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Wealth Consultant Jobs (NOW HIRING)

Thecentermemphis

NY · On-site

Summary The Wealth Solutions team provides consultative wealth planning to financial advisors and their high net worth clients ($5m+). As a Wealth Solutions team member, you will consult with ...

Hines

Private Wealth Consultant

Houston, TX · On-site

The Private Wealth Consultant will provide investment-oriented consultation, market perspective, product positioning, and practice-focused business insights to financial advisors, broker-dealer ...

Hines

Private Wealth Consultant

Houston, TX · Remote

As a Private Wealth Consultant with Hines, you will serve as a consultative distribution professional responsible for developing and executing territory-level business strategy in partnership with ...

Hines

Private Wealth Consultant

Houston, TX · Remote

The Private Wealth Consultant will provide investment-oriented consultation, market perspective, product positioning, and practice-focused business insights to financial advisors, broker-dealer ...

First Citizens

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 ...

New

Hines

Private Wealth Consultant I

Houston, TX · On-site

The Private Wealth Consultant will provide investment-oriented consultation, market perspective, product positioning, and practice-focused business insights to financial advisors, broker-dealer ...

Hines

The Private Wealth Consultant will provide investment-oriented consultation, market perspective, product positioning, and practice-focused business insights to financial advisors, broker-dealer ...

Raymond James Financial, Inc.

Summary The Wealth Solutions team provides consultative wealth planning to financial advisors and their high net worth clients ($5m +). As a Wealth Solutions team member, you will consult with ...

Raymond James Financial, Inc.

NY · On-site

Summary The Wealth Solutions team provides consultative wealth planning to financial advisors and their high net worth clients ($5m +). As a Wealth Solutions team member, you will consult with ...

Raymondjames

Private Wealth Consultant

Summary The Wealth Solutions team provides consultative wealth planning to financial advisors and their high net worth clients ($5m +). As a Wealth Solutions team member, you will consult with ...

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Wealth Consultant information

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$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.

Family Wealth Consultant

Cleveland, OH • On-site

Highland Consulting Associates, Inc.
Finance and Insurance • 11 - 50 employees
Learn more about Highland Consulting Associates, Inc.external

Other

Re-posted 17 days ago

Job description

We are looking for a passionate and talented Consultant to join our Family Wealth team and make a tangible difference in the success of our clients.

This Consultant role combines client service excellence, investment consulting expertise to deliver comprehensive solutions focused on our private investors and family wealth clients. The ideal candidate will demonstrate strong analytical capabilities, exceptional communication skills, and the ability to translate complex investment concepts into clear, actionable recommendations that help clients achieve their objectives.

Success in this role is measured not only by investment outcomes, but by the utility you help clients realize in using their assets. You help families feel confident in their decisions, clear about their direction, and secure in their ability to use their wealth in ways that support their lives, values, and legacy.

Key Responsibilities
  • Serve as the trusted advisor to private investors and multi-generational families, coordinating all aspects of the client relationship
  • Build deep, long-term relationships by understanding client’s goals, values, and legacy objectives
  • Conduct regular client communication through calls, emails, and in-person/virtual meetings to ensure ongoing engagement and satisfaction
  • Prepare personalized client deliverables, investment policy statements that reflect individual goals and values.
  • Support organic growth through exceptional service, and selective business development activities.
Required
  • Bachelor’s degree in Finance, Economics, Business Administration, or related field preferred
  • >4 years of experience in investment consulting, wealth management, or financial services
  • Excellent written and verbal communication skills able to explain complex concepts clearly
  • Self-motivated with ability to manage multiple priorities and meet deadlines
  • CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred
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