Philadelphia Area 25M+ level clientele Overview Multi-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (25M - 1 Billion net worths). Not a commissioned ...
Philadelphia Area 25M+ level clientele Overview Multi-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (25M - 1 Billion net worths). Not a commissioned ...
The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to ...
The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to ...
Quick Links
Cherry Hill, NJ · On-site
Wealth Manager Alloy Silverstein is a multi-office regional accounting and financial services firm seeking a full-time Wealth Manager for our Cherry Hill, NJ office location. This role will be ...
Quick Links
Cherry Hill, NJ · On-site
Wealth Manager Alloy Silverstein is a multi-office regional accounting and financial services firm seeking a full-time Wealth Manager for our Cherry Hill, NJ office location. This role will be ...
Wealth Advisor - Lansdale, PA
Lansdale, PA · On-site
$105K/yr
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Wealth Advisor - Lansdale, PA
Lansdale, PA · On-site
$105K/yr
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
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 ...
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 ...
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 ...
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 ...
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Wealth Advisor - Lansdale, PA
Chalfont, PA · On-site
$105K/yr
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Wealth Advisor - Lansdale, PA
Chalfont, PA · On-site
$105K/yr
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Your role 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 in client ...
Your role 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 in client ...
Wealth Advisor - Lansdale, PA
Lansdale, PA · On-site
$105K/yr
Primary responsibilities include: • Develop a high-quality wealth management practice that provides a personalized wealth management strategy. • Enhance and preserve relationships with key ...
Wealth Advisor - Lansdale, PA
Lansdale, PA · On-site
$105K/yr
Primary responsibilities include: • Develop a high-quality wealth management practice that provides a personalized wealth management strategy. • Enhance and preserve relationships with key ...
This role will be within the Advice and Wealth Management division assisting our ultra-high-net-worth clients with planning and strategy in the areas of income tax, advanced estate planning, and ...
This role will be within the Advice and Wealth Management division assisting our ultra-high-net-worth clients with planning and strategy in the areas of income tax, advanced estate planning, and ...
Wealth Advisor III
Plymouth Meeting, PA · On-site
$110K/yr
Overview Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891.
Wealth Advisor III
Plymouth Meeting, PA · On-site
$110K/yr
Overview Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891.
Senior Wealth Advisor
Malvern, PA · Hybrid
As a Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals.
Senior Wealth Advisor
Malvern, PA · Hybrid
As a Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals.
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Financial Advisor
$120K/yr
Qualifications: * 2+ years of experience in banking, sales/business, financial advisor, wealth manager, or related role. * Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or ...
Quick apply
Financial Advisor
$120K/yr
Qualifications: * 2+ years of experience in banking, sales/business, financial advisor, wealth manager, or related role. * Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or ...
Wealth Advisor - Mount Laurel, NJ
Mount Laurel, NJ · On-site
$105K/yr
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Wealth Advisor - Mount Laurel, NJ
Mount Laurel, NJ · On-site
$105K/yr
Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and ...
Wealth Advisor III
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 ...
Wealth Advisor III
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 ...
Wealth Management Client Relationship Manager
Philadelphia, PA · 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 ...
Wealth Management Client Relationship Manager
Philadelphia, PA · 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 ...
Wealth Manager information
See Riverside, NJ salary details
$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
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?

Full-time
Re-posted 8 days ago
Job description
Philadelphia Area
25M+ level clientele
Overview
Multi-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (25M – 1 Billion net worths). Not a commissioned sales role; no portable book of business required.
Highlights
- Advise ultra-high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding comprehensive wealth management, complex tax and estate planning strategies, investment management, family office services, and philanthropic giving
- National Multi-Family Office offering a full array of Family Office Services as well as customized portfolios inclusive of marketable securities, concentrated equity positions, alternative investments, and private investments.
- The role is open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth
- Hybrid schedule
- Compensation package in the 200k+ range
Requirements
- 10+ years of wealth management experience advising high net worth clientele
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