Wealth Advisor Team Leader
$184K - $307K/yr
Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team. Primary Responsibilities: * Lead a team of Wealth Advisors to meet established objectives.
Wealth Advisor Team Leader
$184K - $307K/yr
Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team. Primary Responsibilities: * Lead a team of Wealth Advisors to meet established objectives.
Wealth Advisor Team Leader
$204K - $340K/yr
Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team. Primary Responsibilities: * Lead a team of Wealth Advisors to meet established objectives.
Wealth Advisor Team Leader
$204K - $340K/yr
Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team. Primary Responsibilities: * Lead a team of Wealth Advisors to meet established objectives.
You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth ...
You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth ...
3B+ Independent Wealth Advisory Platform Overview Dynamic, fast-growing 8B+ Wealth Advisory ... coaching, financial planning Compensation * 79%- 90% payouts * Ability to monetize your business ...
3B+ Independent Wealth Advisory Platform Overview Dynamic, fast-growing 8B+ Wealth Advisory ... coaching, financial planning Compensation * 79%- 90% payouts * Ability to monetize your business ...
In this role, you will offer comprehensive wealth planning advice to established clients while ... Curious and coachable disposition * Passionate about serving clients * Strong ability to foster ...
In this role, you will offer comprehensive wealth planning advice to established clients while ... Curious and coachable disposition * Passionate about serving clients * Strong ability to foster ...
In this role, you will offer comprehensive wealth planning advice to established clients while ... Curious and coachable disposition * Passionate about serving clients * Strong ability to foster ...
In this role, you will offer comprehensive wealth planning advice to established clients while ... Curious and coachable disposition * Passionate about serving clients * Strong ability to foster ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Quick apply
Wealth Advisor
$69K - $130K/yr
Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...
Wealth Coach information
See salary details
$13.22 - $14.05
7% of jobs
$14.05 - $14.88
13% of jobs
$15.34 is the 25th percentile. Wages below this are outliers.
$14.88 - $15.71
9% of jobs
$15.71 - $16.54
6% of jobs
The median wage is $17.27 / hr.
$16.54 - $17.37
17% of jobs
$17.37 - $18.20
22% of jobs
$18.27 is the 75th percentile. Wages above this are outliers.
$18.20 - $19.03
13% of jobs
$19.03 - $19.86
7% of jobs
$19.86 - $20.69
4% of jobs
$20.69 - $21.53
1% of jobs
$21.53 - $22.36
1% of jobs
$13
$18
$22
How much do wealth coach jobs pay per hour?
As of Jun 22, 2026, the average hourly pay for wealth coach in the United States is $18.37, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $18.03 per hour, depending on experience, location, and employer.
What is the difference between Wealth Coach vs Financial Advisor?
| Aspect | Wealth Coach | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, ChFC, or no formal certification | CFP, CFA, or other financial planning certifications |
| Work Environment | One-on-one coaching, personal development focus | Investment management, financial planning for clients |
| Employer & Industry | Personal coaching firms, independent practice | Banks, advisory firms, independent financial planning |
| Search & Comparison Intent | Understanding coaching services for wealth building | Financial planning, investment advice |
While both roles focus on financial well-being, a Wealth Coach primarily guides clients on mindset, habits, and strategies to build wealth, often without managing investments directly. A Financial Advisor provides comprehensive financial planning, including investment management and estate planning. The roles overlap in client education but differ in scope and credentials.
What are the key skills and qualifications needed to thrive as a Wealth Coach, and why are they important?
To thrive as a Wealth Coach, a strong background in personal finance, investment strategies, and financial planning—often supported by certifications like CFP or AFC—is essential. Familiarity with financial planning software, budgeting tools, and portfolio management systems is typically required. Exceptional interpersonal skills, active listening, and motivational communication help build trust and guide clients toward their financial goals. These skills and qualities are crucial for empowering clients to make informed decisions and achieve long-term financial well-being.
Can financial advisors make $500,000 a year?
Wealth coaches and financial advisors can potentially earn $500,000 or more annually, especially with extensive experience, a strong client base, and high-net-worth clients. Achieving this level of income often requires advanced certifications, excellent sales skills, and a focus on comprehensive financial planning. However, income varies widely based on location, firm size, and individual performance.
How much does a wealth coach make?
A wealth coach's salary typically ranges from $50,000 to $100,000 annually, depending on experience, client base, and location. Many wealth coaches also earn additional income through commissions, workshops, or online programs, and certifications in financial planning can enhance earning potential.
What does a wealth coach do?
A wealth coach helps clients improve their financial health by providing guidance on budgeting, saving, investing, and debt management. They assess clients' financial goals, develop personalized plans, and often use tools like financial spreadsheets or software to track progress. Certification in financial planning or coaching is common in this role.
How does a Wealth Coach typically collaborate with clients and other financial professionals to create personalized financial plans?
A Wealth Coach works closely with clients to understand their financial goals, values, and challenges, often meeting regularly to provide guidance and accountability. Collaboration is key; Wealth Coaches may coordinate with financial advisors, accountants, or estate planners to ensure clients receive comprehensive advice that aligns with their overall objectives. This collaborative approach helps address all aspects of a client's financial life, from budgeting and debt management to investing and retirement planning. Wealth Coaches also educate clients, empowering them to make informed decisions and develop long-term financial habits.
Is $200,000 enough to work with a financial advisor?
As a wealth coach or financial advisor, having $200,000 in assets can be sufficient to seek professional financial guidance, depending on the advisor’s fee structure and services. Many advisors offer fee-based or hourly options suitable for clients with this level of assets, and some may require higher minimum investments. It’s important to compare fee structures and services to determine if your assets align with the advisor’s requirements.
What is a Wealth Coach?
A Wealth Coach is a professional who helps individuals or families develop strategies to manage, grow, and protect their wealth. Unlike traditional financial advisors who may focus on specific investment products, wealth coaches take a holistic approach, addressing mindset, financial habits, goal setting, and long-term planning. They provide guidance on budgeting, saving, investing, and may also help clients overcome psychological barriers to financial success. Wealth coaches often work with clients to create actionable plans tailored to their unique financial goals and life circumstances.
More about Wealth Coach jobs
What job categories do people searching Wealth Coach jobs look for? The top searched job categories for Wealth Coach jobs are:
Job description
Overview:
Scope of Responsibilities:
This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor. Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team.
Primary Responsibilities:
- Lead a team of Wealth Advisors to meet established objectives.
- Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI (center of influence), pre and post-calls, relationship reviews and sales coaching and team sales coaching programs to ensure goals are met.
- Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients.
- Manage and participate in deepening existing client relationships, driving new client relationships and ensuring these relationships utilize multiple Wealth Advisory solutions, including planning, fiduciary, investments, private banking, brokerage and insurance to support growth strategies.
- Develop and maintain a pipeline of Wealth Advisor talent to support continued growth of the business.
- Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
- Drive individual production as a Wealth Advisor.
- Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
- Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
- Complete other related duties as assigned.
Scope of Responsibilities:
This position provides leadership and oversight of a Wealth Advisor sales team within a specific region. Assisting the Market Leader in developing and implementing talented Wealth Advisor teams, sales strategies and delivering results on the strategy are key components of the job.
Managerial/Supervisory Responsibilities:Manager a staff ranging from 4 - 8
Education and Experience Required:
Bachelor's degree and a minimum of 9 years' relevant experience, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 9 years' relevant experience
Minimum of 3 years' managerial, supervisory and/or work leadership experience
Experience selling effectively to current and prospective clients
Knowledge of wealth management and industry product offerings
Excellent communication skills
Excellent interpersonal skills
Excellent presentation skills
Strong analytical skills
Strong decision-making skills
Strong strategic planning skills
Proficiency with personal computers and relevant software packages
Education and Experience Preferred:
MBA (Master's degree in Business Administration)
Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification
Demonstrated in-depth wealth management product knowledge
Excellent sales skills
Excellent relationship management skills
Prior trust planning, fiduciary, private banking and/or investment experience
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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $184,400.00 - $307,400.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationHartford, Connecticut, United States of America