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Wealth Advisor Near Me Jobs (NOW HIRING)

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Serve as primary advisor and relationship manager on key client relationships providing wealth ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

Mesirow Financial

Senior Wealth Advisor

Chicago, IL

Wealth management has been Mesirow's flagship business for nearly 90 years, built around our trusted advisors who have an average tenure at the firm of 19 years. We are recruiting for a Senior Wealth ...

Mesirow

Senior Wealth Advisor

Boca Raton, FL · On-site

Wealth management has been Mesirow's flagship business for nearly 90 years, built around our trusted advisors who have an average tenure at the firm of 19 years. We are recruiting for a Senior Wealth ...

Ci

Wealth Advisor

Morristown, NJ

$125K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Serve as primary advisor and relationship manager on key client relationships providing wealth ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

Ci

Associate Wealth Advisor

Garden City, NY · On-site

$97K - $127K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

Ci

Wealth Advisor

Denver, CO · On-site

$125K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Collaborate with lead advisors to manage the client service experience, oversee task lists and ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

BNY

Director, Wealth Advisor

Newport Beach, CA

$130K/yr

... nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and ... We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth ...

BNY Mellon

Director, Wealth Advisor

Newport Beach, CA · On-site

$130K/yr

... nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and ... We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth ...

Corient Private Wealth LLC

Associate Wealth Advisor

San Diego, CA · On-site

$80K - $155K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

EisnerAmper

Senior Wealth Advisor

Philadelphia, PA · On-site

Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management ... EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 ...

Eisneramper Llp

Senior Wealth Advisor

Philadelphia, PA · Hybrid

Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management ... EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 ...

Corient Private Wealth LLC

Associate Wealth Advisor

Menlo Park, CA · On-site

$100K - $162K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

EisnerAmper LLP

Senior Wealth Advisor

Philadelphia, PA · On-site

Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management ... EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 ...

Corient Private Wealth LLC

Associate Wealth Advisor

Boston, MA · On-site

$100K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

Corient Private Wealth LLC

Associate Wealth Advisor

Seattle, WA · On-site

$96K - $155K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... It is not typical for an individual to be offered a salary at or near the top of the range for a ...

HBKS Wealth Advisors

Financial Advisor

Naples, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies ...

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Wealth Advisor Near Me information

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$47K

$103.1K

$148.5K

How much do wealth advisor near me jobs pay per year?

As of Aug 17, 2026, the average yearly pay for wealth advisor near me 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 helps individuals and families manage their finances, investments, and long-term wealth planning. They offer personalized advice on topics like retirement planning, tax strategies, estate planning, and investment management. By understanding your financial goals and risk tolerance, a wealth advisor creates tailored strategies to help you grow and protect your wealth. Working with a local wealth advisor can provide you with in-person guidance and ongoing support for your financial journey.

What are the key skills and qualifications needed to thrive as a wealth advisor?

To thrive as a Wealth Advisor, you need a strong background in finance, investment strategies, and financial planning, typically supported by a bachelor's degree in finance or a related field and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial analysis tools, and CRM systems is often required. Excellent interpersonal skills, active listening, and trustworthiness help build and maintain client relationships. These competencies are crucial for delivering tailored financial advice, growing client assets, and upholding fiduciary responsibilities.

What are some common challenges wealth advisors face when building a client portfolio, and how can these be addressed?

Wealth Advisors often encounter challenges such as establishing trust with new clients, understanding complex financial needs, and competing with other advisors in the area. To address these, advisors must develop strong communication skills, stay updated on financial regulations, and tailor their strategies to each client's goals. Building a solid reputation through networking, providing value-added services, and continuous professional development also help in overcoming these challenges and growing a robust client portfolio.

What is the difference between Wealth Advisor Near Me vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate firms, banks, or independentIndependent or firm-based
Primary FocusInvestment management and wealth growthComprehensive financial planning
Client InteractionHigh-net-worth individuals, ongoing managementAll income levels, holistic planning

Wealth Advisors Near Me typically focus on investment strategies and managing high-net-worth clients' assets, often requiring advanced certifications. Financial Planners provide broad financial advice, including budgeting, retirement, and estate planning, for a wider client base. Both roles may overlap, but Wealth Advisors tend to specialize in wealth growth and investment management, while Financial Planners offer comprehensive financial guidance.

How do I become a wealth advisor?

To become a wealth advisor, you typically need a bachelor's degree in finance, economics, or a related field, along with relevant work experience in financial services. Earning certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance credibility and job prospects. Strong interpersonal skills, knowledge of investment strategies, and proficiency with financial planning tools are also important.

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.
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Wealth Advisor Near Me jobs near you
Infographic showing various Wealth Advisor Near Me job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Advisor

Corient Private Wealth LLC

Morristown, NJ • On-site

$125K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 15 days ago

Job description

Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities
  • Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment advice to ultra-high net worth and high net worth clients.
  • Lead client meetings, ensuring a high level of service and proactive communication by managing all aspects of the client relationship experience with both internal and external teams.
  • Coordinate and lead the delivery of Corient's full spectrum of client solutions-including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support-to ensure a seamless and holistic client experience.
  • Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives. With the client's input, determine short and long-term deliverables and develop a plan to accomplish them.
  • Contribute to business development efforts by cultivating client referral sources, building centers of influence and participating in thought leadership.
  • 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 & Requirements
  • Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
  • 8+ years of proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required.
  • CFP, CFA, CPA, JD, or MBA required.
  • Proven track record of managing client relationships and delivering comprehensive advice.
  • Strong growth mindset with a focus on winning and retaining clients.
  • Excellent interpersonal, communication, and presentation skills.
  • Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.

Competencies
  • Strong analytical and problem-solving skills
  • Communicate effectively, both orally and in writing
  • High emotional intelligence and situational awareness

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information:
This position is exempt and is paid according to the laws of the State of New Jersey. The pay range for this position is $125,000 - $150,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

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