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Wealth Management Administrator Jobs (NOW HIRING)

QCR Holdings, Inc.

SVP Wealth Management

Moline, IL

$160K/yr

The SVP of Wealth Management is responsible for leading the strategic direction, development and ... Evaluate performance, administer touch points and deliver performance evaluations. * Establish ...

QCR Holdings, Inc.

SVP Wealth Management

Moline, IL · On-site

$160K/yr

The SVP of Wealth Management is responsible for leading the strategic direction, development and ... Evaluate performance, administer touch points and deliver performance evaluations. * Establish ...

Quad City Bank & Trust

SVP Wealth Management

Moline, IL · On-site

$160K/yr

TITLE: SVP Wealth Management DEPARTMENT: 980 - Wealth Management/Trust JOB SUMMARY: The SVP of ... Evaluate performance, administer touch points and deliver performance evaluations. * Establish ...

Bankers Life

Wealth Management Trainee

Spokane, WA · On-site

$43K - $52K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and ...

Bankers Life

Wealth Management Trainee

Missoula, MT · On-site

$42K - $51K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and ...

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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 Advisor

Park National Bank

Greenville, SC

Full-time

Re-posted 18 days ago

Park National Bank rating

6.9

Company rating: 6.9 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

132nd of 170 rated banks

Job description

***Sponsorship not available for role.

Open to Wealth Management Advisor I or II based on level of experience.

RESPONSIBILITIES 

  • Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial depositories, retirement plans, etc.
  • Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services
  • Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures
  • Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products
  • Respond in a timely manner to trust related and banking issues
  • Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
  • Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services
  • Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
  • Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
  • Deliver a consistent, high level of service within our Serving More standards
  • Other duties as assigned

COMPETENCIES

  • Interpersonal/Customer Service Skills
  • Written and Verbal Communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic Computer Skills
  • Organizational Skills/Detail Oriented
  • Able to Multi-Task or Juggle Priorities
  • Ability to build collaborative relationships
  • Ability to work as part of a team

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

Bachelor’s degree in business or equivalent combination of education and work experience required

2-4 years related work experience required

SCHEDULE

Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week. 

A flexible work arrangement may be available for this position. Please speak to the hiring manager for more information. 

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