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Project Manager Wealth Management Jobs in Florida

Regions Financial Corporation

$135K - $192K/yr

At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased ...

Seacoast Bank

Wealth Management Assistant I

Winter Park, FL · On-site

$39K - $45K/yr

The Wealth Management Assistant is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships. The Wealth Management ...

Amerantbank

Wealth Management Advisor

Miami, FL · On-site

The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation.

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Project Manager Wealth Management information

See Florida salary details

$28.8K

$76.7K

$121.1K

How much do project manager wealth management jobs pay per year?

As of Aug 11, 2026, the average yearly pay for project manager wealth management in Florida is $76,733.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,700.00 and $91,900.00 per year, depending on experience, location, and employer.

How does a project manager in wealth management typically collaborate with financial advisors and technology teams?

As a Project Manager in Wealth Management, you will frequently act as a bridge between financial advisors, who understand client needs, and technology teams, who implement solutions. You’ll coordinate meetings to gather requirements, translate advisor feedback into actionable tasks, and ensure that tech deliverables align with regulatory standards and business goals. Effective communication and stakeholder management skills are essential, as you’ll often mediate priorities and resolve conflicts to keep projects on track. This collaborative environment offers a dynamic workday and opportunities to develop cross-functional leadership abilities.

What are the key skills and qualifications needed to thrive as a project manager in wealth management?

To thrive as a Project Manager in Wealth Management, you need expertise in financial services, project management methodologies, and a relevant degree such as finance, business, or project management certification (e.g., PMP). Familiarity with portfolio management systems, CRM platforms, and project tracking tools like MS Project or Jira is typically required. Strong leadership, communication, and stakeholder management skills set outstanding professionals apart in this role. These competencies ensure effective project delivery, regulatory compliance, and alignment with client and organizational goals in a dynamic financial environment.

What does a project manager in wealth management do?

A Project Manager in Wealth Management oversees the planning, execution, and completion of projects that support wealth management services, such as implementing new financial products, regulatory changes, or technology platforms. They coordinate between different teams—advisors, compliance, IT, and operations—to ensure projects are delivered on time, within scope, and on budget. Their role is crucial in making sure that wealth management firms can adapt to industry changes and provide high-quality service to clients.

What is the difference between Project Manager Wealth Management vs Financial Advisor?

AspectProject Manager Wealth ManagementFinancial Advisor
CertificationsPMP, CFP (optional)Series 7, Series 66, CFP
Work EnvironmentFinancial firms, banks, wealth management companiesIndividual client meetings, financial planning firms
Primary FocusManaging projects, implementing wealth management strategiesProviding personalized financial advice and planning

While both roles operate within the wealth management industry, a Project Manager Wealth Management focuses on overseeing projects related to financial services, whereas a Financial Advisor provides direct financial planning and advice to clients. The roles differ in daily responsibilities but may collaborate on client-related projects.

What are popular job titles related to Project Manager Wealth Management jobs in Florida? For Project Manager Wealth Management jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Project Manager Wealth Management jobs in Florida look for? The top searched job categories for Project Manager Wealth Management jobs in Florida are:
What cities in Florida are hiring for Project Manager Wealth Management jobs? Cities in Florida with the most Project Manager Wealth Management job openings:
Project Manager Wealth Management jobs near you
Infographic showing various Project Manager Wealth Management job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $76,733 per year, or $36.9 per hour.

Wealth Advisor, Managing Director

BakerAvenue Wealth Management

Naples, FL

$500/wk

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples.

At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.

BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion.


The Role:

We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners.


The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role.


This is a fully remote based out of Florida.


Responsibilities:

  • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio.
  • Assess client's overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy
  • Prepare customized proposals for clients and prospective clients
  • Assists in the development of complex and highly customized financial portfolios
  • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations
  • Develop asset allocations to meet clients' risk profile and time horizon
  • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings
  • Co-manage and provide leadership within the team
  • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients
  • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.)
  • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory
  • Conduct branch marketing meetings and training for the advisors of our custodial partners

Qualifications:

  • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work
  • Demonstrated business development track record
  • CFP required. Other credentials a plus
  • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field
  • Very strong knowledge of finance and capital markets required
  • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies
  • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis
  • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career
  • Strong abilities to multi-task, manage various client requests and effectively prioritize
  • Unquestioned commitment to integrity in personal and professional activities
  • Demonstrated ability to work effectively in a team environment
  • Confidence to work directly with senior leaders and high-net worth clients

Benefits:

  • Medical / Dental / Vision / Life / Disability Insurance
  • High-deductible plan option with health savings account
  • Employee assistance program
  • Wellness allowance - $75 monthly
  • Bereavement leave - 3 days paid for immediate family member or pet
  • 401k with 3% match
  • Commuter benefits
  • Parental bonding leave - up to 100% of salary for 12 weeks
  • Donation match - up to $500 annually
  • Birthday PTO
  • Learning and Development stipend - up to $1000 annually
  • Volunteer PTO - 1 day per quarter
  • Monthly cell phone allowance - $75 monthly


BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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