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Private Wealth Advisor Jobs (NOW HIRING)

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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

Nashville, TN · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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

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 ...

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 ...

WealthBridge Financial Group

Private Wealth Advisor

Madeira, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...

Professions Inc

Private Wealth Advisor

Lexington, KY

In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined ...

WealthBridge Financial Group

Private Wealth Advisor

Madeira, OH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...

Old National Bank

Private Wealth Advisor

Hickory Hills, IL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Private Wealth Advisor Job Locations US-IL-Hickory Hills Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2025-18646 Overview Old National Bank has been ...

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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 Aug 16, 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 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.

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 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.

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.

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.

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 also involves long hours and high client expectations. Success depends on relationship-building, technical expertise, and ongoing industry knowledge.
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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, 72% Full Time, 20% Part Time, and 7% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Private Wealth Advisor

Seleskie Financial

Woodbury, MN • On-site

Full-time

Re-posted 17 days ago

Job description

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 Chair), their goal is to grow the business through onboarding new clients and households. While still responsible for servicing a curated book of business and attaining a 97% or higher client retention rate, they will primarily be measured on annual goals associated with significant firm growth. The Advisors will spend approximately 80% of their time dedicated to business development and 20% servicing their existing book, leaning heavily on their Second Chair for service support.

Essential Functions

  • Identify and acquire new clients through networking, referrals, and proactive outreach
  • Develop and implement strategies to grow and capitalize on opportunities from current clients to increase both insurance premium production and AUM
  • Lead client meetings, presenting comprehensive financial planning including investment strategies and risk management for up to 150 client households
  • Provide white-glove service to existing clients, striving for a 97% client retention rate
  • Partner with their Second Chair to record case notes, document meeting outcomes, and follow-up on action items in a timely manner
  • Collaborate with the Planning Team to create and implement personalized financial plans for top clients
  • Leverage all Northwestern Mutual approved artificial intelligence (AI) regularly
  • Deliver presentations and conduct meetings with prospects to assess their financial needs and propose suitable solutions


Required Education and Experience

  • Bachelor’s degree in Business, Finance, or a similar field, or commensurate work experience required
  • FINRA SIE, Series 7, and Series 63 or 66 required (or ability to obtain)
  • MN Life & Health Insurance license required (or ability to obtain)
  • MN Variable Life Insurance License required (or ability to obtain)
  • CFP required (or ability to obtain)
  • ChFC, CLU, and/or RICP preferred
  • 5 years of experience as a Financial Advisor, Client Service Manager, Private Wealth Service Advisor, or a related discipline, with progressively elevated roles required
  • Attention to detail and accuracy required
  • Personable, with the ability to build rapport and trust quickly
  • Self-motivated with the ability to work both independently and as part of a team
  • High level of professionalism and client service orientation
  • Excellent written and verbal communication and presentation skills
  • Proficient in the utilization of Microsoft Office Suite