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Wealth Management Advisor Branch Manager Jobs (NOW HIRING)

JKS Financial

Wealth Management Advisor

Pittsburgh, PA · On-site

$85K - $125K/yr

The Wealth Management Advisor role combines financial planning and business development, giving advisors the opportunity to build their own practice by cultivating relationships, expanding their ...

JKS Financial

Wealth Management Advisor

Pittsburgh, PA · On-site

$85K - $125K/yr

The Wealth Management Advisor role combines financial planning and business development, giving advisors the opportunity to build their own practice by cultivating relationships, expanding their ...

JKS Financial

Wealth Management Advisor

Pittsburgh, PA · On-site

$85K - $125K/yr

The Wealth Management Advisor role combines financial planning and business development, giving advisors the opportunity to build their own practice by cultivating relationships, expanding their ...

TIAA

Wealth Management Advisor

Providence, RI · Hybrid

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Providence, RI · On-site

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Waltham, MA · Hybrid

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

Fifth Third

Wealth Management Advisor

Lexington, KY

Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank ... Wealth Management Advisor At Fifth Third, we understand the importance of recognizing our employees ...

TIAA

Wealth Management Advisor

Cambridge, MA · On-site

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Waltham, MA · On-site

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

Fifth Third

Wealth Management Advisor

Louisville, KY

Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank ... Wealth Management Advisor At Fifth Third, we understand the importance of recognizing our employees ...

Fifth Third

Wealth Management Advisor

Lexington, KY · On-site

Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank ... Wealth Management Advisor At Fifth Third We understand the importance of recognizing our employees ...

U.S. Bank

Wealth Management Advisor

Altoona, IA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

TIAA

Wealth Management Advisor

Providence, RI · On-site

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

US Bank

Wealth Management Advisor

Saint Paul, MN · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

US Bank

Wealth Management Advisor

San Diego, CA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

US Bank

Wealth Management Advisor

San Diego, CA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

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Wealth Management Advisor Branch Manager information

What is a wealth management advisor branch manager?

A Wealth Management Advisor Branch Manager is a financial professional who oversees a branch of wealth management advisors, ensuring that clients receive high-quality financial planning and investment services. This role combines leadership and management responsibilities with direct client interaction, guiding both the branch team and clients in achieving their financial goals. The Branch Manager is often responsible for recruiting, training, and developing advisors, as well as setting sales targets and maintaining compliance with industry regulations. They also may handle complex client portfolios and help develop strategies for asset growth and risk management.

What does a wealth management advisor branch manager do?

A Wealth Management Advisor Branch Manager is responsible for both providing financial advice to clients and overseeing the branch's team of advisors and support staff. Balancing these roles requires effective time management, as client meetings, portfolio reviews, and personalized financial planning must be integrated with coaching team members, setting performance goals, and ensuring compliance with regulatory standards. Many managers dedicate specific days or time blocks to client work and others to branch operations, leveraging strong communication and delegation skills. This dual focus not only enhances client satisfaction but also fosters a high-performing, collaborative team environment.

What are the key skills and qualifications needed to thrive as a wealth management advisor branch manager?

To thrive as a Wealth Management Advisor Branch Manager, you need a robust background in financial planning, investment management, and regulatory compliance, typically supported by a bachelor's degree in finance or business and relevant licenses such as FINRA Series 7, 63, or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Exceptional leadership, interpersonal communication, and client relationship-building skills set top performers apart in this role. These skills and qualifications are vital for ensuring regulatory adherence, delivering superior client service, and driving branch growth and profitability.

What is the difference between Wealth Management Advisor Branch Manager vs Financial Advisor?

AspectWealth Management Advisor Branch ManagerFinancial Advisor
CredentialsCFP, Series 7, 66/65, state licensesCFP, Series 7, 66/65, state licenses
Work EnvironmentBranch office, team management, client meetingsIndividual client meetings, financial planning
Employer & IndustryBank or financial services firm, retail bankingIndependent or firm-based, financial planning firms
Primary FocusManaging branch operations & client relationshipsProviding personalized financial advice & planning

The Wealth Management Advisor Branch Manager oversees branch operations and manages client relationships within a banking or financial services environment. In contrast, a Financial Advisor primarily focuses on providing personalized financial planning and investment advice to individual clients. While both roles require similar certifications and work in the financial industry, the Branch Manager has additional responsibilities related to branch management and team oversight.

What cities are hiring for Wealth Management Advisor Branch Manager jobs?

Cities with the most Wealth Management Advisor Branch Manager job openings:

What states have the most Wealth Management Advisor Branch Manager jobs?

States with the most job openings for Wealth Management Advisor Branch Manager jobs include:

What are popular job titles related to Wealth Management Advisor Branch Manager jobs?

For Wealth Management Advisor Branch Manager jobs, the most frequently searched job titles are:

Infographic showing various Wealth Management Advisor Branch Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Wealth Management Advisor

Pittsburgh, PA • On-site

JKS Financial
See more jobs at JKS Financialexternal

$85K - $125K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Key responsibilities

  • Build and maintain strong relationships with clients by understanding their financial goals and providing personalized guidance.

  • Develop and implement comprehensive financial strategies focused on long-term wealth accumulation, risk management, and financial security.

  • Drive business growth by expanding professional networks, cultivating new client relationships, and generating referrals.

Job description

JKS Financial
JKS Financial is a growing wealth management practice built on a culture of teamwork, development, and purpose. We believe in developing people as much as we develop business. Our team partners with individuals, families, and business owners to help clients build lasting financial security through comprehensive planning and investment strategies. JKS Financial is looking for an autonomous and competitive, self-driven person who likes challenges and achieving big goals.
Job Summary:
The Wealth Management Advisor role combines financial planning and business development, giving advisors the opportunity to build their own practice by cultivating relationships, expanding their professional network, and providing long-term financial security to their client base.  This opportunity is ideal for individuals who enjoy sales, relationship building, and creating their own path. JKS Financial is seeking motivated, relationship-driven professionals to join our team.
Responsibilities:
  • Client Management: Build and maintain strong relationships with clients by understanding financial goals, providing guidance, and delivering personalized service.
  • Strategic Planning: Develop and implement comprehensive financial strategies for each client, focusing on long-term wealth accumulation, risk management, and financial security.
  • Leadership: Lead by example through professionalism, accountability, and a commitment to excellence while fostering collaboration.
  • Business Development: Drive growth through new client relationships, expanding professional networks, and generating referrals.
  • Problem Solving: Analyze complex financial situations and develop thoughtful, strategic solutions that help clients navigate challenges and achieve financial objectives.
  • High-Performance Environment: Thrive in a fast-paced, results oriented setting that encourages continuous improvement, goal achievement, and professional growth.
  • Thought Leadership: Demonstrate expertise by sharing insights, staying informed on industry trends, and providing knowledgeable guidance that positions the advisor as a trusted resource for clients.
  • Compliance: Adhere to regulatory requirements and firm policies while maintaining the highest standards of integrity, ethics, and transparency in all client interactions and financial recommendations.
Qualifications:
  • Education: Bachelor’s degree in sales, finance, economics, business, or a related field. MBA preferred.
  • Experience: Minimum of 5+ years’ experience in financial services or client-facing roles, with a proven track record of success.
  • Certifications: Obtain or hold relevant licenses and certifications. Series 7, 63, 65, or 66 licenses, Life, Accident & Health license and/or CFP preferred.
  • Traits & Skills: Relationship-driven and strong communication skills. Self-motivated, resilient, and entrepreneurial. Financial planning and analytical skills, along with time management & organizational skills. Ability to prospect for new leads required.
What We Offer:
  • Competitive Compensation: Earn a compensation package designed to reward performance, including competitive salary, opportunities for commissions and bonuses, and long-term income growth as your client base expands.
  • Professional Growth: Benefit from ongoing training, mentorship, and development opportunities that help build expertise, grow your practice, and advance your career.
  • Innovative Environment: Work in a forward-thinking environment that embraces modern financial planning strategies, technology, and collaborative ideas to better serve clients and support advisor success.
  • Comprehensive Benefits: Access a robust benefits package; health, dental, & vision insurance, as well as 401k contributions, and PTO to support your personal and professional well-being.
  • Impact: Make a meaningful difference by helping individuals, families, and business owners make confident financial decisions and build long-term financial security.