Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects. * Leverages Corient resources and solutions. * Capable of sourcing and closing ...
Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects. * Leverages Corient resources and solutions. * Capable of sourcing and closing ...
Wealth Strategist
$116K - $149K/yr
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 ...
Wealth Strategist
$116K - $149K/yr
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 ...
The Willis Johnson Wealth (WJW) Wealth Management Development Program is a structured two-year rotational experience designed to build the technical foundation and professional confidence needed for ...
Quick apply
The Willis Johnson Wealth (WJW) Wealth Management Development Program is a structured two-year rotational experience designed to build the technical foundation and professional confidence needed for ...
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will be responsible for developing ...
Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will be responsible for developing ...
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 ...
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 ...
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 ...
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
$80K - $95K/yr
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...
Wealth Advisor
$80K - $95K/yr
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...
Wealth Management Advisor
Houston, TX · On-site
Our advisors provide holistic guidance across wealth management, retirement, risk management, business planning, and special needs planning, always with a people-first approach. We combine the feel ...
Quick apply
Wealth Management Advisor
Houston, TX · On-site
Our advisors provide holistic guidance across wealth management, retirement, risk management, business planning, and special needs planning, always with a people-first approach. We combine the feel ...
Wealth Advisor - Hybrid
Baytown, TX · Hybrid
Cetera is seeking a Wealth Advisor who will work directly with the Senior Wealth Advisor to deliver ... Internal management of accounts to include the maintenance of investment policy statements and ...
Wealth Advisor - Hybrid
Baytown, TX · Hybrid
Cetera is seeking a Wealth Advisor who will work directly with the Senior Wealth Advisor to deliver ... Internal management of accounts to include the maintenance of investment policy statements and ...
Wealth Advisor - Hybrid
Baytown, TX · Hybrid
Cetera is seeking a Wealth Advisor who will work directly with the Senior Wealth Advisor to deliver ... Internal management of accounts to include the maintenance of investment policy statements and ...
Wealth Advisor - Hybrid
Baytown, TX · Hybrid
Cetera is seeking a Wealth Advisor who will work directly with the Senior Wealth Advisor to deliver ... Internal management of accounts to include the maintenance of investment policy statements and ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... This Elite Growth Practice (EGP) Business Manager is a key contributor to a Financial Advisor team ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... This Elite Growth Practice (EGP) Business Manager is a key contributor to a Financial Advisor team ...
Wealth Management Advisor
Houston, TX · On-site
Our advisors provide holistic guidance across wealth management, retirement, risk management, business planning, and special needs planning, always with a people-first approach. We combine the feel ...
Wealth Management Advisor
Houston, TX · On-site
Our advisors provide holistic guidance across wealth management, retirement, risk management, business planning, and special needs planning, always with a people-first approach. We combine the feel ...
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the ... Managing client communications and follow-up with clients' other advisors * Ensuring adherence to ...
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the ... Managing client communications and follow-up with clients' other advisors * Ensuring adherence to ...
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
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 ...
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless ...
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless ...
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
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 ...
Wealth Manager information
See Spring, TX salary details
$21.8K - $29.2K
9% of jobs
$29.2K - $36.6K
15% of jobs
$37.2K is the 25th percentile. Wages below this are outliers.
$36.6K - $44K
17% of jobs
The median wage is $46.5K / yr.
$44K - $51.4K
27% of jobs
$56K is the 75th percentile. Wages above this are outliers.
$51.4K - $58.8K
12% of jobs
$58.8K - $66.2K
8% of jobs
$66.2K - $73.6K
4% of jobs
$73.6K - $81K
3% of jobs
$81K - $88.4K
2% of jobs
$88.4K - $95.8K
2% of jobs
$95.8K - $103.2K
1% of jobs
$21.8K
$53K
$103.2K
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.
Is 200,000 enough to work with a financial advisor?
How many financial advisors make $500,000 a year?
What is a wealth manager?
How much do wealth managers earn?
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 exactly does a wealth manager do?
What are the key skills and qualifications needed to thrive as a Wealth Manager, and why are they important?
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 23 days ago
Job description
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
- Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers.
- Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations.
- Participate in pre-meeting preparations, document discussions during meetings, and follow up on action items.
- Provide exceptional value-added service, advice, and deliverables to assigned client families.
- Offer strategic consulting advice, set goals, and provide comprehensive financial planning support.
- Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects.
- Leverages Corient resources and solutions.
- Capable of sourcing and closing business independently.
Qualifications & Requirements
- Bachelor's degree in Finance, Economics, or a related field.
- Proven experience in Wealth Management or similar role.
- CFP, CFA, CPA, JD, or MBA required.
- Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.
- Strong analytical mindset, attention to detail, and problem-solving abilities.
- Collaborative team player with a proactive approach to work.
- Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
Competencies
- Strong analytical and problem-solving skills
- Communicate effectively, both orally and in writing
- High emotional intelligence and situational awareness
Physical Requirements
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts& Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.