Senior Wealth Manager 2B+ AUM RIA Overview Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.
Senior Wealth Manager 2B+ AUM RIA Overview Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.
Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with ...
Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with ...
SVP, Wealth Strategy
Manhattan, NY · On-site
Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please ...
SVP, Wealth Strategy
Manhattan, NY · On-site
Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please ...
Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please ...
Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
New York, NY · On-site
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst
New York, NY · On-site
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
SVP, Wealth Strategy
Manhattan, NY · On-site
Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please ...
SVP, Wealth Strategy
Manhattan, NY · On-site
Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Anal...
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Anal...
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Anal...
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Anal...
Act as key relationship manager for ultra-high net worth clients * Work closely with Private Wealth Advisors and teammates to service our clients * Oversee asset movements, portfolio implementations ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth
New York, NY · On-site
OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth
New York, NY · On-site
OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses ...
Wealth Advisor
Morristown, NJ · On-site
$125K - $150K/yr
Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment advice to ultra-high net worth and high net worth clients. * Lead client ...
Wealth Advisor
Morristown, NJ · On-site
$125K - $150K/yr
Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment advice to ultra-high net worth and high net worth clients. * Lead client ...
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth ...
New York, NY · On-site
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well ...
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth ...
New York, NY · On-site
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well ...
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth ...
New York, NY · On-site
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well ...
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth ...
New York, NY · On-site
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well ...
Associate Wealth Advisor - Egan Wealth Advisors
Madison, NJ · On-site
$80K - $95K/yr
We provide personalized investment management, comprehensive financial planning, and long-term wealth strategies that help clients navigate complex financial decisions with confidence. We build our ...
Associate Wealth Advisor - Egan Wealth Advisors
Madison, NJ · On-site
$80K - $95K/yr
We provide personalized investment management, comprehensive financial planning, and long-term wealth strategies that help clients navigate complex financial decisions with confidence. We build our ...
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Adv
New York, NY · On-site
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well ...
Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Adv
New York, NY · On-site
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well ...
We provide personalized investment management, comprehensive financial planning, and long-term wealth strategies that help clients navigate complex financial decisions with confidence. We build our ...
We provide personalized investment management, comprehensive financial planning, and long-term wealth strategies that help clients navigate complex financial decisions with confidence. We build our ...
JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine
Manhattan, NY · On-site
The My JPM Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals through actionable ...
JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine
Manhattan, NY · On-site
The My JPM Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals through actionable ...
JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine
Manhattan, NY · On-site
$122K - $201K/yr
The My JPM Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals through actionable ...
JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine
Manhattan, NY · On-site
$122K - $201K/yr
The My JPM Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals through actionable ...
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Insurance Prac...
New York, NY · On-site
OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses ...
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Insurance Prac...
New York, NY · On-site
OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses ...
Wealth Advisor
New York, NY · On-site
$120K - $145K/yr
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...
Wealth Advisor
New York, NY · On-site
$120K - $145K/yr
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...
JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine
Manhattan, NY · On-site
$130 - $180/hr
The My JPM Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals through actionable ...
JPMorgan Wealth Manager - Vice President - Product Manager - Wealth Plan Planning Engine
Manhattan, NY · On-site
$130 - $180/hr
The My JPM Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their goals through actionable ...
Wealth Manager information
See Ridgewood, NJ salary details
$24.8K - $33.2K
9% of jobs
$33.2K - $41.6K
15% of jobs
$42.3K is the 25th percentile. Wages below this are outliers.
$41.6K - $50K
17% of jobs
The median wage is $52.9K / yr.
$50K - $58.5K
27% of jobs
$63.6K is the 75th percentile. Wages above this are outliers.
$58.5K - $66.9K
12% of jobs
$66.9K - $75.3K
8% of jobs
$75.3K - $83.7K
4% of jobs
$83.7K - $92.1K
3% of jobs
$92.1K - $100.5K
2% of jobs
$100.5K - $109K
2% of jobs
$109K - $117.4K
1% of jobs
$24.8K
$60.2K
$117.4K
How much do wealth manager jobs pay per year?
How do wealth managers typically collaborate with other financial professionals to serve their clients?
What is the difference between Wealth Manager vs Financial Advisor?
| 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.
What is a wealth manager?
Is wealth management a high paying career?
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?

Job description
Senior Wealth Manager
2B+ AUM RIA
Overview
Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.
No cap on upside. Long term payouts in perpetuity.
Highlights
- Top 25 firm in the WAS custodial referral program channel
- Opportunity for overrides while assisting Financial Advisors nationwide to close business.
- Above market payout in perpetuity on all AUM
- Strong access to alternatives platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
- The Firm has been growing consistently year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
Requirements
- 7+ years of experience advising high-net-worth clientele on all aspects of wealth and investment management.
Success sourcing and closing business within a custodial referral channel preferred (SAN or WAS).
About Leah Yosef International
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Long Beach, NY, US
Year founded
2017