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Wealth Consultant Jobs (NOW HIRING)

Calamos Investments

$150K - $200K/yr

Florida-Coral Gables Coral Gables, FL 33134, USA Description Summary of the Role The Wealth Consultant drives business development for Calamos Wealth Management by cultivating strategic relationships ...

The Partners Group

Wealth Management Consultant

Tigard, OR · On-site

$150K - $175K/yr

How you will make an impact at TPG As a Wealth Management Consultant, you will play a central role in expanding TPG's Wealth Management presence by identifying and connecting qualified prospects with ...

The Partners Group

Wealth Management Consultant

Portland, OR · On-site

$150K - $175K/yr

How you will make an impact at TPG As a Wealth Management Consultant, you will play a central role in expanding TPG's Wealth Management presence by identifying and connecting qualified prospects with ...

The Partners Group

Wealth Management Consultant

Portland, OR · On-site

$150K - $175K/yr

How you will make an impact at TPG As a Wealth Management Consultant, you will play a central role in expanding TPG's Wealth Management presence by identifying and connecting qualified prospects with ...

SFB

Wealth Representative

Salem, MA · On-site

When appropriate, refer clients to Wealth Consultants for more in-depth financial and estate planning needs. * Develops new business and additions to existing accounts to meet annual financial Works ...

Salem Five Bank

Wealth Representative

Salem, MA · On-site

When appropriate, refer clients to Wealth Consultants for more in-depth financial and estate planning needs. * Develops new business and additions to existing accounts to meet annual financial Works ...

Socket.dev

Wealth Management Consultant

Portland, OR · On-site

$150K - $175K/yr

How you will make an impact at TPG As a Wealth Management Consultant, you will play a central role in expanding TPG's Wealth Management presence by identifying and connecting qualified prospects with ...

AssetMark

Wealth Solutions Consultant

Phoenix, AZ

$115K - $135K/yr

We provide investment, relationship, and business consulting solutions that advisors use to help clients achieve wealth, independence, and purpose. The Job / What You'll Do The AssetMark Wealth ...

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Wealth Consultant information

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$61K

$95.6K

$156.5K

How much do wealth consultant jobs pay per year?

As of Sep 10, 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.

VP, Sr. Wealth Consultant- Westlake

Westlake, TX • On-site

Charles Schwab Careers
See more jobs at Charles Schwab Careersexternal

Full-time

Medical, Dental, Vision, Retirement

Posted 9 days ago

Job description

Position Type: Regular
Your opportunity

In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s): Westlake, TX 

At Schwab, you are empowered to make an impact on your career. Here, innovative thinking meets creative problem-solving as we challenge the status quo and transform the finance industry together.

As a Schwab Senior Wealth Consultant, you are responsible for providing high-touch service, ongoing comprehensive guidance, and advice to clients within the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting clients' wealth management needs includes, but is not limited to, financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. 

What You Will Do 

  • Manage a practice of primarily Ultra High Net Worth clients and provide world-class service to clients with complex wealth management needs. 
  • Retain existing clients, attract new clients, and generate growth as measured by assets under management, wealth management solutions, and client promoter scores. 
  • Partner with wealth specialists to offer solutions including banking, lending, and trust. 
  • Take an in-depth consultative approach to analyze, assess, and identify appropriate solutions to meet client needs across Schwab's wealth management offering. 
  • Develop customized financial strategies for prospects and existing clients. 
  • Assess suitability and recommend appropriate retirement income advice and distribution strategies for clients living in retirement. 
  • Deepen client relationships through engagement, discovery, commitment, and ongoing service. 

What You Are Good At 

  • Exhibits wealth management and investment products expertise, including equities, fixed income, mutual funds and retirement plans, equity compensation plans, stock options, and annuities. 
  • Acts as a results-driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives. 
  • Demonstrates a bias for action and a commitment to achieving sustainable results. 
  • Listens to client needs and makes decisions or takes actions that help clients achieve their long-term goals. 
  • Follows proper risk, supervision, and controls guidelines to deliver the best outcomes for clients. 
  • Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients. 
  • Adjusts style of communication to best connect with others. 
  • Demonstrates and encourages collaboration and teamwork cross functionally and within the team. 
  • Demonstrates personal resilience and a commitment to continual learning. 
  • Remains positive and focused during times of pressure, adversity, or change. 
  • Actively engages and helps others succeed. 
  • Understands life-event triggers for clients and leverages this ability to consolidate and retain assets. 
What you have

Required Qualifications 

  • Series 7 license 
  • Series 66 (or 63/65) 
  • Life & Health Insurance license 
  • 7+ years financial services experience 
  • 2+ years Ultra High Net Worth client experience 

Preferred Qualifications 

  • CFP, CFA, CWS, CHFC, or CPWA designation 
  • Bachelor's degree 

Success Outcomes 

  • Deliver an exceptional client experience through comprehensive, relationship-based advice. 
  • Retain and grow Ultra High Net Worth client relationships and assets under management. 
  • Identify opportunities to connect clients with Schwab wealth management, banking, lending, trust, insurance, and planning solutions. 
  • Maintain strong adherence to regulatory, risk, supervision, and compliance expectations. 
  • Collaborate effectively with partners and specialists to provide holistic client solutions. 

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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