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Wealth Management Consultant Jobs (NOW HIRING)

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 ...

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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 31, 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 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

Accenture

Clarksville, TX

$70K - $205K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 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

58th of 479 rated business services


Job description

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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