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Director Wealth Jobs (NOW HIRING)

Choreo

Director, Wealth Advisor

Austin, TX

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...

Cresset Capital

DIRECTOR, WEALTH ADVISOR

Dallas, TX

Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The DWA provides comprehensive support to our high-net-worth clients by working closely with experienced ...

Choreo

Director, Wealth Advisor

Austin, TX · On-site

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...

Cresset Capital

DIRECTOR, WEALTH ADVISOR

Dallas, TX · On-site

Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The DWA provides comprehensive support to our high-net-worth clients by working closely with experienced ...

BNY

Director, Wealth Advisor

Newport Beach, CA · On-site

$130K/yr

We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Newport Beach, CA. In this role, you'll make an impact in the ...

Choreo

Director, Wealth Advisor

Austin, TX · On-site

$20.75 - $27.75/hr

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:

Busey Bank

Managing Director, Wealth

Dallas, TX · On-site

$185K - $230K/yr

Position Summary The Wealth Management Managing Director leads a team of Wealth management professionals and is responsible for identifying and generating new business opportunities with both ...

BNY

Director, Wealth Advisor

Pittsburgh, PA

We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh. In this role, you'll make an impact in the ...

IEQ Capital

Director, Wealth Management

San Francisco, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

Willis Towers Watson

Sales Director, Wealth

Boston, MA · On-site

$200K - $250K/yr

The Role The Sales Director - US Wealth is a senior sales leadership role responsible for supporting growth of WTW Investments' wealth business across the United States. This role focuses on ...

IEQ Capital

Director, Wealth Management

Foster City, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:

BNY

Director, Wealth Advisor

Pittsburgh, PA

We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh. In this role, you'll make an impact in the ...

BNY

Director, Wealth Advisor

Pittsburgh, PA

We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh. In this role, you'll make an impact in the ...

IEQ Capital

Director, Wealth Management

San Francisco, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:

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Director Wealth information

See salary details

$52.5K

$146.1K

$247K

How much do director wealth jobs pay per year?

As of Jun 9, 2026, the average yearly pay for director wealth in the United States is $146,114.00, according to ZipRecruiter salary data. Most workers in this role earn between $99,500.00 and $195,000.00 per year, depending on experience, location, and employer.

What is a Director of Wealth?

A Director of Wealth is a senior financial executive responsible for overseeing wealth management services for high-net-worth individuals or organizations. They lead teams of advisors, develop strategies for investment, estate planning, and risk management, and ensure that clients’ financial goals are met. This role involves both client relationship management and the implementation of best practices in portfolio management. Directors of Wealth often work at banks, financial advisory firms, or private wealth management companies, providing tailored solutions to complex financial needs.

What are some common challenges a Director of Wealth faces when managing high-net-worth client portfolios?

A Director of Wealth often navigates complex challenges such as balancing diverse client objectives, staying updated with regulatory changes, and managing market volatility. This role requires careful coordination with legal, tax, and investment specialists to deliver tailored solutions while maintaining strong client relationships. Additionally, Directors of Wealth must ensure their team remains informed and compliant, all while proactively identifying new opportunities for client growth and retention.

What are the key skills and qualifications needed to thrive as a Director Wealth, and why are they important?

To thrive as a Director Wealth, you need strong financial acumen, investment management expertise, and a relevant degree such as finance or business, often paired with certifications like CFA or CFP. Mastery of portfolio management systems, financial planning software, and compliance platforms is typically required. Exceptional relationship-building, leadership, and strategic communication skills help differentiate top performers in this role. These capabilities are crucial for delivering tailored wealth solutions, ensuring regulatory compliance, and building lasting client trust.

What is the difference between Director Wealth vs Financial Advisor?

AspectDirector WealthFinancial Advisor
CredentialsCFP, CFA, or equivalent; often advanced degreesCFP, Series 7, Series 66; varies by employer
Work EnvironmentSenior management, strategic planning, overseeing teamsClient-facing, advising individuals or institutions
Industry UsageFinancial services, wealth management firmsBanking, independent advisory firms, brokerages
Primary FocusOverseeing wealth management strategies and teamsProviding personalized financial planning and investment advice

While both roles operate within the wealth management industry, a Director Wealth typically holds a senior leadership position focused on strategic oversight and managing teams, often requiring advanced certifications. In contrast, a Financial Advisor directly interacts with clients to develop personalized financial plans. The roles differ mainly in scope and responsibilities but share similar credentials and industry environments.

More about Director Wealth jobs
What cities are hiring for Director Wealth jobs? Cities with the most Director Wealth job openings:
What are the most commonly searched types of Wealth jobs? The most popular types of Wealth jobs are:
What states have the most Director Wealth jobs? States with the most job openings for Director Wealth jobs include:
What job categories do people searching Director Wealth jobs look for? The top searched job categories for Director Wealth jobs are:
Director Wealth jobs near you
Infographic showing various Director Wealth job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Temporary. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution, with an average salary of $146,114 per year, or $70.2 per hour.
Director, Wealth Advisor

Director, Wealth Advisor

Choreo

Austin, TX

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 19 days ago

Job description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

Opening Summary:

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes.

Primary Responsibilities:

Client Acquisition & Pipeline Development:

  • Build and maintain a consistent pipeline of high-value client opportunities;
  • Source opportunities through CPA partners, networks, and referrals;
  • Drive opportunities from introduction to close;
  • Maintain CRM discipline.

CPA Partner Activation:

  • Develop relationships with CPA partner firms;
  • Translate relationships into referrals;
  • Establish consistent engagement cadence;
  • Position Choreo as a strategic partner.

Client Leadership & Conversion:

  • Lead high-conviction conversations;
  • Diagnose complex needs;
  • Deliver wealth strategies;
  • Close and onboard new clients.

Integrated Solution Delivery:

  • Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations.

Market Development:

  • Establish presence in Austin;
  • Build COI relationships;
  • Expand local brand visibility.

Basic Qualifications:

  • Bachelor's degree required.
  • 10+ years of experience in wealth management or advisory.
  • Proven ability to originate and close business.
  • Experience with CPA or professional services networks.
  • Strong financial planning expertise.
  • CRM experience.

Preferred Skills:

  • CFP, CFA, CPA preferred.
  • Existing Austin network is strongly preferred.
  • Experience scaling a market.
  • Strong HNW client experience.

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:

  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

​​Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.