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Financial Advisor (Wealth Management)

Melville, NY · On-site

$50K - $125K/yr

Financial Advisor (Wealth Management) $50,000 - $125,000 a year Why Join Us? Stop searching for a job and start a career in Wealth Management. At Aegis Capital, we provide the platform, the ...

Accede LLC

Senior Financial Advisor

Santa Ana, CA · On-site

Hybrid Employment Type: Full-Time Job Summary We are seeking an experienced Senior Financial Advisor to join our growing wealth management team. The ideal candidate will have experience advising high ...

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Financial Advisor - Wealth Management

Warwick, RI · On-site

$80K - $130K/yr

As a dually registered Registered Investment Advisor and Broker Dealer, we take a comprehensive ... Minimum 3 years' experience managing client relationships in a financial planning or wealth ...

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$102.1K

$144K

How much do financial advisor wealth management jobs pay per year?

As of Sep 8, 2026, the average yearly pay for financial advisor wealth management in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a financial advisor wealth management?

Financial Advisor Wealth Management professionals are experts who help individuals and organizations manage their finances, investments, and long-term wealth. They provide personalized advice on topics such as retirement planning, tax strategies, estate planning, and portfolio management. Their goal is to help clients grow and protect their assets while achieving their financial objectives. These advisors often work for banks, investment firms, or operate independently, using their expertise to guide clients through complex financial decisions.

What are the key skills and qualifications needed to thrive as a financial advisor in wealth management?

To thrive as a Financial Advisor in Wealth Management, you need strong analytical skills, financial planning expertise, and typically a bachelor's degree in finance or a related field, with certifications like CFP or CFA highly valued. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for managing client accounts and investment strategies. Excellent communication, relationship-building, and problem-solving abilities set top advisors apart in understanding and addressing client goals. These skills are crucial for building client trust, delivering tailored financial solutions, and achieving long-term success in a highly competitive industry.

How do financial advisors in wealth management typically collaborate with other professionals to serve clients?

Financial Advisors in Wealth Management often work closely with a team of professionals, including tax specialists, estate planners, and investment analysts, to provide holistic financial solutions for clients. This collaborative approach ensures that clients receive well-rounded advice tailored to their unique financial goals, tax situations, and estate planning needs. Regular meetings and coordinated strategies are common, allowing advisors to leverage the expertise of each team member for comprehensive wealth management.

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

AspectFinancial Advisor Wealth ManagementFinancial Planner
CertificationsSeries 7, Series 66, CFP (optional)CFP, Series 7, Series 66 (often required)
Work EnvironmentFinancial firms, banks, independent practicesIndependent, advisory firms, or financial planning firms
Primary FocusManaging client portfolios, investment strategies, comprehensive wealth managementCreating detailed financial plans, retirement, estate, and tax planning

Financial Advisor Wealth Management professionals focus on managing investments and providing comprehensive wealth strategies, often working within financial firms. Financial Planners typically develop detailed financial plans covering various aspects like retirement and estate planning. While both roles require similar certifications, their primary functions and work environments differ slightly, catering to different client needs within the financial industry.

How much money do financial advisors in wealth management make?

Financial advisors in wealth management typically earn a median annual salary of around $89,000, with top earners making over $200,000 due to commissions, fees, and client assets managed. Compensation varies based on experience, client portfolio size, and certifications such as the CFP or CFA. Many advisors also receive bonuses and incentives based on performance.
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Cities with the most Financial Advisor Wealth Management job openings:

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For Financial Advisor Wealth Management jobs, the most frequently searched job titles are:

Financial Advisor Wealth Management jobs near you
Infographic showing various Financial Advisor Wealth Management job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor- Wealth Management

Woodbury, NY • On-site

Center for Wealth Preservation
Finance and Insurance • 1 - 10 employees
Learn more about Center for Wealth Preservationexternal

$75K - $250K/yr

Full-time

Re-posted 10 days ago

Job description

Job Description
Financial Advisor- Wealth Management
Position Summary
Center for Wealth Preservation (CWP) is seeking 1-2 Junior Financial Advisors to join our growing wealth management team. This role is designed for an early-career financial professional who is looking to build a long-term career in investments, financial planning, and client advisory services while working alongside experienced advisors and investment professionals.
The Junior Financial Advisor will be an integral member of an advisor team, supporting the investment and wealth management needs of clients while gaining hands-on experience in portfolio analysis, client relationships, financial planning, and practice development. This position provides the opportunity to learn from experienced professionals, develop technical investment skills, and grow into a successful full-service financial advisor.
Key Responsibilities
Investment & Wealth Management Support
  • Support senior advisors and investment professionals in delivering comprehensive wealth management solutions to clients.
  • Assist with investment research, portfolio reviews, market analysis, and preparation of client meeting materials.
  • Support the development and implementation of investment strategies aligned with client goals, risk tolerance, and financial objectives.
  • Monitor client portfolios and assist with account reviews, investment recommendations, and ongoing portfolio management.
  • Gain exposure to retirement planning, asset allocation, investment products, and long-term financial strategies.
Client Service & Relationship Management
  • Participate in client meetings alongside experienced advisors to understand client needs and deliver exceptional service.
  • Assist with client onboarding, account maintenance, and preparation of client documentation.
  • Build strong client relationships through proactive communication, responsiveness, and attention to detail.
  • Partner with internal teams to ensure a seamless client experience.
Team Collaboration & Professional Development
  • Work closely with advisors, Managing Directors, and investment professionals to support team objectives and client outcomes.
  • Participate in team meetings, coaching sessions, and professional development opportunities.
  • Learn best practices in investment management, financial planning, relationship building, and practice growth.
  • Develop the skills necessary to progress toward becoming a successful career advisor.
Business Growth & Advisor Development
  • Build foundational skills in networking, relationship management, and client acquisition strategies.
  • Learn how successful advisors grow sustainable practices through referrals, financial education, and exceptional client experiences.
  • Participate in firm initiatives focused on growth, retention, and client engagement.
  • Work toward obtaining required industry licenses and continuing education requirements.
Ideal Candidate Profile
CWP is seeking candidates who are early in their financial services career and are looking for an opportunity to grow within a collaborative advisor team environment.
Ideal candidates may include:
  • Early-career financial professionals with experience in wealth management, investments, insurance, banking, or related financial services.
  • Candidates with approximately 0-5 years of experience who are looking to continue developing their advisory career.
  • Local candidates interested in building their career within the Long Island financial services community.
  • Individuals who are analytical, relationship-focused, coachable, and motivated to grow professionally.
  • Professionals who enjoy working collaboratively and contributing to a team-based advisory practice.
Qualifications
  • Bachelor's degree in Finance, Business, Economics, Accounting, or a related field preferred.
  • 0-5 years of experience in financial services, investments, insurance, client service, or a related field.
  • Strong interest in investment management, financial planning, and wealth management.
  • Excellent analytical, communication, and relationship-building skills.
  • Ability to work effectively in a team environment while taking ownership of responsibilities.
  • Strong attention to detail and ability to manage multiple priorities.
  • Entrepreneurial mindset with a desire to learn and grow within the financial services industry.
  • Commitment to obtaining required licenses and continuing professional development.
Career Growth Opportunity
CWP provides Junior Financial Advisors with the opportunity to learn from experienced advisors, develop investment expertise, and build the foundation for a successful career in wealth management. Through mentorship, coaching, and hands-on experience, this role offers a clear pathway toward becoming a full-service Financial Advisor.

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