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Wealth Advisor Salary Jobs (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

  • Medical

  • Life

  • Retirement

  • PTO

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

Lifetime Wealth Management, P.C.

Wealth Advisor

Lavon, TX

  • Medical

  • Dental

  • Vision

  • PTO

Competitive Base Salary + Revenue Sharing + Performance Incentives Build Something Bigger Than a Book of Business Lifetime Wealth Management is seeking an experienced Financial Advisor to join our ...

New

Lifetime Wealth Management, P.C.

Wealth Advisor

Nevada, TX

  • Medical

  • Dental

  • Vision

  • PTO

Competitive Base Salary + Revenue Sharing + Performance Incentives Build Something Bigger Than a Book of Business Lifetime Wealth Management is seeking an experienced Financial Advisor to join our ...

New

Lifetime Wealth Management, P.C.

Wealth Advisor

Wylie, TX

  • Medical

  • Dental

  • Vision

  • PTO

Competitive Base Salary + Revenue Sharing + Performance Incentives Build Something Bigger Than a Book of Business Lifetime Wealth Management is seeking an experienced Financial Advisor to join our ...

New

Lifetime Wealth Management, P.C.

Wealth Advisor

Sachse, TX

  • Medical

  • Dental

  • Vision

  • PTO

Competitive Base Salary + Revenue Sharing + Performance Incentives Build Something Bigger Than a Book of Business Lifetime Wealth Management is seeking an experienced Financial Advisor to join our ...

New

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA

  • Medical

  • Retirement

  • PTO

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

  • Medical

  • PTO

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

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Transcend Practice Management

Wealth Advisor

Cheshire, CT · Hybrid

  • Retirement

The Wealth Advisor role is a full-time, salaried position that offers a competitive benefits package, including annual profit sharing, 401K contributions, and a flexible, family-first approach to ...

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Wealth Advisor Salary information

See salary details

$47K

$103.1K

$148.5K

How much do wealth advisor salary jobs pay per year?

As of Aug 15, 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 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 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 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 do you become a wealth advisor?

To become a wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field, along with relevant certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Gaining experience through internships or entry-level financial roles and developing strong interpersonal and analytical skills are also important steps in the career path.
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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 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% 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

Re-posted 2 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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