Remote Wealth Management Specialist Jobs
Remote wealth management specialist jobs are open across the U.S. in financial services, fintech, insurance, and independent advisory firms, from associate-level roles at remote-first RIAs to senior positions on distributed wealth management teams. Employers hiring remotely right now include Fidelity Investments, Empower, and Jambalaya. Find a role that fits below and apply directly.
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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 Specialist 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 specialist jobs.
- Active Series 7 and Series 66 or Series 65 licenses required
- Bachelor's degree in finance, economics, or a related field
- Certified Financial Planner (CFP) designation preferred or required
- Three or more years of client-facing financial advisory experience
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
- Demonstrated ability to build and retain a book of business
Tips for Your Remote Wealth Management Specialist Job Search
Apply early to remote roles that fit
Migrate Mate lists remote wealth management specialist openings from across the U.S. in one place, so you can find roles that match your experience level and apply directly without sorting through unrelated listings.
Highlight your remote client advisory tools
Name the specific platforms you use, such as eMoney, Orion, Redtail, or MoneyGuidePro, in your resume and cover letter. Remote wealth management teams want to know you can serve clients and manage portfolios without in-person infrastructure from day one.
Demonstrate async communication with client examples
Remote hiring managers for wealth management roles screen for written communication skills because client updates, meeting recaps, and financial plan summaries all happen in writing. Include examples of client communications, written financial reports, or digital advisory workflows you've owned.
Prepare for a remote interview process with documentation
Remote wealth management interviews often include a case study or financial planning scenario presented over video. Practice presenting financial recommendations clearly on screen and have your licenses, compliance documentation, and a sample client communication ready to share digitally.
Remote Wealth Management Specialist Jobs: Frequently Asked Questions
How do I get a remote wealth management specialist job?
Target remote-first registered investment advisors, fintech-driven financial planning platforms, and insurance firms with distributed client service teams, since those employers are most likely to hire wealth management specialists remotely. Remote hiring managers screen for self-directed work habits, strong written communication with clients, and proficiency in virtual meeting and financial planning tools. Candidates who can demonstrate portfolio management experience, relevant licenses like Series 65 or CFP, and a history of client relationship management without in-person reliance move to the top of remote shortlists.
Which companies hire remote wealth management specialists?
Employers currently hiring remote wealth management specialists include Fidelity Investments, Empower, and Jambalaya, per current remote listings on Migrate Mate as of November 2026. These tend to be remote-first RIAs, fintech wealth platforms, and large financial services firms with distributed client advisory teams.
Can you get a remote wealth management specialist job with no experience?
Yes, but remote entry roles in wealth management are harder to land because employers expect you to work independently with clients from day one. Remote-first fintech firms and digital advisory platforms are more likely to hire entry-level specialists than traditional firms. You can strengthen your candidacy by showing completed coursework toward a CFP or Series 65, proficiency with financial planning software, and any client-facing or financial analysis work from internships or academic projects.
Do you need a degree for remote wealth management specialist jobs?
Usually, but a degree is not always a strict barrier if you can demonstrate the right credentials and skills. Remote employers weigh active licenses like the Series 65, Series 7, or CFP designation heavily alongside relevant experience managing client portfolios. Candidates who show documented results in financial planning, asset allocation, or client retention, combined with proficiency in remote advisory tools, can compete for roles even without a four-year finance degree.
Which industries hire the most remote wealth management specialists?
The sectors hiring the most remote wealth management specialists are Banking & Financial Services, based on current remote listings on Migrate Mate as of November 2026. These industries rely on distributed advisory and client service teams that make remote wealth management specialist roles a natural fit.
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