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Wealth Advisor Jobs (NOW HIRING)

Mariner

Wealth Advisor

Tigard, OR · On-site

$87K - $130K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$90K - $135K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

How the Wealth Advisor contributes to the success of HB: General Support: * Leverages the time and expertise of Sr. Associates and Associates by assisting them in the execution of steps in the client ...

HB Wealth

Wealth Advisor

Towson, MD

How the Wealth Advisor contributes to the success of HB: General Support: * Leverages the time and expertise of Sr. Associates and Associates by assisting them in the execution of steps in the client ...

RWA Wealth Partners LLC

Wealth Advisor

Newton Center, MA · On-site

$100K - $300K/yr

In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business ...

RWA Wealth Partners LLC

Wealth Advisor

San Francisco, CA · On-site

$100K - $300K/yr

In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business ...

RWA Wealth Partners LLC

Wealth Advisor

Newton Center, MA · On-site

$100K - $300K/yr

In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business ...

Truepoint Wealth Counsel

Wealth Advisor

Blue Ash, OH · On-site

Wealth Advisor Job Profile The Wealth Advisor serves as the primary point of contact for clients and is responsible for the overall management of the client relationship. The role focuses on managing ...

RWA Wealth Partners LLC

Wealth Advisor

Chicago, IL · On-site

$100K - $300K/yr

In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business ...

Focus Financial Partners

Wealth Advisor

Omaha, NE

$125K - $145K/yr

The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors ...

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

This position will report to a Partner, Wealth Advisor. Responsibilities * Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment ...

Robert Half

Wealth Advisor

Potomac, MD · On-site

$100K - $130K/yr

We are looking for an experienced Wealth Advisor to support high-net-worth individuals and families in Potomac, Maryland. This position focuses on creating thoughtful financial strategies, delivering ...

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All JobsWealth Advisor Jobs

Wealth Advisor information

See salary details

$47K

$103.1K

$148.5K

How much do wealth advisor jobs pay per year?

As of Jun 29, 2026, the average yearly pay for wealth advisor 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.

Can financial advisors make $500,000 a year?

Wealth advisors and financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or in senior roles at large firms. Achieving this level often requires advanced certifications like the CFP or CFA, strong sales skills, and years of experience. Income varies widely based on location, client base, and performance.

Is $200,000 enough to work with a financial advisor?

A wealth advisor typically recommends a minimum investment amount that varies by firm, but $200,000 is generally considered sufficient to establish a relationship and receive personalized financial planning. Many advisors have minimums ranging from $100,000 to $1 million, and clients with this level of assets can access comprehensive services including estate planning, tax strategies, and investment management. Certification such as CFP can also influence the level of service provided to clients with this asset level.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

What are some common challenges Wealth Advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What are the key skills and qualifications needed to thrive as a Wealth Advisor, and why are they important?

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

How much money can you make as a Wealth Advisor?

Wealth Advisors typically earn a base salary plus commissions or fees based on client assets, with total compensation ranging from around $60,000 to over $200,000 annually. Experienced advisors with a strong client base and certifications like the CFP can earn higher incomes, especially in high-net-worth markets.

How much does a Wealth Advisor earn?

A Wealth Advisor's average annual salary typically ranges from $70,000 to $150,000, depending on experience, location, and client base. Many earn additional compensation through commissions or performance-based bonuses, and certifications like the Certified Financial Planner (CFP) can influence earning potential.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.
More about Wealth Advisor jobs
What cities are hiring for Wealth Advisor jobs? Cities with the most Wealth Advisor job openings:
What are the most commonly searched types of Wealth Advisor jobs? The most popular types of Wealth Advisor jobs are:
Who are the top companies hiring for Wealth Advisor jobs? The top employers for Wealth Advisor jobs are:
What states have the most Wealth Advisor jobs? States with the most job openings for Wealth Advisor jobs include:
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What are popular job titles related to Wealth Advisor jobs? For Wealth Advisor jobs, the most frequently searched job titles are:
Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in the United States as of June 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Advisor

Mariner

Tigard, OR • On-site

$87K - $130K/yr

Full-time

Posted 13 days ago

Key responsibilities

  • Work with the wealth advisor team to provide comprehensive wealth management advice to high net worth clients.

  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.

  • Cultivate and lead client relationships to ensure client questions and needs are addressed.

Job description

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
  • Effectively work with your team and available resources in support of our clients, executing client requests and updating information
  • Active participant in obtaining new clients in partnership with strategic relationships and community networks
  • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

Qualifications
  • Bachelor's degree required
  • 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
  • Series 65, CFP or CFA required

Skills & Knowledge
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Demonstrated talent development experience, training new staff, mentoring interns, etc.
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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