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Wealth Advisor Jobs (NOW HIRING)

Focus Financial Partners

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals. They do this by first listening to and understanding each client's unique complexities and desires ...

Argent Financial Group

Wealth Advisor

San Antonio, TX · On-site

Wealth Advisor General A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver ...

Mercer Advisors

Wealth Advisor

Plano, TX · Hybrid

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region ...

Mercer Advisors

Wealth Advisor

Dallas, TX · On-site

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region ...

Curi Capital

Wealth Advisor

Edina, MN

As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key ...

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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

Wealth Advisor

Focus Financial Partners

Omaha, NE • On-site

$125K - $145K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 14 days ago

Key responsibilities

  • Serve as primary advisor on client relationships and develop holistic financial plans tailored to clients' goals.

  • Lead a team by partnering with advisory leadership, providing feedback and development opportunities, and establishing optimal client experience.

  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax loss harvesting.

Job description

Position Summary
Focus Partners Wealth is seeking a Wealth Advisor. 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 take a holistic planning first approach to fulfilling clients' financial goals. They do this by first listening to and understanding each client's unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client's financial life including goals-based planning, taxation, estate planning, and retirement.
Primary Responsibilities
Leadership
  • Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team's business plan.
  • Have both a tactical (short term) and strategic (long term) approach to team development and growth
  • Establishes the optimal client experience and collaborates with team members to ensure the highest level of service
  • Provides feedback and opportunities for development of Associate Wealth Advisors
  • Takes ownership and accountability for client issues that arise
  • Leads by example and actively participates in firm initiatives and carries forth the core values of the firm

Client Experience
  • Serve as Primary advisor on 50%+ of client relationships
  • Proficient in all areas of planning and implementing financial plans for clients
  • Develops a mastery of Focus Partner Wealth's (FPW) investment philosophy
  • Active utilization of FPW's client experience framework
  • Conducts Client Discovery and Wealth Planning Conversations
  • Identify advanced planning opportunities and develop internal best practices
  • Create, edit, and present financial plans through planning software
  • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Assist with client billing reviews to ensure fees are collected in a timely manner
  • Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.
  • The ability to meet with clients in person. Some travel may be required

Business Development
  • Consistently meets and exceeds revenue and growth goals
  • Develops multiple Centers of Influences which are active client referral sources
  • Ability to develop new business independently and in a team environment
  • Manage individual and team prospect pipeline, including the onboarding of new clients

Qualifications
  • Bachelor's Degree
  • 7+ years of advisory experience in the wealth management industry
  • CFP® or equivalent (ChFC or CPA + PFS) required
  • Proven Business Development Skillset
  • Mastery of investment strategies, risk management, tax planning, and estate planning
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
  • Team-oriented approach
  • Knowledge of financial services industry, financial products, and financial planning concepts
  • Clean U4

This is an exempt position. The annualized base pay for this role is expected to be $125,000 - $145,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

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