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Wealth Management Professional Jobs (NOW HIRING)

Annex Wealth Management

Wealth Manager

Appleton, WI · On-site

Annex Wealth Management - Know the Difference Join Our Growing Team at our new Headquarters in ... Our team approach means our clients consistently interact with a group of experienced professionals ...

ProspectBlue

Wealth Manager

Richmond, VA

Growing RIA Seeking Experienced Wealth Management Professionals - Richmond, Virginia Are you a wealth management professional who feels like you're building someone else's business instead of your ...

Annex Wealth Management

Wealth Advisor

Madison, WI · On-site

Annex Wealth Management - Know the Difference Join Our Growing Team at our Madison branch. Are you ... That means our Wealth Advisors are salaried professionals charged with always doing what's right ...

Brophy Wealth Management, LLC

Wealth Manager

Bedford, NH · On-site

$100K - $150K/yr

Brophy Wealth Management, LLC 30+ Years of Client-First Financial Planning -- Join a Firm Where ... Cultivate strategic partnerships with internal teams and external professionals such as attorneys ...

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Wealth Management Professional information

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$75K

$97.7K

$117K

How much do wealth management professional jobs pay per year?

As of Jun 30, 2026, the average yearly pay for wealth management professional 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.

What does a wealth management professional do?

A wealth management professional provides financial planning and investment advice to clients, helping them achieve their financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial software. Certification such as the CFP credential is common in this field.

Can financial advisors make $500,000 a year?

Wealth management professionals, including financial advisors, can earn $500,000 or more annually, especially those with extensive experience, a large client base, or working in high-net-worth markets. Achieving this level often requires strong sales skills, certifications like the CFP or CFA, and a focus on high-value client portfolios.

What is the highest paying job in wealth management?

The highest paying roles in wealth management are typically senior positions such as Chief Wealth Officer or Managing Director, which can earn several million dollars annually including bonuses and incentives. These roles require extensive experience, advanced certifications like the CFA or CFP, and strong client relationship management skills.

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

A wealth management professional typically works with clients who have a range of assets, often starting at several hundred thousand dollars. While $200,000 can be sufficient for some financial planning services, comprehensive wealth management usually involves higher net worth clients, and advisors may charge a percentage of assets or flat fees. The suitability depends on the client's financial goals and the advisor's fee structure.

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

AspectWealth Management ProfessionalFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66
Work EnvironmentBanking, private banks, wealth firmsIndependent, firm-based, or bank
Industry UsageHigh-net-worth clients, comprehensive planningGeneral clients, investment advice

Wealth Management Professionals and Financial Advisors often share certifications like CFP and Series 7/66, work with clients in financial planning, and operate in similar environments. However, Wealth Management Professionals typically focus on high-net-worth clients with comprehensive wealth strategies, while Financial Advisors may serve a broader client base with investment and retirement advice.

More about Wealth Management Professional jobs
What cities are hiring for Wealth Management Professional jobs? Cities with the most Wealth Management Professional job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
What states have the most Wealth Management Professional jobs? States with the most job openings for Wealth Management Professional jobs include:
What job categories do people searching Wealth Management Professional jobs look for? The top searched job categories for Wealth Management Professional jobs are:
Wealth Management Professional jobs near you
Infographic showing various Wealth Management Professional job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.

Entry-Level Wealth Management Professional

WealthBridge Financial Group

Manhattan, NY

$115K/yr

Full-time

Posted 19 days ago

Job description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Wealth Management Professional, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.


  • Benefits include;
  • Flexible schedule with a strong work-life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance-based incentives.
  • Company-sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.


We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY.

Compensation:

$80,000 - $115,000 at plan commission


Responsibilities:
  • Maintain compliance with industry regulations and licensing requirements.
  • Utilize marketing tools and resources to grow your client base.
  • Participate in structured coaching and mentorship programs.
  • Attend hybrid meetings, including in-person team collaboration, as required.
  • Offer solutions in insurance, asset accumulation, and retirement planning.

Qualifications:
  • Self-motivated, coachable, and driven to succeed.
  • No prior financial experience is required, and comprehensive training is included.
  • Demonstrated leadership or a proven track record of success.
  • Excellent communication and relationship-building abilities.
  • Must be authorized to work in the US.

About Company

At WealthBridge Financial Group, our mission is simple: To Do Good—in our communities and for the families we serve.

For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact.