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Full Time Wealth Management Operations Jobs (NOW HIRING)

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

Job Type Full-time Description At Sunflower Bank, N.A. , we're experiencing great growth. Since our ... The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ...

Sunflower Bank, N.A.

Wealth Planner

Irvine, CA · On-site

$78K/yr

... position of a full-time Wealth Planner at the Irvine, CA location. The salary range for this ... The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ...

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Full Time Wealth Management Operations information

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How much do full time wealth management operations jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for full time wealth management operations in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What is the difference between Full Time Wealth Management Operations vs Wealth Management Associate?

AspectFull Time Wealth Management OperationsWealth Management Associate
Primary RoleOversees back-office functions, account processing, and compliance tasksSupports client advisors, assists with client onboarding and service
Required CredentialsTypically no specific certifications, but familiarity with financial systems helpsOften requires FINRA Series 7 or 66, and relevant financial certifications
Work EnvironmentBack-office, administrative, and operational settings within financial firmsClient-facing, support roles within wealth management teams
Employer & Industry UsageUsed across banks, brokerages, and financial advisory firmsCommonly found in similar firms supporting client-facing teams

In summary, Full Time Wealth Management Operations focuses on back-office functions like processing and compliance, while Wealth Management Associates work directly with clients and advisors. Both roles are essential in wealth management firms but differ in responsibilities and required credentials.

What are Full Time Wealth Management Operations?

Full Time Wealth Management Operations refer to the teams and professionals who support the day-to-day administrative and logistical activities of wealth management firms or divisions. These operations ensure that client accounts are properly managed, trades are processed, compliance regulations are met, and client inquiries are handled efficiently. Their work is crucial for maintaining the smooth functioning of investment portfolios, record keeping, reporting, and regulatory adherence. People in these roles often collaborate closely with financial advisors and clients to deliver high-quality service and efficient financial solutions.

What are the key skills and qualifications needed to thrive in Full Time Wealth Management Operations, and why are they important?

To excel in Full Time Wealth Management Operations, you need a strong understanding of financial products, investment operations, and regulatory compliance, typically supported by a degree in finance, business, or a related field. Familiarity with portfolio management systems, financial reporting software, and industry-standard tools like Bloomberg or SWIFT is commonly required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for coordinating with clients and internal teams. These competencies are essential for ensuring accuracy, regulatory adherence, and seamless client service in a fast-paced financial environment.

What are some typical challenges faced in a full-time Wealth Management Operations role, and how can they be addressed?

In a full-time Wealth Management Operations role, professionals often encounter challenges such as managing complex client requests, ensuring compliance with evolving regulations, and maintaining data accuracy across multiple platforms. Addressing these challenges requires strong organizational skills, attention to detail, and effective communication with both internal teams and clients. Leveraging technology solutions and staying updated on industry best practices can help streamline processes, reduce errors, and improve client satisfaction. Collaboration with advisors, compliance officers, and IT specialists is also key to successfully navigating operational complexities.
What cities are hiring for Full Time Wealth Management Operations jobs? Cities with the most Full Time Wealth Management Operations job openings:
What are the most commonly searched types of Wealth Management Operations jobs? The most popular types of Wealth Management Operations jobs are:
What states have the most Full Time Wealth Management Operations jobs? States with the most job openings for Full Time Wealth Management Operations jobs include:
Full Time Wealth Management Operations jobs near you

Wealth Management Advisor

Vista Wealth Solutions

Moosic, PA • Remote

$70K - $250K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted yesterday

Job description

Wealth Management Advisor

Why VISTA?

If you've built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation method, we offer a genuine competitive advantage. VISTA was purpose-built for experienced advisors. You bring the relationships; we provide the infrastructure, resources, and operational support to help you serve clients better and grow faster than you could alone. Here's what that looks like in practice:

  • Dedicated support teams handle operational and administrative work, so you stay focused on clients
  • Open-architecture investment platform that preserves your independence — recommend solutions objectively, without product pressure
  • Institutional-grade financial planning, portfolio management, and CRM tools — including RightCapital, MoneyGuidePro, and Wealthscape
  • Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines
  • The backing of MassMutual and compliance framework through MML Investors Services, LLC — with the autonomy of a boutique firm


The Role

As a Wealth Management Advisor, you will manage and grow a client base of individuals and families — helping them build, preserve, and transition wealth across life stages. You'll have the freedom to run your practice the way you see fit, backed by the resources, compliance framework, and backed by the strength of MassMutual through MML Investors Services, LLC.

What You’ll Do

  • Manage and grow a client base of individuals and families across wealth stages
  • Deliver comprehensive financial planning and investment management tailored to each client's goals
  • Collaborate with internal specialists and external partners across tax, legal, and estate disciplines
  • Operate within a fully supported, compliance-ready environment with autonomy over your practice


What You Bring

Licenses required

  • Series 7, Series 66, and Life, Accident & Health

Experience

  • Minimum 3 years in wealth management or financial services
  • Demonstrated track record in financial planning and investment portfolio management

Skills & Attributes

  • Proven ability to build trust and sustain long-term client relationships
  • Strong analytical mindset with sound judgment and a results-driven approach
  • Clear, confident communicator — able to translate complex financial concepts for clients at any level of sophistication
  • Uncompromising commitment to integrity, ethical standards, and regulatory compliance


Compensation

We offer a competitive structure designed to reward performance and recognize the value of an established practice.

  • Competitive commission with performance-based bonuses
  • Practice allowances to support your transition and ongoing operations
  • Compensation scaled to the strength and size of the book of business you bring

Benefits

  • Medical, vision, and dental insurance
  • 401(k)
  • Disability insurance


Ready to make a move?

If you've outgrown your current platform and want the infrastructure, support, and collaborative environment to take your practice to the next level — we'd like to talk. Reach out to learn more about what a transition to VISTA could look like for you.


**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.


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