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8 Remote Wealth Management Specialist jobs

8 open remote wealth management specialist roles from top companies and boards โ€” updated hourly.

Product Specialist - Wealth Management SMEtoday
Tephra Inc.ยทUnited States
product-specialistproduct-managerwealth-management-specialistfinancial-services-product-managersubject-matter-expertwealth-management-product-management
Wealth Mgmt Consultanttoday
Saybrus PartnersยทUnited StatesยทUSD 60,000 - 80,000 / annual
wealth-management-consultantfinancial-consultantinsurance-sales-consultantfinancial-sales-representativelife-insurance-saleswealth-management-consulting
Personal Finance Expert (Canada)12d ago
Xperteez TechnologyยทCanadaยทUSD 90 - 110 / hourly
personal-financial-advisorfinancial-advisorfinancial-planningtax-consultantwealth-management-specialistpersonal-finance-specialist
VP Wealth Management Advice & Product Specialists16d ago
EmpowerยทUnited States
wealth-managementfinancial-advisory-servicesexecutive-leadershipadvisor-enablementproduct-managementvp-wealth-management
Client Experience Specialist - Wealth Management17d ago
EmpowerยทUnited StatesยทUSD 55,300 - 76,075 / annual
client-serviceswealth-managementcustomer-experiencefinancial-advisory-supportrelationship-managementclient-experience-specialist
Wealth Solutions Consultant - Private WealthSep 14, 2026
AssetMarkยทUnited StatesยทUSD 130,000 - 150,000 / annual
wealth-managementfinancial-advisor-salesprivate-wealth-salesexternal-salesinvestment-saleswealth-management-consultant
Investment SpecialistSep 7, 2026
BMOยทCanadaยทCAD 40,500 - 80,000 / annual
investment-specialistwealth-managementfinancial-salesinvestment-saleswealth-advisorinvestment-support-specialist
Client Onboarding Specialist - Complex AccountsAug 30, 2026
Wealth EnhancementยทUnited StatesยทUSD 70,000 - 85,000 / annual
client-onboarding-specialistfinancial-services-operationsaccount-serviceswealth-management-specialistclient-servicesclient-onboarding-and-training-specialist

Remote Wealth Management Specialist jobs: what to know

RemoShift tracks 8 live remote wealth management specialist roles, refreshed every 30 minutes โ€” every listing links straight to the original posting. Current openings come from Himalayas and include Empower, Tephra Inc., Saybrus Partners and Xperteez Technology plus other employers hiring this week.

By current openings, these roles hire mostly in the USA (6) and Canada (2). None of the current listings are flagged work-from-anywhere, so every role here is tied to a stated region or timezone โ€” each posting spells out the arrangement.

The seniority mix runs mid (8), so the market skews toward mid roles โ€” 100% of the current set. Of the 5 listings in the current sample that disclose pay, salaries run $55kโ€“$70k with a median around $60k (USD, per year) โ€” the rest keep ranges private, so filter for disclosed pay.

Live roles
8 live remote wealth management specialist jobs
Top employers
Empower, Tephra Inc., Saybrus Partners, Xperteez Technology, AssetMark and BMO
Common locations
the USA and Canada
Remote policy
Region/timezone-bound
Seniority mix
mid (8)
Typical pay
$55kโ€“$70k (median $60k, 5 disclosed)
Data sources
Himalayas

Frequently asked questions

How much do remote wealth management specialist jobs pay?
Disclosed salaries for current remote wealth management specialist listings run $55kโ€“$70k (median $60k, USD per year), based on the 5 postings in our latest sample that publish a range. Only a minority of employers disclose pay โ€” use the has-salary filter to see transparent postings first, and check each original listing for bonus or equity on top.
Are remote wealth management specialist jobs open to candidates anywhere?
None of the current remote wealth management specialist listings are work-from-anywhere: these roles are remote within a region or timezone. Openings concentrate in the USA and Canada, and each posting states the exact rule.
What seniority levels hire for remote wealth management specialist roles?
Current listings skew mid (8) โ€” mid roles alone are 100% of the set. Use the seniority filter to narrow the live list, and check each posting for the exact band and any experience floor.

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