ZipRecruiter

Log In

1

Wealth Management Advisor Jobs (NOW HIRING)

AppleOne

Wealth Management Advisor

Tucson, AZ

$100K/yr

We are seeking a Wealth Management Advisor to join a growing team in Tucson, AZ. This hybrid opportunity is ideal for someone who enjoys building relationships, solving complex problems, leveraging ...

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:

Vista Wealth Solutions

Wealth Advisor

New Castle, DE · On-site

$70K - $120K/yr

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 ...

Amerantbank

Wealth Management Advisor

Miami, FL · On-site

The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation.

US Bank

Wealth Management Advisor

Gresham, OR

$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 ...

Vista Wealth Solutions

Wealth Advisor

New Castle, DE · Remote

$70K - $120K/yr

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 ...

US Bank

Wealth Management Advisor

Delafield, WI · 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 ...

Amerant Bank

Wealth Management Advisor

Coral Gables, FL · On-site

The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation.

US Bank

Wealth Management Advisor

Saint Paul, MN

$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

Cincinnati, OH

$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

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 ...

U.S. Bank

Wealth Management Advisor

Oconomowoc, WI · 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

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 ...

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 Jul 20, 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.

Is $200,000 enough to work with a financial advisor?

A Wealth Management Advisor typically works with clients who have a wide range of assets, and $200,000 can be sufficient to start working with one for investment planning and financial advice. However, the level of service and fee structure may vary based on the advisor's policies and the complexity of your financial situation.

How much does a wealth advisor earn?

Wealth management advisors typically earn a base salary plus commissions or bonuses, with total compensation ranging from $60,000 to over $200,000 annually depending on experience, client base, and firm size. Experienced advisors with a strong client portfolio and relevant certifications like the CFP can earn higher incomes.

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 does a wealth management advisor do?

A wealth management advisor helps clients manage their financial assets by providing investment advice, financial planning, and estate planning services. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial software to optimize wealth growth and protection. Certification such as CFP is common in this role.

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 many financial advisors make $500,000 a year?

While exact figures vary, a small percentage of experienced wealth management advisors or top earners in the industry can make $500,000 or more annually, often through a combination of commissions, fees, and client assets. Achieving this level typically requires extensive experience, a strong client base, and relevant certifications such as the CFP or CFA. Most advisors earn less than this, with median incomes significantly lower.

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.
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 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
Infographic showing various Wealth Management Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.
Wealth Management Advisor

Wealth Management Advisor

AppleOne

Tucson, AZ

$100K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 7 days ago

Job description

Are you passionate about helping clients navigate important life decisions while delivering an exceptional advisory experience? We are seeking a Wealth Management Advisor to join a growing team in Tucson, AZ. This hybrid opportunity is ideal for someone who enjoys building relationships, solving complex problems, leveraging technology, and creating customized strategies to help clients achieve their goals.

Key Responsibilities

✅ Develop and maintain strong client relationships through ongoing communication and consultative guidance
✅ Create personalized wealth management strategies aligned with clients' retirement, investment, insurance, and long-term planning needs
✅ Utilize financial planning and portfolio management technology to deliver customized recommendations and solutions
✅ Analyze client data, identify opportunities, and provide strategic insights to support informed decision-making
✅ Conduct reviews, scenario analysis, and goal-based planning to help clients stay on track
✅ Collaborate with internal teams to ensure a seamless and high-quality client experience
✅ Stay current on industry trends, planning tools, and best practices

Qualifications

✔ Bachelor's degree in Finance, Business, Commerce, or a related field (Master's degree preferred)
✔ Strong analytical, problem-solving, and relationship management skills
✔ Excellent communication and presentation abilities
✔ Experience working with financial planning software such as Xplan, eMoney, or MoneyGuidePro is a plus
✔ Proficiency in Microsoft Excel, PowerPoint, and technology-driven platforms
✔ Ability to simplify complex concepts and deliver a client-focused experience
✔ Series 65 License (or pursuing licensure) preferred


Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1113

Company Description

This company offers growth and a great group of people to work with.
AppleOne logo

About AppleOne

Sourced by ZipRecruiter

AppleOne is a renowned staffing service based in Glendale, California, USA. Positioned in the Human Resources industry, the company offers extensive staffing and recruiting solutions, such as temporary, full-time, and part-time placement, to companies across diverse industry sectors. The company was established by Bernie Howroyd in 1964, launching the business to aid others in finding excellent jobs and companies in finding excellent people.

Industry

Recruiting and staffing services

Company size

1,001 - 5,000 Employees

Headquarters location

Glendale, CA, US

Year founded

1964

View All AppleOne Jobs