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Full Time Wealth Management information

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$75K

$97.7K

$117K

How much do full time wealth management jobs pay per year?

As of Aug 31, 2026, the average yearly pay for full time wealth management in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What is the difference between Full Time Wealth Management vs Financial Advisor?

AspectFull Time Wealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredSame certifications typically required
Work EnvironmentOffice-based, client meetings, portfolio managementOffice or remote, client consultations, financial planning
Employer & IndustryFinancial firms, banks, investment companiesFinancial firms, independent practices, banks
Search & Comparison IntentHigh overlap in job duties and certificationsSimilar roles, often compared for career options

Full Time Wealth Management and Financial Advisor roles share many similarities, including required credentials, work environment, and industry usage. Both focus on managing clients' assets and providing financial planning services. The main difference often lies in job scope and employer context, but they are frequently used interchangeably by job seekers.

Is full time wealth management still a good career?

Full time wealth management remains a viable career, as financial advisors and wealth managers are in steady demand to serve clients' investment and financial planning needs. Success in this field often requires strong interpersonal skills, industry certifications like the CFP or CFA, and the ability to adapt to market changes and technological tools. The profession offers potential for high earnings and career growth, especially with experience and a solid client base.

What cities are hiring for Full Time Wealth Management jobs?

Cities with the most Full Time Wealth Management job openings:

What are the most commonly searched types of Wealth Management jobs?

The most popular types of Wealth Management jobs are:

What states have the most Full Time Wealth Management jobs?

States with the most job openings for Full Time Wealth Management jobs include:

Full Time Wealth Management jobs near you

Wealth Advisor

Mission Wealth Management LP

Newport Beach, CA • On-site

$130K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 2 days ago

New

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team! If you’re ready to elevate your career with a leading wealth management company with a commitment to giving back, let’s go! Our ideal candidate is a self-starter with experience working in a wealth management role and the ability to take on clients and grow. You define ambition, a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding advisory role, steering client relationships that drive results, we want to hear from you!

As a Wealth Advisor, your service-oriented nature and impeccable attention to detail are key in this position, as well as in collaborating with your Lead Advisor, fellow Wealth Advisors, and Advisor Associates. Interacting with high-net-worth individuals, executives, business owners, and families, you’re confident being yourself and possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. 

Day-to-Day as a Wealth Advisor:

  • Work with an extremely high-performing & growth-oriented team. 
  • Provide technical financial support to clients and Lead Advisors
  • Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households
  • Receive support from a dedicated full-time Wealth Advisory Associate and operations team to meet client service and practice management needs.
  • Some focus on weekly business development/referrals
  • Manage ongoing client service while taking on new clients
  • Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day
  • Grow yourself personally and professionally with the support of your team and leadership
  • Be financially rewarded for putting in the hard work

What You Bring as a Wealth Advisor:

  • 5+ years’ proven experience as an advisor in wealth management
  • Bachelor’s Degree 
  • Must have a valid and active CFP or CFA designation
  • Experience working within the Schwab Advisor Network (SAN) and Fidelity Wealthscape (WAS).
  • Experience delivering holistic, comprehensive wealth-planning solutions for clients.
  • Excellent attention to detail, multitasking, and time management skills
  • Ability to begin taking on clients immediately
  • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis 
  • Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers
  • Outstanding ability to communicate, present, and influence your team and clients
  • A sincere desire to make a difference not only in your client's lives but in the world, demonstrated through your own volunteer journey

Job Type: Full-time, salaried exempt

Location: This position requires working in the office five days per week, primarily from our Newport Beach office, with frequent travel to our San Diego office.

Salary: $130,000 annual base salary; $70,000 - $130,000+ estimated annual bonus paid in quarterly increments


This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

We offer competitive compensation packages that include base salary, regional revenue shares, performance-based incentives, and a transparent pathway to equity ownership. We are deeply committed to professional growth and long-term alignment with our team members. Qualified individuals have the opportunity to become Partners through a clearly defined and merit-based process, allowing for equity participation in the firm’s success and strategic direction. Benefits include medical, dental, and vision coverage, 401(k) with Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), sabbaticals, wellness benefits, and ongoing educational reimbursements. Our holistic approach supports your financial security, personal well-being, and long-term career growth within the firm.


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