Wealth Manager
Richmond, VA · On-site
Growing RIA Seeking Experienced Wealth Management Professionals - Richmond, Virginia Are you a wealth management professional who feels like you're building someone else's business instead of your ...
Richmond, VA · On-site
Growing RIA Seeking Experienced Wealth Management Professionals - Richmond, Virginia Are you a wealth management professional who feels like you're building someone else's business instead of your ...
Richmond, VA · On-site
Growing RIA Seeking Experienced Wealth Management Professionals - Richmond, Virginia Are you a wealth management professional who feels like you're building someone else's business instead of your ...
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Richmond, VA · On-site
$80K - $100K/yr
Firm Overview Godsey & Gibb Wealth Management is a rapidly growing SEC-Registered Investment ... Planning Manager. Key Responsibilities Tax Preparation & Review * Prepare and review individual ...
Richmond, VA · On-site
$80K - $100K/yr
Firm Overview Godsey & Gibb Wealth Management is a rapidly growing SEC-Registered Investment ... Planning Manager. Key Responsibilities Tax Preparation & Review * Prepare and review individual ...
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...
Mclean, VA · On-site
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...
Mclean, VA · On-site
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...
Fairfax, VA · On-site
$71K - $80K/yr
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our ...
Fairfax, VA · On-site
$71K - $80K/yr
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our ...
Mclean, VA · On-site
$75K - $125K/yr
As a Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA. PNC Wealth ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
Mclean, VA · On-site
$75K - $125K/yr
As a Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA. PNC Wealth ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
$100K - $250K/yr
The firm emphasizes a disciplined, long-term approach to investment management and portfolio ... The Wealth Advisor serves as the primary relationship manager for assigned client relationships and ...
Quick apply
$100K - $250K/yr
The firm emphasizes a disciplined, long-term approach to investment management and portfolio ... The Wealth Advisor serves as the primary relationship manager for assigned client relationships and ...
$75K - $125K/yr
As a Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA. PNC Wealth ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
$75K - $125K/yr
As a Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA. PNC Wealth ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
Fredericksburg, VA · On-site
$55K - $65K/yr
The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow ...
Quick apply
Fredericksburg, VA · On-site
$55K - $65K/yr
The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow ...
Charlottesville, VA · On-site
Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and ...
New
Quick apply
Charlottesville, VA · On-site
Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and ...
New
Richmond, VA · On-site
Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and ...
Quick apply
Richmond, VA · On-site
Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and ...
Culpeper, VA · On-site
$55K - $65K/yr
The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow ...
Quick apply
Culpeper, VA · On-site
$55K - $65K/yr
The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow ...
Richmond, VA · On-site
Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and ...
Quick apply
Richmond, VA · On-site
Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and ...
Charlottesville, VA · On-site
Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and ...
New
Quick apply
Charlottesville, VA · On-site
Wealth Advisor Location: Richmond, VA & Charlottesville, VA Reports To: Director of Financial ... Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and ...
New
$80K - $95K/yr
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...
$80K - $95K/yr
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...
Serve as Lead Portfolio Manager on some client portfolios, conducting client portfolio reviews and partnering with Wealth Advisors to deliver applicable investment recommendations and support client ...
Serve as Lead Portfolio Manager on some client portfolios, conducting client portfolio reviews and partnering with Wealth Advisors to deliver applicable investment recommendations and support client ...
Serve as Lead Portfolio Manager on some client portfolios, conducting client portfolio reviews and partnering with Wealth Advisors to deliver applicable investment recommendations and support client ...
Serve as Lead Portfolio Manager on some client portfolios, conducting client portfolio reviews and partnering with Wealth Advisors to deliver applicable investment recommendations and support client ...
$128K - $213K/yr
Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ...
$128K - $213K/yr
Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ...
$24.3K - $32.5K
9% of jobs
$32.5K - $40.8K
15% of jobs
$41.4K is the 25th percentile. Wages below this are outliers.
$40.8K - $49K
17% of jobs
The median wage is $51.8K / yr.
$49K - $57.3K
27% of jobs
$62.3K is the 75th percentile. Wages above this are outliers.
$57.3K - $65.5K
12% of jobs
$65.5K - $73.8K
8% of jobs
$73.8K - $82K
4% of jobs
$82K - $90.3K
3% of jobs
$90.3K - $98.5K
2% of jobs
$98.5K - $106.8K
2% of jobs
$106.8K - $115K
1% of jobs
$24.3K
$59K
$115K
| Aspect | Wealth Manager | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or equivalent certifications often preferred | CFP, Series 7, Series 66, or similar licenses |
| Work Environment | Typically works with high-net-worth clients, offering comprehensive wealth management | Works with a broad client base, providing investment and financial planning advice |
| Employer & Industry | Private banks, wealth management firms, financial institutions | Independent 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.
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.

Job Description Growing RIA Seeking Experienced Wealth Management Professionals - Richmond, Virginia Are you a wealth management professional who feels like you're building someone else's business instead of your own. ProspectBlue's growing independent RIA client believes that advisors deserve: A significantly enhanced payout structure Greater autonomy Real work-life balance A collaborative culture and relationship-driven environment The freedom to serve clients without corporate pressure or product quotas ProspectBlue's client is seeking experienced financial advisors, wealth managers, and relationship-focused professionals who want to elevate both their career and quality of life. Whether you're at a wirehouse, bank, broker-dealer, or another RIA, this could be the opportunity to build a more rewarding future for yourself and your clients.
What makes us different: Highly competitive advisor payout structure Business transition support and operational infrastructure Modern technology and marketing resources Flexibility to grow your practice your way Leadership that values advisors as partners - not production numbers If you are committed to serving affluent clients at the highest level - while improving both your economics and quality of life - we welcome a confidential conversation. Message ProspectBlue directly at Jamie.shield@prospectblue.com to start a dialogue. Thank you!
Sourced by ZipRecruiter
Recruiting and staffing services
1 - 10 Employees
Richmond, VA, US
2019