, and 65 FINRA registrations required
- FINRA fingerprinting required
- Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
- Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills.
- Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships.
- Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients.
- Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.
What Will Set You Apart
- CFP, CRPC, preferred
- Prior experience as a high performing Financial Advisor & Planner, serving our Premier/Brokerage clients
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$65,600.00 - $92,675.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
08-31-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (opens in new window) and sign up for Empower’s free newsletter.
See All 15 Remote Wealth Management Associate Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Wealth Management Associate Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in remote wealth management associate jobs.
- Bachelor's degree in finance, business, economics, or a related field
- FINRA Series 7, 66, or 65 license, or willingness to obtain
- Experience with CRM platforms such as Salesforce or Redtail
- Proficiency in financial planning software such as eMoney or MoneyGuidePro
- Strong client communication and relationship management skills
- Understanding of investment products including equities, fixed income, and alternatives
Tips for Your Remote Wealth Management Associate Job Search
Apply early to remote roles that fit
Migrate Mate lists remote wealth management 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 unrelated listings.
Prove async communication skills upfront
Remote wealth management teams rely on written updates, client portal notes, and video calls rather than hallway conversations. Include examples of clear written client summaries or async team communication in your resume and cover letter to show you can operate without in-person cues.
Get licensed before you apply remotely
Holding a FINRA Series 7, Series 66, or both signals that you can contribute independently from day one, which remote hiring managers weight more heavily than in-office candidates who can shadow a senior associate during onboarding.
Demonstrate fluency with remote wealth management tools
Name the specific platforms you know, such as Orion, Redtail, eMoney, or MoneyGuidePro, in your application materials. Remote employers screen for candidates who can navigate client CRM and financial planning software without hands-on IT support nearby.
Remote Wealth Management Associate Jobs: Frequently Asked Questions
How do I get a remote wealth management associate job?
Target firms that already run distributed wealth management teams, such as remote-first RIAs, digital financial planning platforms, and large broker-dealers with established remote operations. Remote employers screen heavily for self-direction, clear written communication, and comfort with virtual client engagement tools like video conferencing and client portal software. Holding a FINRA Series 7 or 66 license and showing familiarity with CRM platforms like Salesforce or Redtail gives candidates a meaningful edge.
Which companies hire remote wealth management associates?
Remote wealth management associate roles are posted by Ameriprise Financial, American Century Investments, and eClerx and others right now, based on current remote listings on Migrate Mate as of August 2026. These include remote-first registered investment advisory firms, digital wealth platforms, and large financial services companies with distributed client service teams across financial planning, investment management, and banking sectors.
Can you get a remote wealth management associate job with no experience?
Yes, but remote entry-level roles in wealth management are harder to land because you must demonstrate self-direction from day one without in-person mentorship. Digital wealth platforms and independent RIAs are most likely to hire entry-level associates remotely. You can offset a thin resume by earning a FINRA license before applying, completing a CFP coursework program, or showing client-facing financial work from internships, banking roles, or volunteer financial coaching.
Do you need a degree for remote wealth management associate jobs?
Not always, though most remote wealth management associate roles list a bachelor's degree in finance, economics, or a related field as preferred. Remote employers increasingly weigh FINRA licensing, CFA or CFP progress, demonstrated client relationship skills, and hands-on experience with financial planning software alongside formal education. Candidates without a degree who hold active securities licenses and a verifiable record of client work are competitive at many remote firms.
Which industries hire the most remote wealth management associates?
Most remote wealth management associate openings sit in Banking & Financial Services, per current remote listings on Migrate Mate as of August 2026. These sectors hire wealth management associates remotely because their client service, financial planning, and investment operations run effectively on distributed teams using digital communication and portfolio management tools.
See All 15 Remote Wealth Management Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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