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Designed Wealth Management Jobs (NOW HIRING)

RWA Wealth Partners LLC

Wealth Advisor

San Francisco, CA · On-site

$100K - $300K/yr

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding ...

First Citizens Bank

Wealth Consultant

Atlanta, GA · On-site

... wealth solutions designed to support clients at every stage of life. Join a collaborative ... Serves as a primary relationship manager for high net worth clients and families, while ...

First Interstate Bank

Wealth Advisor I

Denver, CO

Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement/IRA, and banking. * Designs, implements, updates, and monitors client comprehensive financial plans.

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All JobsDesigned Wealth Management Jobs

Designed Wealth Management information

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$75K

$97.7K

$117K

How much do designed wealth management jobs pay per year?

As of Jun 22, 2026, the average yearly pay for designed wealth management in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What is the difference between Designed Wealth Management vs Financial Advisor?

AspectDesigned Wealth ManagementFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically in financial firms, wealth management firms, or private banksIn banks, independent firms, or as solo practitioners
Employer & IndustryFinancial services, wealth management, private bankingFinancial services, investment advisory, banking

Designed Wealth Management professionals focus on creating comprehensive, personalized financial plans for high-net-worth clients, often working within specialized firms. Financial Advisors provide investment advice, financial planning, and portfolio management, serving a broader client base. While both roles require similar certifications and work in the financial industry, Designed Wealth Management emphasizes tailored wealth strategies for affluent clients, whereas Financial Advisors may serve clients across various income levels.

Is $200,000 enough to work with a financial advisor?

For a Designed Wealth Management professional, $200,000 can be a sufficient starting point for clients seeking personalized financial planning and investment management, depending on their goals and the complexity of their financial situation. Many advisors set minimum account sizes that vary, but clients with this amount often qualify for comprehensive services, especially if they are seeking long-term wealth growth or estate planning. Skills in financial analysis and planning tools are essential for serving clients with this level of assets effectively.

What is the highest paying job in wealth management?

The highest paying roles in wealth management are typically senior positions such as Chief Investment Officer or Managing Director, which can earn multi-million dollar compensation packages including bonuses and profit sharing. These roles require extensive experience, advanced certifications like the CFA, and strong client management skills.

What jobs make $1,000,000 a year?

In the field of wealth management, high-earning roles such as senior financial advisors, private bankers, and portfolio managers can reach or exceed $1 million annually through a combination of base salary, commissions, and bonuses. These positions typically require extensive experience, strong client relationships, and often involve managing large assets or high-net-worth clients. Success in these roles depends on skills, certifications, and the ability to generate significant revenue for firms.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, certifications like the CFP, and a focus on high-value financial planning or investment management.
What cities are hiring for Designed Wealth Management jobs? Cities with the most Designed Wealth Management job openings:
What states have the most Designed Wealth Management jobs? States with the most job openings for Designed Wealth Management jobs include:

Head of Wealth Management

Exemplar Companies

Boston, MA • Remote

Full-time

Posted 5 days ago

Job description

Head of AI-Driven Wealth Management

Company: Exemplar Wealth Advisors, LLC
Location: Remote (United States)


About Exemplar

Exemplar Companies PBC delivers integrated professional services to business owners, executives, entrepreneurs, professional athletes, and high-net-worth families. Through our unique ecosystem of wealth management, tax, legal, insurance, capital, and strategic advisory services, we provide comprehensive solutions designed to help clients build, protect, and transfer wealth.

As we continue to innovate, we are building a next-generation wealth management platform that combines personalized advice with AI-powered insights, automation, and technology-driven client experiences.


The Opportunity

Exemplar is seeking a visionary Head of AI-Driven Wealth Management to lead, scale, and transform our national wealth management practice.

This entrepreneurial leadership role is ideal for a growth-minded executive who can combine traditional wealth management expertise with a passion for innovation and technology. You will be responsible for driving business development, building a high-performing advisory team, and helping shape the future of wealth management through AI-enabled tools and processes.

As the leader of this service line, you will operate with an ownership mentality, overseeing strategy, growth, client experience, and operational excellence while leveraging technology to create scalable and efficient solutions.


Key Responsibilities


Leadership & Growth

  • Lead and scale Exemplar's wealth management division nationwide.
  • Develop and execute growth strategies to expand assets under management and revenue.
  • Recruit, mentor, and develop a high-performing team of advisors and support professionals.
  • Establish performance metrics and operational best practices.


AI & Innovation

  • Champion the adoption of AI-powered tools and technology throughout the wealth management practice.
  • Identify opportunities to improve client experience, advisor productivity, and operational efficiency through automation and data-driven insights.
  • Partner with internal stakeholders to implement technology solutions that enhance planning, reporting, client engagement, and business intelligence.
  • Foster a culture of innovation and continuous improvement.


Client Advisory & Wealth Strategy

  • Provide strategic guidance for high-net-worth individuals, families, business owners, and executives.
  • Oversee portfolio construction, investment strategy, risk management, and financial planning initiatives.
  • Ensure exceptional client service and long-term relationship development.
  • Collaborate with tax, legal, insurance, and capital markets teams to deliver comprehensive client solutions.


Business Development

  • Build and maintain a strong pipeline of prospective clients and referral partners.
  • Develop strategic partnerships and centers of influence.
  • Lead initiatives that strengthen Exemplar's market presence and brand awareness.
  • Drive cross-selling opportunities across Exemplar's service lines.


Qualifications

Required

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 10+ years of wealth management leadership experience.
  • Experience managing significant client assets and leading advisory teams.
  • FINRA registration (Series 65 or Series 66).
  • Strong knowledge of investment management, financial planning, tax-efficient strategies, and client relationship management.
  • Demonstrated business development success.

Preferred

  • CFP, CFA, or similar professional designation.
  • Experience implementing technology, automation, or AI solutions within financial services.
  • Experience building and scaling a wealth management business.
  • Familiarity with CRM, planning, portfolio management, and AI-enabled advisory platforms.


What Success Looks Like

  • Growth in assets under management and client acquisition.
  • Successful implementation and adoption of AI-driven processes and tools.
  • Increased advisor productivity and operational efficiency.
  • Exceptional client retention and satisfaction.
  • Development of a scalable national wealth management platform.


Why Exemplar?

  • Entrepreneurial leadership opportunity with significant growth potential.
  • Ability to shape the future of AI-driven wealth management.
  • Collaborative multidisciplinary professional services platform.
  • Partnership-track opportunities.
  • Remote-first flexibility with national reach.
  • Culture focused on innovation, accountability, and client impact.

Apply