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Wealth Advisor Salary Jobs (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position ... Benefits: * Competitive salary commensurate with experience. * Comprehensive benefits package ...

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA

Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt ... Benefits: * Competitive salary commensurate with experience * Comprehensive benefits package ...

Boutique Recruiting

Wealth Advisor

Pasadena, CA · On-site

$100K - $150K/yr

Salary Range: $100,000 - $150,000 / Year DOE Wealth Advisor Responsibilities: * Build a book of business from the ground up * Engage in client meetings and presentations * Utilize marketing and cross ...

Brophy Wealth Management, LLC

Be Seen First

Wealth Advisor

Bedford, NH · On-site

$90K - $120K/yr

Wealth Advisor Brophy Wealth Management, LLC Stop Prospecting. Start Advising. For more than 30 ... Compensation & benefits Base salary of $90,000 - $120,000 based on experience and designations with ...

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 ... Salary Range: $189,290 - 331,200 USD Salary range is a good faith estimate of base pay. Northern ...

Northern Trust

Wealth Advisor

New York, NY

$189K - $331K/yr

Collaborate with Regional Wealth Advisor in design and modelling of wealth plans for ultra-high net ... Salary Range: $189,290 - 331,200 USD Salary range is a good faith estimate of base pay. Northern ...

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Wealth Advisor Salary information

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$47K

$103.1K

$148.5K

How much do wealth advisor salary jobs pay per year?

As of Aug 17, 2026, the average yearly pay for wealth advisor salary 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 the average salary of a wealth advisor?

The average salary of a wealth advisor varies depending on experience, location, and employer, but in the United States, it typically ranges from $60,000 to $150,000 per year. Entry-level wealth advisors may start at the lower end of this range, while experienced advisors with established client bases can earn significantly more, especially when factoring in bonuses and commissions. Some wealth advisors working at top firms or in high-cost-of-living areas may earn salaries exceeding $200,000 annually. Additional compensation can also include performance bonuses and profit sharing.

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 licenses such as Series 7 or CFP certification. Familiarity with financial planning software, portfolio management tools, and CRM systems is typically expected. Excellent interpersonal skills, discretion, and the ability to build trust are crucial soft skills for client relationship management. These skills and qualities are vital for providing effective financial advice, securing client confidence, and achieving long-term client and business success.

What are some typical career progression paths for a wealth advisor within a financial advisory firm?

Wealth Advisors often start by managing a small portfolio of clients and gradually expand their client base and assets under management as they gain experience. Over time, successful advisors may be promoted to senior advisor roles, take on team leadership responsibilities, or specialize in niche markets such as estate planning or business succession. Some may advance to partner or principal positions within their firm, while others may choose to launch their own independent advisory practices. Career growth is closely tied to performance, client relationship skills, and the ability to deliver consistent results.

What is the difference between Wealth Advisor Salary vs Financial Planner Salary?

AspectWealth Advisor SalaryFinancial Planner Salary
Required CredentialsCFP, Series 7/66, CFA (optional)CFP, Series 7/66
Work EnvironmentFinancial firms, private banks, independentFinancial advisory firms, independent, or banks
Employer & Industry UsageUsed in wealth management and private bankingCommon in personal financial planning services

While both roles involve financial advising, Wealth Advisors often focus on high-net-worth clients and may have additional certifications, earning higher salaries. Financial Planners typically serve a broader client base with a focus on comprehensive financial plans. Salary differences reflect these roles' scope and client base.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $150,000 annually.

Is it hard to become a wealth advisor?

Becoming a wealth advisor typically requires a bachelor's degree, often in finance, economics, or related fields, along with relevant certifications such as the Certified Financial Planner (CFP) designation. Success in the role also depends on strong interpersonal skills, industry experience, and building a client base, which can take several years. The profession involves ongoing education to stay current with financial regulations and market trends.
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Wealth Advisor Salary jobs near you
Infographic showing various Wealth Advisor Salary job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 94% In-person, and 6% Hybrid job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Lead Wealth Advisor

Boutique Recruiting

Altamonte Springs, FL • On-site

$125K - $185K/yr

Full-time

Medical, Retirement, PTO

Posted 2 days ago

New

Job description

Position Title: Lead Wealth Advisor
Salary Range: $125,000-$185,000 Base / Year, DOE + Revenue Share
This is a rare opportunity for an accomplished wealth advisor to step into an established book of business and build long-term relationships with clients who already value thoughtful, comprehensive financial guidance. The Lead Wealth Advisor will become the primary advisor for approximately 200 established client relationships representing roughly $160 million in assets under management, guiding clients through retirement, investment, tax, and estate planning while working through a structured transition with a retiring senior advisor. The ideal candidate is a seasoned CFP® professional who combines deep technical expertise with emotional intelligence, credibility and a genuine commitment to fiduciary service. This person knows how to earn trust quickly, lead sophisticated client conversations, and collaborate with a team without bringing ego into the room.
Responsibilities
  • Serve as the primary wealth advisor for an established portfolio of client households and develop trusted, long-term relationships with clients and their families
  • Lead client meetings and deliver comprehensive advice across retirement, investment, tax and estate planning
  • Build meaningful relationships with spouses, beneficiaries and next-generation family members to support continuity across generations
  • Navigate a thoughtful succession process alongside a retiring senior advisor, learning existing relationships, preferences and financial strategies before assuming primary responsibility
  • Deliver proactive, highly personalized service while identifying opportunities to strengthen financial plans, improve efficiencies and enhance the overall client experience
  • Collaborate closely with associate advisors, client service professionals, operations, and compliance to ensure clients receive seamless support
  • Maintain a fiduciary-first approach while confidently managing a substantial portfolio of sophisticated client relationships

Requirements
  • 8+ years of financial planning and wealth management experience with the maturity and expertise to independently lead complex client conversations
  • Active CFP® designation required
  • Bachelor's degree required
  • Demonstrated success managing high-net-worth client relationships with the capacity to actively manage 75-100+ clients
  • Strong knowledge of financial planning, retirement strategies, taxation and investment management
  • Exceptional communication, relationship-building and client service skills with the ability to establish credibility and rapport quickly
  • Strong technology aptitude with Excel proficiency and experience working with custodians such as Schwab and Fidelity; familiarity with Salesforce, Black Diamond, RightCapital or similar wealth management platforms is valuable

Benefits
  • Total compensation potential around $240,000 based on the established book of business, with quarterly revenue-share payments
  • 100% employer-paid employee medical coverage, with additional plan and HSA options
  • Employer 401(k) contribution
  • Flexible PTO structure at the advisor level along with company holidays and additional time off throughout the year
  • Established client portfolio providing the opportunity to focus immediately on relationship management, planning and long-term client impact

If you are an experienced CFP® who wants to inherit meaningful client relationships, deliver sophisticated advice and build the next chapter of your career with an established independent wealth management firm, apply today.
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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