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Wealth Management Advisor Jobs (NOW HIRING)

Fifth Third

Wealth Management Advisor

Lexington, KY · On-site

Wealth Management Advisor At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our ...

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:

Nuveen

Wealth Management Advisor

Watertown, 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

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:

Fifth Third

Wealth Management Advisor

Louisville, KY · On-site

Wealth Management Advisor At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our ...

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:

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:

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 insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

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

Auburn, WA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

U.S. Bank

Wealth Management Advisor

Westlake, OH · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

US Bank

Wealth Management Advisor

Columbus, OH · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

US Bank

Wealth Management Advisor

Seattle, WA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

US Bank

Wealth Management Advisor

Tempe, AZ · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

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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 Sep 13, 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 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.

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.

How do you become a wealth management advisor?

To become a wealth management advisor, you typically need a bachelor's degree in finance, economics, or a related field, along with relevant certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Gaining experience through internships or entry-level financial roles and developing strong interpersonal and analytical skills are also important steps in the process.

How much money do wealth management advisors make?

Wealth management advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $150,000 annually.
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Wealth Management Advisor jobs near you
Infographic showing various Wealth Management Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Management Advisor

Warren, NJ • Remote

MassMutual - NJ/NYC
See more jobs at MassMutual - NJ/NYCexternal

Full-time

Re-posted yesterday

Job description

About Us:

MassMutual NJ-NYC is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. We combine the strength and stability of a Fortune 500 brand with a boutique, community-focused culture that empowers our advisors to put clients first.

The Opportunity:

We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy. In this role, you will leverage our robust platform and resources to deliver holistic financial solutions while significantly impacting the growth of your business and your clients' satisfaction. We offer:

  • Competitive commission structure allowances and performance-based bonuses.
  • Potential eligibility for a forgivable loan as a transition bonus for advisors bringing an existing book of business.
  • Advisor-centric financial strategies tailored to your unique goals.
  • A committed, experienced support team to provide exceptional service in an ever-evolving financial landscape.
  • Open-architecture investment platform to preserve advisor independence.
Job Responsibilities:
  • Cultivate and maintain long-term client relationships through proactive communication and high-touch service.
  • Develop and implement comprehensive, goal-based financial plans tailored to the unique needs of high-net-worth clients.
  • Conduct regular portfolio reviews and rebalancing to ensure investment strategies remain aligned with client risk tolerance and objectives.
  • Collaborate with internal specialists and external partners to provide integrated estate, tax, and risk management solutions.
  • Execute strategic business development initiatives to expand the firm’s assets under management and community footprint.
Desired Qualifications:
  • Proven track record of success in financial advisory, investment management, or private banking.
  • Active FINRA Series 7 and 66 (or 63/65) licenses in good standing.
  • Valid State Life, Accident, and Health Insurance licenses.
  • Exceptional interpersonal and communication skills with the ability to simplify complex financial concepts.
  • Strong analytical proficiency and experience using professional financial planning software.
Nice-to-Haves:
  • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
  • An established book of business or a strong professional network.
  • Advanced knowledge of estate planning, executive benefits, and business succession strategies.
  • Experience with alternative investments and sophisticated tax-mitigation vehicles.
  • Master’s degree in Finance, Business Administration (MBA), or a related field.