Remote Wealth Management Consultant Jobs
Remote Wealth Management Consultant jobs are in active demand across the U.S., with remote-first firms and distributed financial services teams hiring for both client-facing advisory and planning-focused roles. Sectors including financial planning, insurance, banking, and investment management regularly post remote openings, and employers currently hiring include Fidelity Investments, Empower, and Jambalaya. Scan the live roles below and apply to whichever ones fit.
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Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
We are seeking a Associate Advisor based on the East Coast to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
- Serve on the client service team to assist in managing client relationships.
- Involvement in client and prospect meetings as well as networking opportunities.
- Develop competency with our eMoney financial planning software to assist in developing financial plans.
- Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
- Develop competency in our CRM, manage workflows and related documentation requirements.
- Facilitate best practices and assist in monitoring and satisfying compliance requirements.
Basic Qualifications:
- Undergraduate Degree, preferably in a business-related field
- Minimum of 2-3 years in the Wealth Management/Financial Services industry
- Eligible to obtain the series 65 license
- Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
- Excellent verbal and written communication skills for working with prospects, clients, and team members
- Ability to work efficiently, effectively, and independently to see projects through to conclusion
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Basic knowledge of income taxes and effects of portfolio transactions on income taxes
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
We are seeking a Associate Advisor based on the East Coast to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
- Serve on the client service team to assist in managing client relationships.
- Involvement in client and prospect meetings as well as networking opportunities.
- Develop competency with our eMoney financial planning software to assist in developing financial plans.
- Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
- Develop competency in our CRM, manage workflows and related documentation requirements.
- Facilitate best practices and assist in monitoring and satisfying compliance requirements.
Basic Qualifications:
- Undergraduate Degree, preferably in a business-related field
- Minimum of 2-3 years in the Wealth Management/Financial Services industry
- Eligible to obtain the series 65 license
- Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
- Excellent verbal and written communication skills for working with prospects, clients, and team members
- Ability to work efficiently, effectively, and independently to see projects through to conclusion
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Basic knowledge of income taxes and effects of portfolio transactions on income taxes
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
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Find JobsRemote Wealth Management Consultant 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 consultant jobs.
- Active Series 7 and Series 66 or Series 65 licenses required
- FINRA registration and clean U4 record in good standing
- Bachelor's degree in finance, economics, or a related field
- Certified Financial Planner (CFP) designation preferred or required
- Demonstrated experience developing and managing client financial plans
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
Tips for Your Remote Wealth Management Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote wealth management consultant openings from across the U.S. in one place. Check for new postings regularly and apply directly to roles that match your licensing, client focus, and planning specialty before competition builds.
Lead with virtual client management wins
Remote employers want proof you can retain and grow a client book without in-person contact. Quantify client retention, assets under guidance, or planning completions you achieved through video and async communication to show you can do the work remotely.
Signal async communication fluency upfront
Distributed wealth management teams rely on written updates, shared planning documents, and CRM notes rather than hallway conversations. Mention specific tools you use daily, such as Salesforce, Redtail, or Zoom, and reference your approach to keeping remote clients informed between meetings.
Prepare for scenario-based remote interviews
Remote hiring panels for this role often run case-style video interviews, testing how you handle a client's risk profile or life-stage transition without physical cues. Practice walking through financial planning scenarios aloud on camera, narrating your reasoning clearly and concisely.
Remote Wealth Management Consultant Jobs: Frequently Asked Questions
How do I get a remote wealth management consultant job?
Target companies that have already built distributed advisory teams, such as digital-first wealth platforms, regional RIAs with remote infrastructure, and insurance-backed financial services firms. Remote employers in this role screen heavily for self-direction, clear written communication with clients, and proficiency with virtual meeting tools and CRM platforms. Holding a CFP designation or relevant series licenses, combined with a demonstrable book of remote client relationships, gives candidates a clear edge.
Which companies hire remote wealth management consultants?
Employers currently hiring remote wealth management consultants include Fidelity Investments, Empower, and Jambalaya, per current remote listings on Migrate Mate as of November 2026. These tend to be remote-first financial planning firms, distributed insurance and investment management teams, and digital wealth platforms that serve clients entirely through virtual channels.
Can you get a remote wealth management consultant job with no experience?
Yes, but remote entry-level roles are harder to land because you must demonstrate client management and self-direction from day one without in-office oversight. Entry paths include virtual financial planning internships, remote customer-facing roles at digital banks or fintech firms, and self-study toward a CFP or series license. Showing completed coursework, a simulation portfolio, or documented client interactions in any capacity can open the door.
Do you need a degree for remote wealth management consultant jobs?
Not always, though many remote employers prefer a bachelor's degree in finance, business, or economics. What remote hiring managers weigh most heavily are active licenses such as Series 65, Series 7, or a CFP credential, alongside evidence of client relationship management and consistent results. Demonstrable experience building or retaining a client base can outweigh a degree at smaller remote-first firms.
Which industries hire the most remote wealth management consultants?
The sectors hiring the most remote wealth management consultants are Banking & Financial Services, based on current remote listings on Migrate Mate as of November 2026. These sectors operate distributed client-service teams that deliver planning, insurance, and investment guidance entirely through virtual channels, making remote wealth management consultant roles a structural part of how they operate.
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