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Wealth Management Advisor Jobs (NOW HIRING)

CENTURION HOLDINGS LLC

Be Seen First

Wealth Management Advisor

Cheshire, CT · On-site

$50K - $65K/yr

We are seeking a motivated, client-focused Wealth Management Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor with ...

New

CENTURION HOLDINGS LLC

Be Seen First

Wealth Management Advisor

Cheshire, CT · On-site

$50K - $65K/yr

We are seeking a motivated, client-focused Wealth Management Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor with ...

New

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

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 ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

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 ...

Hills Bank

Wealth Management Advisor

Iowa City, IA

$100K/yr

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 ...

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Wealth Management Advisor information

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$47K

$103.1K

$148.5K

How much do wealth management advisor jobs pay per year?

As of Jul 19, 2026, the average yearly pay for wealth management advisor in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What is a Wealth Management Advisor?

A Wealth Management Advisor is a financial professional who helps clients manage their finances, investments, and other assets to achieve their long-term financial goals. They provide personalized advice on investment strategies, retirement planning, tax optimization, estate planning, and risk management. Wealth Management Advisors often work with high-net-worth individuals, families, or businesses to create comprehensive financial plans tailored to each client's unique needs. Their services typically involve ongoing portfolio management and regular reviews to ensure clients stay on track with their objectives.

Is $200,000 enough to work with a financial advisor?

A Wealth Management Advisor typically works with clients who have a wide range of assets, and $200,000 can be sufficient to start working with one for investment planning and financial advice. However, the level of service and fee structure may vary based on the advisor's policies and the complexity of your financial situation.

How much does a wealth advisor earn?

Wealth management advisors typically earn a base salary plus commissions or bonuses, with total compensation ranging from $60,000 to over $200,000 annually depending on experience, client base, and firm size. Experienced advisors with a strong client portfolio and relevant certifications like the CFP can earn higher incomes.

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

To thrive as a Wealth Management Advisor, you need a strong background in finance, investment strategies, and financial planning, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, portfolio management systems, and certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly valued. Excellent interpersonal skills, active listening, and trustworthiness help advisors build lasting client relationships and understand individual financial goals. These skills and qualifications are crucial for providing tailored financial advice, managing client portfolios effectively, and growing a successful advisory practice.

What does a wealth management advisor do?

A wealth management advisor helps clients manage their financial assets by providing investment advice, financial planning, and estate planning services. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial software to optimize wealth growth and protection. Certification such as CFP is common in this role.

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

AspectWealth Management AdvisorFinancial Planner
CertificationsSeries 7, 66, CFP (optional)CFP, Series 7/66 often preferred
Work EnvironmentFinancial firms, banks, independentIndependent practice or firms, financial institutions
Primary FocusComprehensive wealth strategies, investments, estate, tax planningFinancial planning, budgeting, retirement, investments
Client InteractionHigh-touch, ongoing relationship managementGoal-based planning, advice, and recommendations

While both roles involve helping clients manage their finances, Wealth Management Advisors typically focus on comprehensive wealth strategies, including investments and estate planning, often working within financial firms. Financial Planners concentrate on creating personalized financial plans, covering budgeting, retirement, and investments, often operating independently or within planning firms. Both roles require similar certifications and serve clients seeking tailored financial guidance.

How many financial advisors make $500,000 a year?

While exact figures vary, a small percentage of experienced wealth management advisors or top earners in the industry can make $500,000 or more annually, often through a combination of commissions, fees, and client assets. Achieving this level typically requires extensive experience, a strong client base, and relevant certifications such as the CFP or CFA. Most advisors earn less than this, with median incomes significantly lower.

What are some common challenges Wealth Management Advisors face when building and maintaining a client portfolio?

Wealth Management Advisors often encounter challenges such as establishing trust with new clients, navigating complex financial regulations, and staying updated on changing market conditions. Building a diverse client base requires strong relationship-building skills and persistence, as well as the ability to tailor financial strategies to individual needs. Additionally, managing client expectations and effectively communicating investment risks and opportunities are essential for long-term success in this role.
More about Wealth Management Advisor jobs
What cities are hiring for Wealth Management Advisor jobs? Cities with the most Wealth Management Advisor job openings:
What are the most commonly searched types of Wealth Management Advisor jobs? The most popular types of Wealth Management Advisor jobs are:
Who are the top companies hiring for Wealth Management Advisor jobs? The top employers for Wealth Management Advisor jobs are:
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Wealth Management Advisor jobs near you
Infographic showing various Wealth Management Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Management Advisor

Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Pleasanton, CA • Remote

$200K - $400K/yr

Full-time

Posted 11 days ago

Job description

Build a Career With Purpose as a Wealth Management Advisor

Location: Pleasanton | Walnut Creek | San Jose | Redwood City | Roseville


Golden Summit Wealth is growing, and we’re looking for motivated professionals who are ready to build a meaningful career in wealth management.

As a Wealth Management Advisor, you’ll have the opportunity to build strong client relationships, help individuals and families make confident financial decisions, and grow your own practice with the support of an experienced team.

This role is a great fit for someone who is driven, coachable, relationship-focused, and excited about creating long-term impact. Prior financial services experience is helpful but not required for the right candidate.

What You’ll Do

  • Build and grow relationships with clients, professionals, and community connections
  • Help clients identify financial goals and create strategies around protection, retirement, wealth accumulation, and legacy planning
  • Develop a personal market and business plan with leadership support
  • Partner with experienced advisors and internal specialists to deliver thoughtful financial solutions
  • Continue growing your knowledge in financial planning, investments, insurance, and practice management

Who We’re Looking For

We’re looking for professionals who are self-motivated, people-focused, and ready to grow. Strong candidates may come from financial services, banking, insurance, sales, business development, leadership, real estate, mortgage, or other relationship-driven industries.

You May Be a Great Fit If You Are:

  • A natural connector who enjoys building relationships
  • Coachable, curious, and willing to put in the work
  • Professional, organized, and client-focused
  • Comfortable having meaningful conversations around goals, money, family, and the future
  • Looking for a career with growth, autonomy, and purpose

At Golden Summit Wealth, you’ll have access to training, mentorship, planning resources, marketing and operational support, and a collaborative team that is invested in your success.

If you’re looking for a career where you can build something meaningful, help people make important financial decisions, and grow alongside a supportive team, we’d love to connect.

Apply today to learn more about opportunities with Golden Summit Wealth.


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