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Wealth Jobs (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Vice President, Wealth Advisor Position Summary: HORAN Wealth is a leading Registered ...

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA

Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Market President, Wealth Advisor Location: Pittsburgh, PA Position Summary: Are ...

Annex Wealth Management

Wealth Advisor

Madison, WI · On-site

Annex Wealth Management - Know the Difference Join Our Growing Team at our Madison branch. Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork ...

Annex Wealth Management

Wealth Advisor

Madison, WI

Annex Wealth Management - Know the Difference Join Our Growing Team at our Madison branch. Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork ...

Morton Wealth

Wealth Advisor

Calabasas, CA · On-site

Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Wealth Advisor position. We are an RIA that manages roughly $3 billion in assets across 1 ...

Focus Partners Wealth

Wealth Advisor

Omaha, NE

$125K - $145K/yr

The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors ...

RWA Wealth Partners LLC

Wealth Advisor

Newton Center, MA · On-site

$100K - $300K/yr

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding ...

RWA Wealth Partners LLC

Wealth Advisor

San Francisco, CA · On-site

$100K - $300K/yr

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding ...

RWA Wealth Partners LLC

Wealth Advisor

Newton Center, MA · On-site

$100K - $300K/yr

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding ...

RWA Wealth Partners LLC

Wealth Advisor

Chicago, IL · On-site

$100K - $300K/yr

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding ...

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

This position will report to a Partner, Wealth Advisor. Responsibilities * Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment ...

Waldron Private Wealth

Wealth Consultant

Wayne, PA

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental ...

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on finance markets, tax laws, and planning strategies to provide informed advice. Qualifications ...

Fortivus Wealth Group

Be Seen First

Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

At Fortivus Wealth Group, we empower our clients to plan and fortify a life by design, and we are equally committed to helping our team members achieve their aspirations. In the Entity Advisor role ...

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Wealth information

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$47K

$103.1K

$148.5K

How much do wealth jobs pay per year?

As of May 29, 2026, the average yearly pay for wealth 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 Wealth Manager, and why are they important?

To thrive as a Wealth Manager, you need expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

What cities are hiring for Wealth jobs? Cities with the most Wealth job openings:
What are the most commonly searched types of Wealth jobs? The most popular types of Wealth jobs are:
What states have the most Wealth jobs? States with the most job openings for Wealth jobs include:
Wealth jobs near you
Infographic showing various Wealth job openings in the United States as of May 2026, with employment types broken down into 51% Full Time, 47% Part Time, 1% Temporary, and 1% Contract. Highlights an 78% Physical, 2% Hybrid, and 20% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Advisor

HORAN Wealth

Cincinnati, OH

Full-time, Part-time

Medical, Life, Retirement, PTO

Posted 14 days ago

Job description

Job Title: Wealth Advisor Full or Part Time: Full-Time
Department: HORAN Wealth FLSA Status: Exempt
Position Reports To: Vice President, Wealth Advisor
Position Summary:
HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future.
As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth.
Core Responsibilities:
  1. Client Relationship Management:
    • Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service.
    • Serve as the primary point of contact and trusted advisor for clients' financial needs.
  2. Financial Planning:
    • Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning.
    • Develop personalized financial plans based on clients' goals and objectives.
  3. Investment Management:
  • Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals.
  • Monitor and adjust portfolios as needed to optimize performance.
  1. Insurance and Risk Management:
  • Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being.
  1. Client Education:
  • Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions.
  1. Compliance and Ethics:
  • Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues.
  1. Business Development:
  • Proactively identify and pursue new business opportunities through networking, referrals, and community involvement.
Qualifications Required:
  • Bachelor’s degree in Finance, Economics, Business Administration, or related field.
  • Previous experience in financial services or wealth management preferred.
  • Strong analytical skills with the ability to interpret complex financial data.
  • Excellent interpersonal and communication skills, with a client-focused mindset.
  • Detail-oriented with the ability to multitask and prioritize tasks effectively.
  • Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro).
Benefits:
  • Competitive salary commensurate with experience.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and career advancement within the firm.
  • Collaborative and supportive work environment with a focus on work-life balance.
HORAN History:
Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group.
Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more.
How to Apply:
If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter outlining your qualifications and interest in the role. Please visit the HORAN Careers Page or www.horanwealth.com/careers and click on the job title to apply, or email jobs@horanwealth.com if you have any questions.
We look forward to hearing from you!

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