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Wealth Manager Jobs (NOW HIRING)

Brophy Wealth Management, LLC

Be Seen First

Wealth Manager

Bedford, NH · On-site

$100K - $150K/yr

Brophy Wealth Management, LLC 30+ Years of Client-First Financial Planning -- Join a Firm Where Relationships Drive Growth At Brophy Wealth Management, we've built our reputation over three decades ...

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 ...

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 ...

CX Institutional LLC

Wealth Manager

Auburn, IN · 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 ...

CX Institutional LLC

Wealth Manager

Auburn, IN · 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 ...

Sagient

Wealth Manager

Beverly Hills, CA · On-site

$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 ...

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 ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA

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

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 ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA

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 ...

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Wealth Manager information

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$24.5K

$59.5K

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How much do wealth manager jobs pay per year?

As of May 29, 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.

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 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.

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 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.

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.

More about Wealth Manager jobs
What cities are hiring for Wealth Manager jobs? Cities with the most Wealth Manager job openings:
What are the most commonly searched types of Wealth jobs? The most popular types of Wealth jobs are:
Who are the top companies hiring for Wealth Manager jobs? The top employers for Wealth Manager jobs are:
What states have the most Wealth Manager jobs? States with the most job openings for Wealth Manager jobs include:
What job categories do people searching Wealth Manager jobs look for? The top searched job categories for Wealth Manager jobs are:
Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in the United States as of May 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $59,525 per year, or $28.6 per hour.
Wealth Manager

Wealth Manager

Brophy Wealth Management, LLC

Bedford, NH • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 20 days ago

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Job description

Brophy Wealth Management, LLC


30+ Years of Client-First Financial Planning — Join a Firm Where Relationships Drive Growth

At Brophy Wealth Management, we’ve built our reputation over three decades by putting clients first. With relationships spanning 30+ states, we thrive on referrals and partnerships — not quotas — creating authentic growth that reflects the trust we’ve earned.

As a hybrid RIA with a Broker/Dealer affiliation, we provide a comprehensive suite of wealth management solutions, giving advisors the flexibility to deliver truly personalized strategies. Our client-centric approach sets us apart from larger firms that prioritize revenue over relationships.

Why Join Us?

  • Established Book of Business — Step into a role with existing clients, supported by leadership as you deepen relationships and build new ones.
  • Client-Centric Culture — No AUM quotas. Success is defined by client satisfaction and retention.
  • Holistic Financial Planning — Retirement, investments, tax strategies, estate planning, insurance, and more — all integrated with clients’ broader advisory teams.
  • Career Growth — You’ll engage in meaningful client work from day one, while developing as a professional within a supportive, collaborative firm.


Key Responsibilities

Client Relationship & Wealth Management

  • Serve as the primary advisor for an established set of client relationships, supporting every aspect of their financial lives.
  • Design and manage holistic financial plans that reflect each client’s goals, values, and life stage.
  • Conduct comprehensive financial reviews and deliver clear, actionable strategies.
  • Provide expertise in investments, insurance, retirement, tax, and estate planning.
  • Collaborate with clients’ attorneys, CPAs, and insurance specialists to ensure cohesive, integrated strategies.

Business Development

  • Lead engaging meetings with prospective and existing clients, strengthening relationships and driving firm growth.
  • Achieve or exceed targets for new client acquisition, revenue, and assets under management (AUM).
  • Cultivate strategic partnerships with internal teams and external professionals such as attorneys, CPAs, and Medicare brokers.


Qualifications

  • Bachelor’s degree required; CFP® certification or equivalent (ChFC® or Master’s in Financial Planning).
  • FINRA Series 7 and relevant state insurance licenses.
  • 5+ years in financial services, with 3+ years in a client-facing advisory role.
  • Proficiency with eMoney, Redtail CRM, and Microsoft Excel a plus.
  • Exceptional interpersonal, communication, and relationship-building skills.
  • Willingness to attend networking and business development events (6–10 per year).


What Success Looks Like

  • Spend 50%+ of your time directly with clients.
  • Deliver exceptional service, maintaining high satisfaction and retention.
  • Consistently meet or exceed firm goals for performance, compliance, and growth.


Compensation & Benefits

We offer a competitive compensation package, including base salary, profit sharing, and an environment that rewards performance and growth.

Comprehensive Benefits:

  • Health Insurance: Employer covers 80% of individual premiums. Employees contribute 20%. Employees are responsible for premiums on family coverage.
  • Dental Insurance: Employee-paid premium plan.
  • Flexible Spending Account (FSA): Employer contributes $700 annually.
  • Disability & Life Insurance: 100% employer-paid short- and long-term disability, plus life insurance.
  • 401(k) Retirement Plan: Safe Harbor plan with a 3% employer contribution, regardless of employee participation. Eligibility begins after one year of service.
  • Profit Sharing: Additional contributions based on company performance.
  • Paid Time Off: Generous PTO policy plus all major market holidays.


Additional Details

  • Job Type: Full-time, In-person
  • Location: Bedford, NH (Relocation assistance available for the right candidate)


At Brophy Wealth Management, we believe wealth is about more than numbers — it’s about clarity, confidence, and purpose. If you’re a CFP® professional ready to deliver personalized guidance and grow alongside a firm that values people over production, we’d love to meet you.