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Wealth Management Consultant Jobs (NOW HIRING)

Royal Bank of Canada

Wealth Management Consultant

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 ...

Royal Bank of Canada

Wealth Management Consultant

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 ...

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Wealth Management Consultant information

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$61K

$95.6K

$156.5K

How much do wealth management consultant jobs pay per year?

As of Jul 26, 2026, the average yearly pay for wealth management consultant in the United States is $95,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $95,000.00 per year, depending on experience, location, and employer.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including wealth management consultants, earn $500,000 or more annually. Achieving this level typically requires extensive experience, a strong client base, and advanced certifications such as the CFP or CFA. High earners often work in affluent markets and manage large portfolios.

Is $500,000 enough to work with a financial advisor?

A Wealth Management Consultant typically advises clients with varying asset levels; however, many financial advisors set minimum investment requirements that can range from $25,000 to $1 million. With $500,000, you generally qualify for comprehensive financial planning and investment management services, but specific thresholds depend on the advisor and firm.

What are the key skills and qualifications needed to thrive as a Wealth Management Consultant, and why are they important?

To thrive as a Wealth Management Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, typically supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP or CFA are commonly expected. Strong interpersonal skills, active listening, and the ability to build trust help consultants stand out when advising clients on complex financial matters. These skills ensure consultants can deliver tailored financial solutions, foster long-term client relationships, and maintain regulatory compliance.

What are some common challenges faced by Wealth Management Consultants when working with clients, and how can they be addressed?

Wealth Management Consultants often encounter challenges such as managing diverse client expectations, navigating complex financial portfolios, and staying updated with constantly changing market regulations. Building strong relationships and clearly communicating investment strategies are essential to address these challenges. Consultants also benefit from ongoing professional development and leveraging digital tools to provide up-to-date, tailored advice for each client's unique financial situation.

What is the difference between Wealth Management Consultant vs Financial Advisor?

AspectWealth Management ConsultantFinancial Advisor
CredentialsCFP, CFA, or similar certificationsCFP, Series 7, Series 66
Work EnvironmentFinancial firms, consulting firms, private banksIndependent, bank, or firm-based
Employer & IndustryFinancial services, wealth management firmsFinancial planning, investment firms, banks
Primary FocusHolistic wealth strategies, estate planningInvestment 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.

What are wealth management consultants?

Wealth management consultants are financial professionals who help individuals and families manage their finances, investments, and long-term financial goals. They provide personalized advice on areas such as investment strategies, retirement planning, tax optimization, estate planning, and risk management. Their goal is to help clients grow and protect their wealth by creating tailored financial plans that align with their unique needs and objectives. Wealth management consultants often work for banks, investment firms, or as independent advisors.

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

As a Wealth Management Consultant, working with clients who have $200,000 or more in investable assets is common, as this amount typically qualifies for personalized financial planning and investment management services. However, the suitability of this amount depends on individual financial goals, the complexity of their financial situation, and the advisor's fee structure, which can range from flat fees to percentage-based commissions. Clients with $200,000 should consider the advisor's credentials, such as CFP certification, and ensure the services align with their financial needs.

What is a wealth management consultant?

A wealth management consultant is a financial professional who provides personalized advice to clients on managing their assets, investments, and financial planning. They analyze clients' financial situations, develop strategies to meet their goals, and often hold certifications such as CFP or CFA. The role requires strong analytical skills, knowledge of financial products, and the ability to build long-term client relationships.
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Wealth Management Consultant jobs near you
Infographic showing various Wealth Management Consultant job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 87% Full Time, 7% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $95,624 per year, or $46 per hour.
Wealth Management Consultant

Wealth Management Consultant

Royal Bank of Canada

Saint Louis, MO • Hybrid

$90K - $160K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

Job Description

What is the opportunity?

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 and support areas within RBC's Private Client Group to ensure a coordinated support effort. They serve as the team lead for the Client Strategies teams which include a variety of in-field and home office based specialists that are divided by area of expertise, and regional coverage.

What will you do?

Coaching:

  • Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform.

  • Assist product management teams in developing, planning and presenting curriculums for Financial Advisor training sessions.

Marketing:

  • Develop a strong understanding of RBC's Investment Advisor Group policies and pricing structures to assist Financial Advisors in conducting business appropriately and making profitable pricing decisions.

  • Assist Financial Advisors in closing and supporting IAG, mutual fund and insurance/annuity business. Attend and participate in client presentations for relationships with immediate asset potential greater than $1,000,000.

Recruiting:

  • Assist Complex Directors and Branch Directors in Financial Advisor recruiting and on-boarding efforts.

Strategy:

  • Lead and quarterback the Client Strategies Team to support the needs of the complex(es) and to drive strategic initiatives.

  • Partner with Complex Director to aid in creating a thriving Financial Advisor culture within the complex.

  • Partner with Branch Directors to drive strategic initiatives within branches.

What do you need to succeed?

Must-have

  • 7+ years of industry experience.

  • Series 7 and 65 securities licenses.

  • Excellent understanding of the financial services industry and branch office/financial advising responsibilities.

  • Minimum of a four-year college degree. MBA preferred.

  • Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM).

  • Proficiency with Microsoft Excel, Word, PowerPoint and Outlook.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.

  • Leaders who support your development through coaching and managing opportunities.

  • Ability to make a difference and lasting impact.

  • Work in a dynamic, collaborative, progressive, and high-performing team.

  • Opportunities to do challenging work.

  • Opportunities to build close relationships with clients.

The expected salary range for this particular position is $90,000-160,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC's high-performance culture

  • Enables collective achievement of our strategic goals

  • Generates sustainable shareholder returns and above market shareholder value

Job Skills

Communication, Critical Thinking, Decision Making, Detail-Oriented, Fiduciary Management, Group Problem Solving, Interpersonal Relationships, Investment Consulting, Investment Management, Investment Performance Measurement, Private Banking, Results-Oriented, Trusts and Estate Planning

Additional Job Details

Address:

4001 WEST 114TH STREET:LEAWOOD

City:

Leawood

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-25

Application Deadline:

2026-08-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: FULL_TIME

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