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Wealth Manager Jobs in Alaska (NOW HIRING)

Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.Leads ...

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

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Wealth Manager information

See Alaska salary details

$26.4K

$64.1K

$124.9K

How much do wealth manager jobs pay per year?

As of Aug 10, 2026, the average yearly pay for wealth manager in Alaska is $64,105.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,200.00 and $73,800.00 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.

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.

Is wealth management a high paying career?

Wealth management is generally a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in top firms can earn six-figure incomes or higher.

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.
What are popular job titles related to Wealth Manager jobs in Alaska? For Wealth Manager jobs in Alaska, the most frequently searched job titles are:
What job categories do people searching Wealth Manager jobs in Alaska look for? The top searched job categories for Wealth Manager jobs in Alaska are:
What cities in Alaska are hiring for Wealth Manager jobs? Cities in Alaska with the most Wealth Manager job openings:
Infographic showing various Wealth Manager job openings in Alaska as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $64,105 per year, or $30.8 per hour.

Associate Wealth Manager

Coldstream Wealth Management

Kenai, AK • On-site

$115K - $140K/yr

Full-time

Re-posted 27 days ago


Job description

Are you looking for the right wealth management firm to join? If you want ongoing career development and continuing education, work-life balance, and a collaborative work culture, Coldstream might be a great fit for you!

As an Associate Wealth Manager in our growing Kenai office, you will play a crucial role in ensuring that our Alaska clients receive outstanding comprehensive wealth planning services - and you'll be on the path to become a full Wealth Manager.

We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, core hours 7:00am - 4:00pm minus lunch.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com.

Your Contributions Will Be:

  • Wealth Planning:
    • Provide holistic wealth planning services to clients, including income tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
    • Contribute to the firm's Wealth Strategy Group, including attending meetings and semi-annual in-person retreats, participating in a committee, and creating materials that are shared internally and with clients
  • Client Relationships:
    • Develop and manage: initiate frequent client communication, facilitate meetings, present information, and educate clients on various wealth management topics
    • Cultivate relationships with clients' other advisors (attorneys, CPAs, bankers)
  • Investment Management:
    • In conjunction with the team's Portfolio Manager, establish and plan for each client's goals, objectives, risk tolerance, and cash requirements
  • Business Development:
    • Develop leads and referrals, meet with prospective clients to present proposals, and identify and close opportunities with existing clients

  • CFP and 3+ years of experience producing and presenting financial plans
  • Proficiency with eMoney
  • 5+ years of experience in wealth management, including client relationship management and an interest in business development
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
  • Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) is a plus
  • Excellent communication and organizational skills