Director, Wealth
$155K - $215K/yr
Position Summary Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new ...
New
$155K - $215K/yr
Position Summary Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new ...
New
$155K - $215K/yr
Position Summary Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new ...
New
$155K - $215K/yr
Position Summary Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new ...
New
$155K - $215K/yr
Position Summary Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new ...
New
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
$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 ...
$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 ...
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:
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:
$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 ...
$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 ...
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 ...
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 ...
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:
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:
New York, NY · On-site
$100K/yr
Enterprise Sales Director, Wealth Management Technology Industry:- Wealth Management Technology Location: NYC Salary range: $100k base + Equity Company Description:-- Our client is a growing FinTech ...
New York, NY · On-site
$100K/yr
Enterprise Sales Director, Wealth Management Technology Industry:- Wealth Management Technology Location: NYC Salary range: $100k base + Equity Company Description:-- Our client is a growing FinTech ...
Los Angeles, CA · On-site
$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:
Los Angeles, CA · On-site
$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:
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net ...
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net ...
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net ...
Quick apply
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net ...
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:
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:
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:
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:
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 ...
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 ...
$52.5K - $70.2K
6% of jobs
$70.2K - $87.9K
14% of jobs
$96.3K is the 25th percentile. Wages below this are outliers.
$87.9K - $105.5K
11% of jobs
$105.5K - $123.2K
17% of jobs
The median wage is $130.6K / yr.
$123.2K - $140.9K
6% of jobs
$140.9K - $158.6K
7% of jobs
$158.6K - $176.3K
7% of jobs
$188.6K is the 75th percentile. Wages above this are outliers.
$176.3K - $194K
9% of jobs
$194K - $211.6K
11% of jobs
$211.6K - $229.3K
9% of jobs
$229.3K - $247K
2% of jobs
$52.5K
$146.1K
$247K
| Aspect | Director Wealth | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or equivalent; often advanced degrees | CFP, Series 7, Series 66; varies by employer |
| Work Environment | Senior management, strategic planning, overseeing teams | Client-facing, advising individuals or institutions |
| Industry Usage | Financial services, wealth management firms | Banking, independent advisory firms, brokerages |
| Primary Focus | Overseeing wealth management strategies and teams | Providing 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.

$155K - $215K/yr
Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted yesterday
7.0
Based on 11 frontline employees who took The Breakroom Quiz
102nd of 141 rated banks
Position Summary
Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new business opportunities with both existing and prospective clients through a robust growth program; ensuring client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions; develop, train, and mentor team members to promote career growth and professional development, while fostering relationship-based skills necessary to deepen and expand client relationships.Duties & ResponsibilitiesIn partnership with Commercial and Wealth Management senior leadership, create and implement a sustainable new business development program focused on significant, organic growth, through a coordinated effort and team-based approach through:
Providing support and guidance to the team, including review/development of proposals and presentations, for new business opportunities with prospective clients
Effective management and overseeing team delivery of wealth management services and solutions (in accordance with Busey's Pillars, the Client Engagement Model, and the Wealth Management Service Blueprint) to ensure service excellence to client relationships with the goal of long-term retention
Motivating, developing, and coaching team members to grow their technical knowledge-base and relationship management skillsets in order to maximize value and service delivery to clients
Support career growth and overall professional development through enhanced training, individualized career-pathing, and performance management
Develop and lead both market-specific and company-wide business development initiatives through:
Driving and championing other revenue-enhancing activities at the team level as directed by senior leadership
Coordinating with internal partners within Wealth Management to identify new opportunities while also seeking to expand wallet share with the existing client baseFostering the development of tailored, goal-based investment programs and comprehensive financial plans for clients, including partnering with the in-house investment team and financial planning team
Knowledge of:
Strong sales and client service skills
Strong oral and written communication skills
Proven sales success including - prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals
Wealth Management, planning concepts, subject areas. Including Investments, Comprehensive Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, and Tax Planning
Strong relationship management and team building skills
Ability to:
Plan and implement client recognition and prospecting events at the team level
Participate in community activities and organizations to support and enhance local partnerships while building greater awareness of the Busey Wealth Management brand
Comply with, and stay informed of, all Bank and Wealth Management policies and procedures as well as applicable state and federal regulations
Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion
Make strategic and independent decisions for the benefit of the team
Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
Education and Training:
Bachelor's degree required
5-7 years Wealth Management/Financial Advisory experience; prior team leadership experience preferred
Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferred; military experience a plus
Requires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.
On-going development and broadening of appropriate knowledge and skills.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $155,000 - $215,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit BuseyTotal Rewardsfor more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. VisitBusey.com/Careersto learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.