Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position ... Benefits: * Competitive salary commensurate with experience. * Comprehensive benefits package ...
Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position ... Benefits: * Competitive salary commensurate with experience. * Comprehensive benefits package ...
Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt ... Benefits: * Competitive salary commensurate with experience * Comprehensive benefits package ...
Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt ... Benefits: * Competitive salary commensurate with experience * Comprehensive benefits package ...
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 ...
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 ...
Wealth Advisor
Houston, TX · On-site
Multi-Family Office Overview Multi-Family Office in Houston seeks a Wealth Advisor to serve as the ... Competitive compensation package, including significant base salary, profit and performance-based ...
Wealth Advisor
Houston, TX · On-site
Multi-Family Office Overview Multi-Family Office in Houston seeks a Wealth Advisor to serve as the ... Competitive compensation package, including significant base salary, profit and performance-based ...
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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 ...
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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 ...
Wealth Advisor
Manhattan, 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 ...
Wealth Advisor
Manhattan, 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 ...
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 ...
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 ...
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 ...
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 ...
Wealth Advisor
Bedford, NH · Hybrid
$90K - $120K/yr
Start Advising. For more than 30 years, Brophy Wealth Management has built lasting client ... salary, quarterly incentive opportunities, profit sharing, and outstanding benefits.
Quick apply
Wealth Advisor
Bedford, NH · Hybrid
$90K - $120K/yr
Start Advising. For more than 30 years, Brophy Wealth Management has built lasting client ... salary, quarterly incentive opportunities, profit sharing, and outstanding benefits.
Wealth Advisor
Bedford, NH · On-site
Start Advising. For more than 30 years, Brophy Wealth Management has built lasting client ... salary, quarterly incentive opportunities, profit sharing, and outstanding benefits.
Wealth Advisor
Bedford, NH · On-site
Start Advising. For more than 30 years, Brophy Wealth Management has built lasting client ... salary, quarterly incentive opportunities, profit sharing, and outstanding benefits.
Wealth Advisor
Oak Brook, IL · On-site
Your Future Team As a Wealth Advisor, you will be a trusted partner to high-net-worth individuals ... Base salary of $90,000-$120.000 plus discretionary bonus (exact base salary amount will be ...
Wealth Advisor
Oak Brook, IL · On-site
Your Future Team As a Wealth Advisor, you will be a trusted partner to high-net-worth individuals ... Base salary of $90,000-$120.000 plus discretionary bonus (exact base salary amount will be ...
Wealth Advisor
Oak Brook, IL · Hybrid
Your Future Team As a Wealth Advisor, you will be a trusted partner to high-net-worth individuals ... Base salary of $90,000-$120.000 plus discretionary bonus (exact base salary amount will be ...
Wealth Advisor
Oak Brook, IL · Hybrid
Your Future Team As a Wealth Advisor, you will be a trusted partner to high-net-worth individuals ... Base salary of $90,000-$120.000 plus discretionary bonus (exact base salary amount will be ...
Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
Los Angeles, CA · On-site
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
Los Angeles, CA · On-site
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
Chicago, IL · On-site
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
Chicago, IL · On-site
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
Shelton, CT · Hybrid
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 ...
Quick apply
Wealth Advisor
Shelton, CT · Hybrid
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 ...
Wealth Advisor
Cheshire, CT · Hybrid
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 ...
Quick apply
Wealth Advisor
Cheshire, CT · Hybrid
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 ...
Wealth Advisor
New York, NY · On-site
$90K - $350K/yr
Wealth Advisor Department: Insurance & Financial Services Employment Type: Full Time Location: New ... Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation * Independent firms ...
Wealth Advisor
New York, NY · On-site
$90K - $350K/yr
Wealth Advisor Department: Insurance & Financial Services Employment Type: Full Time Location: New ... Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation * Independent firms ...
Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth ... Parental bonding leave - up to 100% of salary for 12 weeks * Donation match - up to $500 annually
Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth ... Parental bonding leave - up to 100% of salary for 12 weeks * Donation match - up to $500 annually
Wealth Advisor Salary information
See salary details
$47K - $56.2K
3% of jobs
$56.2K - $65.5K
6% of jobs
$65.5K - $74.7K
4% of jobs
$74.7K - $83.9K
11% of jobs
$84.3K is the 25th percentile. Wages below this are outliers.
$83.9K - $93.1K
17% of jobs
The median wage is $99.7K / yr.
$93.1K - $102.4K
13% of jobs
$102.4K - $111.6K
11% of jobs
$111.6K - $120.8K
11% of jobs
$121.1K is the 75th percentile. Wages above this are outliers.
$120.8K - $130K
9% of jobs
$130K - $139.3K
9% of jobs
$139.3K - $148.5K
6% of jobs
$47K
$103.1K
$148.5K
How much do wealth advisor salary jobs pay per year?
What is the average salary of a wealth advisor?
What are some typical career progression paths for a wealth advisor within a financial advisory firm?
What are the key skills and qualifications needed to thrive as a wealth advisor?
What is the difference between Wealth Advisor Salary vs Financial Planner Salary?
| Aspect | Wealth Advisor Salary | Financial Planner Salary |
|---|---|---|
| Required Credentials | CFP, Series 7/66, CFA (optional) | CFP, Series 7/66 |
| Work Environment | Financial firms, private banks, independent | Financial advisory firms, independent, or banks |
| Employer & Industry Usage | Used in wealth management and private banking | Common 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?

Full-time, Part-time
Medical, Life, Retirement, PTO
Re-posted 25 days ago
Job description
- 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.
- 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.
- 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.
- Insurance and Risk Management:
- Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being.
- Client Education:
- Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions.
- Compliance and Ethics:
- Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues.
- Business Development:
- Proactively identify and pursue new business opportunities through networking, referrals, and community involvement.
- 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).
- 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.
About HORAN Wealth
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Cincinnati, OH, US
Year founded
1948