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Wealth Advisor Near Me Jobs (NOW HIRING)

Curvion Blue

Senior Wealth Strategy Consultant

Miami, FL · Remote

$90K - $300K/yr

This is NOT a traditional financial advisor role. You will NOT be: * Prospecting * Cold calling ... me qualified meetings" ...this may be exactly the opportunity you've been looking for. A Snapshot ...

Curvion Blue

Senior Wealth Strategy Consultant

Boston, MA · On-site

$90K - $300K/yr

This is NOT a traditional financial advisor role. You will NOT be: * Prospecting * Cold calling ... me qualified meetings" ...this may be exactly the opportunity you've been looking for. A Snapshot ...

Curvion Blue

Senior Wealth Strategy Consultant

Seattle, WA · Remote

$90K - $300K/yr

This is NOT a traditional financial advisor role. You will NOT be: * Prospecting * Cold calling ... me qualified meetings" ...this may be exactly the opportunity you've been looking for. A Snapshot ...

Curvion Blue

Senior Wealth Strategy Consultant

Denver, CO · Remote

$90K - $300K/yr

This is NOT a traditional financial advisor role. You will NOT be: * Prospecting * Cold calling ... me qualified meetings" ...this may be exactly the opportunity you've been looking for. A Snapshot ...

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

As of Aug 18, 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.

J.P. Morgan Wealth Management - Market Director of Wealth - Columbus, Ohio

JPMorgan Chase & Co

Columbus, OH • On-site

Full-time

Medical, Retirement

Re-posted 7 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

72nd of 171 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In this role, you will play a key role in promoting our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.

Job responsibilities
  • Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
  • Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
  • Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
  • Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion
  • Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
  • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
  • Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency

Required qualifications, capabilities, and skills
  • At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
  • Ability to travel 50% of the time
  • A valid and active FINRA Series 7, 66 (or equivalent) is required
  • A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
  • Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
  • High degree of investment services and product acumen and keen interest in the financial markets
  • Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment
Preferred qualifications, capabilities, and skills
  • Bachelor's Degree preferred 

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices.  We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from.  As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

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