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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 ...

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How much do wealth management firm jobs pay per year?

As of Jul 28, 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 82% Full Time, 4% Part Time, 1% Temporary, and 13% Contract. Highlights an 85% Physical, 7% Hybrid, and 8% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.

Tax Director with Wealth Management Firm

Levelociti

Bedford, NH • Hybrid

$160K - $200K/yr

Full-time

Retirement

Posted 12 days ago

Job description

Job Title: Tax Director

Company Profile: Boutique Wealth Management Firm with Tax Operations

Role Summary: Primary point of contact with clients to service tax compliance & planning needs

Compensation: Up to $190k base + annual bonus & full benefits

Hybrid Schedule: 3 days in office (Bedford, NH 03110)

Target Start Date: Within next 30 days


We're a boutique Wealth Management firm based in Bedford, NH that's been in business for 40+ years servicing our clients for their financial advising & tax needs.


We are looking to find a high level licensed tax professional at the Tax Senior Manager / Director level to continue servicing our clients for their tax compliance & advisory needs. The current Director is looking to transition more to the Wealth Management pathway, which is the cause for the role opening up.


Qualifications


  • CPA or EA licensed
  • Local to the Bedford, NH market
  • 10+ years of tax experience
  • Comfortable with client facing work (majority of our work after 4/15 is tax planning & strategy)


Compensation & Benefits


  • Base; Up to $190k base
  • Annual bonus
  • 401k
  • Benefits


If you're interested to apply, please submit your application or email me directly at kyle.westhorpe@levelociti.com


To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/