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Wealth Manager Jobs in Exton, PA (NOW HIRING)

Vista Wealth Solutions

Wealth Management Advisor

Wayne, PA · Remote

$80K - $270K/yr

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...

Vista Wealth Solutions

Wealth Management Advisor

Radnor, PA · On-site

$80K - $270K/yr

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...

Waldron Private Wealth

Wealth Consultant

Wayne, PA · On-site

Play a significant role in relationship management. * Lead and oversee all service aspects of the ... Collaborate with the wealth planning and investment teams to develop and deliver customized wealth ...

Truist

Wealth Advisor

Philadelphia, PA · 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 ...

Truist

Wealth Advisor

Philadelphia, PA

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 ...

Aprio

Wealth Advisor

Philadelphia, PA · On-site

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their ...

Aprio

Wealth Advisor

Philadelphia, PA

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their ...

UBS

Senior Wealth Strategy Associate

Conshohocken, PA · On-site

Key responsibilities Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Exton, PA

Wealth Manager information

See Exton, PA salary details

$23.6K

$57.5K

$112K

How much do wealth manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth manager in Exton, PA is $57,450.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $66,100.00 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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For Wealth Manager jobs in Exton, PA, the most frequently searched job titles are:

What job categories do people searching Wealth Manager jobs in Exton, PA look for?

The top searched job categories for Wealth Manager jobs in Exton, PA are:

What cities near Exton, PA are hiring for Wealth Manager jobs?

Cities near Exton, PA with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Exton, PA as of August 2026, with employment types broken down into 79% Full Time, 20% Part Time, and 1% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $57,450 per year, or $27.6 per hour.

Wealth Management Advisor

Vista Wealth Solutions

Wayne, PA • Remote

$80K - $270K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 9 days ago

Job description

Wealth Management Advisor

VISTA WEALTH SOLUTIONS - RADNOR, PA

Why Join Us?

Are you ready to start a financial practice? If you’ve built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation—we offer a genuine competitive advantage.

VISTA was built specifically around the needs of Advisors. Our model is straightforward: you bring relationships; we provide the infrastructure, resources, and operational support to help you serve those clients better and grow your practice faster than you could alone.

Here’s what that looks like in practice:

• Dedicated support teams that handle operational and administrative work so you can stay focused on clients

• An open-architecture investment platform that preserves your independence and lets you recommend solutions objectively, without product pressure

• Access to institutional-grade financial planning, portfolio management, and CRM tools—including RightCapital, MoneyGuidePro, and Wealthscape

• Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines, so you can deliver truly integrated advice

• Backed by the strength of MassMutual, compliance framework, and resources through MML Investors Services, LLC (Broker-Dealer)—with the autonomy of a boutique firm


The Role

As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages. You’ll have the freedom to run your practice the way you see fit—with the resources of a well-supported firm behind you.


What You’ll Do

You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.


What You Bring

Required

• Active Series 7, Series 66, and Life, Accident & Health licenses

• Minimum of 3 years of experience in wealth management or financial services

• Demonstrated experience in financial planning and investment portfolio management


Skills & Attributes

• Proven ability to build trust and sustain long-term client relationships

• Strong analytical mindset with sound judgment and a results-driven approach

• Clear, confident communicator—able to translate complex financial concepts for clients at any level of financial sophistication

• Uncompromising commitment to integrity, ethical standards, and regulatory compliance


Compensation

We offer competitive compensation, not just a commission structure, designed to reward performance and recognize the value of an established practice:

• Practice allowances to support your transition and ongoing operations

• Compensation structured to reflect the strength and scale of the book of business you bring

Benefits

• Medical insurance

• Vision insurance

• Dental insurance

• 401(k)

• Disability insurance



Ready to make a move?

If you’ve outgrown your current platform and are looking for the infrastructure, support, and collaborative environment to take your practice to the next level, we’d like to talk. Reach out to learn more about what a transition to our firm could look like for you.


**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.


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