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Dynamic Wealth Advisors Jobs (NOW HIRING)

The Croghan Colonial Bank

Senior Wealth Advisor

Fremont, OH · On-site

$100K - $135K/yr

... sensitivity, family dynamics, planning complexity, tax sensitivity, or reputational exposure ... Mentor Wealth Advisors, Associate Wealth Advisors, and other client-facing or support professionals ...

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Dynamic Wealth Advisors information

See salary details

$47K

$103.1K

$148.5K

How much do dynamic wealth advisors jobs pay per year?

As of Sep 10, 2026, the average yearly pay for dynamic wealth advisors in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What is the difference between Dynamic Wealth Advisors vs Financial Planners?

AspectDynamic Wealth AdvisorsFinancial Planners
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentFinancial advisory firms, private banksIndependent or firm-based, client offices
Industry UsageInvestment management, wealth advisoryComprehensive financial planning
Primary FocusInvestment strategies and portfolio managementHolistic financial planning including estate, tax, retirement

Dynamic Wealth Advisors primarily focus on investment management and portfolio strategies, while Financial Planners provide comprehensive financial planning services. Both roles require similar certifications and often work in related environments, but their core responsibilities differ, with advisors emphasizing investment performance and planners covering broader financial goals.

What are popular job titles related to Dynamic Wealth Advisors jobs?

For Dynamic Wealth Advisors jobs, the most frequently searched job titles are:

Infographic showing various Dynamic Wealth Advisors job openings in the United States as of September 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 66% In-person, 17% Hybrid, and 17% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Advisor (Los Angeles)

Los Angeles, CA • On-site

EP Wealth Advisors LLC
Finance and Insurance • 11 - 50 employees
Learn more about EP Wealth Advisors LLCexternal

$60K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Key responsibilities

  • Provide comprehensive service to an assigned group of existing clients.

  • Support business development by qualifying inbound leads and referring them to the appropriate advisor team.

  • Coordinate with internal team members to prepare for client meetings and monitor workflows related to client servicing.

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurship, Inclusion and Connection.
Total cash target is $60,000-120,000 annually, inclusive of incentive compensation
Duties and Responsibilities
  • Work closely with branch team to provide service to a defined group of clients
  • Support internal marketing efforts by qualifying leads and referring to appropriate advisor team
  • Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients
  • Document client interactions and client related workflows in contact management system
  • Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.
  • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
  • Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives.

Qualifications
  • Undergraduate degree required, preferably in business related major
  • Series 65 or equivalent
  • Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services
  • Interest to develop career within financial services industry; working towards CFP certification preferred
  • Basic knowledge of financial and investment concepts
  • Excellent written and verbal communication skills
  • Demonstrated interpersonal skills with the ability to work well within a collaborative environment
  • Reliable, organized and goal-oriented
  • Ability to work independently, self-directed, and exercise discretion without immediate supervision at all times
  • Ability to multi-task under pressure, prioritize workflow and assignments in a deadline oriented environment
  • Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook

Compensation: $60,000 - $120,000 (base + commissions/year)
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
  • 11 Paid Holidays + 2 Floating Holidays
  • PTO
  • Paid Parental Leave
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

#LI-Hybrid
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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