Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary At PwC, our people in tax services focus on providing advice and guidance to ...
Financial Advisor
Glastonbury, CT · On-site
About Opportunity Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have ...
Financial Advisor
Glastonbury, CT · On-site
About Opportunity Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have ...
Financial Advisor
Glastonbury, CT · On-site
About Opportunity Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have ...
Financial Advisor
Glastonbury, CT · On-site
About Opportunity Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have ...
Business Analytics Consultant
Springfield, MA · On-site
$102K - $134K/yr
Business Analytics Consultant Wealth Management Investment Strategy and Execution Data Full-time, Boston or Springfield, MA The Opportunity As a Business Analytics Consultant, you will apply your ...
Business Analytics Consultant
Springfield, MA · On-site
$102K - $134K/yr
Business Analytics Consultant Wealth Management Investment Strategy and Execution Data Full-time, Boston or Springfield, MA The Opportunity As a Business Analytics Consultant, you will apply your ...
Branch Service Manager/Sr Branch Service Manager
Glastonbury, CT · On-site
$50K - $94K/yr
You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. This is role has a 50/50 split in scope, combining ...
Branch Service Manager/Sr Branch Service Manager
Glastonbury, CT · On-site
$50K - $94K/yr
You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. This is role has a 50/50 split in scope, combining ...
You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. This is role has a 50/50 split in scope, combining ...
You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. This is role has a 50/50 split in scope, combining ...
Tax Manager - Private Wealth
Hartford, CT · On-site
$112K - $146K/yr
... management) * Ability to travel up to 25%, on average, based on the work you do and the clients and ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...
Tax Manager - Private Wealth
Hartford, CT · On-site
$112K - $146K/yr
... management) * Ability to travel up to 25%, on average, based on the work you do and the clients and ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...
Financial Services Tax - Real Estate Director
$150K - $438K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director & Summary The Opportunity As a Financial Services Tax - Real Estate Director, you will play a ...
Financial Services Tax - Real Estate Director
$150K - $438K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director & Summary The Opportunity As a Financial Services Tax - Real Estate Director, you will play a ...
Director Category Management, IT Services and Operations Outsourcing in Hartford, CT 06115 (Hybrid)
Hartford, CT · On-site
$85 - $90/hr
Negotiation experience with Financial Services / Wealth Management vendors.
Quick apply
Director Category Management, IT Services and Operations Outsourcing in Hartford, CT 06115 (Hybrid)
Hartford, CT · On-site
$85 - $90/hr
Negotiation experience with Financial Services / Wealth Management vendors.
Manager, Advisory Leadership Team
West Hartford, CT · On-site
$145 - $165/hr
... Wealth's financial planning and client experience standards. This role oversees coaching, performance management, hiring, training, and career development, while promoting best practices, operational ...
Manager, Advisory Leadership Team
West Hartford, CT · On-site
$145 - $165/hr
... Wealth's financial planning and client experience standards. This role oversees coaching, performance management, hiring, training, and career development, while promoting best practices, operational ...
Relationship Manager
Amherst, MA · Hybrid
$60K - $85K/yr
... of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful ...
Relationship Manager
Amherst, MA · Hybrid
$60K - $85K/yr
... of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful ...
Our Wealth Management team pairs holistic wealth solutions, including tailored lending, with commercial banking services, helping our clients achieve their financial goals. The Director, Portfolio ...
Our Wealth Management team pairs holistic wealth solutions, including tailored lending, with commercial banking services, helping our clients achieve their financial goals. The Director, Portfolio ...
Financial Services Tax - Real Estate Senior Manager
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary The Opportunity As a Financial Services Tax - Real Estate Senior Manager, you ...
Financial Services Tax - Real Estate Senior Manager
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager & Summary The Opportunity As a Financial Services Tax - Real Estate Senior Manager, you ...
Senior Plan Administrator
Windsor, CT · On-site
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the ...
Senior Plan Administrator
Windsor, CT · On-site
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the ...
Senior Plan Administrator
Windsor, CT · On-site
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the ...
New
Senior Plan Administrator
Windsor, CT · On-site
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the ...
New
Senior Plan Administrator
Windsor, CT · On-site
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the ...
Senior Plan Administrator
Windsor, CT · On-site
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the ...
Investor Relations Manager - AI Trainer
Springfield, MA · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Quick apply
Investor Relations Manager - AI Trainer
Springfield, MA · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Corporate Development Manager - AI Trainer
Hartford, CT · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Quick apply
Corporate Development Manager - AI Trainer
Hartford, CT · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Investor Relations Manager - AI Trainer
Hartford, CT · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Quick apply
Investor Relations Manager - AI Trainer
Hartford, CT · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
FP&A Manager - AI Trainer
Springfield, MA · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Quick apply
FP&A Manager - AI Trainer
Springfield, MA · Remote
$50 - $100/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...
Wealth Management information
See Springfield, MA salary details
$74.7K - $78.5K
8% of jobs
$78.5K - $82.3K
8% of jobs
$85.7K is the 25th percentile. Wages below this are outliers.
$82.3K - $86.2K
9% of jobs
$86.2K - $90K
9% of jobs
$90K - $93.8K
9% of jobs
The median wage is $96.1K / yr.
$93.8K - $97.6K
8% of jobs
$97.6K - $101.4K
10% of jobs
$101.4K - $105.2K
9% of jobs
$106K is the 75th percentile. Wages above this are outliers.
$105.2K - $109K
9% of jobs
$109K - $112.8K
8% of jobs
$112.8K - $116.6K
9% of jobs
$74.7K
$97.4K
$116.6K
How much do wealth management jobs pay per year?
What is wealth management?
Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.
What are some common challenges faced by professionals in wealth management and how can they be addressed?
What is the difference between Wealth Management vs Financial Advisor?
| Aspect | Wealth Management | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | CFP, Series 7, Series 66 often required |
| Work Environment | High-net-worth client focus, comprehensive services | General client financial planning, investment advice |
| Employer & Industry | Private banks, wealth management firms | Independent, banks, financial planning firms |
Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.
Is wealth management a high paying career?
What are the key skills and qualifications needed to thrive in wealth management, and why are they important?
What is wealth management?
What are the most commonly searched types of Wealth Management jobs in Springfield, MA?
The most popular types of Wealth Management jobs in Springfield, MA are:
What job categories do people searching Wealth Management jobs in Springfield, MA look for?
The top searched job categories for Wealth Management jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Wealth Management jobs?
Cities near Springfield, MA with the most Wealth Management job openings:

$77K - $214K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 7 days ago
PwC rating
8.3
Based on 76 frontline employees who took The Breakroom Quiz
26th of 72 rated business consultants
Job description
Industry/Sector
Asset and Wealth ManagementSpecialism
Industry Tax PracticeManagement Level
Senior AssociateJob Description & Summary
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Respond effectively to the diverse perspectives, needs, and feelings of others.
Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
Use critical thinking to break down complex concepts.
Understand the broader objectives of your project or role and how your work fits into the overall strategy.
Develop a deeper understanding of the business context and how it is changing.
Use reflection to develop self awareness, enhance strengths and address development areas.
Interpret data to inform insights and recommendations.
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you will work with many of the world's largest renewable energy companies to develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members, and maintain exemplary standards while building meaningful client relationships. This role offers the chance to tackle challenging issues introduced by the Inflation Reduction Act, allowing you to drive client engagement workstreams and enhance your technical knowledge.
Responsibilities
- Drive client engagement initiatives related to the Inflation Reduction Act
- Work with clients to develop innovative tax strategies
- Supervise project workstreams and maintain operational standards
- Foster substantial relationships with key stakeholders
- Utilize technical knowledge to solve complex problems
What You Must Have
- Bachelor's Degree
- 2 years of experience
What Sets You Apart
- Being successful as tax technical business advisor
- Demonstrating familiarity with CRM systems
- Having experience with complicated partnership structures
- Possessing knowledge of tax matters in renewable energy industry
- Demonstrating a desire to learn more about renewable energy industry
Travel Requirements
Up to 20%Job Posting End Date
The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines