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Senior Wealth Manager Jobs (NOW HIRING)

Plancorp

Senior Wealth Manager

Saint Louis, MO · On-site

Description Plancorp is seeking a Senior Wealth Manager to join our growing team. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides ...

Anew Recruiting

Senior Wealth Manager

Salt Lake City, UT · Hybrid

$200K - $225K/yr

Senior Wealth Manager - Private Wealth / Family Office On-Site 4x a week - Salt Lake City, UT A rapidly growing independent wealth management firm is seeking an experienced Senior Wealth Manager to ...

Cetera

Senior Wealth Manager, TRPG

Houston, TX · Hybrid

$115K/yr

Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support. What ...

Cetera

Senior Wealth Manager, TRPG

Houston, TX · Hybrid

$115K/yr

Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support. What ...

Mariner Finance

Senior Wealth Manager

New York, NY · On-site

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 ...

Mariner Finance

Senior Wealth Manager

New York, NY · On-site

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 ...

Mariner Finance

Senior Wealth Manager

Chinatown, NY · On-site

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 ...

Mariner Finance

Senior Wealth Manager

New York, NY · On-site

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 ...

Mariner Finance

Senior Wealth Manager

New York, NY · On-site

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 ...

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Senior Wealth Manager information

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$45K

$102.8K

$121.5K

How much do senior wealth manager jobs pay per year?

As of Jun 16, 2026, the average yearly pay for senior wealth manager in the United States is $102,833.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Senior Wealth Manager, and why are they important?

To thrive as a Senior Wealth Manager, you need deep expertise in financial planning, investment strategies, and portfolio management, typically supported by a bachelor’s or master’s degree in finance and certifications like CFP or CFA. Proficiency with financial analysis tools, CRM systems, and portfolio management software is crucial for managing complex client accounts. Outstanding interpersonal skills, discretion, and the ability to build long-term client relationships set top professionals apart. These competencies are essential for delivering tailored wealth solutions, maintaining client trust, and driving business growth in a competitive financial services environment.

What is the difference between Senior Wealth Manager vs Financial Advisor?

AspectSenior Wealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentPrivate banks, wealth management firms, high-net-worth client officesIndependent practice, banks, financial planning firms
Employer & Industry UsageHigh-net-worth client focus, complex financial planningBroader client base, including middle-income clients

The main difference is that Senior Wealth Managers typically handle more complex, high-net-worth client portfolios and often have advanced certifications. Financial Advisors serve a broader client base with simpler financial planning needs. Both roles require relevant licenses and certifications, but Senior Wealth Managers usually operate in more specialized, high-end environments.

What does a Senior Wealth Manager do?

A Senior Wealth Manager provides comprehensive financial planning and investment management services to high-net-worth individuals, families, or organizations. Their responsibilities include assessing clients' financial goals, developing personalized strategies, managing investment portfolios, and offering advice on taxes, estate planning, and retirement. They often coordinate with other professionals like accountants and attorneys to ensure a holistic approach to wealth management. Their expertise helps clients grow, preserve, and transfer wealth effectively.

How does a Senior Wealth Manager typically collaborate with other financial professionals to serve clients?

Senior Wealth Managers often work closely with a team of professionals, including financial analysts, tax advisors, estate planners, and portfolio managers, to deliver comprehensive financial solutions for clients. This collaborative approach ensures that clients receive well-rounded advice that addresses investment planning, tax efficiency, estate structuring, and risk management. Regular meetings and strategy sessions are common, allowing the team to align on client goals and proactively address any changes in financial circumstances. As a Senior Wealth Manager, you'll frequently coordinate these efforts, acting as the main point of contact for clients and ensuring seamless communication among all parties involved.
What cities are hiring for Senior Wealth Manager jobs? Cities with the most Senior Wealth Manager job openings:
What states have the most Senior Wealth Manager jobs? States with the most job openings for Senior Wealth Manager jobs include:
Senior Wealth Manager

Senior Wealth Manager

Plancorp

Saint Louis, MO • On-site

Full-time

Posted 10 days ago

Job description

Description
Plancorp is seeking a Senior Wealth Manager to join our growing team. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values.
Who We Are:
  • Nationally recognized fee-only RIA firm

  • St. Louis based; in business for 40+ years

  • AUM approx. $10 billion

  • Serving individuals, families, business owners, non-profit and institutional clients

Position Overview:
We are always on the lookout for someone who loves to close business, and who craves independence and flexibility. As a Senior Wealth Manager for Plancorp, you'll contribute to significant growth for the firm by evangelizing the Plancorp brand and providing white glove service to our clients, while having the support of a team behind you. Our Senior Wealth Managers are long term hires with a path to ownership in the firm.
The Senior Wealth Manager has an entrepreneurial spirit and wants to apply their talents in a fee-only environment. They have a passion for explaining complex personal financial matters in a way that makes sense to anyone. This role is responsible for business development, as well as servicing clients. The Senior Wealth Manager plays a lead advisory role with a financial planning focus, and operates in a team-based environment, where everyone is rewarded based on the success of the firm.
What You Bring:
• B.A. or B.S. degree from accredited four-year university; social sciences or business major preferred.
• CFP designation
• 6+ years serving as lead advisor/consultant for high-net-worth clients either with a wealth management firm or the tax division of an accounting firm.
Experience with being a Lead Client Relationship owner:
  • Serve as the primary advisor and decision-maker for high-net-worth clients

  • Lead client review and discovery meetings, including complex financial planning scenarios

  • Deliver advanced planning strategies across tax, estate, investments, and risk management

  • Demonstrated ability to lead complex, multi-disciplinary financial planning engagements, including:

  • Tax strategy and coordination with external CPAs

  • Specializations in equity compensation planning, business owners, etc. a plus

  • Retirement income and distribution planning

  • Estate and legacy planning in partnership with attorneys

  • An understanding of the fundamentals of investing, including the characteristics and use of various investment securities, the mechanics of securities transactions, and the different types of investment accounts.

  • Ability to synthesize competing planning priorities (tax, investment, estate, behavioral) into clear, actionable recommendations

  • Investing in the growth and development of Planners and Wealth Managers

Experience with Driving New Business Growth:
  • Lead the full discovery and onboarding process for new clients

  • Generate new business through:

  • Referrals

  • Firm-generated leads

  • Personal networks

  • Consistently contribute to revenue growth and new client acquisition

  • Act as an ambassador for Plancorp by articulating our value proposition clearly to prospects

• Commitment to acting in the clients' best interests in a fee-only financial planning environment.
• Belief in academically based investment philosophy.
• Respect for the confidentiality of client and corporate information.
• Strong financial and analytical skills.
• Strong verbal and written communication skills.
• Positive customer-focused attitude.
• Self-motivated to complete responsibilities without supervision.
Why Work With Us?
You'll have the opportunity to learn from our team of experts, do work that touches people's lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch and free access to a workout facility. People from underrepresented communities are encourage to apply. We look forward to meeting you!

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