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Wealth Management Advisor Jobs (NOW HIRING)

Fortivus Wealth Group

Be Seen First

Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

In the Entity Advisor role, we provide the resources needed to jump-start your career as a Wealth Management Advisor. This role is supported by extensive training, hands-on experience, mentorship ...

MJT & Associates

Wealth Management Advisor

Lombard, IL · On-site

$90K - $100K/yr

Wealth Management Advisor Hybrid | Lombard, IL Base salary $90,000 to $100,000 + bonus potential Build a Career in Comprehensive Financial Planning We're a growing, well-established wealth management ...

MJT & Associates

Wealth Management Advisor

Lombard, IL · On-site

$90K - $100K/yr

Wealth Management Advisor Hybrid | Lombard, IL Base salary $90,000 to $100,000 + bonus potential Build a Career in Comprehensive Financial Planning We're a growing, well-established wealth management ...

MJT & Associates

Wealth Management Advisor

Lombard, IL

$90K - $100K/yr

Wealth Management Advisor Hybrid | Lombard, IL Base salary $90,000 to $100,000 + bonus potential Build a Career in Comprehensive Financial Planning We're a growing, well-established wealth management ...

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 ...

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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 Jun 8, 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.

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.
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Wealth Management Advisor jobs near you
Infographic showing various Wealth Management Advisor job openings in the United States as of May 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Management Advisor

Vista Wealth Solutions

Wayne, PA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 25 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.


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