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Wealth Management Firm Jobs (NOW HIRING)

Annex Wealth Management

Wealth Manager

Appleton, WI · On-site

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients ...

Annex Wealth Management

Wealth Advisor

Madison, WI · On-site

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients ...

Annex Wealth Management LLC

Wealth Advisor

Madison, WI · On-site

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients ...

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Wealth Management Firm information

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$97.7K

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How much do wealth management firm jobs pay per year?

As of Jul 7, 2026, the average yearly pay for wealth management firm in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

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

In wealth management firms, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth client portfolios, and advanced certifications like the CFA or CFP. Earnings vary based on firm size, client base, and commission structures, with top performers often reaching or exceeding this level.

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

AspectWealth Management FirmFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66
Work EnvironmentMultiple advisors, team-based, office or remoteIndividual or small team, client meetings
Employer & IndustryFinancial services firms, banks, independent firmsIndependent or firm-employed, financial planning industry
Search & Comparison IntentUnderstanding firm services vs individual adviceFinding a personal financial advisor

Wealth management firms typically offer comprehensive services through a team of professionals, serving high-net-worth clients with a broad range of financial solutions. Financial advisors often work independently or within firms, focusing on personalized financial planning and investment advice. While both hold similar credentials, wealth management firms provide a more extensive, team-based approach, whereas financial advisors tend to offer more individualized services.

Is working in wealth management a good career?

Working in wealth management can be a rewarding career for those with strong interpersonal skills, financial knowledge, and the ability to build client relationships. It often offers a competitive salary, performance-based bonuses, and opportunities for advancement, but success typically requires relevant certifications such as the CFP or CFA and ongoing professional development.

What is a wealth management firm?

A wealth management firm is a company that provides financial services and advice to help individuals and families manage their wealth. These services often include investment management, financial planning, tax strategies, retirement planning, estate planning, and risk management. Wealth management firms typically work with clients who have significant assets and offer personalized solutions to help them meet their financial goals. The goal is to preserve and grow wealth over time while addressing each client's unique needs and objectives.

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

To succeed at a wealth management firm, professionals typically need a strong background in finance, investment analysis, and portfolio management, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as CFP or CFA is highly valued. Excellent interpersonal skills, client relationship management, and strong ethical judgment set top performers apart. These skills are essential for building client trust, delivering tailored financial solutions, and navigating complex market environments.

What are different careers in wealth management?

Careers in wealth management include roles such as financial advisor, portfolio manager, estate planner, and client relationship manager. These professionals analyze clients' financial situations, develop investment strategies, and often hold certifications like the CFP or CFA. The field requires strong analytical skills, knowledge of financial tools, and the ability to build client trust.

What are some common challenges faced by professionals working at a wealth management firm?

Professionals at wealth management firms often face challenges such as managing client expectations, keeping up with constantly changing financial regulations, and balancing personalized service with firm-wide investment strategies. Navigating volatile markets while maintaining strong client relationships requires excellent communication and adaptability. Additionally, collaborating with internal teams like tax advisors, legal consultants, and investment analysts is key to providing comprehensive solutions for clients.

What is the highest paying job in wealth management?

The highest paying roles in wealth management are typically senior positions such as Chief Investment Officer or Managing Director, which can earn several million dollars annually including bonuses. These roles require extensive experience, advanced certifications like the CFA, and strong client management skills. Compensation varies based on firm size, client assets, and individual performance.
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Wealth Management Firm jobs near you
Infographic showing various Wealth Management Firm job openings in the United States as of July 2026, with employment types broken down into 85% Full Time, 4% Part Time, and 11% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.
Wealth Management Associate

Wealth Management Associate

Coldstream Wealth Management

Kenai, AK • Hybrid

Full-time

Posted 23 days ago

Job description

Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!

As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support.

We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7:00am - 4:00pm minus lunch.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

  • Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity in our CRM
  • Client Meetings: Participating in client meetings alongside our Wealth Manager and presenting ideas and concepts in an organized and effective manner
    • Preparing meeting summaries
    • Creating and managing post-meeting action items
  • Wealth Planning: Assisting the Wealth Manager in creating financial plans
  • Client Onboarding: Overseeing and coordinating the new client onboarding process
  • Serve as a Resource/Mentor for CSA:
    • Delegating tasks to our Client Service Associate
    • Handling overflow money movement requests when the CSA is busy or absent

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