ZipRecruiter

Log In

1

Wealth Management Services Jobs (NOW HIRING)

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 ...

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA

HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on ...

next page

Showing results 1-20

All JobsWealth Management Services Jobs

Wealth Management Services information

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

To excel in Wealth Management Services, professionals need strong financial analysis, investment strategy, and relationship management skills, typically supported by a degree in finance or economics and relevant certifications like the CFP or CFA. Familiarity with portfolio management software, financial planning tools, and CRM systems is crucial. Exceptional interpersonal skills, trustworthiness, and effective communication set top performers apart by enabling them to build lasting client relationships. These competencies are vital for delivering tailored financial advice, growing client portfolios, and maintaining client satisfaction in a highly competitive industry.

What are typical challenges faced by professionals in wealth management services, and how can they be addressed?

Professionals in wealth management services often face challenges such as managing diverse client expectations, staying current with complex regulatory requirements, and adapting to rapidly changing market conditions. Building strong client relationships through clear communication and personalized financial strategies is essential to overcome these hurdles. Continuous professional development and collaboration with colleagues from legal, tax, and investment departments can also help address regulatory and technical complexities, ensuring comprehensive client solutions.

What are wealth management services?

Wealth management services are professional financial services designed to help individuals and families manage, grow, and protect their wealth. These services typically include investment management, financial planning, tax strategies, retirement planning, estate planning, and sometimes legal or trust services. Wealth managers tailor their advice and solutions to each client's unique financial situation and goals. The objective is to provide holistic financial guidance, optimize returns, and ensure long-term financial security.

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

AspectWealth Management ServicesFinancial Advisor
CredentialsCFP, CFA, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentHolistic, comprehensive client managementFocused on investment and financial planning
Employer & IndustryBanks, wealth management firms, independent advisorsFinancial planning firms, banks, independent advisors
Search & Comparison IntentUnderstanding broad wealth servicesSpecific financial planning or investment advice

Wealth Management Services offer a comprehensive approach, managing all aspects of a client's financial life, including investments, estate planning, and tax strategies. Financial Advisors typically focus on investment management and financial planning. While both roles require similar credentials and often work in overlapping environments, wealth management provides a broader, more integrated service offering.

More about Wealth Management Services jobs
What states have the most Wealth Management Services jobs? States with the most job openings for Wealth Management Services jobs include:
What job categories do people searching Wealth Management Services jobs look for? The top searched job categories for Wealth Management Services jobs are:
Wealth Management Services jobs near you

Wealth Management Advisor

Vista Wealth Solutions

Moosic, PA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 26 days ago

Job description

Wealth Management Advisor

Why Join Us?

If you’ve built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation—we offer a genuine competitive advantage.

VISTA was built specifically around the needs of experienced advisors. Our model is straightforward: you bring relationships; we provide the infrastructure, resources, and operational support to help you serve those clients better and grow your practice faster than you could alone.

Here’s what that looks like in practice:

• Dedicated support teams that handle operational and administrative work so you can stay focused on clients

• An open-architecture investment platform that preserves your independence and lets you recommend solutions objectively, without product pressure

• Access to institutional-grade financial planning, portfolio management, and CRM tools—including RightCapital, MoneyGuidePro, and Wealthscape

• Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines, so you can deliver truly integrated advice

• Backed by the strength of MassMutual, compliance framework, and resources through MML Investors Services, LLC (Broker-Dealer)—with the autonomy of a boutique firm


The Role

As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages. You’ll have the freedom to run your practice the way you see fit—with the resources of a well-supported firm behind you.


What You’ll Do

You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.


What You Bring

Required

• Active Series 7, Series 66, and Life, Accident & Health licenses

• Minimum of 3 years of experience in wealth management or financial services

• Demonstrated experience in financial planning and investment portfolio management

Skills & Attributes

• Proven ability to build trust and sustain long-term client relationships

• Strong analytical mindset with sound judgment and a results-driven approach

• Clear, confident communicator—able to translate complex financial concepts for clients at any level of financial sophistication

• Uncompromising commitment to integrity, ethical standards, and regulatory compliance


Compensation

We offer a competitive compensation structure designed to reward performance and recognize the value of an established practice:

• Competitive commission structure with performance-based bonuses

• Practice allowances to support your transition and ongoing operations

• Compensation structured to reflect the strength and scale of the book of business you bring

Benefits

• Medical insurance

• Vision insurance

• Dental insurance

• 401(k)

• Disability insurance


Ready to make a move?

If you’ve outgrown your current platform and are looking for the infrastructure, support, and collaborative environment to take your practice to the next level, we’d like to talk. Reach out to learn more about what a transition to our firm could look like for you.


**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.