1

Wealth Management Consultant Jobs (NOW HIRING)

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

Key responsibilities of the Wealth Management Consultant may include: * Design and implement business changes that drive industry-specific, function and digital operating model transformation ...

next page

Showing results 1-20

Wealth Management Consultant information

See salary details

$61K

$95.6K

$156.5K

How much do wealth management consultant jobs pay per year?

As of Jul 18, 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.
More about Wealth Management Consultant jobs
What cities are hiring for Wealth Management Consultant jobs? Cities with the most Wealth Management Consultant job openings:
What states have the most Wealth Management Consultant jobs? States with the most job openings for Wealth Management Consultant jobs include:
Infographic showing various Wealth Management Consultant job openings in the United States as of July 2026, with employment types broken down into 2% Locum Tenens, 87% Full Time, 7% Part Time, and 4% Contract. Highlights an 89% Physical, 3% 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

Accenture

Bentonville, AR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago


Accenture Federal Services rating

8.4

Company rating: 8.4 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

50th of 451 rated business services


Job description

No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational excellence-and many won't go at it alone.

That's where Accenture comes in. We leverage our deep industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading Wealth Management firms.

Accenture Consulting: Your Unique Place in our Global Collective

Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant disruption to continuous reinvention. We are an innovation led-company that works at the heart of our clients' organizations so that no matter how complex the business challenge, we face the future with confidence.

If you love solving challenges and not just studying them, then Accenture Consulting is the right place for you. Join us to develop your ideas into provocative points of view and transformative insights that help shape industries. You'll work with an amazing and diverse mix of world-class experts with access to one of the most robust portfolios of capabilities and ecosystem relationships in the industry. Together, you'll do so much more than consult.

Coming here means future-proofing your career and going as far as your ambition takes you. Becoming a tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn't happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe we is greater than me and that diverse perspectives lead to the best solutions. Joining Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives.

Key responsibilities of the Wealth Management Consultant may include:

  • Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people and process.
  • Understanding the strategic direction set by senior management as it relates to team goals
  • Ability to 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.
  • Participating in workshops with key client stakeholders to document process/data flows and associated technology applications
  • Maintaining an understanding of advancements in regulations, technology and innovations which are happening across your specialization, and the broader financial services marketplace
  • Consult and partner with our clients to help them develop high performance solutions to advance their industry position in investment banking
  • Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives
  • Supporting business development initiatives, including client proposals and building strong relationships with Accenture clients
  • Supporting the development of the practice by participating in initiatives around market research, Accenture Points-of-View, capability development, thought capital, knowledge management, etc.

Here's what you need:

  • 2+ years of industry experience or equivalent knowledge of the wealth management industry (i.e., back and middle office operations, investment technology, compliance, etc.)
  • 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 at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We anticipate this job posting will be posted until 07/27/2026.
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. See more information on our benefits here:

U.S. Employee Benefits | Accenture


Role Location Annual Salary Range
California $70,350 to $205,800
Cleveland $59,100 to $164,600
Colorado $63,800 to $177,800
District of Columbia $68,000 to $189,300
Illinois $59,100 to $177,800
Maine $54,400 to $151,400
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York $66,300 to $205,800
New Jersey $68,000 to $205,800
Virginia $59,100 to $189,300
Washington $80,200 to $189,300

About Accenture

Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360 value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360 value we create for our clients, each other, our shareholders, partners and communities.

Visit us atwww.accenture.com

What We Believe

We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.

Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities.Read more here

Requesting An Accommodation

Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us anemailor speak with your recruiter.

Equal Employment Opportunity Statement

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, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable law.Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.

For details, view a copy of the Accenture Equal Opportunity Statement

Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.

Accenture is committed to providing veteran employment opportunities to our service men and women.

Other Employment Statements

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.

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.

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

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, pleaseclick herefor additional important information.

Please read Accenture'sRecruiting and Hiring Statementfor more information on how we process your data during the Recruiting and Hiring process.


What Accenture Federal Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom