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Private Wealth Advisor Jobs (NOW HIRING)

Ledyard Bank

Private Wealth Advisor

Bedford, NH · On-site

$120 - $190/hr

Private Wealth Advisor - Ledyard Wealth Management Join Ledyard's Wealth Management team as a Private Wealth Advisor and help high‑net‑worth individuals, families, and business owners navigate ...

New

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

Professions Inc

Private Wealth Advisor

Louisville, KY · Hybrid

As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on ...

First National Bank

Private Wealth Advisor

Denver, CO · On-site

$115 - $175/hr

The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical customer will have Investible Assets of ...

New

Professions Inc

Private Wealth Advisor

Nashville, TN · Hybrid

As a Private Wealth Advisor, you are part of the organization's Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on ...

Firstnational

Private Wealth Advisor

Omaha, NE · On-site

The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical customer will have Investible Assets of ...

Firstnational

Private Wealth Advisor

Kansas City, MO · On-site

The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical customer will have Investible Assets of ...

Firstnational

Private Wealth Advisor

Boulder, CO · On-site

The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical customer will have Investible Assets of ...

Professions Inc

Private Wealth Advisor

Naples, FL · On-site

The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial ...

Professions Inc

Private Wealth Advisor

Charlotte, NC · On-site

The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial ...

Professions Inc

Private Wealth Advisor

Sarasota, FL · On-site

The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial ...

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Private Wealth Advisor information

See salary details

$47K

$103.1K

$148.5K

How much do private wealth advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for private wealth advisor in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What is a private wealth advisor?

A Private Wealth Advisor is a financial professional who provides personalized investment, financial planning, and wealth management services to high-net-worth individuals and families. They help clients develop strategies to grow, protect, and transfer their wealth, addressing complex needs such as tax planning, estate planning, and philanthropy. Private Wealth Advisors often work for banks, investment firms, or as independent advisors, building long-term relationships with their clients to help them achieve their financial goals.

What is a private wealth advisor?

A private wealth advisor oversees the finances of individuals or families. As a private wealth advisor, you manage your client's investment portfolio and assets and provide advice. You work with your client to develop a wealth management plan to meet their goals. You advise your clients about major financial decisions, such as selling a business. Especially for clients with a high net worth, you are often part of your client’s finance team and work with their attorneys, bankers, and accountants. You should be very well informed about market performance and economic news.

What are the key skills and qualifications needed to thrive as a private wealth advisor, and why are they important?

To thrive as a Private Wealth Advisor, you need strong financial acumen, investment knowledge, and typically a bachelor’s degree in finance, economics, or a related field, often supported by certifications like CFP or CFA. Expertise with portfolio management systems, financial planning software, and CRM platforms is essential. Exceptional interpersonal skills, discretion, and the ability to build trust with clients set top advisors apart. These competencies enable advisors to manage complex financial portfolios and foster long-term client relationships, which are crucial for success in the role.

How does a private wealth advisor typically collaborate with other financial professionals to serve clients?

Private Wealth Advisors often work closely with a team of specialists, such as investment analysts, estate planners, and tax professionals, to provide comprehensive financial solutions for high-net-worth clients. This collaboration ensures that each aspect of a client's financial life is addressed holistically, from investment strategies to tax optimization and legacy planning. Advisors regularly coordinate meetings and share insights with these experts, allowing them to deliver tailored recommendations and proactive service. This team-based approach not only enhances client satisfaction but also fosters professional growth through exposure to diverse financial disciplines.

What is the difference between Private Wealth Advisor vs Financial Planner?

AspectPrivate Wealth AdvisorFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP, ChFC, or similar certifications common
Work EnvironmentHigh-net-worth client focus, personalized servicesBroader client base, including middle-income clients
Employer & IndustryPrivate banks, wealth management firms, independent advisorsFinancial planning firms, independent advisors, banks
Primary FocusManaging and growing wealth for affluent clientsCreating comprehensive financial plans for various client types

While both roles involve financial advice, Private Wealth Advisors primarily serve high-net-worth clients with tailored wealth management strategies, whereas Financial Planners offer broader financial planning services to a wider client base. The roles often overlap in credentials and work environment, but their client focus and service scope differ.

How much money do private wealth advisors make?

Private wealth advisors typically earn a median annual salary ranging from $80,000 to $150,000, with experienced professionals and those managing larger client portfolios earning higher compensation. In addition to base salary, they often receive bonuses and commissions based on client assets and performance, and certifications like the Certified Financial Planner (CFP) can enhance earning potential.

Is a private wealth advisor a good career?

A private wealth advisor is a professional who manages high-net-worth clients' financial portfolios, requiring strong interpersonal skills, financial knowledge, and certifications such as the CFP or CFA. The career can be financially rewarding and offers opportunities for advancement, but it often involves long hours and high-pressure situations. Success depends on client relationships, industry experience, and ongoing education.
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Private Wealth Advisor jobs near you
Infographic showing various Private Wealth Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 17% Part Time, and 9% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Private Wealth Advisor

Ledyard Bank

Bedford, NH • On-site

$120 - $190/hr

Other

Posted 3 days ago

New

Job description

Private Wealth Advisor – Ledyard Wealth Management

Join Ledyard’s Wealth Management team as a Private Wealth Advisor and help high‑net‑worth individuals, families, and business owners navigate their most important financial decisions. Serving clients with more than $1 million in assets under management, you’ll provide comprehensive financial planning, fiduciary guidance, business transition strategies, and trusted relationship management. This hybrid role is based in Hanover, NH or Bedford, NH, offering the opportunity to build meaningful client relationships while collaborating with experienced professionals across the organization.

Responsibilities
  • Provide comprehensive financial planning and investment strategies for high‑net‑worth clients with over $1 million AUM.
  • Offer fiduciary guidance, trust, and advisory services tailored to individual client goals.
  • Develop business transition strategies for family‑owned business owners.
  • Manage and nurture long‑term client relationships, ensuring high satisfaction and trust.
  • Collaborate with internal professionals across the organization to deliver integrated solutions.
Qualifications
  • 10+ years of experience in financial services, with a focus on private wealth, trust, fiduciary, or advisory services.
  • Passion for client service and a proven track record of building strong relationships.
  • Strong communication, analytical, and problem‑solving skills.
  • Ability to work collaboratively in a hybrid environment.
  • Commitment to delivering exceptional outcomes for high‑net‑worth clients.
Employment Type

Regular Full Time

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