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Wealth Management Administrator Jobs (NOW HIRING)

Hills Bank

Wealth Management Administrator 1

North Liberty, IA · On-site

$16.25 - $21.75/hr

Responsible for assisting Wealth Management Officers in the management of existing customer relationships, maintenance of customer account files and relationships in conformity with bank policy and ...

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 ...

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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 Aug 8, 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 August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution, with an average salary of $64,544 per year, or $31 per hour.

Wealth Management Administrator

Hilltop Holdings

Lubbock, TX • On-site

Full-time

Posted 24 days ago

Job description

PlainsCapital Bank is hiring for a Wealth Administrator/Trust Officer to be responsible for the administration of complex trust and investment agency accounts according to each accounts governing instrument and pursuant to the banks policies, procedures, and statutory requirements. Works closely with Wealth Management Business Development officers to identify and develop new business opportunities while maintaining the highest levels of service for existing clients. Maintains current knowledge on applicable regulations, statutes, and legal precedents.

PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.

Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

To learn more, please visit us online at plainscapital.com/about.

  • Bachelor's degree or equivalent experience required. Degree in Business or related field strongly preferred.
  • 3+ years' experience in wealth management or trust administration required.
  • Certified Trust and Financial Advisor (CTFA) certification a plus.
  • Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel.
  • Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
  • Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
  • Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
  • Ability to maintain a high degree of ethical standards and complete confidentiality at all times.
  • Must be eligible to work in the U.S. without sponsorship now or in the future.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

  • Responsible for the administration of complex trust and investment agency accounts according to the governing instrument and pursuant to the bank's policies, procedures and statutory requirements.
  • Works closely with Wealth Management Business Development Officers to support new client acquisition as well as to prospect and develop new business opportunities with both new and existing clients.
  • Provides a high level of customer service to our clients by being proactive and communicating with grantors and beneficiaries on a regular basis.
  • Monitors daily cash balances and consults with investments officer(s) regarding the management of account portfolios; including the establishment of investment objectives.
  • Pursues business opportunities through community involvement and generates referrals from existing clients and external sources such as attorneys and CPA's.
  • Maintains a thorough knowledge of regulations, statutes, and legal precedents.
  • Assumes responsibility for related duties as required and assigned.

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