Wealth Manager
$250K/yr
Wealth Manager (Tuck-In Opportunity) Philadelphia, PA Area (Wyndmoor, PA) Bring Your Clients. Expand Your Future. Are you an established financial advisor who has built a successful practice but is ...
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$250K/yr
Wealth Manager (Tuck-In Opportunity) Philadelphia, PA Area (Wyndmoor, PA) Bring Your Clients. Expand Your Future. Are you an established financial advisor who has built a successful practice but is ...
Quick apply
$250K/yr
Wealth Manager (Tuck-In Opportunity) Philadelphia, PA Area (Wyndmoor, PA) Bring Your Clients. Expand Your Future. Are you an established financial advisor who has built a successful practice but is ...
2B+ AUM Region Overview Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+ annual growth opportunities from ...
2B+ AUM Region Overview Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+ annual growth opportunities from ...
Wayne, PA · Remote
Wealth Management Advisor Why Join Us? 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 ...
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Wayne, PA · Remote
Wealth Management Advisor Why Join Us? 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 ...
Wayne, PA · Remote
$60K - $120K/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 ...
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Wayne, PA · Remote
$60K - $120K/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 ...
Radnor, PA · On-site
Wealth Management Advisor Why Join Us? 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 ...
Radnor, PA · On-site
Wealth Management Advisor Why Join Us? 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 ...
Radnor, PA · On-site
Wealth Management Advisor Why Join Us? 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 ...
Radnor, PA · On-site
Wealth Management Advisor Why Join Us? 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 ...
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 ...
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 ...
Philadelphia, PA · 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 ...
Philadelphia, PA · 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 ...
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 ...
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 ...
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 provide ...
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 provide ...
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 ...
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 ...
Philadelphia, PA · On-site
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 provide ...
Philadelphia, PA · On-site
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 provide ...
Philadelphia, PA · On-site
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 provide ...
Philadelphia, PA · On-site
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 provide ...
Philadelphia, PA · On-site
The role will sit at the intersection of wealth management, family office advisory, and social impact, advising clients across private foundations, charitable trusts, donor-advised funds, and other ...
Philadelphia, PA · On-site
The role will sit at the intersection of wealth management, family office advisory, and social impact, advising clients across private foundations, charitable trusts, donor-advised funds, and other ...
The role will sit at the intersection of wealth management, family office advisory, and social impact, advising clients across private foundations, charitable trusts, donor-advised funds, and other ...
The role will sit at the intersection of wealth management, family office advisory, and social impact, advising clients across private foundations, charitable trusts, donor-advised funds, and other ...
Philadelphia, PA · On-site
The role will sit at the intersection of wealth management, family office advisory, and social impact, advising clients across private foundations, charitable trusts, donor-advised funds, and other ...
Philadelphia, PA · On-site
The role will sit at the intersection of wealth management, family office advisory, and social impact, advising clients across private foundations, charitable trusts, donor-advised funds, and other ...
Wayne, PA · On-site
$86K/yr
If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Our ideal candidate is a financial ...
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Wayne, PA · On-site
$86K/yr
If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Our ideal candidate is a financial ...
Wayne, PA · On-site
$86K/yr
If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Our ideal candidate is a financial ...
Quick apply
Wayne, PA · On-site
$86K/yr
If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Our ideal candidate is a financial ...
Doylestown, PA · On-site
Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning ...
Doylestown, PA · On-site
Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning ...
Doylestown, PA · On-site
Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning ...
Doylestown, PA · On-site
Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning ...
$24.7K - $33.1K
9% of jobs
$33.1K - $41.5K
15% of jobs
$42.2K is the 25th percentile. Wages below this are outliers.
$41.5K - $49.9K
17% of jobs
The median wage is $52.8K / yr.
$49.9K - $58.4K
27% of jobs
$63.5K is the 75th percentile. Wages above this are outliers.
$58.4K - $66.8K
12% of jobs
$66.8K - $75.2K
8% of jobs
$75.2K - $83.6K
4% of jobs
$83.6K - $92K
3% of jobs
$92K - $100.4K
2% of jobs
$100.4K - $108.8K
2% of jobs
$108.8K - $117.2K
1% of jobs
$24.7K
$60.1K
$117.2K
| 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.

Philadelphia, PA Area (Wyndmoor, PA)
Bring Your Clients. Expand Your Future.Are you an established financial advisor who has built a successful practice but is ready for the next stage of growth?
A rapidly growing independent Registered Investment Advisor (RIA) in the Philadelphia area is seeking an experienced Wealth Manager to join the firm through a tuck-in acquisition. This opportunity is designed for entrepreneurial advisors who want to continue serving their clients while gaining access to a larger platform, enhanced resources, sophisticated planning capabilities, and dedicated growth support.
If you've built a loyal client base and are looking for greater scale, operational support, and long-term growth potential, we'd love to have a confidential conversation.
What You'll DoAs a Wealth Manager, you will:
Continue serving as the primary advisor to your existing client relationships
Deliver comprehensive wealth management and financial planning services
Develop customized retirement, investment, tax, estate, insurance, and cash flow strategies
Build lasting relationships with high-net-worth individuals and families
Collaborate with attorneys, CPAs, and other professional advisors
Grow assets under management through referrals and new client acquisition
Participate in networking and business development activities
Leverage the firm's proven growth programs and advisor coaching resources
The ideal candidate will have:
CFP® designation preferred
Bachelor's degree
Series 65 (or equivalent advisory licensing)
3+ years of client-facing wealth management experience
Experience working with high-net-worth clients
A transferable book of business generating approximately $250,000+ in recurring annual revenue
Strong relationship management and business development skills
A track record of client retention and organic growth
Established referral relationships and centers of influence
Experience using leading custodial, CRM, and financial planning platforms
Passion for growing both client relationships and your advisory practice
This is much more than joining another advisory firm.
You'll have the opportunity to:
Monetize the value you've created through the sale of your existing practice
Transition clients to a larger, well-established platform
Spend more time advising clients and less time managing operations
Receive ongoing business coaching and growth support
Access advanced planning, investment, marketing, compliance, and operational resources
Continue growing your business within a collaborative, entrepreneurial environment
Competitive base salary beginning at $80,000+, based on experience
Three uncapped incentive programs rewarding growth and performance
Significant earning potential tied to business development and client retention
Comprehensive benefits package
Unlimited Paid Time Off (PTO)
Professional development and ongoing advisor coaching
If you've built a successful advisory practice and are looking for the right long-term partner to help you accelerate growth while maintaining exceptional client service, we'd welcome a confidential conversation.
Location: Wyndmoor / Philadelphia, Pennsylvania (Hybrid opportunities may be available depending on client needs.)
Qualified candidates are encouraged to apply in confidence.
Sourced by ZipRecruiter
Human resources consulting services
11 - 50 Employees
Stow, OH, US
2014