Remote Wealth Manager: Grow High-Net-Worth Portfolios

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 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