ZipRecruiter

Log In

1

Financial Advisor Wealth Management Jobs (NOW HIRING)

W3Global Inc.

Associate Financial Advisor

San Mateo, CA · Hybrid

$150K - $225K/yr

A Bay Area wealth management firm with over $3B in assets under management, serving more than 1,000 clients. * Combines the personalized approach of an independent RIA with the resources of a ...

previous pagenext page

Showing results 21-40

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsFinancial Advisor Wealth Management Jobs

Financial Advisor Wealth Management information

See salary details

$36K

$102.1K

$144K

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

As of Sep 11, 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.
More about Financial Advisor Wealth Management jobs

What cities are hiring for Financial Advisor Wealth Management jobs?

Cities with the most Financial Advisor Wealth Management job openings:

What states have the most Financial Advisor Wealth Management jobs?

States with the most job openings for Financial Advisor Wealth Management jobs include:

What are popular job titles related to Financial Advisor Wealth Management jobs?

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, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor Wealth Management

Houston, TX • On-site

FIRST SERVICE CREDIT UNION
Finance and Insurance • 201 - 500 employees
Learn more about FIRST SERVICE CREDIT UNIONexternal

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.
Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area. This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice. This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.
About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance. You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.
This is a true growth opportunity. You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.
What You'll Receive
  • Competitive base salary plus commissions and inherited book
  • Comprehensive benefits package and W-2 employment structure
  • Active referral pipeline from engaged Credit Union membership
  • Office space and marketing resources provided by PFG and the Credit Union
  • Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite
  • Training, compliance, and succession planning support from PFG's leadership team
  • A collaborative environment focused on member relationships-not sales quotas

Ideal Candidate
  • Licensed Financial Advisor (Series 7 and 66 required)
  • 2+ years of client-facing advisory experience preferred
  • CFP® designation is a plus, but not required
  • Strong communication and relationship-building skills
  • Passion for delivering client-first, fiduciary advice

Apply