This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client's Financial Consultant or Wealth Planner. It is a direct ...
This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client's Financial Consultant or Wealth Planner. It is a direct ...
This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client's Financial Consultant or Wealth Planner. It is a direct ...
This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client's Financial Consultant or Wealth Planner. It is a direct ...
PW Client Associate
Johnston, RI · Hybrid
$37.50 - $47.59/hr
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.
PW Client Associate
Johnston, RI · Hybrid
$37.50 - $47.59/hr
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.
The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a ...
Quick apply
The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a ...
The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a ...
Posted today
The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a ...
Posted today
The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a ...
The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a ...
The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a ...
The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a ...
PW Client Associate
Johnston, RI · Hybrid
$37.50 - $47.59/hr
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.
PW Client Associate
Johnston, RI · Hybrid
$37.50 - $47.59/hr
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.
The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a ...
The Senior Wealth Management Officer is responsible for managing trust accounts, and for the oversight of all trust, non-deposit investments, and insurance activities for the Bank. This role has a ...
Wealth Management Senior Financial Planner
Providence, RI · On-site
$110K - $135K/yr
Washington Trust is seeking a highly skilled and client-focused Senior Financial Planner to join our Wealth Management team. In this role, you will create and present comprehensive financial plans ...
Wealth Management Senior Financial Planner
Providence, RI · On-site
$110K - $135K/yr
Washington Trust is seeking a highly skilled and client-focused Senior Financial Planner to join our Wealth Management team. In this role, you will create and present comprehensive financial plans ...
Wealth Management Senior Financial Planner
Providence, RI · On-site
$110 - $135/hr
... our Wealth Management team. In this role, you will create and present comprehensive financial plans for our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. You'll serve as a trusted ...
New
Wealth Management Senior Financial Planner
Providence, RI · On-site
$110 - $135/hr
... our Wealth Management team. In this role, you will create and present comprehensive financial plans for our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. You'll serve as a trusted ...
New
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
New
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
New
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Business Support Manager II
Johnston, RI · On-site
Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...
Business Support Manager II
Johnston, RI · On-site
Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...
Business Support Manager II
Johnston, RI · On-site
Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...
Business Support Manager II
Johnston, RI · On-site
Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...
Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...
Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...
Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...
Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...
Private Client Relationship Manager
Franklin, MA · On-site
$83K - $104K/yr
PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the ... Leverage Salesforce CRM to track activity. Measures of Success include * Growth in net new ...
Private Client Relationship Manager
Franklin, MA · On-site
$83K - $104K/yr
PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the ... Leverage Salesforce CRM to track activity. Measures of Success include * Growth in net new ...
Wealth Manager information
See Riverside, RI salary details
$24K - $32.2K
9% of jobs
$32.2K - $40.4K
15% of jobs
$41K is the 25th percentile. Wages below this are outliers.
$40.4K - $48.5K
17% of jobs
The median wage is $51.3K / yr.
$48.5K - $56.7K
27% of jobs
$61.7K is the 75th percentile. Wages above this are outliers.
$56.7K - $64.9K
12% of jobs
$64.9K - $73K
8% of jobs
$73K - $81.2K
4% of jobs
$81.2K - $89.4K
3% of jobs
$89.4K - $97.5K
2% of jobs
$97.5K - $105.7K
2% of jobs
$105.7K - $113.9K
1% of jobs
$24K
$58.4K
$113.9K
How much do wealth manager jobs pay per year?
As of Aug 21, 2026, the average yearly pay for wealth manager in Riverside, RI is $58,423.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $67,200.00 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?
| 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.
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.
More about Wealth Manager jobs
What job categories do people searching Wealth Manager jobs in Riverside, RI look for?
The top searched job categories for Wealth Manager jobs in Riverside, RI are:
What cities near Riverside, RI are hiring for Wealth Manager jobs?
Cities near Riverside, RI with the most Wealth Manager job openings:
Full-time
Retirement
Re-posted 20 days ago
Fidelity Investments rating
8.7
Based on 272 frontline employees who took The Breakroom Quiz
16th of 151 rated financial services
Job description
Investment Management Consultant II
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client's Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services' voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.
The Expertise and Skills You Bring
- FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
- Hold appropriate state registrations
- Professional designation (CFP) preferred
- Minimum 7 years of financial relationship management experience
- Bachelor's degree or equivalent experience
- Deep understanding of managed account industry and Fidelity's managed offerings
- Broad-based knowledge and understanding of financial planning, investments, global economics, and the determinants of market movements
- Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs
- Demonstrated success in strong needs-based consultative sales skills and client/book management skills
- Excellent time management, organizational, and phone communication skills, coupled with strong decision-making abilities and sound judgment
- Ability to leverage expertise in the managed money industry and Fidelity's product line, including existing and emerging offerings, to deliver solutions aligned with client needs
- Able to handle a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM
- Participate in joint phone calls with Financial Consultants and clients during Annual Strategic Reviews, presenting recommendations, supporting retention and at-risk client discussions, and identifying additional sales opportunities
- Conduct pre- and post-sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
- Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources
- Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
- Ability to engage clients in response to their needs while leveraging strong practice management skills
The Team
The Investment Management Consultant II is part of Fidelity's Portfolio Advisory Services group, which operates within our Wealth business unit. We are leading providers of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You will work with them personally to help achieve their dreams - whether that's saving for college, for retirement, for a big vacation, or anything else. It is a serious responsibility and it's why we'll surround you with amazing, supportive people and all the tools you need. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Parlay your managed money expertise into a rewarding sales and relationship career in Financial Services.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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