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Wealth Management Consultant Jobs (NOW HIRING)

Voya Financial, Inc.

Wealth Consultant

Boston, MA · On-site

Start your Voyage - Apply Now Join Voya Wealth Management in Seaport - Shape the Future of Wealth Advisory Are you a forward-thinking financial advisor ready to make your mark in a dynamic, growth ...

FAVARH

Wealth Consultant

Boston, MA

Start your Voyage - Apply Now Join Voya Wealth Management in Seaport - Shape the Future of Wealth Advisory Are you a forward-thinking financial advisor ready to make your mark in a dynamic, growth ...

Waldron Private Wealth

Wealth Consultant

Wayne, PA

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and ... Play a significant role in relationship management. * Lead and oversee all service aspects of the ...

CAPTRUST

Wealth Client Management Consultant

Roseville, CA · On-site

$75K - $90K/yr

Wealth Client Management Consultant CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.

Waldron Private Wealth

Wealth Consultant

Bridgeville, PA · On-site

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and ... Play a significant role in relationship management. * Lead and oversee all service aspects of the ...

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Wealth Management Consultant information

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$95.6K

$156.5K

How much do wealth management consultant jobs pay per year?

As of Aug 8, 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.

What are the key skills and qualifications needed to thrive as a wealth management consultant?

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 is a wealth management consultant?

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.
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Wealth Management Consultant jobs near you
Infographic showing various Wealth Management Consultant job openings in the United States as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $95,624 per year, or $46 per hour.

Wealth Planning Consultant

Vangard, Inc.

Charlotte, NC

Full-time

Re-posted 12 days ago

Job description

As a Wealth Planning Consultant, Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.

This role will be within the Advice and Wealth Management division assisting our ultra-high-net-worth clients with planning and strategy in the areas of income tax, advanced estate planning, and financial planning.

Responsibilities

  • Provide income tax, estate planning, and/or wealth planning consultations to Vanguard advised clients.

  • Review client's information and relevant documentation, research client issues, perform analysis to provide suggested solutions, and create client deliverables.

  • Support wealth and estate planning crew who provide consultations to Vanguard's largest net worth clients within advice offer.

  • Partner with financial advisors as they support clients in these subject areas and follow Vanguard's investment methodology.

  • Serve as an internal and external subject matter expert on wealth planning topics. Assist in developing financial planning methodology for Vanguard's advice offer.

  • Analyze internal systems and processes to identify opportunities to improve the client experience and mitigate risk.

  • Maintain strong knowledge of compliance, regulatory, and departmental policies and procedures, as well as general market trends.

  • Support department and team initiatives.

  • Participate in special projects and perform other duties as assigned.

Qualifications

  • Undergraduate degree required. Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience preferred.

  • Minimum of five years related work experience in a related field and two years of project management experience preferred.

  • Experience in financial services encouraged.

  • CFP, CPA, and/or active Law License preferred.

Other Considerations

  • Candidates must be able to commute to Scottsdale, AZ office, Charlotte, NC, or Malvern, PA offices for a hybrid three-day in office work schedule. If located in an office other than Scottsdale, AZ, the candidate must be willing to support the AZ time zone. Relocation assistance may be available for the right candidate.

  • Travel will be required to Vanguard offices for training, offsites, or client meetings in other locations. Travel for these purposes is anticipated to be not more than 20%. If located in an office other than Scottsdale, AZ, the candidate may need to travel more frequently to visit the AZ office regularly.

  • Experience working remotely with demonstration of the ability to work independently while being a contributing member of a team is preferred as the schedule will be hybrid with two days remote.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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