Wealth Management Consultant
$70K - $205K/yr
We are seeking a Wealth Management Consultant to design and implement business changes that drive industry‐specific transformation, focusing on people and process, and to partner with clients on ...
$70K - $205K/yr
We are seeking a Wealth Management Consultant to design and implement business changes that drive industry‐specific transformation, focusing on people and process, and to partner with clients on ...
$70K - $205K/yr
We are seeking a Wealth Management Consultant to design and implement business changes that drive industry‐specific transformation, focusing on people and process, and to partner with clients on ...
Saint Louis, MO · Hybrid
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...
Saint Louis, MO · Hybrid
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...
Leawood, KS · On-site
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field leadership, service ...
Leawood, KS · On-site
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field leadership, service ...
Omaha, NE · Hybrid
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...
Omaha, NE · Hybrid
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...
Clive, IA · Hybrid
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...
Clive, IA · Hybrid
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...
Leawood, KS · Hybrid
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...
Leawood, KS · Hybrid
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...
Minneapolis, MN · Hybrid
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...
Minneapolis, MN · Hybrid
$90K - $160K/yr
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...
The Wealth Management Consultant is a business development-focused role responsible for driving revenue growth through proactive networking, relationship management, and referral generation. This ...
The Wealth Management Consultant is a business development-focused role responsible for driving revenue growth through proactive networking, relationship management, and referral generation. This ...
The Wealth Management Consultant is a business development-focused role responsible for driving revenue growth through proactive networking, relationship management, and referral generation. This ...
The Wealth Management Consultant is a business development-focused role responsible for driving revenue growth through proactive networking, relationship management, and referral generation. This ...
The Wealth Management Consultant is a business development-focused role responsible for driving revenue growth through proactive networking, relationship management, and referral generation. This ...
The Wealth Management Consultant is a business development-focused role responsible for driving revenue growth through proactive networking, relationship management, and referral generation. This ...
... at a Senior Consultant Level. Here are some engagements our Wealth Management consultants are working on : * Conducting strategic assessments to define future state functional / technical ...
... at a Senior Consultant Level. Here are some engagements our Wealth Management consultants are working on : * Conducting strategic assessments to define future state functional / technical ...
This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a ...
This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a ...
This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a ...
This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a ...
This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a ...
This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a ...
This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a ...
This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a ...
This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a ...
This role blends training, client material curation, and product management to elevate team performance and enhance the client experience across the wealth management lifecycle. The Consultant is a ...
Syracuse, NY · On-site
$106K/yr
Responsibilities The Wealth Management Liability Consultant serves as a strategic balance sheet and lending consultant supporting the integrated wealth management platform of Nottingham Financial ...
Syracuse, NY · On-site
$106K/yr
Responsibilities The Wealth Management Liability Consultant serves as a strategic balance sheet and lending consultant supporting the integrated wealth management platform of Nottingham Financial ...
As a Practice Management Consultant within J.P. Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management ...
As a Practice Management Consultant within J.P. Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management ...
Atlanta, GA · On-site
$104K - $172K/yr
As a Practice Management Consultant within J.P. Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management ...
Atlanta, GA · On-site
$104K - $172K/yr
As a Practice Management Consultant within J.P. Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management ...
As a Practice Management Consultant within J.P. Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management ...
As a Practice Management Consultant within J.P. Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management ...
$61K - $69.7K
6% of jobs
$74.2K is the 25th percentile. Wages below this are outliers.
$69.7K - $78.4K
36% of jobs
The median wage is $80.5K / yr.
$78.4K - $87K
31% of jobs
$89.6K is the 75th percentile. Wages above this are outliers.
$87K - $95.7K
6% of jobs
$95.7K - $104.4K
0% of jobs
$104.4K - $113.1K
0% of jobs
$113.1K - $121.8K
0% of jobs
$121.8K - $130.5K
0% of jobs
$130.5K - $139.1K
0% of jobs
$139.1K - $147.8K
9% of jobs
$147.8K - $156.5K
11% of jobs
$61K
$95.6K
$156.5K
| Aspect | Wealth Management Consultant | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications | CFP, Series 7, Series 66 |
| Work Environment | Financial firms, consulting firms, private banks | Independent, bank, or firm-based |
| Employer & Industry | Financial services, wealth management firms | Financial planning, investment firms, banks |
| Primary Focus | Holistic wealth strategies, estate planning | Investment advice, retirement planning |
While both roles involve advising clients on financial matters, Wealth Management Consultants typically focus on comprehensive wealth strategies, estate planning, and high-net-worth client needs. Financial Advisors often concentrate on investment management and retirement planning. The roles overlap but differ in scope and client focus.

$70K - $205K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 4 days ago
8.4
Based on 19 frontline employees who took The Breakroom Quiz
58th of 479 rated business services
We are seeking a Wealth Management Consultant to design and implement business changes that drive industry‐specific transformation, focusing on people and process, and to partner with clients on high‐impact technology initiatives. Key Responsibilities Design and implement business changes that drive industry‐specific, function and digital operating model transformation, focusing on tasks relating to people and process. Understand the strategic direction set by senior management as it relates to team goals. Manage dynamic technology consulting projects with heavy client engagement. Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements. Participate in workshops with key client stakeholders to document process/data flows and associated technology applications. Maintain an understanding of advancements in regulations, technology and innovations across your specialization and the broader financial services marketplace. Consult and partner with clients to help develop high‐performance solutions to advance their industry position in investment banking. Understand client needs, develop proposed solutions and deliver high‐impact technology initiatives. Support business development initiatives, including client proposals and building strong relationships with Accenture clients. Qualifications 2+ years of industry experience or equivalent knowledge of the wealth management industry (e.g., back and middle office operations, investment technology, compliance). Bachelor's degree. Bonus Points Experience in Private Markets, Distribution, and/or Wealth Technology & Platform Strategy is preferred. Capable of working independently with limited oversight. Strong communication skills and attention to detail. Previous management consulting and business analysis experience a plus. Entrepreneurial, independent, and highly motivated individual. CPA and/or MBA a plus. Demonstrated teamwork and collaboration in a professional setting; either military or civilian. Compensation Compensation varies based on office location, role, skill set, and level of experience. Benefits Accenture offers a market‐competitive suite of benefits including medical, dental, vision, life, and long‐term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. Equal Employment Opportunity Statement Accenture is an EEO and affirmative action employer of Veterans/Individuals with Disabilities. We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis protected by federal, state, or local law. Access and Accommodations Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. Employment Eligibility Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Additional Legal Statements Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Compensation Example by Location Role Location Annual Salary RangeCalifornia $70,350 to $205,800Cleveland $59,100 to $164,600Colorado $63,800 to $177,800District of Columbia $68,000 to $189,300Illinois $59,100 to $177,800Maine $54,400 to $151,400Maryland $63,800 to $177,800Massachusetts $63,800 to $189,300Minnesota $63,800 to $177,800New York $66,300 to $205,800New Jersey $68,000 to $205,800Virginia $59,100 to $189,300Washington $80,200 to $189,300 #J-18808-Ljbffr
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10,000+ Employees
Arlington, VA, US
1989