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.
Tax Manager
Houston, TX · On-site
$101K - $132K/yr
Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it's a core part of the client experience. Our clients rely on us not only for ...
Quick apply
Tax Manager
Houston, TX · On-site
$101K - $132K/yr
Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it's a core part of the client experience. Our clients rely on us not only for ...
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 ...
Private Wealth Director
Houston, TX · On-site
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...
Private Wealth Director
Houston, TX · On-site
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most ...
Part-time Tax Manager
Houston, TX · On-site
$101K - $132K/yr
Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it's a core part of the client experience. Our clients rely on us not only for ...
Quick apply
Part-time Tax Manager
Houston, TX · On-site
$101K - $132K/yr
Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it's a core part of the client experience. Our clients rely on us not only for ...
Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client's financial picture and develop comprehensive short and long term plans. * Drive ...
Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client's financial picture and develop comprehensive short and long term plans. * Drive ...
Private Wealth Advisor I/II/III
Houston, TX · On-site +1
Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client's financial picture and develop comprehensive short and long term plans. * Drive ...
Private Wealth Advisor I/II/III
Houston, TX · On-site +1
Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client's financial picture and develop comprehensive short and long term plans. * Drive ...
Wealth Management Associate - Retirement Benefits Group - TX, Houston (3148)
Houston, TX · On-site +1
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 ...
Wealth Management Associate - Retirement Benefits Group - TX, Houston (3148)
Houston, TX · On-site +1
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 ...
Fiduciary Advisor - Houston Metro - $100K Base Salary + Uncapped Performance-Based Upside
Houston, TX · On-site
$100K/yr
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan ® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us ...
New
Fiduciary Advisor - Houston Metro - $100K Base Salary + Uncapped Performance-Based Upside
Houston, TX · On-site
$100K/yr
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan ® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us ...
New
Wealth Management Advisor II
Houston, TX · On-site
Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank ... Wealth Management Advisor II At Fifth Third, we understand the importance of recognizing our ...
Wealth Management Advisor II
Houston, TX · On-site
Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank ... Wealth Management Advisor II At Fifth Third, we understand the importance of recognizing our ...
Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client's financial picture and develop comprehensive short and long term plans. * Drive ...
Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client's financial picture and develop comprehensive short and long term plans. * Drive ...
Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank ... Wealth Management Advisor II At Fifth Third, we understand the importance of recognizing our ...
Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank ... Wealth Management Advisor II At Fifth Third, we understand the importance of recognizing our ...
Tax Manager
Houston, TX · On-site
$106K - $138K/yr
Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it's a core part of the client experience. Our clients rely on us not only for ...
Tax Manager
Houston, TX · On-site
$106K - $138K/yr
Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it's a core part of the client experience. Our clients rely on us not only for ...
Part-time Tax Manager
Houston, TX · On-site
$101K - $132K/yr
Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it's a core part of the client experience. Our clients rely on us not only for ...
Part-time Tax Manager
Houston, TX · On-site
$101K - $132K/yr
Who We Are Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it's a core part of the client experience. Our clients rely on us not only for ...
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.
Wealth Planner
Houston, TX · On-site +1
$51K - $70K/yr
Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. * Provide mentorship, training, and guidance to wealth advisors on financial ...
Wealth Planner
Houston, TX · On-site +1
$51K - $70K/yr
Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. * Provide mentorship, training, and guidance to wealth advisors on financial ...
Wealth Planner
Houston, TX · On-site +1
$49K - $68K/yr
Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. * Provide mentorship, training, and guidance to wealth advisors on financial ...
Wealth Planner
Houston, TX · On-site +1
$49K - $68K/yr
Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. * Provide mentorship, training, and guidance to wealth advisors on financial ...
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 ...
Senior Wealth Strategist
Houston, TX · On-site
$116K - $149K/yr
This role partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated wealth strategies, and support implementation. The role ...
Senior Wealth Strategist
Houston, TX · On-site
$116K - $149K/yr
This role partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated wealth strategies, and support implementation. The role ...
Director, Wealth Portfolio management is primarily responsible for all aspects of client engagement for asset management professionals and management of the Wealth Portfolio Management group. The ...
Director, Wealth Portfolio management is primarily responsible for all aspects of client engagement for asset management professionals and management of the Wealth Portfolio Management group. The ...
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.
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
Medical, Dental, Vision, Life, Retirement
Re-posted 23 days ago
Equitable rating
8.2
Based on 22 frontline employees who took The Breakroom Quiz
Job description
Role Highlights
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
- Location: In-office presence required
- Work-Life Balance: Flexible schedule to maximize productivity and personal time
Qualifications
Skills & Experience
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
Training & Development
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
- Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
- Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
- Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
- Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
What Equitable employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Equitable
Sourced by ZipRecruiter
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1859