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Chase Wealth Management Financial Advisor information

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$69.5K

$133.2K

$210K

How much do chase wealth management financial advisor jobs pay per year?

As of Jul 29, 2026, the average yearly pay for chase wealth management financial advisor in the United States is $133,162.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,000.00 and $147,500.00 per year, depending on experience, location, and employer.

What is the difference between Chase Wealth Management Financial Advisor vs Financial Planner?

AspectChase Wealth Management Financial AdvisorFinancial Planner
CertificationsSeries 7, 66, or 63, CFP often preferredCFP, ChFC, or similar certifications
Work EnvironmentBank branches, financial offices, client meetingsIndependent or firm-based, client consultations
Employer & IndustryBanking/Financial services industry, Chase BankFinancial planning firms, independent practices
Primary FocusInvestment management, banking products, client portfoliosComprehensive financial planning, estate, retirement, taxes

Chase Wealth Management Financial Advisors primarily focus on investment management and banking products within the banking environment, often working for Chase Bank. Financial Planners provide broader financial planning services, including estate and tax planning, and may work independently or for specialized firms. Both roles require certifications like the CFP but differ in scope and work setting.

What are the key skills and qualifications needed to thrive as a Chase Wealth Management Financial Advisor, and why are they important?

To thrive as a Chase Wealth Management Financial Advisor, you need a solid foundation in financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree and relevant licenses such as Series 7 and 66. Familiarity with financial planning software, CRM systems, and digital portfolio management tools is essential. Strong interpersonal skills, trust-building, and the ability to communicate complex financial concepts clearly set top advisors apart. These competencies enable advisors to build lasting client relationships, provide tailored financial solutions, and ensure regulatory adherence in a competitive financial environment.

What does a Chase Wealth Management Financial Advisor do?

A Chase Wealth Management Financial Advisor helps clients develop strategies to meet their financial goals by providing investment advice, retirement planning, and portfolio management services. They work with individuals and families to understand their financial situation, risk tolerance, and long-term objectives. Advisors recommend suitable investment products, such as stocks, bonds, mutual funds, and insurance, and regularly review and adjust clients’ portfolios as needed. Additionally, they provide guidance on financial planning topics like estate planning, tax optimization, and education funding.

What are some common challenges faced by Chase Wealth Management Financial Advisors, and how can new hires effectively overcome them?

Chase Wealth Management Financial Advisors often face challenges such as building a client base, staying updated with complex financial products, and meeting performance targets. New hires can overcome these obstacles by leveraging the firm's robust training programs, seeking mentorship from experienced advisors, and proactively networking within and outside the bank. Collaborating closely with branch teams and maintaining strong client relationships are also essential strategies for success in this role.
More about Chase Wealth Management Financial Advisor jobs
What states have the most Chase Wealth Management Financial Advisor jobs? States with the most job openings for Chase Wealth Management Financial Advisor jobs include:
What job categories do people searching Chase Wealth Management Financial Advisor jobs look for? The top searched job categories for Chase Wealth Management Financial Advisor jobs are:
Chase Wealth Management Financial Advisor jobs near you
Infographic showing various Chase Wealth Management Financial Advisor job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $133,162 per year, or $64 per hour.

UHNW Financial Advisor - #1 Wealth Management Firm - Virtual -

Cube Management

Orlando, FL • Remote

$400K - $500K/yr

Full-time

Retirement

Posted 15 days ago

Job description

UHNW Financial Advisor – #1  Wealth Management Firm - Virtual - 27739476
Our client is the world's largest Wealth Manager, ranked #1 in Client Satisfaction and making incredible Offers to join them Right Now! They are looking for UHNW Wealth Management Owners, VP's, Managing Directors and Financial Advisors in California, Florida, Massachusetts, Texas and every Major City in the US!

If you are a Wealth Management VP, Managing Director, Director, Senior Investment Advisor, Wealth Management Advisor, Financial Consultant, Private Wealth Advisor, Team Banker for Ultra High Net Worth, Private Client Advisor, VP Wealth Management Banker, Relationship Banker, etc. with (7-30) years of experience, (5) years in current role, a Book of Business of $100M+ and Trailing-12 Months Production from $1M-$10M+ or more, our Client wants to make you an Offer!
We are not asking any Advisor, Managing Director, VP, Owner or Team to interview!  This is a Competitive Sign-On Bonus and Annual Earnings Package Opportunity! Compare Our Client's Offer with Your Current Career Path and get back to us ASAP!
Again, If you are a Financial Advisor, Private Banking Advisor, Owner, VP or Managing Director, with (7-30) years of experience, a Book of Business of $100M+, T-12 Months Production from $1M-$10M+ or more, we want to make you an Offer!
Our client offers a Sign-On Bonus from $1M-$5M+ or Higher (Based on T-12), Base Salary from $400K-$500K+ (Based on T-12), Total Earnings from $750K-$1M+ (No Cap) and They Buy Your Book @ Retirement. This Offer can be extended to You alone or You & Your Team, with each Financial Advisor getting a Sign-On Bonus Check + Base Salary (based on T-12)!
Our client has multiple, immediate Owner, VP, Managing Director & Financial Advisor "offerings" in California, Florida, Mass., Texas and all Major Cities in the US!
Our client prefers Advisors, VP's, Managing Directors, Owners, etc. from Wealth Management companies like Morgan Stanley, Merrill Lynch, Bernstein, Raymond James, Fidelity, Northwestern Mutual, Goldman Sachs, JP Morgan Chase, VP's @ Banks of Wells Fargo, BNY Mellon, Citi, Republic Bank, Truist Financial or Regional Banks of PNC and Fifth Third, etc..
Here’s Why You’ll Love These Opportunities:

  • Strong $250K-$500K+ Base Salary, $1M-$5M+ Sign-On Bonus (Both based on T-12) + They Buy Book @ Retirement!
  • Our client will move Your Book of Business, which you still own, with NO hurdles on your end and assume 100% of the Risk!
  • If Your Advisory Team is Brought Over, Each Financial Advisor will Receive a Sign-On Bonus & Base Salary (per T-12)!
  • You'll also get some of the Highest Commission Rates in the Market Today.
  • After Allocations you are not responsible for Managing Portfolios.
  • Your Support Group is made up of Private Client Associates and they handle routine Client Inquiries & Other Logistics.
  • Our Client covers All Expenses and offers Matching 401K!
  • Exceptional Training, Support and Great Offices for Presentations.
  • $1M-$5M+ Sign-On Bonus, based on current T-12 Income + They Buy Your Book @ Retirement!

Here’s What You Bring To The Table:

  • (7-30) years experience as a successful Owner, VP, Managing Director, Wealth Manager, Financial Advisor, etc..
  • Currently Managing a $100M Book (or higher) of Business and T-12 Production anywhere from $1M-$10M (or more).
  • Private Client Banking Sales or Service in Wealth Management or Investments
  • Successful Mutual Fund or Hedge Fund Reps (including Sales Managers, VP’s or Owners).
  • Looking for Top 10% of Owners, VP's, Managing Directors, Wealth Managers, Financial Advisors, etc...
  • Successful, Stable & Well-Connected in Your Community!

Base Cities: Multiple offerings state-wide in California, Florida, Mass., Texas and all Major Cities in the US!
Territory: Local Community, where you are Well-Connected!
Base Salary: $400,000.00 - $500,000.00 + Or Higher (Based on Book & T-12).
Total Earnings: $1,000,000.00+, No Cap, + Sign-On Bonus ($1M-$5M+) + Buy Your Book @ Retirement (Based on T-12).
Benefits: Promotions + 1st Class Support + All Expenses + Robust Benefit Package + Matching 401K + Client Associates.
Relocation: No
Travel: 10%
Number of Openings: Multiple openings in California, Florida, Mass, TX and all Major Cities in the US!


If you wish to be part of this successful and vibrant organization, please email a MS Word version of your resume to recruiting3164@cubemanagement.com. This company is an Equal Opportunity / Affirmative Action Employer.
Cube Management is a leading recruiting and consulting partner to emerging growth, mid-market and global companies in the technology, manufacturing, healthcare, consumer package goods and business service sectors. We work across the spectrum of Operations, Sales, Marketing, Safety, Engineering, Accounting and Business Development, providing holistic solutions that drive revenue and profit success. Cube Management combines Strategy, Process and People, to produce great results.
For a complete listing of our current job listings please visit http://cubemanagement.com/candidates/job-listings/