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Family Wealth Advisor Jobs (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on ...

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA

Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt ... families, and institutions. With a focus on personalized financial planning and investment ...

Northern Trust

Wealth Advisor

New York, NY · On-site

$189K - $331K/yr

NTRS) is proud to guide the world's most successful individuals, families, corporations and ... Collaborate with Regional Wealth Advisor in design and modelling of wealth plans for ultra-high net ...

Northern Trust

Wealth Advisor

New York, NY

$189K - $331K/yr

NTRS) is proud to guide the world's most successful individuals, families, corporations and ... Collaborate with Regional Wealth Advisor in design and modelling of wealth plans for ultra-high net ...

Northern Trust

Wealth Advisor

Manhattan, NY · On-site

$189K - $331K/yr

NTRS) is proud to guide the world's most successful individuals, families, corporations and ... Collaborate with Regional Wealth Advisor in design and modelling of wealth plans for ultra-high net ...

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... How the Wealth Advisor contributes to the success of HB: General Support: * Leverages the time and ...

HB Wealth

Wealth Advisor

Towson, MD

$100K - $150K/yr

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... How the Wealth Advisor contributes to the success of HB: General Support: * Leverages the time and ...

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Family Wealth Advisor information

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$47K

$103.1K

$148.5K

How much do family wealth advisor jobs pay per year?

As of Jul 29, 2026, the average yearly pay for family wealth advisor 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.

How does a Family Wealth Advisor typically collaborate with other professionals to serve clients?

Family Wealth Advisors often work closely with a network of professionals, such as estate attorneys, tax advisors, and investment managers, to provide comprehensive wealth management services. This collaboration ensures that clients receive well-rounded advice that takes into account legal, tax, and investment considerations. Advisors frequently coordinate multi-disciplinary meetings and facilitate communication between these experts to align strategies with the client's long-term goals. This team-based approach is essential for addressing complex financial situations and delivering holistic solutions tailored to each family's unique needs.

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

A Family Wealth Advisor typically works with clients who have substantial assets, often exceeding $1 million, but some advisors may work with clients with lower net worths, including those with $200,000 in investable assets. The suitability depends on the advisor's fee structure and services offered; some charge a percentage of assets, while others have flat fees or hourly rates. For clients with $200,000, a financial advisor can help with investment planning, estate strategies, and tax optimization, but costs should be considered relative to the total assets managed.

Which is better, CFP or Cpwa?

For a Family Wealth Advisor, both CFP (Certified Financial Planner) and CPWA (Certified Private Wealth Advisor) are respected certifications. CFP focuses on comprehensive financial planning, while CPWA emphasizes high-net-worth client wealth management. The choice depends on the advisor's specialization and client base, with CPWA often requiring more experience in private wealth management.

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

To thrive as a Family Wealth Advisor, you need strong financial planning expertise, investment management skills, and credentials such as a CFP or CFA. Familiarity with financial planning software, portfolio management systems, and regulatory compliance tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust with clients distinguish top performers in this role. These skills are vital for developing tailored strategies, maintaining long-term client relationships, and safeguarding family wealth across generations.

What does a family wealth advisor do?

A family wealth advisor helps clients manage and grow their financial assets, providing strategies for investment, estate planning, tax optimization, and wealth transfer. They often work closely with clients to develop personalized financial plans and may hold certifications such as CFP or CFA. The role requires strong financial knowledge, interpersonal skills, and the ability to coordinate with legal and tax professionals.

Can financial advisors make $500,000 a year?

Family Wealth Advisors, like other financial advisors, can potentially earn $500,000 or more annually, especially with extensive experience, a high-net-worth client base, and successful performance. Earnings often include base salary, commissions, and bonuses, and reaching this level typically requires advanced certifications such as the CFP or CFA, along with strong client relationships and business development skills.

What is the difference between Family Wealth Advisor vs Financial Planner?

AspectFamily Wealth AdvisorFinancial Planner
CredentialsCFP, ChFC, CPACFP, ChFC, CPA
Work EnvironmentPrivate client offices, family meetingsIndependent or firm-based, various settings
Industry UsageHigh-net-worth families, estate planningGeneral public, broad financial advice
Primary FocusHolistic wealth management for familiesComprehensive financial planning for individuals

Family Wealth Advisors and Financial Planners both hold similar credentials and often work in overlapping environments. However, Family Wealth Advisors specialize in managing wealth for high-net-worth families, focusing on estate planning, tax strategies, and legacy planning. Financial Planners serve a broader client base, providing general financial advice and planning services. The key difference lies in their target clients and scope of services offered.

More about Family Wealth Advisor jobs
What cities are hiring for Family Wealth Advisor jobs? Cities with the most Family Wealth Advisor job openings:
What states have the most Family Wealth Advisor jobs? States with the most job openings for Family Wealth Advisor jobs include:
What job categories do people searching Family Wealth Advisor jobs look for? The top searched job categories for Family Wealth Advisor jobs are:
Family Wealth Advisor jobs near you
Infographic showing various Family Wealth Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.
Senior Family Wealth Advisor - Seattle

Senior Family Wealth Advisor - Seattle

Brighton Jones

Seattle, WA • On-site

$130K - $300K/yr

Full-time

Posted yesterday

Job description

Ready to make a meaningful impact?
 
At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
 
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. 
 
Take our Values in Action Self-Assessment to see how our values align! 
Your Role:
  • Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.
  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Cash Flow Planning, Multigenerational Estate Planning, Tax Planning, Risk Management, and Philanthropic Planning.
  • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor.
  • Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
  • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc..
  • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.
  • Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.
  • Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”.
  • Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth.
  • Assist with development and presentation of training programs including coaching of team members on financial planning strategies.
Your Experience:
  • Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) OR CERTIFIED PUBLIC ACCOUNTING (CPA) designation.
  • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
  • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis. 
  • Unquestioned commitment to integrity in personal and professional activities.
  • Highly motivated with ability to function well in a fast-paced environment.
  • Self-starter by nature.
  • Excellent organizational, leadership, communication and presentation skills.
  • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with flexibility.
Compensation:
  • Pay: $130,000 - $300,000 per year
  • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest. 
 
Ownership & Financial Wellbeing
  • Fully paid medical, dental, and vision coverage for employees
  • 401(k) with 100% match up to 3% of annual compensation
  • Equity ownership opportunities for every employee
  • New Business Incentive Program
  • Generous employee referral bonus
  • Cell phone data reimbursement
  • Financial planning services discount for employees and immediate family members
 
Time & Flexibility
  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit
 
Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues
  • Personal career development plans
  • Richer Life Business Partner (coaching for all employees)
  • Mindful Emotional & Social Intelligence training
  • Annual professional & personal wellbeing stipend
 
Connection & Community
  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups
 
Family & Milestones
  • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
  • Adoption benefits
  • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
 
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. 
 
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
 
Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
 
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. 
 
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.