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Wealth Advisor Jobs (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH · On-site

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 ...

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 ...

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA · On-site

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 ...

Boutique Recruiting

Wealth Advisor

Atlanta, GA · On-site

Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Atlanta. The selected candidate will build on existing relationships with ...

Boutique Recruiting

Wealth Advisor

Salt Lake City, UT · On-site

Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Salt Lake City. The selected candidate will build on existing relationships ...

Ivy Way Placements

Wealth Advisor

Stamford, CT · On-site

Wealth Advisor - Build Your Legacy, Empower OthersType: Full-Time Location: Remote, On-site, or Hybrid (Flexible) Your Career. Your Clients. Your Way. Are you an experienced and licensed Wealth ...

Boutique Recruiting

Wealth Advisor

Dallas, TX · On-site

Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Dallas. The selected candidate will build on existing relationships with ...

Boutique Recruiting

Wealth Advisor

Wichita, KS · On-site

Wealth Advisor The Wealth Advisor role presents an exciting opportunity for individuals passionate about financial planning and client development. This position is pivotal in guiding clients through ...

Mariner

Wealth Advisor

New York, NY · On-site

$120K - $145K/yr

As a 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's goals and ...

Boutique Recruiting

Wealth Advisor

Pasadena, CA · On-site

$100K - $150K/yr

Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Pasadena. The selected candidate will build on existing relationships with ...

Mariner

Wealth Advisor

Sioux Falls, SD · On-site

$85K - $100K/yr

As a 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's goals and ...

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

As a 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's goals and ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$100K - $150K/yr

As a 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's goals and ...

EP Wealth Advisors LLC

Wealth Advisor

San Luis Obispo, CA · On-site

$60K - $120K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment ...

Northern Trust

Wealth Advisor

New York, NY · On-site

$189K - $331K/yr

Collaborate with Regional Wealth Advisor in design and modelling of wealth plans for ultra-high net worth clients where a Regional Wealth Advisor is engaged. 3.Work in close collaboration with the ...

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Wealth Advisor information

See salary details

$47K

$103.1K

$148.5K

How much do wealth advisor jobs pay per year?

As of Aug 29, 2026, the average yearly pay for 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 is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

What are the key skills and qualifications needed to thrive as a wealth advisor, and why are they important?

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.
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For Wealth Advisor jobs, the most frequently searched job titles are:

Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Advisor

HORAN Wealth

Cincinnati, OH • On-site

Full-time, Part-time

Medical, Life, Retirement, PTO

Re-posted 16 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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