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Wealth Consultant Jobs (NOW HIRING)

Waldron Private Wealth

Wealth Consultant

Plymouth, MI · On-site

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental ...

Waldron Private Wealth

Wealth Consultant

Wayne, PA · On-site

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental ...

company1302

Wealth Consultant

Bridgeville, PA · On-site

In addition, Wealth Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. Wealth Consultants deliver comprehensive financial ...

company1302

Wealth Consultant

Plymouth, MI · On-site

In addition, Wealth Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. Wealth Consultants deliver comprehensive financial ...

company1302

Wealth Consultant

Wayne, PA · On-site

In addition, Wealth Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. Wealth Consultants deliver comprehensive financial ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

This Wealth Consultant is responsible for identifying, acquiring, expanding, and retaining high net worth clients through comprehensive wealth management and financial planning solutions. Serving as ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

This Wealth Consultant is responsible for identifying, acquiring, expanding, and retaining high net worth clients through comprehensive wealth management and financial planning solutions. Serving as ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

This Wealth Consultant is responsible for identifying, acquiring, expanding, and retaining high net worth clients through comprehensive wealth management and financial planning solutions. Serving as ...

FAVARH

Wealth Consultant

Boston, MA · On-site

Start your Voyage - Apply Now Join Voya Wealth Management in Seaport - Shape the Future of Wealth Advisory Are you a forward-thinking financial advisor ready to make your mark in a dynamic, growth ...

AdamsBrown, LLC

Wealth Consultant

Rogers, AR · On-site

... wealth management and trust services to clients throughout the nation. With office locations ... Position Summary This position helps clients pursue financial health through a consultative ...

Adams Brown LLC

Wealth Consultant

Rogers, AR · On-site

... wealth management and trust services to clients throughout the nation. With office locations ... Position Summary This position helps clients pursue financial health through a consultative ...

Adams Brown LLC

Wealth Consultant

Rogers, AR · On-site

... wealth management and trust services to clients throughout the nation. With office locations ... Position Summary This position helps clients pursue financial health through a consultative ...

EP Wealth Advisors, LLC

$72K - $85K/yr

The Wealth Consultant is a performance-driven, outbound sales role focused on converting marketing-generated prospects into qualified Discovery Meetings for Financial Advisors. This role is ...

Hines

Private Wealth Consultant

Houston, TX · On-site

Responsibilities As a Private Wealth Consultant with Hines, you will maintain and develop relationships with the financial advisory community in an effort to drive assets under management and ...

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Wealth Consultant information

See salary details

$61K

$95.6K

$156.5K

How much do wealth consultant jobs pay per year?

As of Sep 9, 2026, the average yearly pay for wealth consultant in the United States is $95,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What is a wealth consultant?

A wealth consultant is a financial professional who provides tailored advice and strategies to help individuals and families manage, grow, and protect their wealth. They assess a client's financial situation, goals, and risk tolerance, then develop comprehensive plans which may include investment management, tax planning, estate planning, and retirement strategies. Wealth consultants often work with high-net-worth clients and coordinate with other professionals, such as accountants and attorneys, to ensure all aspects of the client's financial life are considered.

What are the key skills and qualifications needed to thrive as a wealth consultant?

To thrive as a Wealth Consultant, you need deep knowledge of financial planning, investment strategies, and relevant regulations, often supported by a bachelor's degree in finance or a related field and certifications like CFP or CFA. Familiarity with financial planning software, portfolio management tools, and CRM systems is typically required. Exceptional interpersonal skills, active listening, and the ability to communicate complex concepts clearly help build trust and long-term client relationships. These abilities are crucial for delivering tailored financial advice, ensuring compliance, and achieving client satisfaction in a competitive industry.

What are some common challenges wealth consultants face when managing a diverse client portfolio?

Wealth Consultants often work with clients who have varying financial goals, risk tolerances, and investment horizons. Balancing these diverse needs requires strong communication and analytical skills, as well as the ability to customize financial strategies for each individual or family. Additionally, staying updated on changing market conditions and regulatory requirements is essential to providing sound advice and maintaining client trust. Collaborating closely with other financial professionals, such as tax advisors and legal experts, is also a common aspect of the role.

What is the difference between Wealth Consultant vs Financial Advisor?

AspectWealth ConsultantFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCertifications like CFP, CFA often preferred
Work EnvironmentPrivate firms, wealth management firms, banksFinancial planning firms, banks, independent practices
Employer & IndustryFinancial services, wealth managementFinancial services, investment advisory
Primary FocusHigh-net-worth clients, personalized wealth strategiesGeneral financial planning, investment advice

While both roles involve advising clients on financial matters, Wealth Consultants typically focus on high-net-worth individuals and personalized wealth strategies, whereas Financial Advisors may serve a broader client base with general financial planning and investment advice.

More about Wealth Consultant jobs

What states have the most Wealth Consultant jobs?

States with the most job openings for Wealth Consultant jobs include:

What are popular job titles related to Wealth Consultant jobs?

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

Wealth Consultant jobs near you
Infographic showing various Wealth Consultant job openings in the United States as of September 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 88% Full Time, 7% Part Time, and 3% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $95,624 per year, or $46 per hour.

Wealth Consultant

Bridgeville, PA • On-site

Waldron Private Wealth
Finance and Insurance • 11 - 50 employees
Learn more about Waldron Private Wealthexternal

Full-time

Re-posted 18 days ago

Job description

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental revenue growth from existing clients and developing new channels to drive revenue growth.

In addition, Wealth Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. Wealth Consultants deliver comprehensive financial advice to their clients by serving as the client's trusted advisor and assuring proper administration and compliance with policies, procedures, and regulations.

As a Wealth Consultant you will:

  • Identify, solicit, close, and retain new clients of high/ultra-high net worth through individual and group business development efforts. Grow revenue by securing new wallet share from existing clients.
  • Act as the Strategic Advisor on client engagements.
  • A strategic advisor defined as being:
    • Responsible for providing enhanced service and technical execution of the client relationship.
    • Responsible for helping to identify and develop new growth opportunities from the existing relationship via additional wallet share or new introductions to the clients' networks.
  • Act as the Lead Advisor on client engagements.
  • A lead advisor defined as being:
    • Responsible for the service and technical execution of the client relationship.
    • Accountable for the actions of the other service team members assigned to a client engagement.
    • Viewed by the client as "the authority" for their family's finances.
    • Accountable for the retention of assigned clients.
  • May act as the Service Advisor on client relationships which is defined as being:
    • Accountable for internal execution of items necessary for service delivery.
    • Delivering advice directly to the client independently or in conjunction with the Lead Advisor.
    • Play a significant role in relationship management.
  • Lead and oversee all service aspects of the client relationship and ensure outstanding client service, with regular communication and prompt anticipation of, and attention to, client needs.
  • Collaborate with the wealth planning and investment teams to develop and deliver customized wealth management solutions to individuals and families that are consistent with client objectives and risk tolerances.
  • Expand and deepen client relationships by proactively identifying and executing various client needs.
  • Maintain knowledge of applicable laws and regulations as well as knowledge of relevant policies and procedures to ensure all requirements are met.

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