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Wealth Management Advisor Jobs (NOW HIRING)

Bankers Life

Wealth Management Advisor

Denver, CO · On-site

$50K - $80K/yr

Wealth Management Trainee Compensation: $50,000 - $80,000 Applicants must reside in the state of ... Join our Financial Advisor Development Program today. We support you every step of the way: * No ...

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

$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

New York, NY · 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

New York, NY · 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:

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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 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.
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Wealth Management Advisor jobs near you
Wealth Management Advisor

Wealth Management Advisor

Beacon Pointe

Indianapolis, IN • On-site

Other

This job post has expired today. Applications are no longer accepted.

Job description

About Beacon Pointe Advisors

Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more.


Job Description

We are currently seeking experienced Wealth Advisors to join Beacon Pointe in various locations nationwide. Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.


Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach


Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.


Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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