ZipRecruiter

Log In

1

Wealth Management Advisor Jobs (NOW HIRING)

CMC Recruiting

Wealth Management Advisor

Leawood, KS · On-site

$100K - $200K/yr

Wealth Management Advisor (CFP ® ) Location: Leawood, KS | Greater Kansas City Area Work Model: Primarily On-Site Compensation: $100,000-$150,000 base salary plus performance-based bonus Total ...

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 · 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 ...

IsoTalent

Wealth Management Advisor

Dublin, OH · On-site

$90K - $120K/yr

CFP ® certification required * 5+ years of experience in a financial advisor or wealth management role * Proven ability to develop and manage client relationships/strong book of business * Series 65 ...

next page

Showing results 1-20

All JobsWealth Management Advisor Jobs

Wealth Management Advisor information

See salary details

$47K

$103.1K

$148.5K

How much do wealth management advisor jobs pay per year?

As of Jun 29, 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.

Can financial advisors make $500,000 a year?

Wealth management advisors can earn $500,000 or more annually, especially those with extensive client portfolios, strong sales skills, and advanced certifications like the CFP or CFA. High earnings typically depend on commission, fees, and the size of the client base, with top performers in the industry reaching this level through experience and a robust network.

How much money can you make as a wealth advisor?

Wealth management advisors typically earn a combination of base salary and commissions or bonuses, with total compensation ranging from $60,000 to over $200,000 annually depending on experience, client base, and performance. Successful advisors with strong client relationships and certifications like the CFP can earn higher incomes, especially in high-net-worth markets.

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?

For a Wealth Management Advisor, having $200,000 in assets can be sufficient to start working with a financial advisor, as many advisors set minimum investment thresholds ranging from $25,000 to $100,000. However, the specific amount needed depends on the advisor's policies, fee structure, and the client's financial goals, and some advisors may require higher minimums for comprehensive services.

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 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.

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.

How much do wealth advisors get paid?

Wealth management advisors typically earn a base salary ranging from $60,000 to $120,000 annually, with total compensation often including commissions, bonuses, and fees that can significantly increase earnings. Experienced advisors with a strong client base can earn over $200,000 per year, especially if they hold certifications like the Certified Financial Planner (CFP) credential and work in high-net-worth markets.
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:
What states have the most Wealth Management Advisor jobs? States with the most job openings for Wealth Management Advisor jobs include:
What job categories do people searching Wealth Management Advisor jobs look for? The top searched job categories for Wealth Management Advisor jobs are:
What are popular job titles related to Wealth Management Advisor jobs? For Wealth Management Advisor jobs, the most frequently searched job titles are:
Wealth Management Advisor jobs near you

Wealth Management Advisor

Vista Wealth Solutions

Moosic, PA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Job description

Wealth Management Advisor

Why Join Us?

If you’ve built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation—we offer a genuine competitive advantage.

VISTA was built specifically around the needs of experienced advisors. Our model is straightforward: you bring relationships; we provide the infrastructure, resources, and operational support to help you serve those clients better and grow your practice faster than you could alone.

Here’s what that looks like in practice:

• Dedicated support teams that handle operational and administrative work so you can stay focused on clients

• An open-architecture investment platform that preserves your independence and lets you recommend solutions objectively, without product pressure

• Access to institutional-grade financial planning, portfolio management, and CRM tools—including RightCapital, MoneyGuidePro, and Wealthscape

• Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines, so you can deliver truly integrated advice

• Backed by the strength of MassMutual, compliance framework, and resources through MML Investors Services, LLC (Broker-Dealer)—with the autonomy of a boutique firm


The Role

As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages. You’ll have the freedom to run your practice the way you see fit—with the resources of a well-supported firm behind you.


What You’ll Do

You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.


What You Bring

Required

• Active Series 7, Series 66, and Life, Accident & Health licenses

• Minimum of 3 years of experience in wealth management or financial services

• Demonstrated experience in financial planning and investment portfolio management

Skills & Attributes

• Proven ability to build trust and sustain long-term client relationships

• Strong analytical mindset with sound judgment and a results-driven approach

• Clear, confident communicator—able to translate complex financial concepts for clients at any level of financial sophistication

• Uncompromising commitment to integrity, ethical standards, and regulatory compliance


Compensation

We offer a competitive compensation structure designed to reward performance and recognize the value of an established practice:

• Competitive commission structure with performance-based bonuses

• Practice allowances to support your transition and ongoing operations

• Compensation structured to reflect the strength and scale of the book of business you bring

Benefits

• Medical insurance

• Vision insurance

• Dental insurance

• 401(k)

• Disability insurance


Ready to make a move?

If you’ve outgrown your current platform and are looking for the infrastructure, support, and collaborative environment to take your practice to the next level, we’d like to talk. Reach out to learn more about what a transition to our firm could look like for you.


**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.