Top 125 Wealth management Jobs in Remote

Global Markets Analyst - AI Trainer
DataAnnotation —Ocala, FL
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
Quick Apply
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners —Remote
- $35,000 - $2,000,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Finance
- 401(k)
Quick Apply
Valuation Analyst - AI Trainer
DataAnnotation —Joliet, IL
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
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Credit Research Analyst - AI Trainer
DataAnnotation —Fayetteville, NC
- $50 - $60 an hour
- Part-time
- Remote
- English
- Research
- Master's degree
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Financial Services Representative
The Hire Agency Inc. —California
- $4,200 - $15,000 a month
- Choose your own hours
- Remote
- Sales
- Mid-level
- Finance
- Professional development assistance
- Flexible schedule
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Wealth Planner
Nold Bryant —Kansas City, MO
- $75,000 - $150,000 a year
- Email
- Remote
- Data analysis skills
- 3 years
- Finance
- Health insurance
- Dental insurance
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Wealth Management Advisor - AI Trainer
DataAnnotation —Theodore, AL
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Analysis skills
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Senior Wealth Advisor & Practice Lead - Northern California
Empower —San Francisco, CA
- $104,800 - $148,075 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Senior Private Wealth Advisor - Practice Lead
Empower —Portland, OR
- $114,000 - $165,300 a year
- Remote
- Bachelor's degree
- Travel
- Fingerprint clearance
- Paid parental leave
- Paid holidays
14d
Senior Private Wealth Advisor - Practice Lead
Empower —Seattle, WA
- $125,400 - $181,875 a year
- Remote
- Bachelor's degree
- Travel
- Fingerprint clearance
- Paid parental leave
- Paid holidays
Associate Wealth Planner
Nold Bryant —Kansas City, MO
- $50,000 - $100,000 a year
- Full-time
- Remote
- Data analysis skills
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Senior Private Wealth Advisor - Practice Lead
Empower —Los Angeles, CA
- $125,400 - $181,875 a year
- Remote
- Management
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
2d
Senior Private Wealth Advisor, Practice Lead - Florida region
Empower —Miami, FL
- $114,000 - $165,300 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Senior Private Wealth Advisor, Practice Lead - Philly region
Empower —Philadelphia, PA
- $114,000 - $165,300 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Financial Advisor
New York Life —Little Rock, AR
- $85,000 - $150,000 a year
- Full-time
- Remote
- Mentoring
- Business
- Master of Business Administration
- Disability insurance
- Health insurance
Quick Apply
2d
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area
Empower —San Francisco, CA
- $136,800 - $198,375 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
2d
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Dallas/Houston Texas region
Empower —Dallas, TX
- $114,000 - $165,300 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
2d
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - NYC
Empower —New York, NY
- $136,800 - $198,375 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
2d
Entry Level Retirement Specialist
COR Financial Partners —Nashville, TN
- $50,000 - $70,000 a year
- Full-time
- Remote
- Background check
- 18 years or older
- Customer service
- Opportunities for advancement
Quick Apply
Financial Representative
Riverfront Insurance & Financial Group —Grand Rapids, MI
- $70,000 - $100,000 a year
- Remote
- Basic math
- No experience needed
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply

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wealth management jobs near remote

Global Markets Analyst - AI Trainer

DataAnnotation -
Ocala, FL

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Job Details

Part-time | Full-time | Contract
$50 - $60 an hour

Qualifications

AI models
AI chatbots
Financial model construction
Financial model development
Professional ethics
English
Qualitative analysis
Master's degree
Analysis skills
Doctor of Philosophy
Accounting
Valuation modeling
Model training
Investment banking
Quantitative analysis
Senior level
Chartered Financial Analyst
Model evaluation
Investment portfolio construction
Equity research
Derivatives analysis
Financial markets knowledge

Full Job Description

We are looking for a Global Markets Analyst - AI Trainer to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.

In this role, you will need to hold an expert level of financial reasoning. CFA designation (or demonstrated progress toward it) is strongly preferred. Other relevant backgrounds include, but are not limited to: Portfolio Management, Equity Research, Fixed Income Analysis, Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.

Benefits:

This is a full-time or part-time REMOTE position
You'll be able to choose which projects you want to work on
You can work on your own schedule
Projects are paid hourly from $50 to $60 USD per hour, with bonuses on high-quality and high-volume work

Responsibilities:

Present AI chatbots with diverse and complex financial problems, including those modeled on CFA scenarios, and rigorously evaluate their outputs
Assess AI model responses for accuracy across core CFA curriculum domains: Ethics & Standards, Portfolio Management, Equity & Fixed Income Valuation, Derivatives, and Alternative Investments
Evaluate financial models for correctness, methodology, and alignment with CFA Institute standards
Provide structured feedback to improve AI reasoning across quantitative and qualitative finance tasks

Qualifications:

CFA Charterholder or active CFA candidate (Level I, II, or III) strongly preferred
Fluency in English (native or bilingual level)
Detail-oriented with strong analytical discipline
Proficient in financial analysis, financial modeling, portfolio theory, valuation, and data analysis
Familiarity with CFA Institute's Code of Ethics and Standards of Professional Conduct is a plus
A current, in-progress, or completed Master's and/or PhD is a plus but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD.

Quick Apply

Refine Your Search

wealth management jobs in remote

Global Markets Analyst - AI Trainer

CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote

Valuation Analyst - AI Trainer

Credit Research Analyst - AI Trainer

Financial Services Representative

Wealth Planner

Wealth Management Advisor - AI Trainer

Senior Wealth Advisor & Practice Lead - Northern California

Senior Private Wealth Advisor - Practice Lead

Senior Private Wealth Advisor - Practice Lead

Associate Wealth Planner

Senior Private Wealth Advisor - Practice Lead

Senior Private Wealth Advisor, Practice Lead - Florida region

Senior Private Wealth Advisor, Practice Lead - Philly region

Financial Advisor

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Dallas/Houston Texas region

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - NYC

Entry Level Retirement Specialist

Financial Representative

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