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Principal Wealth Jobs (NOW HIRING)

Savvy Advisors, Inc.

Principal Wealth Advisor

$200K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy ...

Cerity Partners

Wealth Advisor

Los Altos, CA · On-site

$165K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role ...

Ceritypartners

Wealth Advisor

Los Altos, CA · On-site

$165K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role ...

Cerity Partners

Wealth Advisor

Conshohocken, PA · On-site

$120K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be ensuring ...

Ceritypartners

Wealth Advisor

Conshohocken, PA

$120K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be ensuring ...

Sanctuary Wealth Group LLC

Operations Principal

Indianapolis, IN · Hybrid

$100K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description Operations Principal Reports To: Director of Operations Location: Indianapolis, IN, San ... Wealth is a leading partnered independence platform for elite financial advisors and wealth ...

Baker Tilly

Private Wealth Tax Principal

Seattle, WA · On-site

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

Private Wealth Tax Principal

Portland, OR · On-site

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

Private Wealth Tax Principal

Concord, NC · On-site +1

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

Private Wealth Tax Principal

Seattle, WA · On-site

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

Private Wealth Tax Principal

Tacoma, WA · On-site

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

Private Wealth Tax Principal

Everett, WA · On-site

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

Private Wealth Tax Principal

Eugene, OR · On-site

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Cesna Group

Principal Advisor

Totowa, NJ · On-site

$100K - $200K/yr

  • Medical

  • Retirement

  • PTO

Investment Portfolio & Wealth Management * -Monitor and manage commercial real estate investment ... Principal's private wealth portfolio, and assist in tax and estate planning Qualifications ...

Principal

Experienced Financial Advisor

Grand Rapids, MI · On-site

  • Retirement

At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their ...

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Principal Wealth information

See salary details

$36.5K

$109.4K

$182K

How much do principal wealth jobs pay per year?

As of Aug 18, 2026, the average yearly pay for principal wealth in the United States is $109,393.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What is a principal wealth?

Principal Wealth managers are financial professionals who provide personalized financial planning and investment management services to individuals, families, or organizations. They help clients define their financial goals, develop strategies for saving, investing, and retirement planning, and manage their portfolios to grow and protect wealth. Principal Wealth managers may also offer advice on tax planning, estate planning, and risk management to ensure clients' long-term financial wellbeing.

What are the key skills and qualifications needed to thrive as a principal wealth advisor?

To thrive as a Principal Wealth Advisor, you need deep knowledge of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor’s degree in finance or a related field and certifications like CFP or CFA. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential. Strong interpersonal skills, trustworthiness, and clear communication help build lasting client relationships and tailor advice to client needs. These skills and qualities are vital for delivering effective wealth management, maintaining compliance, and fostering client loyalty in a competitive industry.

How does a principal wealth professional typically collaborate with clients and internal teams to develop personalized financial strategies?

Principal Wealth professionals work closely with clients to understand their financial goals, risk tolerance, and investment preferences. They often collaborate with internal teams, such as investment analysts, tax advisors, and legal experts, to craft comprehensive and customized wealth management strategies. Regular meetings and transparent communication are essential to ensure that clients' portfolios are aligned with their evolving objectives. This collaborative approach helps deliver holistic financial solutions and foster long-term client relationships.

What is the difference between Principal Wealth vs Wealth Manager?

AspectPrincipal WealthWealth Manager
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, CFA, or similar certifications common
Work EnvironmentTypically works at a high level with HNWIs, often within private banks or wealth firmsWorks directly with clients to manage investments and financial plans, often in financial advisory firms
Employer & Industry UsageUsed mainly in private banking, wealth management firms, and financial institutionsCommon in financial advisory firms, banks, and independent practices

Principal Wealth and Wealth Manager roles both serve high-net-worth clients, but Principal Wealth often involves a higher-level strategic position within private banking or wealth firms, focusing on overall wealth strategy. Wealth Managers typically handle day-to-day investment management and financial planning. The roles overlap in credentials and client interaction, but Principal Wealth usually has broader responsibilities and a more senior strategic focus.

More about Principal Wealth jobs

What job categories do people searching Principal Wealth jobs look for?

The top searched job categories for Principal Wealth jobs are:

Principal Wealth jobs near you
Infographic showing various Principal Wealth job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $109,393 per year, or $52.6 per hour.

Principal Wealth Advisor

Savvy Advisors, Inc.

Remote

$200K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

About Savvy Wealth:
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
  • Newsweek's America's Greatest Startup Workplaces (2026)
  • Fortune Best Workplaces in New Yorkâ„¢ (2026)
  • Great Place to Work Certifiedâ„¢
Build Your Dream Advisory Practice - Powered by Savvy
At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients.
As a Financial Advisor on the Savvy platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just you, your clients, and the modern infrastructure to grow faster than you thought possible.
You will:
  • Build and grow your own firm, powered by Savvy's platform and resources
  • Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools
  • Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management
  • Prepare and present comprehensive financial plans that cut through complexity for clients
  • Design, implement, and monitor long-term investment portfolios and asset allocations
  • Act as a design partner to Savvy's Product team - your feedback shapes the platform
  • Help vet and inspire other top advisors to join the Savvy network

Required experience:
  • Currently operating as a financial advisor
  • Series 65 or equivalent with a clean U4
  • Existing, transferrable book of business
  • Proven track record of client acquisition and retention
  • CFA or CFP certification (preferred)

The ideal candidate:
  • Has an entrepreneurial mindset and wants to grow a practice without the typical overhead
  • Brings 7+ years of investment advisory experience
  • Has an existing, transferrable book of business
  • Communicates financial advice with empathy, clarity, and confidence
  • Is energized by the idea of spending more time with clients and less time on admin
  • CFA or CFP certification is a plus

What Savvy brings to the table:
  • AI-powered software that eliminates manual, non-client-facing work
  • Dedicated marketing team to accelerate growth
  • Dedicated operations team to service clients
  • Seamless back-office workflows built for modern advisory practices
  • A fully supported, white-glove transition process for your existing book
  • Industry-leading compensation with equity
  • Flexibility to keep your own brand name
  • Remote and hybrid flexibility
  • A seat at the table - advisors directly influence Savvy's product roadmap

Why Savvy?
We've raised over $105M from Thrive Capital, Index Ventures, and other top-tier investors. We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months. Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country.
Wealth management is a $545 billion industry still running on spreadsheets. We're changing that - and we want the best advisors in the business building their future with us!
Compensation Range: $200K - $1M+
This role is fully remote: no on-site work required.
Benefits:
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Apply