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Director Of Wealth Management Jobs (NOW HIRING)

Busey Bank

Director, Wealth

Glenview, IL · On-site

$155 - $215/hr

Position Summary Director, Wealth will lead a team of wealth management professionals within a specific local market and be responsible for three key areas: identifying and generating new business ...

Banco Santander SA

$161 - $285/hr

Sr. Director of Wealth Advisors Country: Vereinigte Staaten It starts here: Santander is a global ... Provide day-to-day oversight, mentorship, and performance management for the advisor population.

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Zinnia Wealth Management

Director of Operations

Ocala, FL · On-site

$65K - $75K/yr

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being ... We're searching for a dynamic and experienced Director of Operations to join our dedicated team and ...

CliftonLarsonAllen Wealth Advisors, LLC

$200 - $250/hr

CLA is currently seeking a Managing Director - Wealth Strategy & Operations Why This Role Matters ... This role will help shape and execute many of the initiatives that define the future of the ...

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Director Of Wealth Management information

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$33.5K

$117.5K

$195.5K

How much do director of wealth management jobs pay per year?

As of Aug 30, 2026, the average yearly pay for director of wealth management in the United States is $117,480.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $157,000.00 per year, depending on experience, location, and employer.

What does a director of wealth management do?

A Director of Wealth Management oversees the delivery of financial planning, investment management, and advisory services to high-net-worth individuals and families. They lead a team of advisors, develop client relationships, and ensure that clients receive tailored strategies to grow and protect their wealth. The director is responsible for setting department goals, ensuring regulatory compliance, and staying informed about market trends. They may also assist with business development and help shape the overall strategy for the wealth management division.

What are the key skills and qualifications needed to thrive as a director of wealth management, and why are they important?

To thrive as a Director of Wealth Management, you need deep expertise in financial planning, investment strategies, and portfolio management, often supported by a relevant degree and certifications such as CFP or CFA. Familiarity with financial analysis tools, CRM systems, and risk management platforms is typically required. Exceptional leadership, communication, and client relationship skills help you build trust and lead high-performing advisory teams. These skills and qualities are crucial for delivering tailored wealth solutions, maintaining compliance, and driving business growth in a competitive financial environment.

What are some common challenges faced by a director of wealth management, and how can they be addressed?

Directors of Wealth Management often navigate complex client needs, regulatory changes, and evolving market conditions. Balancing personalized client service with business growth targets can be challenging, as can staying abreast of compliance requirements and technological advancements in the financial sector. Successful directors address these challenges by fostering strong client relationships, investing in ongoing professional development, and leveraging data-driven tools to deliver tailored financial strategies. Additionally, effective collaboration with financial advisors and support teams helps ensure a high level of service and operational efficiency.

What is the difference between Director Of Wealth Management vs Financial Advisor?

AspectDirector Of Wealth ManagementFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentSenior management, strategic planning, overseeing teamsClient-facing, personalized financial planning
Employer & Industry UsagePrivate banks, wealth management firms, financial institutionsIndependent firms, banks, financial planning companies

The main difference is that a Director Of Wealth Management typically holds a leadership role overseeing teams and strategic initiatives within a firm, requiring advanced certifications and experience. In contrast, a Financial Advisor focuses on direct client relationships, providing personalized financial advice. Both roles often share similar credentials and work within the wealth management industry, but their responsibilities and scope differ significantly.

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Director Of Wealth Management jobs near you
Infographic showing various Director Of Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $117,480 per year, or $56.5 per hour.

Director of Wealth

Advisors Excel

Topeka, KS • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Job Posting Title: Director of Wealth (Level 1)
Department: Wealth Management
Reporting to: VP of Wealth Management
Location: On-site in Topeka or Lenexa, KS office
Overview:
If you know investment products and enjoy building relationships that drive real business growth, we'd love to see your resume for this position! As a Director of Wealth, you'll work alongside our VP of Wealth to bring new advisors onto the AE Wealth Management platform and coach existing advisors on strategies to grow their practices. This is a great next step for someone with a broker-dealer, investment management, or RIA background who's ready to move into a more consultative, growth-focused role.
What you'll do:
  • Recruit new advisors to the AE Wealth Management platform, building and maintaining your own list of qualified leads through warm contacts and ongoing relationship building
  • Coach advisors on product proposals, models, and strategies designed to grow their practice and drive assets to our platform
  • Run weekly outbound call campaigns with existing advisors, sharing product insights, new marketing and branding ideas, and sales strategies
  • Execute marketing campaigns to prospects through email, webinars, and mailings, and contribute ideas to help grow the advisor base
  • Oversee the licensing and contracting process for new advisors and stay engaged with them after onboarding
  • Build and maintain expert-level knowledge of our platform, vendors, products, and strategies

Experience you'll bring:
  • Minimum of 3 years of Broker Dealer, Investment Management, and/or Registered Investment Advisor experience - direct advisor contact preferred
  • Series 65 license, or willingness to obtain one within your first 12 months
  • Knowledge of investment products and an understanding of financial planning, capital markets, and compliance
  • Excellent verbal communication and listening skills, with the ability to explain complex products and strategies clearly
  • Strong writing skills and comfort working with financial data
  • Self-motivated with strong time management skills and the ability to juggle multiple priorities in a fast-paced environment

Bonus Points:
  • Bachelor's degree in a related field
  • FINRA Series 7 and/or 66 license
  • Previous sales or recruiting experience
  • Working toward a CFP, ChFC, CPWA, CIMA, or CFA designation

What you'll get:
  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package upon your start date
  • Access to an on-site café, gym, therapist, financial coach, and primary care physician
  • Continuous personal and professional development opportunities
  • Recognition for hard work & exemplary performance

Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations of them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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