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Wealth Manager 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 Appleton! Are you in search of an employer that prioritizes a positive culture and encourages ...

CX Institutional LLC

Wealth Manager

Minneapolis, MN · On-site

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

The Wealth Manager is the lead advisor on client relationships at Willis Johnson Wealth. This role includes overseeing the preparation and implementation of client financial plans and investment ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

The Wealth Manager is the lead advisor on client relationships at Willis Johnson Wealth. This role includes overseeing the preparation and implementation of client financial plans and investment ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

The wealth manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high-net-worth clients. Nature of the ...

CivicMinds, Inc.

Wealth Manager

Los Angeles, CA · On-site

The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with ...

Sagient

Wealth Manager

Manhattan Beach, CA · Remote

$200K - $500K/yr

Sagient, a leading firm dedicated to cultivating long-term partnerships offers concierge level service to premier wealth managers looking to grow their book of business. As a key member, you'll have ...

Focus Financial Partners

Wealth Manager

Seattle, WA · Hybrid

$150K - $250K/yr

Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

The wealth manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high-net-worth clients. Nature of the ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · On-site +1

The wealth manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high-net-worth clients. Nature of the ...

Willis Johnson Wealth

Associate Wealth Manager

Houston, TX · On-site

$80K - $125K/yr

The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and ...

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Wealth Manager information

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$24.5K

$59.5K

$116K

How much do wealth manager jobs pay per year?

As of Aug 1, 2026, the average yearly pay for wealth manager in the United States is $59,525.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $68,500.00 per year, depending on experience, location, and employer.

How do Wealth Managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

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

As a wealth manager, working with clients who have $200,000 or more in assets is common, but the amount needed to engage a financial advisor varies based on the advisor's fee structure and services. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur approximately $2,000 annually. Some firms offer fee-only or flat-fee options suitable for clients with this level of assets.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including wealth managers, earn $500,000 or more annually. Achieving this level typically requires extensive experience, a strong client base, and often specialization in high-net-worth individuals, along with certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher income levels through performance-based bonuses and commissions.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced professionals with certifications like the Certified Financial Planner (CFP) can earn higher salaries, especially when managing high-net-worth clients.

What Does a Wealth Manager Do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What exactly does a wealth manager do?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

What are the key skills and qualifications needed to thrive as a Wealth Manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
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Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $59,525 per year, or $28.6 per hour.

Wealth Manager/Financial Services Associate-Entry Level

Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Greenvale, NY • Remote

$100K - $200K/yr

Full-time

Re-posted 22 days ago

Job description

Blue Ocean Wealth Solutions, LLC – A MassMutual Firm East Hills, Long Island, New York

Blue Ocean Wealth Solutions, LLC is a MassMutual firm dedicated to delivering innovative, client-centric financial strategies tailored to each client’s unique goals. We believe lasting success is built through long-term relationships, thoughtful planning, and a holistic approach to wealth management. Our experienced team is committed to providing exceptional service and insightful guidance in an ever-evolving financial landscape.

We are currently seeking a Wealth Management Advisor to join our growing team. This role is ideal for a motivated professional with a strong foundation in financial planning, investment management, insurance solutions, and client relationship management. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.

Our open-architecture investment platform is designed to preserve advisor independence while offering a broad range of solutions—empowering you to deliver objective, personalized advice. You will also have access to robust support teams, resources, and infrastructure to help optimize your practice and grow your business. MML Investors Services, LLC serves as the Broker-Dealer.

Key Responsibilities

  • Build and maintain long-term client relationships by developing a deep understanding of clients’ financial goals, risk tolerance, and investment preferences.
  • Perform comprehensive financial analyses to assess clients’ current financial positions and identify opportunities for growth and optimization.
  • Design and implement customized financial plans and investment strategies aligned with each client’s objectives, time horizon, and risk profile.
  • Recommend appropriate investment solutions—including equities, fixed income, mutual funds, and alternative investments—supported by market research and analysis.
  • Monitor and manage client portfolios, making proactive and strategic adjustments based on market conditions and changing client needs.
  • Provide ongoing financial guidance and proactive wealth management advice to help clients make informed and confident financial decisions.
  • Collaborate with internal and external partners, including tax professionals, estate planners, and legal advisors, to deliver integrated, holistic solutions.
  • Contribute to the firm’s growth by helping clients achieve long-term financial success through disciplined planning and investment management.
  • Stay current on market trends, economic developments, and regulatory changes to ensure advice remains relevant and compliant.

Required Skills, Qualifications & Compensation

Qualifications

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • Required within 6 months of offer: Active Series 7, Series 66, and New York Life, Accident & Health licenses.
  • CFP® designation preferred.
  • Minimum of 3 years of experience in wealth management or financial services, with demonstrated experience in financial planning and portfolio management.
  • Strong knowledge of financial markets, investment products, and wealth management strategies.
  • Proficiency with financial planning and portfolio management tools, CRM systems, and Microsoft Office. Experience with RightCapital, MoneyGuidePro, and Wealthscape is a plus.

Skills

  • Exceptional interpersonal skills with the ability to establish trust and long-term client relationships.
  • Strong analytical and problem-solving abilities with sound judgment and a results-oriented mindset.
  • Excellent verbal and written communication skills, including the ability to clearly explain complex financial concepts.
  • Commitment to integrity, ethical standards, and strict adherence to regulatory and compliance requirements.

Compensation

  • Competitive commission structure, allowances, and performance-based bonuses.
  • Potential eligibility for a forgivable loan as a transition bonus for advisors bringing an existing book of business.
  • Average first-year expected commissions: approximately $100,000–$200,000, based on performance.

#LI-BOWS1 #LI-JY1
We are an Equal Opportunity Employer.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. To do Fee-Based Financial Planning or offer any type of investment and insurance products or advice you must be properly licensed and registered with MassMutual Life Investors Services, Inc. Securities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. The average expected first year earnings range is an approximate figure based on historical performance. Wealth Management Advisors are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.