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How much do wealth management operations jobs pay per hour?

As of Jun 28, 2026, the average hourly pay for wealth management operations in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What is the highest paying job in wealth management?

In wealth management operations, senior roles such as Chief Investment Officer or Chief Operating Officer typically have the highest salaries, often exceeding seven figures for experienced professionals in large firms. These positions require extensive industry experience, advanced certifications like the CFA or CFP, and strong leadership skills.

What is operations in wealth management?

Operations in wealth management involve the administrative and support functions that ensure the smooth processing of client transactions, account management, compliance, and reporting. Professionals in this area use tools like CRM systems and require attention to detail to maintain accurate client records and adhere to regulatory standards.

What are the key skills and qualifications needed to thrive in the Wealth Management Operations position, and why are they important?

To thrive in Wealth Management Operations, you typically need strong analytical skills, attention to detail, and experience with financial products and processes, often supported by a finance or business degree. Familiarity with portfolio management systems, financial reporting tools, and proficiency in Excel or similar data analysis software is highly valued, and certifications like the Series 7 or 63 can be advantageous. Excellent organizational skills, effective communication, and the ability to work collaboratively make candidates stand out. These qualifications ensure accurate, compliant processing and effective client service in a fast-paced financial environment.

What are the typical daily responsibilities of someone working in Wealth Management Operations?

In a Wealth Management Operations role, your daily tasks often include processing and reconciling client transactions, ensuring compliance with financial regulations, and managing account documentation. You will collaborate closely with wealth managers, advisors, and custodians to support seamless client onboarding and ongoing service. Attention to detail is essential as you handle sensitive information and must adhere to stringent timelines. This position offers a dynamic environment where multitasking and clear communication are key, and success can pave the way for career growth into higher-level operations, compliance, or client relationship roles.

What is a Wealth Management Operations job?

A Wealth Management Operations job involves supporting the processes that ensure efficient management of client assets, transactions, and compliance within a financial institution. Professionals in this role handle trade settlements, account reconciliation, regulatory reporting, and workflow optimization to enhance client services. They work closely with financial advisors, risk management teams, and technology specialists to streamline operations. Strong analytical skills, attention to detail, and knowledge of financial products are essential for success in this field.

Is 200,000 enough to work with a financial advisor?

For a wealth management operations professional, a $200,000 portfolio can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of the financial plan. Many advisors have minimum investment requirements or fee-based models that may influence the level of service provided at this amount. Understanding fee structures and investment strategies is important when engaging with a financial advisor.

Can financial advisors make $500,000 a year?

Financial advisors in wealth management can earn $500,000 or more annually, especially those with extensive client portfolios, specialized skills, and certifications like the CFP or CFA. High earnings are often associated with successful advisors working in affluent markets or managing large assets under management (AUM).
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Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in the United States as of June 2026, with employment types broken down into 3% As Needed, 10% Full Time, 74% Part Time, 3% Temporary, and 10% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Wealth Management Operations Analyst

Kellton Tech

South Jordan, UT • On-site

$20 - $22/hr

Full-time

Posted 3 days ago

Job description

Title: Wealth Management Operations Analyst
Duration – 12+ months + (Possibility of Further Extension or conversion into a Permanent role)
Location –  South Jordan UT
Pay Rate - $ 22.22 / hr W2 (No Benefits)
 
Position Summary:
Estate & Inheritor Services is a specialized team within Brokerage designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
 
Duties and Responsibilities:
  • Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
  • Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
  • Process & follow up client service requests to ensure completion in a timely manner
  • Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
  • Provide world class customer service to both internal and external clients in all interactions
  • Research and resolve problems with both internal and external clients accurately and in a timely manner
  • Leverage Brokerage systems and ensure all case interactions are appropriately entered and documented
  • Actively manage, monitor, and document daily case load by utilizing various technology resources
  • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
  • Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
 
Education and Experience:
  • College degree preferred
  • 3-4 years’ financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
  • Knowledge/Skills:
  • Basic clerical and administrative skills
  • Effective written and verbal communication skills
  • Excellent interpersonal and client service skills
  • Organizational skills, attention to detail and excellent follow up skills
  • Ability to research and resolve problems and service inquiries and escalate when appropriate
  • Ability to efficiently handle a high volume of requests in a fast paced environment
  • Strong computer skills including Microsoft Suite
  • Basic knowledge of Brokerage systems and procedures
  • Be self-motivated and able to work in a strong team and high activity environment.