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Wealth Management Administrator Jobs (NOW HIRING)

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in ...

Hills Bank

Wealth Management Advisor

Iowa City, IA

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in ...

Hills Bank

Wealth Management Associate

Marion, IA

Administer various wealth management accounts including all types of IRAs and Individual Portfolios as provided under the governing instrument in accordance with Bank policy, established practice ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

Administer various wealth management accounts including all types of IRAs and Individual Portfolios as provided under the governing instrument in accordance with Bank policy, established practice ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

$14.50 - $20/hr

Administer various wealth management accounts including all types of IRAs and Individual Portfolios as provided under the governing instrument in accordance with Bank policy, established practice ...

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Wealth Management Administrator information

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$26K

$64.5K

$130.5K

How much do wealth management administrator jobs pay per year?

As of Jun 7, 2026, the average yearly pay for wealth management administrator in the United States is $64,544.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,000.00 and $75,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Management Administrator, and why are they important?

To thrive as a Wealth Management Administrator, you need a solid understanding of financial products, investment principles, and regulatory compliance, typically supported by a degree in finance, economics, or business administration. Familiarity with portfolio management software, CRM systems, and financial planning tools—along with relevant certifications such as Series 6 or 7—are highly valued. Exceptional organizational skills, attention to detail, and effective communication help build client trust and ensure smooth operations. These skills and qualities are vital for accurately managing client accounts, supporting financial advisors, and delivering high-quality client service in a competitive environment.

What does a Wealth Management Administrator do?

A Wealth Management Administrator supports financial advisors and wealth managers by handling administrative and operational tasks related to client accounts. They help with account opening and maintenance, process transactions, prepare reports, ensure compliance with regulations, and respond to client inquiries. Their work ensures that the wealth management team can focus on providing strategic financial advice while maintaining high standards of client service.

How does a Wealth Management Administrator typically collaborate with financial advisors and clients on a daily basis?

Wealth Management Administrators work closely with financial advisors by handling client documentation, scheduling meetings, and ensuring all client information is up-to-date and compliant. They often serve as the first point of contact for clients, addressing routine inquiries and facilitating communication between clients and advisors. This role requires strong organizational skills and attention to detail, as administrators help coordinate the smooth execution of investment transactions and follow up on client requests. Effective collaboration with both advisors and clients is essential to maintaining high service standards and efficient operations within the team.

What is the difference between Wealth Management Administrator vs Financial Advisor?

AspectWealth Management AdministratorFinancial Advisor
CertificationsTypically requires certifications like Series 7, Series 63, or CFPOften holds CFP, Series 7, or other financial planning credentials
Work EnvironmentSupports wealth management teams, handles administrative tasks in offices or client meetingsProvides personalized financial planning and investment advice directly to clients
Employer & Industry UsageUsed by banks, wealth management firms, and financial institutionsEmployed by independent firms, banks, or as independent advisors
Search & Comparison IntentOften searched for in relation to administrative roles supporting financial servicesCompared for client-facing financial planning and investment advice roles

While both roles operate within the wealth management industry and may require similar certifications, a Wealth Management Administrator primarily handles administrative and support tasks within a team, whereas a Financial Advisor directly interacts with clients to provide financial planning and investment advice.

More about Wealth Management Administrator jobs
What cities are hiring for Wealth Management Administrator jobs? Cities with the most Wealth Management Administrator job openings:
What states have the most Wealth Management Administrator jobs? States with the most job openings for Wealth Management Administrator jobs include:
What job categories do people searching Wealth Management Administrator jobs look for? The top searched job categories for Wealth Management Administrator jobs are:
Wealth Management Administrator jobs near you
Infographic showing various Wealth Management Administrator job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Hybrid job distribution, with an average salary of $64,544 per year, or $31 per hour.
Wealth Management Advisor

Wealth Management Advisor

Hills Bank

Iowa City, IA • On-site

$100K/yr

Full-time

Posted 25 days ago

Job description

SCHEDULE: Full-time; Exempt Status
LOCATION: 1401 S Gilbert St, Iowa City, IA 52240
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!
SCOPE:
This position will be responsible for retention and development of existing and new business opportunities, administration and retention of wealth management business with the objective of profit for the Bank and quality service to the customers. The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and financial planning for their customers.
ACCOUNTABILITIES:
Account Administration: (35%)
  • Ensure positive onboarding experience for customers and Trust and Wealth Management co-workers.
  • Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.
  • Work with investment team to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
  • Perform required annual account and investment reviews for each assigned account.
  • Ensure that transactions in accounts under their direct administration are given proper tax codes, and have a general knowledge of tax rules.
  • Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop or improve the customer's individual and or business estate and financial planning or other trust related business. This may include review of legal documents such as wills or trusts prepared by outside legal counsel where the bank is named in some fiduciary capacity.
  • Maintain a book of business with a minimum direct annual revenue attribution of $100,000.

Business Development: (60%)
  • Sustain and develop relevant relationships with the local market area legal and accounting and professional community to enhance and garner business and referral opportunities.
  • Sustain and develop relevant relationships with Hills Bank employees outside the department to garner referrals and other business opportunities. Participate in training bank wide staff on how referrals can be made.
  • Participate in the Bank's business development activities. Represent the Bank in industry and professional associations, community organizations, local business groups, etc. and promote the Bank's favorable image.
  • Cross-sell commercial, retail and mortgage banking services and products to Trust and Wealth Management customers. Develop joint marketing relationships and strategies with other areas of the Bank.
  • Establish and promote personal and department reputation for exemplary customer service and sound investment strategy and results.
  • Contribute to the annual department sales goals by achieving or exceeding a personal sales goal set by department management.

Departmental Improvement: (5%)
  • Seek ways to improve departmental efficiencies in a proactive and constructive manner.
  • Serve as a peer mentor.
  • Stay current on pertinent market and regulatory developments and identify current and potential markets. Develop and implement plans and programs to respond to those developments and target desired trust and wealth management markets.
  • Enhance and maintain department's reputation as an area leader in Wealth Management Administration.

EDUCATION AND SPECIAL REQUIREMENTS:
  • BA or BS degree required
  • Advanced degree or professional designation(s) such as Certified Financial Planner (CFP®), Certified Retirement Services Professional (CRSP), Certified Trust and Financial Advisor (CTFA) or other related credentials are preferred but not required.
  • One to four years of experience with direct client-facing personal banking, wealth management or financial planning account administration responsibility preferred.
  • Must sign a non-compete.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABILITY

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