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Wealth Advisors Jobs (NOW HIRING)

Heritage Wealth Advisors

Wealth Advisor

Richmond, VA · On-site

$125 - $150/hr

Director of Financial Planning & Tax Heritage Wealth Advisors is seeking an experienced Wealth Advisor to work with ultra-high-net-worth families and institutions on the complex decisions that extend ...

Santander

Sr. Director of Wealth Advisors

Miami, FL · On-site

Sr. Director of Wealth Advisors Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact ...

Morton Wealth

Wealth Advisor

Calabasas, CA · On-site

At Morton, our Wealth Advisors are key contributors to our organization, as their primary responsibility is to foster deep relationships with each of our clients. Through regular and transparent ...

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Wealth Advisors information

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$47K

$103.1K

$148.5K

How much do wealth advisors jobs pay per year?

As of Sep 9, 2026, the average yearly pay for wealth advisors 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 difference between Wealth Advisors vs Financial Planners?

AspectWealth AdvisorsFinancial Planners
CredentialsCFP, CFA, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentPrivate client meetings, investment managementComprehensive financial planning, client consultations
Employer & IndustryWealth management firms, banks, independent advisorsFinancial planning firms, independent advisors, banks
Search & Comparison IntentOften compared for investment and wealth management servicesCompared for holistic financial planning services

Wealth Advisors and Financial Planners both assist clients with financial goals, but Wealth Advisors typically focus more on investment management and wealth accumulation, often working with high-net-worth individuals. Financial Planners provide comprehensive financial planning, including budgeting, retirement, and estate planning. While their credentials overlap, their primary services and client focus differ, making them distinct roles in the financial industry.

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 work experience in financial services. Earning certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance credibility and career prospects. Strong interpersonal skills and knowledge of investment products are also important for success in this role.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually. Compensation varies based on location, experience, and firm size.

What does a wealth advisor do?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often use tools like financial software to optimize wealth growth and preservation.

What cities are hiring for Wealth Advisors jobs?

Cities with the most Wealth Advisors job openings:

What are popular job titles related to Wealth Advisors jobs?

For Wealth Advisors jobs, the most frequently searched job titles are:

Infographic showing various Wealth Advisors job openings in the United States as of August 2026, with employment types broken down into 67% Full Time, 32% Part Time, and 1% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Associate Wealth Advisor - Egan Wealth Advisors

Madison, NJ • On-site

Hightower
See more jobs at Hightowerexternal

$80K - $95K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 13 days ago

Job description

About Egan Wealth Advisors
Egan Wealth Advisors is a private wealth management and financial planning team serving individuals, families, business owners, and retirees throughout New Jersey and New York. We provide personalized investment management, comprehensive financial planning, and long-term wealth strategies that help clients navigate complex financial decisions with confidence. We build our success on trusted relationships, exceptional client service, and a commitment to understanding each client's goals. We take pride in delivering customized solutions that empower clients to build their wealth for generations to come.
The Opportunity
Egan Wealth Advisors is looking for an Associate Wealth Advisor to join our growing team in Madison, NJ. This role is ideal for a client-focused professional who excels in a collaborative environment and is passionate about helping clients achieve their financial goals.
Reporting directly to a Senior Wealth Advisor, you will help support client relationships, financial planning plans, investment management activities, and overall practice operations. We offer exposure to clients and a clear path for professional growth within a wealth management practice.
This position requires an in-office presence five days per week and is located in our Madison, NJ office.
What You'll Do
  • Support the onboarding process for new clients, ensuring a seamless and professional experience.
  • Help prepare for client meetings, including gathering data, developing presentations, and coordinating follow-up activities.
  • Respond promptly and professionally to client service requests and account inquiries.
  • Prepare investment analyses and proposals for client consideration.
  • Support financial planning and wealth management plans across the practice.
  • Collaborate with advisory, planning, operations, and relationship management teams to deliver exceptional client experience.
  • Maintain accurate client records and assist with account administration and documentation.
  • Ensure adherence to regulatory requirements, team policies, and industry best practices.
  • Contribute to process improvement projects that enhance efficiency and client service.

What You Bring
  • 3+ years of experience within the wealth management, investment management, or financial advisory industry.
  • Bachelor's degree in Finance, Economics, Business, or a related field preferred.
  • CFP® certification, active pursuit of CFP® certification, or willingness to obtain certification within three years of employment.
  • Experience with financial planning, investment management, and advisory operations.
  • Strong analytical, problem-solving, and critical thinking skills.
  • Excellent written, verbal, and interpersonal communication skills.
  • Team-oriented mindset with a willingness to support a growing advisory practice.
  • Experience using eMoney, Salesforce, Tamarac, or similar wealth management technology platforms.
  • Previous experience interacting directly with high-net-worth clients.

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • Base salary of $80,000-95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
  • Direct client exposure and hands-on advisory experience
  • Significant opportunities for career growth

AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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