Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Senior Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Senior Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Senior Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Senior Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Senior Wealth Manager
Brooklyn, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Senior Wealth Manager
Brooklyn, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Senior Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Senior Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
Brooklyn Heights, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
Brooklyn Heights, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
Chinatown, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
Chinatown, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Senior Wealth Manager
Chinatown, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Senior Wealth Manager
Chinatown, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
Brooklyn, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
Brooklyn, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
As a volunteer in the Oregon Money Management Program, you will assist individuals in their own home with budgeting, organizing financial paperwork, sorting mail and filling out applications. Our ...
As a volunteer in the Oregon Money Management Program, you will assist individuals in their own home with budgeting, organizing financial paperwork, sorting mail and filling out applications. Our ...
Operations Manager
Denver, CO · On-site
Masters Money Manager System and is proficient in the knowledge of coin room tasks and procedures. * Reports serious operational problems to senior management. Communicates all operational problems ...
Operations Manager
Denver, CO · On-site
Masters Money Manager System and is proficient in the knowledge of coin room tasks and procedures. * Reports serious operational problems to senior management. Communicates all operational problems ...
Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
As a volunteer in the Oregon Money Management Program, you will assist individuals in their own home with budgeting, organizing financial paperwork, sorting mail, filling out applications and paying ...
As a volunteer in the Oregon Money Management Program, you will assist individuals in their own home with budgeting, organizing financial paperwork, sorting mail, filling out applications and paying ...
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Wealth Manager
New York, NY · On-site
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...
Masters Money Manager System and is proficient in the knowledge of coin room tasks and procedures. * Reports serious operational problems to senior management. Communicates all operational problems ...
Masters Money Manager System and is proficient in the knowledge of coin room tasks and procedures. * Reports serious operational problems to senior management. Communicates all operational problems ...
As a volunteer in the Oregon Money Management Program, you will assist individuals in their own home with: * budgeting, * organizing financial paperwork, * sorting mail, and * filling out ...
As a volunteer in the Oregon Money Management Program, you will assist individuals in their own home with: * budgeting, * organizing financial paperwork, * sorting mail, and * filling out ...
Money Manager information
See salary details
$23K - $30.2K
4% of jobs
$30.2K - $37.5K
10% of jobs
$43.3K is the 25th percentile. Wages below this are outliers.
$37.5K - $44.7K
14% of jobs
$44.7K - $51.9K
16% of jobs
The median wage is $58.1K / yr.
$51.9K - $59.1K
7% of jobs
$59.1K - $66.4K
10% of jobs
$70K is the 75th percentile. Wages above this are outliers.
$66.4K - $73.6K
29% of jobs
$73.6K - $80.8K
4% of jobs
$80.8K - $88K
3% of jobs
$88K - $95.3K
1% of jobs
$95.3K - $102.5K
2% of jobs
$23K
$61.4K
$102.5K
How much do money manager jobs pay per year?
As of Jun 7, 2026, the average yearly pay for money manager in the United States is $61,351.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $69,000.00 per year, depending on experience, location, and employer.
What is the difference between Money Manager vs Financial Advisor?
| Aspect | Money Manager | Financial Advisor |
|---|---|---|
| Credentials | May hold certifications like CFA, CFP, or CPA | Typically CFP, CFA, or other financial planning certifications |
| Work Environment | Often works for investment firms, banks, or independently managing client portfolios | Works for financial planning firms, banks, or independently advising clients |
| Primary Focus | Managing investment portfolios and assets | Providing comprehensive financial planning and advice |
| Client Interaction | Focuses on investment management for clients | Offers broader financial advice including retirement, estate, and tax planning |
While both roles involve managing finances, a Money Manager primarily focuses on investment portfolio management, whereas a Financial Advisor provides comprehensive financial planning services. The choice depends on whether clients need investment management or broader financial guidance.
What are the key skills and qualifications needed to thrive as a Money Manager, and why are they important?
To thrive as a Money Manager, you need a strong background in finance, investment analysis, and portfolio management, usually supported by a relevant degree and certifications like CFA or CFP. Familiarity with financial modeling software, portfolio management systems, and market research tools is crucial. Exceptional analytical thinking, decision-making, and clear communication skills help you build trust with clients and make sound investment choices. These skills ensure effective asset growth, risk mitigation, and client satisfaction in a competitive financial environment.
What is a Money Manager?
A Money Manager is a professional who manages investment portfolios on behalf of individuals or organizations. Their primary responsibilities include making investment decisions, buying and selling securities, and monitoring portfolio performance to achieve specific financial goals. Money Managers use their expertise to analyze markets, assess risk, and develop strategies tailored to their clients' needs. They may work independently or for financial institutions such as banks, investment firms, or mutual funds.
What are some common challenges Money Managers face when balancing client objectives with market volatility?
Money Managers often encounter the challenge of aligning clients' long-term financial goals with the unpredictable nature of financial markets. This requires clear communication to manage expectations, frequent portfolio reviews, and adaptive investment strategies. Money Managers must also stay updated on market trends and regulatory changes to make informed decisions, all while maintaining trust and transparency with their clients.
More about Money Manager jobs
What cities are hiring for Money Manager jobs? Cities with the most Money Manager job openings:
What are the most commonly searched types of Money jobs? The most popular types of Money jobs are:
What states have the most Money Manager jobs? States with the most job openings for Money Manager jobs include:
Full-time
Posted 6 days ago
Mariner Finance rating
7.6
Based on 22 frontline employees who took The Breakroom Quiz
Job description
As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
EOE M/F/D/V
Responsibilities
- Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
- Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
- Critical in supporting, retaining and building meaningful client relationships
- Participate in the sales process in partnership with team to build new client relationships
- Actively develop skills in various software programs for investment and financial planning
- Bachelor's degree (degrees in finance or related field are a plus)
- 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
- CFP designation or Series 65 required
- Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients/families is preferred
- Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
- Highly effective interpersonal, relationship management and communication skills
- Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
EOE M/F/D/V
What Mariner Finance employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Mariner Finance
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Baltimore, MD, US
Year founded
2002