Last updated: 2025-05-22

60 Wealth Management jobs in Remote - United States.

Hiring now: Advancement Officer Indiv @ Mlt, Portfolio Management Sr A @ Bank Of Am, Plan Sponsor Retirement P @ Transameri, Financial Professional @ Equitable , Life Insurance Brokerage @ Modern Lif, Dir Of Wealth Management @ Busey Bank, Private Client Relationsh @ Citizens, Financial Counselor @ R1 Rcm, Vice President Of Tax @ Goodfinch, Managing Dir Biz Developm @ Kayne Ande.Explore more at at kaamvaam.com

🔥 Skills

wealth management (10) client relationships (8) client service (7) compliance (7) financial services (7) private equity (6) Business Development (6) sales (6) relationship management (5) communication skills (5)

📍 Locations

United States (60)
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Mlt

Advancement Officer, Individual Giving United States
Skills & Focus: cultivation, stewardship, engagement, fundraising, high-level stakeholders, capital, connectivity, influence, advice, Advancement team

Bank Of America

Portfolio Management Senior Associate - Private Bank United States
Skills & Focus: portfolio management, investment advice, asset allocation, portfolio construction, security manager selection, trade execution, risk management, client service, market analysis, investment performance
About the Company: Bank of America is a multinational banking and financial services corporation providing a full range of banking, investing, asset management, and other financi…
Experience: Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
Salary: $30.46 - $46.63 hourly pay, offers to be determined based on experience, education and skill set.
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to employees.

Transamerica

Plan Sponsor Retirement Plans Onboarding Manager United States
Skills & Focus: retirement plans, onboarding, client management, project plans, compliance, communication, relationship management, financial advisors, installations, conversion
About the Company: Transamerica offers insurance, retirement, and investment solutions to help people improve their financial situations. With millions of customers and employees…
Experience: Five years in the financial services industry, including client management and installations/conversions.
Salary: $82,000 - $92,000
Type: Full-time
Benefits: Competitive Pay, Bonus for Eligible Employees, Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimburs…

Equitable Advisors

Financial Professional United States
Skills & Focus: 401(k), Career, Financial security, Retirement planning, Wealth management, Financial planning, Employee benefits, Annuities, Life Insurance, Investment strategies
About the Company: Equitable Advisors provides financial planning and wealth management services, including retirement planning for individuals and corporate solutions for employ…
Type: Full-time
Benefits: Dental insurance, Vision insurance, Long-term disability insurance, Short-term disability insurance, Accident insurance…

Modern Life

Life Insurance Brokerage Manager United States
Skills & Focus: life insurance, brokerage manager, advisors, networking, case design, communication skills, referrals, business submission, technology, financial advisors
About the Company: Modern Life combines advanced technology with the advice of the country’s top life insurance experts. We help advisors streamline their practice so they can fo…
Experience: 5+ years of experience as a Life Insurance Brokerage Manager
Salary: $65,000 - $85,000
Type: Full Time
Benefits: Equity, Flexible PTO, 10 paid holidays, Employer-Sponsored medical, dental, and vision insurance, 401K and supplemental…

Busey Bank

Director of Wealth Management Client Services United States
Skills & Focus: Wealth Management, Client Services, Leadership, Performance Management, Regulatory Compliance, Customer Service, Team Development, Client Engagement, Process Improvement, Strategic Initiatives
About the Company: Busey Bank is a financial institution that values diversity and inclusion, focusing on delivering exceptional service within the financial services industry.
Experience: 10 or more years related experience in the financial services industry, 4+ years management experience.
Salary: $68,000 - $94,000
Type: Full-time
Benefits: Competitive benefits package including 401(k) match, profit sharing, paid time off, medical, dental, vision, life insur…

Citizens

Private Client Relationship Manager United States
Skills & Focus: Private Banking, Financial Services, Client Relationship, Customer Experience, Team Collaboration, Community Impact, Professional Development, Diversity and Inclusion, Well-being, Banking Technology
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.

R1 Rcm

Financial Counselor United States
Skills & Focus: financial counseling, patient support, healthcare finance, medical debt, trust building, community connections, financial obligations, career growth, peer mentorship, development opportunities
About the Company: R1 is a healthcare solutions company that focuses on revenue cycle management, helping hospitals and health systems streamline financial processes.
Type: Full-time

Goodfinch

Vice President of Tax United States
Skills & Focus: tax structuring, tax compliance, tax reporting, tax planning, private equity, hedge fund, onshore/offshore clients, ECI, UBTI, K1
About the Company: GoodFinch is an ESG-focused investment adviser that was founded by a team of clean-energy veterans who have been instrumental in fostering growth within the re…
Experience: 5-7 years of tax experience in private and public accounting covering private equity or hedge fund clients
Salary: $160,000 - $180,000 per year (DOE)
Type: Full-time

Kayne Anderson Rudnick

Managing Director, Business Development Officer United States
Skills & Focus: Business Development, Client Referrals, Financial Services, Sales, Investment Solutions, Relationship Management, Wealth Advisory, Custodial Referral Platform, Prospective Clients, Salesforce
About the Company: KAR is a top participant in the Fidelity client referral program, Wealth Advisor Solutions (WAS), providing high quality investment strategies and wealth solut…
Experience: Minimum 10 years in Financial Services sales
Salary: $100,000
Benefits: Competitive Pay, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Health Savings Account with a Co…

Citizens

Financial Advisor United States
Skills & Focus: Financial Advisor, Wealth and Asset Management, Bank Branch, Banker, Private Client, Financial Advice, Investment, Client Service, Financial Planning, Banking
Type: Full-time

Kayne Anderson Rudnick

Managing Director, Business Development Officer United States
Skills & Focus: Business Development, Financial Services, Client Relationships, Referral Program, Sales Incentive Plan, Investment Solutions, Onboarding Clients, Client Discovery Process, Wealth Advisory, Team Collaboration
Experience: Minimum 10 years in Financial Services sales
Salary: $100,000
Benefits: We offer a variety of benefits that support employees and their families including Medical, Dental, Vision Insurance, L…
Managing Director, Business Development Officer United States
Skills & Focus: Business Development, Financial Services, Client Referrals, Sales, Wealth Management, Investment Solutions, Relationship Management, Client Onboarding, Sales Incentive Plan, Custodial Referral
About the Company: KAR is a top participant in the Fidelity client referral program, Wealth Advisor Solutions (WAS), providing high quality investment strategies and wealth solut…
Experience: Minimum 10 years in Financial Services sales
Salary: $100,000
Type: Full-time
Benefits: Medical, Dental, and Vision Insurance; Life and Disability Insurance; Health Savings Account with a Company Match; Flex…
Managing Director, Business Development Officer United States
Skills & Focus: Financial Consultants, Business Development, Client Referrals, Wealth Advisory, Investment Solutions, Custodial Referral, Salesforce, Client Relationships, New Business Development, Employee Assistance Program
About the Company: KAR is a top participant in the Fidelity client referral program, Wealth Advisor Solutions (WAS), offering high quality investment strategies and wealth soluti…
Experience: Minimum 10 years in Financial Services sales
Salary: $100,000
Benefits: Competitive Pay, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Health Savings Account with a Co…

Pathward, N.A.

Client Account Executive II United States
Skills & Focus: financial empowerment, credit guidelines, underwriting, credit risk, Portfolio transition, credit partners, economic mobility, financial access, partner relationships, loan management
About the Company: Pathward is a financial empowerment company dedicated to creating financial inclusion for all by providing responsible, secure, and high-quality financial prod…
Experience: Typically, 3+ years with bachelor's or equivalent. SBA / USDA underwriting experience is desired.
Salary: $28.80 hourly – $53.18 hourly
Type: Full-time
Benefits: comprehensive benefits package including health insurance, 401(k) retirement benefits, life insurance, disability benef…

Umpqua Bank

Personal Banker United States
Skills & Focus: relationship banking, client experience, consumer lending, bank products, client relationship, account opening, compliance, cash handling, customer service, financial review
About the Company: Umpqua Bank creates a great place to work through relationship banking and a culture of associates thriving, supporting customers and communities.
Experience: 1 year of relevant banking experience preferred
Salary: $18 - $24 per hour
Type: Full-time
Benefits: Comprehensive healthcare, 401(k), paid vacation, sick days, volunteer days, holidays, tuition assistance, mental health…

Protective Life

Regional Vice President, Annuity Wholesaling United States
Skills & Focus: Annuity wholesaling, Distribution channels, Sales management, Financial Institutions, Business plan execution, Territory management, Advisor relationships, Sales goals, State Life and Health License, FINRA Series 6 and 63
About the Company: Protective Life is dedicated to providing innovative financial solutions, particularly in annuities, by maintaining high levels of production in independent an…
Experience: 5+ years in annuity wholesale distribution and external sales management preferred
Salary: Competitive compensation package including base salary and commission
Type: Full-time
Benefits: Strong corporate benefit package, uncapped commission plan

Citizens

Private Client Relationship Manager United States
Skills & Focus: Private Client, Relationship Manager, Financial, Diverse, Equitable, Inclusive, Community, Career Growth, Well-being, Support
About the Company: Citizens is a leading financial institution committed to creating a diverse, equitable, and inclusive world.
Type: Full-time
Benefits: We’re committed to providing benefits that support healthy habits and enhance overall well-being.

Bank Of America

Merrill Associate Client Relationship Manager United States
Skills & Focus: wealth management, investment products, client service, financial advisers, regulatory policies, investment advice, client experience, risk assessment, training, certifications
About the Company: Bank of America Merrill Lynch is a leading provider of financial services and wealth management solutions.
Experience: 3-5 years in financial services
Salary: $90,000.00 - $105,000.00 per year
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources, and support for employees.

Edelman Financial Engines

Senior Financial Planner (New Client Development) United States
Skills & Focus: financial planning, client development, wealth management, financial advice, fee-based advisory, relationship building, financial goals, market-based pay, fiduciary, personalized solutions
About the Company: Edelman Financial Engines is a top independent financial planning and investment advisory firm committed to acting in the best interests of its clients. Establ…
Experience: 7+ years in a client-facing financial advisory role
Salary: $82,000 - $110,000 (base salary) plus potential bonuses and benefits
Type: Full-time
Benefits: Health, dental, wellness plans, 401(k), discretionary bonus

Kraken

Institutional Sales Manager United States
Skills & Focus: institutional sales, business development, client relationships, financial products, crypto, custody, staking, market intelligence, lead generation, team collaboration
About the Company: Kraken is a mission-focused company rooted in crypto values, aiming to accelerate the global adoption of crypto for financial freedom and inclusion.
Experience: Over 5 years of expertise in institutional sales, with at least 1 year in a crypto organization.

Icapital

Vice President United States
Skills & Focus: investment management, fund operations, investor relations, marketing strategy, portfolio management, liquidity management, communication skills, team collaboration, financial services, relationship management
About the Company: iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, a…
Experience: 8+ years
Salary: $160,000 to $200,000
Type: Full-time
Benefits: Base salary, equity for all full-time employees, annual performance bonus, employer matched retirement plan, generously…

Citizens

Private Client Relationship Manager United States
Skills & Focus: Private Client, Relationship Manager, Financial Services, Customer Experience, Diversity, Inclusion, Professional Growth, Community Engagement, Talent Development, Wellness
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Type: Full-time
Benefits: Comprehensive benefits package including support for wellness and professional growth.

Atticus

Client Associate United States
Skills & Focus: client relationships, disability benefits, insurance compensation, government benefits, client feedback, case management, startup, legal practice, business operations, mentorship
About the Company: Atticus is a platform connecting people with disabilities to government benefits, and helping victims of accidents, misconduct, and violence get compensation f…
Experience: 1+ years of experience in a client-facing professional role
Salary: $70,000 - $85,000
Type: Full time
Benefits: Medical and dental insurance, vacation days, membership to OneMedical, reimbursable stipends for internet service and e…

Protective Life

Regional Vice President - Annuity Wholesaler United States
Skills & Focus: annuity, wholesaler, sales, financial institutions, distribution, business plan, relationship management, sales management, territory management, advisor relationships
Experience: 5+ years of experience in annuity wholesale distribution
Salary: competitive compensation package
Type: Full-time
Benefits: strong corporate benefit package and uncapped commission plan

Bpm

Assurance Senior/Supervisor United States
Skills & Focus: blockchain, digital assets, audit, CPA, accounting, DeFi, client relationships, financial reporting, team mentorship, technical research
About the Company: BPM is a company that emphasizes caring and community, striving for innovation and excellence. They focus on the blockchain and digital assets sectors, working…
Experience: Minimum of 3-5 plus years of audit experience
Benefits: Flexible work arrangements, personalized benefit structures, well-being resources, balance & flexibility, professional …

Farther

Associate Financial Advisor United States
Skills & Focus: Client Acquisition, Financial Advisory Services, Business Development, Wealth Management, High-net-worth individuals, Client Relationships, Market Dynamics, CRM Systems, Financial Planning Software, Prospecting
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Experience: 2+ years in financial services sales, with specific experience advising stock market investors
Benefits: Health, dental, and vision insurance; Life insurance; Unlimited PTO; 401(k) with company match; Professional developmen…

Earned Wealth

Associate Wealth Advisor United States
Skills & Focus: wealth management, financial planning, client service, investment planning, insurance reviews, estate planning, analytical skills, communication skills, CRM knowledge, collaborative
About the Company: Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices.
Experience: Three years of experience working in the wealth management industry preferred, with one year as a minimum
Type: Full-time
Benefits: An attractive total compensation package, Employer-sponsored health insurance (medical, dental, vision), 401k + 5% match

Protective

Client Wealth Building Programs Manager United States
Skills & Focus: customer service, wealth development accounting, problem-solving, long-term relationships, affluent clients, C Level executives, distribution partners, Field Sales, solutions delivery, excellent service
About the Company: We help protect our customers against life’s uncertainties.

Earned Wealth

Director of Client and Advisor Experience United States
Skills & Focus: client experience, advisor experience, financial services, omni-channel service, product strategy, process mapping, SDLC, data insights, service delivery, collaboration
About the Company: Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner d…
Experience: 7+ years within a financial services institution in a product, experience, strategy, or business operations role
Salary: Attractive total compensation package
Type: Full-time
Benefits: Employer-sponsored health insurance (medical, dental, vision), 401k + 5% match
Director of Client and Advisor Experience United States
Skills & Focus: client experience, advisor experience, financial services, omni-channel service, product strategy, process mapping, SDLC, data insights, service delivery, collaboration
About the Company: Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner d…
Experience: 7+ years within a financial services institution in a product, experience, strategy, or business operations role
Salary: Attractive total compensation package
Type: Full-time
Benefits: Employer-sponsored health insurance (medical, dental, vision), 401k + 5% match

Merrill Wealth Management (Bank Of America)

Market Supervision Manager United States
Skills & Focus: risk management, compliance, regulatory requirements, wealth management, financial transactions, supervisory requirements, client needs, coaching, regulations, risk mitigation
About the Company: A leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions, specializing in goals-…
Experience: 5+ years professional experience
Type: Full-time

Invesco

Divisional Associate United States
Skills & Focus: asset management, sales, strategy, internal sales, consultative process, mentorship, leadership, client responsibilities, professional growth, networking
Benefits: Mentorship programs, Leadership Apprenticeship Program

Farther

Senior Financial Advisor United States
Skills & Focus: Senior Financial Advisor, wealth management, client-first business, prospecting, client relationships, investment products, financial advice, personal finance, CFA, CFP certification
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: Proven track record of success in acquiring new wealth management relationships; Existing transferrable client base
Salary: Top of the industry payouts
Type: Remote and Hybrid Work
Benefits: Seamless transition plan for clients; collaborative work environment; flexibility with remote and in-person work.
Senior Financial Advisor United States
Skills & Focus: Senior Financial Advisor, wealth management, client-first business, prospecting, client relationships, investment products, financial advice, personal finance, CFA, CFP certification
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: Proven track record of success in acquiring new wealth management relationships; Existing transferrable client base
Salary: Top of the industry payouts
Type: Remote and Hybrid Work
Benefits: Seamless transition plan for clients; collaborative work environment; flexibility with remote and in-person work.

Crux

Principal, Buyside United States
Skills & Focus: tax credits, financial products, customer relationships, transaction lifecycle, market intelligence, capital markets, business development, negotiation, networking, stakeholder engagement
About the Company: Crux is the capital markets platform changing the way clean energy and manufacturing projects are financed in the U.S.
Experience: 7+ years in selling tax-related financial products or advising on tax credit accounting methods
Salary: $100,000 - $200,000
Type: Full time
Benefits: 100% healthcare premiums, paid time off, 401k support, annual performance bonus

Intuit

Tax Expert - CPA or EA United States
Skills & Focus: tax, CPA, EA, remote work, consulting, financial technology, client support, preparation, filing, compliance
About the Company: Intuit is a financial technology company that helps individuals and small businesses manage their finances with products like TurboTax, QuickBooks, and Mint.
Type: Remote
Benefits: Benefits include support for health, financial security, and providing peace of mind.

Edelman Financial Engines

Client Service Associate United States
Skills & Focus: client service, financial markets, investment, account management, compliance, financial planning, customer service, administrative functions, risk awareness, investment advice
About the Company: America’s top independent financial planning and investment advisory firm, recognized by Barron's, with over 143 offices across the country and entrusted by 1.…
Experience: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) preferred
Salary: $54,000 - $71,000
Type: Full-time
Benefits: Market-based pay, discretionary bonus, health, dental and wellness plans, 401(k) contributions

Newfront

Financial Wellness Specialist United States
Skills & Focus: financial wellness, education, 401(k), employee engagement, retirement planning, financial topics, seminars, workshops, client relationships, industry trends
About the Company: A technology-driven insurance company focused on modernizing the insurance experience with a commitment to diversity, equity, and inclusion.
Experience: Minimum of 2+ years of work experience
Salary: Estimated Base Salary $68.2K – $106.5K
Type: Full-time
Benefits: Full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefit…

Facet

Financial Planner United States
Skills & Focus: financial planning, member experience, team collaboration, trust building, communication skills, time management, technology, planning philosophy, goal setting, flexibility
About the Company: Facet is a financial services company that aims to provide unbiased, personalized, and affordable financial advice, disrupting a historically inaccessible indu…
Experience: 1+ years of member facing financial planning experience
Salary: $80,000-$95,000 base salary + bonus
Type: Full-time
Benefits: Flexible PTO, medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverag…

Compound Planning

Wealth Advisor United States
Skills & Focus: wealth advisor, financial decisions, HNW, UHNW, advising, accreditation, technology team, financial needs, planning, innovation
About the Company: Compound Planning, with over $3B AUM, is a high growth digital family office who caters to entrepreneurs, professionals, and retirees. We’re a team of seasoned…
Experience: 3-5+ years of experience advising HNW+
Benefits: Compensation based on a revenue based structure as part of total package.

Icapital

Regional Director, West Regional Alternative Investment Sales United States
Skills & Focus: alternative investments, private credit, private equity, real estate, hedge funds, capital raising, sales process, client facing, wealth management, asset management
About the Company: iCapital is powering the world’s alternative investment marketplace. Their financial technology platform has transformed how advisors, wealth management firms,…
Experience: 10+ years in the alternative investment industry in a client-facing capacity
Salary: $150,000 to $175,000
Type: Full-time
Benefits: Comprehensive benefits package including salary, equity, annual bonus, employer-matched retirement plan, subsidized hea…

Cais

Alternative Investments Product Specialist United States
Skills & Focus: client relationships, investment products, hedge funds, private equity, structured solutions, presentations, client service, sales campaigns, product marketing, manager due diligence
About the Company: CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and tr…
Experience: 5+ years of external sales experience in the alternatives space
Salary: $150,000 - $200,000
Type: Remote
Benefits: Market competitive salary, performance bonus, subsidized healthcare, 100% employer paid dental and vision insurance, em…

Provident Bank

VP, Asset Based Lending - Relationship Manager III United States
Skills & Focus: Asset Based Lending, Loan Origination, Financial Analysis, Credit Risk, Portfolio Management, Legal Documents, Client Relationships, Cross-selling, Loan Structuring, Credit Analysis
About the Company: A successful and highly regarded multi-billion-dollar bank with branches in New Jersey, Eastern Pennsylvania, and New York, serving individual, family, and bus…
Experience: 15+ years in Asset Based Lending

Earned

Client Service Associate United States
Skills & Focus: client service, wealth management, operations, account opening, client experience, retirement funds, problem-solving, administrative support, investment transactions, communication
About the Company: Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices.
Experience: Previous experience in client service and/or wealth management operations
Type: Full-time
Benefits: Employer-sponsored health insurance (medical, dental, vision), 401k + 5% match

Farther

Senior Financial Advisor United States
Skills & Focus: wealth management, client-first, prospecting, financial advice, investment products, relationship building, personal finance, Series 65, CFA, CFP certification
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…
Experience: Proven track record of success in acquiring new wealth management relationships; experience with investment products and personal finance.
Type: Full-time
Benefits: Top of the industry payouts; seamless transition for an existing client base; support for remote work.

Transamerica

Field Sales Representative United States
Skills & Focus: sales, financial services, business development, client relationships, communications skills, organization, teamwork, remote work, compliance, training
About the Company: Transamerica is part of an international holding company, serving millions of customers and employing thousands worldwide with solutions in insurance, retireme…
Experience: Five years of sales experience in the financial services industry
Salary: $60,000
Type: Full-time
Benefits: Competitive Pay, Bonus for Eligible Employees, Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimburs…

Horace Mann Educators Corporation

Insurance Agent United States
Skills & Focus: insurance, financial services, educators, commission, performance-based, relationship-building, client service, networking, market access, sales
About the Company: We're the country's most comprehensive multiline insurance and financial services company serving educators.
Experience: 2-4 years of experience in the insurance and financial services industry preferred
Benefits: Performance-based compensation, earning incentives, dedicated Premier Service Rep, technology and training support

Mercy Corps

Director, Principal Gifts United States
Skills & Focus: fundraising, donor relations, portfolio management, philanthropic landscape, relationship management, cultivation strategies, solicitation strategies, high-net-worth individuals, Charitable Gift Funds, collaboration
About the Company: Mercy Corps is a leading global organization powered by the belief that a better world is possible. In disaster, in hardship, in more than 40 countries around …
Experience: 5+ years of experience in principal or major gift fundraising, with a strong track record of securing six- and seven-figure gifts from ultra-high-net-worth individuals.
Salary: $90,000 - $120,000 USD
Type: Full Time

Earned Wealth

Client Development Associate United States
Skills & Focus: client development, lead generation, sales target, business development, fiduciary, relationship building, CRM, team-oriented, technology-driven, financial services
About the Company: Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices, integrating personal and practice-based soluti…
Experience: 3+ years in business development at a Fintech company or RIA
Type: Full-time
Benefits: An attractive total compensation package, employer-sponsored health insurance (medical, dental, vision), 401k + 5% match

Transamerica

Regional Sales Representative United States
Skills & Focus: sales, financial services, communication skills, time management, organizational skills, prospective advisers, business relationships, compliance, teamwork, technology
About the Company: Transamerica is part of an international holding company, with millions of customers and thousands of employees worldwide. The company provides insurance, reti…
Experience: Five years of sales experience in the financial services industry
Salary: $60,000
Type: Full-time
Benefits: Comprehensive benefits package, including competitive pay, pension plan, 401k match, medical/dental/vision insurance, p…

Juniper Square

Fund Administration Relationship Manager United States
Skills & Focus: client advocacy, relationship management, fund administration, private equity, commercial real estate, venture capital, revenue growth, client retention, stakeholder collaboration, industry trends
About the Company: Juniper Square offers digital solutions to unlock the full potential of private markets, including commercial real estate, private equity, and venture capital.
Experience: 12+ years in private equity, commercial real estate or venture capital
Salary: $180,000-250,000 USD
Benefits: Health, dental, and vision care; Life insurance; Mental wellness coverage; Fertility and family support; Flex Time Off;…

Forge

Sales Director, Custody United States
Skills & Focus: sales, revenue growth, custody, pipeline management, client acquisition, institutional clients, alternative investments, self-directed IRA, wealth management, financial advisors
About the Company: Forge is a technology innovator in the private market, focused on delivering liquidity solutions, exclusive data and insights, and a vibrant marketplace to pow…
Experience: proven track record of meeting or exceeding sales targets

Facet

Sr. Financial Planner United States
Skills & Focus: financial planning, member experience, remote work, financial advice, goal setting, technology, client meetings, calendar management, investment solutions, wellness coaching
Experience: 3+ years of member facing financial planning experience
Salary: $110,000 - $130,000 base salary + bonus
Benefits: Equity(ISO), Flexible PTO, medical, dental, and vision insurance, 401(k) with employer match, short and long term disab…

Binance

VIP & Institutional Marketing Lead United States
Skills & Focus: VIP clients, institutional solutions, marketing campaigns, user experiences, performance marketing, product marketing, communications, brand visibility, high-frequency trading, asset managers
About the Company: Binance is a leading global blockchain ecosystem behind the world’s largest cryptocurrency exchange by trading volume and registered users. We are trusted by o…

Icapital

Alternative Investment Specialist United States
Skills & Focus: Alternative investment, capital raising, client facing, investor relations, private equity, sales plan, Series 7, Series 63, CAIA, wholesaler
About the Company: iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, a…
Experience: 10-15+ years of experience working within the alternative investment industry in a client facing capacity
Salary: $125,000 to $175,000
Type: Full-time
Benefits: Comprehensive benefits package including an employer matched retirement plan, subsidized healthcare with 100% employer …
Alternative Investment Specialist United States
Skills & Focus: Alternative investment, capital raising, client facing, investor relations, private equity, sales plan, Series 7, Series 63, CAIA, wholesaler
About the Company: iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, a…
Experience: 10-15+ years of experience working within the alternative investment industry in a client facing capacity
Salary: $125,000 to $175,000
Type: Full-time
Benefits: Comprehensive benefits package including an employer matched retirement plan, subsidized healthcare with 100% employer …

Protective Life

Regional Vice President United States
Skills & Focus: annuity wholesaler, distribution group, regional business plan, financial institutions, sales management, activity requirements, advisor relationships, sales goals, State Life and Health License, FINRA Series 6 and 63
About the Company: Protective Life is an insurance company focusing on providing financial protection solutions, particularly in the annuities market.
Experience: 5+ years of experience in annuity wholesale distribution
Salary: competitive compensation package including base salary and uncapped commission plan
Type: Full-time
Benefits: strong corporate benefit package

Busey

Managing Director, Wealth Management United States
Skills & Focus: Wealth Management, Financial Planning, Client Satisfaction, Business Development, Relationship Management, Investment Programs, Financial Goals, Client Retention, Team Leadership, Regulations
Experience: 7+ years Wealth Management / Financial Advisory, 3+ years team leadership
Salary: $130,000 - $200,000/year
Type: Full-time
Benefits: 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, life insurance, dis…

Foundation Risk Partners

Personal Lines Account Manager United States
Skills & Focus: personal lines, client management, insurance brokerage, property and casualty, claims counseling, policy renewals, risk assessments, coverage negotiation, cross-selling, HNW experience
About the Company: Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a remote Personal Lines Account Manager to a …
Experience: 8+ years personal lines experience with a background in HNW client/account management services.
Salary: $90,000 - $125,000 USD
Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 40…