Remote Wealth Manager

Judson Group; Texas; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Remote work

Job summary

Judson Group is partnering with a rapidly growing wealth management firm to recruit a Remote Wealth Manager. You will oversee high-net-worth client relationships, provide strategic financial guidance, and drive new business development in a client-facing role.

The ideal candidate has 4–5+ years of experience, a proven sales record, and CFP designation preferred or in progress, with Series 65 valued. This role emphasizes independence, collaboration, and long-term career growth within a supportive

Qualifications

• Provide financial advice and manage client relationships with high-net-worth individuals.
• Proven track record in generating and closing new business within wealth management.
• Strong presentation and communication skills for client meetings and proposals.
• Self-directed, commercially minded, and capable of working collaboratively to grow the book of business.

Responsibilities

• Manage and deepen relationships with high-net-worth clients through proactive advice and service.
• Lead client meetings, provide financial guidance, and develop customized wealth strategies.
• Identify opportunities to consolidate assets and expand services within existing relationships.
• Generate new business through referrals, prospecting, networking, and other business development efforts.
• Build and maintain a strong pipeline and convert qualified prospects into long-term client relationships.
• Deliver clear communication around markets, investments, and financial planning considerations.
• Collaborate with internal partners to deliver a high-quality client experience.
• Continue developing knowledge, network, and business through ongoing professional development.

Skills

Financial planning

Client relationship management

Business development

Wealth management

Education

CFP designation preferred

Job description

Judson Group is proud to partner with a rapidly growing, forward-thinking wealth management firm in the search for a Remote Wealth Manager. This is an opportunity to join a growing wealth management firm in a client-facing Wealth Manager role with meaningful responsibility for client relationships and business growth. The position is well suited for an advisor who has experience providing financial advice and managing client relationships. An ideal candidate will have 4-5+ years of experience, an accomplished business developer with a strong track record of generating and closing new business would also be beneficial in this role.

The Wealth Manager will work with high-net-worth clients, helping them navigate complex financial decisions while expanding relationships through referrals and broader share-of-wallet opportunities. Depending on experience, the role may include responsibility for an existing client base, a significant business development component, or a combination of both.

Why You’ll Love This Role:

• Take on meaningful responsibility within a growing wealth management organization.
• Build long-term relationships with high-net-worth clients and become a trusted financial resource.
• Grow an existing book of business and/or develop new client relationships.
• Work alongside experienced professionals in a collaborative, relationship-driven environment.
• Receive the resources, training, and support needed to continue developing your practice.

What You’ll Be Doing:

• Manage and deepen relationships with high-net-worth clients through proactive advice and service.
• Lead client meetings, provide financial guidance, and help develop customized wealth strategies.
• Identify opportunities to consolidate additional assets and services within existing client relationships.
• Generate new business through referrals, prospecting, networking, and other business development efforts.
• Build and maintain a strong pipeline and convert qualified prospects into long-term client relationships.
• Deliver clear, thoughtful communication around markets, investments, and broader financial planning considerations.
• Collaborate with internal partners to deliver a consistent, high-quality client experience.
• Continue developing your knowledge, network, and business through ongoing professional development.

What We’re Looking For:

• 2-3+ years of experience providing financial advice and leading client reviews, or 4–5+ years of proven success in a sales/business development role within wealth management or financial services.
• CFP® designation preferred, or active progress toward the designation.
• Series 65 preferred.
• Experience working with high-net-worth clients and a strong understanding of wealth management principles.
• Demonstrated ability to build trust, retain relationships, and identify opportunities to deepen client relationships.
• Proven prospecting and closing skills for candidates with a business-development focus.
• Strong presentation, communication, and relationship-management skills.
• Comfortable taking ownership of client relationships and business development activity.
• Self-directed, commercially minded, and effective in a collaborative environment.
• Long-term career growth within a firm that truly values its people and clients