ZipRecruiter

Log In

1

Senior Wealth Manager Jobs (NOW HIRING)

HUB

Senior Wealth Advisor

Austin, TX · Hybrid

$200K/yr

Vice President Private Wealth Sales Management Job Type: Full-Time About Us: HUB is a global ... As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients ...

ATALNT LLC

Senior Wealth Advisor

Manhattan, NY · Remote

$100K - $200K/yr

Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform Overview We are seeking an ... Manage and grow client relationships across financial planning, portfolio construction, and ongoing ...

C&N

Senior Wealth Advisor

Sayre, PA · On-site

Senior Wealth Advisor - Because Your Guidance Changes Lives At C&N, wealth management is more than just managing investments -- it's about helping individuals, families, and businesses find clarity ...

Willis Johnson Wealth

Associate Wealth Manager

Houston, TX · On-site

$80K - $125K/yr

The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and ...

Beacon Pointe

Senior Wealth Advisor

Nashville, TN · On-site

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

next page

Showing results 1-20

All JobsWealth JobsSenior Wealth Manager Jobs

Senior Wealth Manager information

See salary details

$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

Leah Yosef International, Inc.

Washington, DC • On-site

Other

Posted 3 days ago

Job description

Independent RIA 

Overview  

Dynamic and fast growing $400M+ AUM Independent RIA seeks a seasoned Advisor to inherit relationships and to continue develop his/her own book of business in a collaborative ensemble practice. Fee-based fiduciary culture with significant Firm generated lead flow. 

Highlights 

  • Strong expertise in advising newly independent women, and entrepreneurs looking towards liquidity events 

  • Extensive marketing budget that drives a continuous stream of warm leads and prospects for advisors 

  • Provide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management 

  • In house tax prep and advice capabilities  

  • Clear track towards equity ownership 

  • Member of the Broker Protocol 

Requirements 

  • Track record of business development from an external network 

  • CFP, CDFA, CEP or CEPA 

Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

View All Leah Yosef International Jobs

Apply