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Wealth Manager Jobs in Addison, TX (NOW HIRING)

Spectrum Financial Group

Wealth Manager

Dallas, TX · Remote

$90K - $150K/yr

Position Overview We are seeking a motivated, relationship-driven Wealth Manager to join our team. In this role, you will deliver personalized financial guidance, build strong long-term client ...

RK Partners

Senior Wealth Advisor-Remote

Dallas, TX · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

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RK Partners

Senior Wealth Advisor-Remote

Dallas, TX · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of ...

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Wealth Manager information

See Addison, TX salary details

$23.7K

$57.6K

$112.3K

How much do wealth manager jobs pay per year?

As of Aug 24, 2026, the average yearly pay for wealth manager in Addison, TX is $57,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,700.00 and $66,300.00 per year, depending on experience, location, and employer.

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 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.

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 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 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 wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
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Cities near Addison, TX with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Addison, TX as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $57,624 per year, or $27.7 per hour.

Wealth Manager

Spectrum Financial Group

Dallas, TX • Remote

$90K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 24 days ago

Job description

About Spectrum Financial Group

Backed by MassMutual, we are a growing, client-focused financial services firm dedicated to helping individuals, families, and business owners make confident, informed financial decisions. Our culture is collaborative, growth-minded, and built around supporting our advisors with the tools, training, and autonomy they need to succeed.

Position Overview

We are seeking a motivated, relationship-driven Wealth Manager to join our team. In this role, you will deliver personalized financial guidance, build strong long-term client relationships, and provide strategic planning solutions that help clients reach their financial goals.

This position is ideal for an established Wealth Manager looking to transition into a higher commission model, freedom to approach their clients holistically, long-term client support and leadership opportunities.

Key Responsibilities

  • Build and manage a portfolio of clients through relationship-based planning
  • Conduct comprehensive financial assessments, including retirement, investment, insurance, and tax-advantaged strategies
  • Prepare customized financial plans using firm-approved planning software
  • Provide ongoing advice, portfolio reviews, and strategic recommendations
  • Keep current with market trends, planning strategies, and regulatory requirements
  • Collaborate with team members to deliver high-quality client experiences

Qualifications

  • Entrepreneurial mindset with the ability to work independently
  • Individuals looking to break away from the 9-5 grind and have a strong work ethic
  • Solid Sales Mentality and Networking
  • Strong communication skills and a genuine desire to help people
  • High integrity and commitment to fiduciary-level guidance

Why Join Spectrum Financial Group

  • Lucrative Transition Package for established Advisors and Wealth Managers
  • The strength and stability of MassMutual, a mutual company established in 1851 and consistently recognized among the most financially secure institutions in the industry.
  • Access to a diverse product suite: life insurance, annuities, wealth management, retirement solutions, and estate planning.
  • Cutting-edge digital tools and client resources to modernize your service delivery.
  • A collegial environment that promotes both collaboration and independence—ideal for building a sustainable, high-growth practice.
  • You always own your book of business and choose how you want to do business.
  • Autonomy and supported independence.

Benefits include Medical, Dental, Vision, 401k match up to 10%, and more!

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