Remote Wealth Management Client Associate Jobs
Remote Wealth Management Client Associate jobs are open across the U.S. at remote-first financial firms and distributed wealth management teams, with strong demand in private banking, independent advisory, and brokerage sectors. Employers hiring remotely right now include Empower, Farther, and BlackRock. See the openings below and apply to the ones that match your experience.
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See related jobsThe Client Service Associate provides proactive advisor level support while maintaining a high level of customer service. The ideal candidate will play an integral role in the office, working closely with a group of Advisors and acting as a direct liaison to clients. The candidate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. You will be responsible for a variety of research and special projects, and will be in charge of reporting, high level and critical correspondence, and working collaboratively in an exciting and high touch professional environment.
Responsibilities
- Serve as a resource to multiple financial advisors in supporting client relationships
- Assist in the implementation of new client accounts and the ongoing servicing of existing clients
- Managing travel & expenses, including making travel arrangements and processing expenses for team members
- Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning
Qualifications
- Bachelor's Degree preferred but not required
- Strong proficiency in Microsoft Office
- Excellent analytical skills and problem-solving abilities
- Exemplary interpersonal and communication skill
- Knowledge of financial industry and investment products preferred but not required
Salary and Benefits
- Hourly or salary compensation structure based on experience
- Part time or full time available
- If full time, a hybrid in office / work from home is available
- Paid company healthcare
- Paid time off
Company
- Pacific Pointe Advisors is a fast-growing, family centered wealth management firm providing sound financial guidance and advice. We provide financial planning, financial advice, and comprehensive wealth management to an array of households.
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Work Location: In person
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Find JobsRemote Wealth Management Client Associate Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote wealth management client associate jobs.
- Bachelor's degree in finance, economics, business, or a related field
- Active Series 7 and Series 66 licenses or willingness to obtain them
- Experience with CRM platforms and portfolio management software
- Strong written and verbal communication skills for high-net-worth client interactions
- Proficiency in Microsoft Office, particularly Excel and PowerPoint for client reporting
- Prior experience in financial services, brokerage, or a client-facing advisory support role
Tips for Your Remote Wealth Management Client Associate Job Search
Signal async competence in your application
Remote wealth management teams rely on written handoffs and CRM notes instead of desk-side check-ins. Your cover letter and resume should show you can communicate account status, client needs, and follow-up tasks clearly in writing, without needing real-time clarification.
Highlight CRM and financial platform proficiency
Remote employers screen for hands-on experience with tools like Redtail, Salesforce, Orion, or Schwab Advisor Center. Name the platforms you've used and describe what you managed in them, since remote firms can't assess your tech comfort level in person.
Apply early to remote roles that fit
Migrate Mate lists remote wealth management client 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 postings.
Prepare for structured remote interviews
Remote hiring processes for this role often include a written assessment or take-home scenario covering client onboarding steps or account documentation. Practice walking through a client service workflow in writing, not just verbally, before your interview.
Remote Wealth Management Client Associate Jobs: Frequently Asked Questions
How do I get a remote wealth management client associate job?
Target remote-first advisory firms and distributed brokerage teams that have built workflows around asynchronous communication. Remote hiring managers screen heavily for written clarity, self-directed follow-through, and proficiency with CRM platforms like Salesforce or Redtail. Demonstrating that you can manage client documentation, coordinate account paperwork, and communicate clearly over email without hand-holding gives you a concrete edge over candidates who've only worked in-office settings.
Which companies hire remote wealth management client associates?
Employers currently hiring remote wealth management client associates include Empower, Farther, and BlackRock, per current remote listings on Migrate Mate as of November 2026. Remote openings for this role tend to cluster at independent registered investment advisors, national brokerage firms with distributed service teams, and fintech-adjacent wealth platforms built around remote operations.
Can you get a remote wealth management client associate job with no experience?
Yes, but remote entry-level roles are harder to land because firms expect you to handle client interactions and account workflows independently from day one. Independent RIAs and smaller fintech-backed advisory platforms are most likely to hire entry-level candidates remotely. Showing familiarity with financial planning software, completing a relevant certification like SIE or Series 7, and demonstrating organized, written communication skills can substitute meaningfully for direct experience.
Do you need a degree for remote wealth management client associate jobs?
Not always. Many remote employers prioritize demonstrated skills over a specific credential, particularly for client-facing support and account administration tasks. Series 7 or Series 66 licensing, hands-on CRM experience, and a history of managing client relationships or financial documentation often carry more weight than a degree alone, especially at remote-first firms evaluating candidates on output rather than credentials.
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