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Wealth Advisors Jobs (NOW HIRING)

Focus Partners Wealth

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 ...

EP Wealth Advisors

Wealth Advisor (Torrance)

Torrance, CA · On-site

$60K - $170K/yr

... EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive ...

EP Wealth Advisors, LLC

Wealth Advisor

Walnut Creek, CA · On-site

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment ...

EP Wealth Advisors, LLC

Wealth Advisor

Norwood, MA · On-site

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment ...

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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 11, 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.

Senior Wealth Advisor

Newport Beach, CA

Beacon Pointe Advisors LLC
Finance and Insurance • 51 - 200 employees
Learn more about Beacon Pointe Advisors LLCexternal

$125K - $175K/yr

Full-time

Re-posted 9 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit  Awards Disclosures.