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Wealth Manager Jobs in Spring Hill, FL (NOW HIRING)

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, feeonly Registered Investment Advisor (RIA) with more than four decades of ...

Vanguard

Senior Wealth Advisor

Tampa, FL · On-site

Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients. Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP ® ) with a ...

Vangard, Inc.

Senior Wealth Advisor

Tampa, FL · On-site

Responsibilities Wealth Advisors onboard clients and manage a book of business that can include high-profile, and influential individuals and families. By communicating Vanguard's investment ...

Truist

Wealth Advisor III - Tampa / Naples

Tampa, FL · 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 ...

Truist

Wealth Advisor III - Tampa / Naples

Tampa, FL · 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 ...

Huntington

Private Bank Wealth Advisor II

Tampa, FL · On-site +1

The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.

Northern Trust

Wealth Strategist

Tampa, FL · On-site

$114K - $148K/yr

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 ...

Northern Trust

Wealth Strategist

Tampa, FL · On-site

$114K - $148K/yr

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 ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Spring Hill, FL

Wealth Manager information

See Spring Hill, FL salary details

$20.8K

$50.5K

$98.4K

How much do wealth manager jobs pay per year?

As of Aug 29, 2026, the average yearly pay for wealth manager in Spring Hill, FL is $50,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,600.00 and $58,100.00 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?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent 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.
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The top searched job categories for Wealth Manager jobs in Spring Hill, FL are:

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Cities near Spring Hill, FL with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Spring Hill, FL as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 78% Physical, 2% Hybrid, and 20% Remote job distribution, with an average salary of $50,501 per year, or $24.3 per hour.

Senior Wealth Advisor-Remote

Tampa, FL • On-site, Remote

RK Partners
See more jobs at RK Partnersexternal

Full-time

Posted 8 days ago

Job description

Senior Wealth Manager

Presented by Rekroot on behalf of our client

About the Firm

Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of experience serving individuals, families, business owners, and institutional clients. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.

The organization manages approximately $8 billion in assets and is committed to delivering proactive, high‑touch guidance across all areas of clients’ financial lives.

Position Overview

Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive significant growth by representing the firm’s value proposition, delivering white‑glove service, and serving as a trusted advisor to high‑net‑worth clients — all with the support of a collaborative team behind you.

Senior Wealth Managers are long‑term strategic hires with a clear path to ownership.

This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts in a clear, relatable way. You will lead client relationships, oversee advanced planning engagements, and contribute meaningfully to both business development and client service.

What You Bring

Education & Credentials

  • Bachelor’s degree from an accredited four‑year university (social sciences or business preferred)
  • CFP® designation required

Experience

  • 6+ years serving as a lead advisor or consultant for high‑net‑worth clients within a wealth management firm or the tax division of an accounting firm
  • Proven experience as the primary relationship owner for complex client households

Lead Advisor Capabilities

  • Serve as the primary advisor and decision‑maker for high‑net‑worth clients
  • Lead client review and discovery meetings, including advanced planning scenarios
  • Deliver strategies across tax, estate, investments, retirement, and risk management
  • Coordinate tax strategy with external CPAs
  • Experience with equity compensation planning, business owners, or other specializations is a plus
  • Guide clients through retirement income and distribution planning
  • Partner with estate attorneys on legacy planning

Technical & Analytical Skills

  • Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
  • Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
  • Commitment to a fee‑only, client‑first planning environment
  • Belief in academically grounded investment philosophy
  • Respect for confidentiality and fiduciary responsibility

Leadership & Growth Mindset

  • Invest in the development of Planners and Wealth Managers
  • Strong communication skills — written, verbal, and interpersonal
  • Positive, client‑focused attitude
  • Self‑motivated and able to operate independently

Business Development Experience

  • Lead the full discovery and onboarding process for new clients
  • Generate new business through referrals, firm‑generated leads, and personal networks
  • Consistently contribute to revenue growth and new client acquisition
  • Act as an ambassador for the firm by clearly articulating its value proposition

Why Work With Our Client

You’ll have the opportunity to learn from a team of experts, make a meaningful impact on clients’ lives, and contribute to a collaborative, values‑driven culture. The firm invests deeply in the people who take care of clients.

Compensation & Benefits

  • Competitive compensation with annual bonuses
  • Comprehensive benefits package
  • Daily catered lunch
  • Free access to an on‑site workout facility
  • Professional development support