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 Curvion Blue, Inspira Financial, and Ameriprise Financial. Find a role that fits below and apply directly.
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About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
We are seeking a Senior Recruiter for Field and Branch Management. In this role, you will partner with business leaders to drive hiring across branch and field roles within our Wealth Management business across the United States. You will support critical talent needs including branch leadership, supervision and risk functions, as well as advisor development programs.You will operate as a strategic recruiter, bringing a strong understanding of sales and advisor profiles, candidate motivations, and local market dynamics to deliver high-quality hires that support business growth. You will have a direct impact on field-based hiring that drives revenue and business performance, with exposure to a broad range of critical roles across branch operations and supervision. You will build strong partnerships with business leaders as well as talent acquisition, HR business partners, and compensation, while continuing to deepen your expertise in market-led hiring and talent mapping.
Responsibilities
- Drive hiring across field roles, delivering recruitment support across a range of field hiring needs, including branch operations, leadership positions, and supervision, risk, and regulated roles.
- Partner with branch and sales leaders , including field leadership, to understand hiring needs, define role requirements, and support confident hiring decisions.
- Understand ‘What Drives Success’ in sales roles by applying knowledge of commission-based environments, candidate motivation, and performance drivers to identify individuals who are likely to succeed in the field.
- Review and prioritize candidates by evaluating candidate profiles and providing clear, actionable recommendations to leaders, with a focus on commercial potential, resilience, and fit.
- Partner across HR to deliver hiring outcomes including working closely with HR Business Partners and Compensation teams to ensure alignment on role scope, pay positioning, and hiring decisions, enabling smooth and well-informed outcomes.
- Leverage talent insights to build pipelines. This includes leveraging talent insights, data, and market mapping to identify and prioritize candidate pools aligned to hiring demand and growth areas.
- Provide market insight to leaders by sharing practical insight on talent availability, competitor activity, and local market dynamics to shape hiring decisions.
- Deliver at pace in a business-critical environment by maintaining momentum across multiple roles, recognizing that hiring speed and quality directly impact performance.
Qualifications
- 5–7 years of relevant experience required, including a proven track record of recruiting within sales-driven, field-based, or financial services environments, with demonstrated ability to identify and attract high-performing talent.
- Exposure to commission-based roles or performance-driven hiring models required.
- Experience supporting distributed teams or branch networks preferred.
- Strong stakeholder engagement — confident working with sales leaders and field teams.
- Excellent collaboration skills — able to work seamlessly with talent acquisition operations, HRBPs, and compensation partners.
- Strong understanding of the key drivers of success in sales roles, including motivation, incentive structures, and performance-oriented behaviors.
- Ability to assess candidates beyond resumes, interpreting multiple experience and indicators to evaluate potential, impact, and overall fit.
- Demonstrated experience operating at pace across concurrent hiring needs, effectively prioritizing, and delivering in a dynamic, high-volume environment.
- Outcome-focused communicator who conveys insights clearly and concisely, enabling informed decision-making and driving hiring outcomes.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $98,300 - $120,200 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
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Find JobsRemote Wealth Management Associate Job Market
Who's Hiring
- Curvion Blue22

- Inspira Financial2

- Ameriprise Financial2

- Empower1E
- Thrivent1

Top Industries Hiring
- Investment & Asset Management4
- Banking & Financial Services2
- Accounting & Auditing1
- Technology & Software1
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.
Prepare for a fully remote interview process
Remote wealth management interviews often include a case study or financial planning scenario sent ahead of time and a structured video panel. Practice presenting a concise financial analysis on video, and test your setup, lighting, and audio before every round.
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 Curvion Blue, Inspira Financial, and Ameriprise Financial and others right now, based on current remote listings on Migrate Mate as of June 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 Investment & Asset Management, Banking & Financial Services, and Accounting & Auditing, per current remote listings on Migrate Mate as of June 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.
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