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Wealth Manager Jobs in Springfield, MA (NOW HIRING)

M&T Bank

Wealth Advisor Team Leader

Hartford, CT

$184K - $307K/yr

Works closely with senior management in managing the team. Primary Responsibilities: * Lead a team of Wealth Advisors to meet established objectives. * Oversee Wealth Advisor pipelines, sales and ...

Wilmington Trust

Wealth Advisor Team Leader

Hartford, CT · On-site

$184K - $307K/yr

Works closely with senior management in managing the team. Primary Responsibilities: * Lead a team of Wealth Advisors to meet established objectives. * Oversee Wealth Advisor pipelines, sales and ...

FAVARH

Product Manager, Wealth Management

Hartford, CT · On-site

Start your Voyage - Apply Now Profile Summary Seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management and retail advisor ...

Citizens

Wealth Advisor - Ludlow, MA

Ludlow, MA

$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 ...

Citizens Bank

Wealth Advisor - Ludlow, MA

Ludlow, MA · 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 ...

Citizens

Wealth Advisor - Ludlow, MA

Ludlow, MA

$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 ...

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All JobsWealth Manager JobsWealth Manager Jobs in Springfield, MA

Wealth Manager information

See Springfield, MA salary details

$24.4K

$59.3K

$115.6K

How much do wealth manager jobs pay per year?

As of Jun 29, 2026, the average yearly pay for wealth manager in Springfield, MA is $59,317.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $68,300.00 per year, depending on experience, location, and employer.

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 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 200,000 enough to work with a financial advisor?

A wealth manager typically works with clients who have substantial assets, often starting at several hundred thousand dollars. While $200,000 can be a significant amount for financial planning, some advisors may require higher minimum investments or fees, depending on their fee structure and services offered.

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.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary ranging from $80,000 to $150,000, with top earners making over $200,000 depending on experience, client base, and location. Compensation often includes bonuses and commissions based on assets under management and performance.

Can financial advisors make $500,000 a year?

Wealth managers and financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, and strong sales skills. Achieving this level often requires years of experience, professional certifications like the CFP or CFA, and a focus on high-value financial planning and investment management.

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?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

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.
More about Wealth Manager jobs
What job categories do people searching Wealth Manager jobs in Springfield, MA look for? The top searched job categories for Wealth Manager jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Wealth Manager jobs? Cities near Springfield, MA with the most Wealth Manager job openings:
Wealth Manager jobs near you
Wealth Advisor Team Leader

Wealth Advisor Team Leader

M&T Bank

Hartford, CT

$184K - $307K/yr

Full-time

Posted 16 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 182 frontline employees who took The Breakroom Quiz

67th of 142 rated banks

Job description

Overview:

This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor. Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team.


Primary Responsibilities:

  • Lead a team of Wealth Advisors to meet established objectives.
  • Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI (center of influence), pre and post-calls, relationship reviews and sales coaching and team sales coaching programs to ensure goals are met.
  • Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients.
  • Manage and participate in deepening existing client relationships, driving new client relationships and ensuring these relationships utilize multiple Wealth Advisory solutions, including planning, fiduciary, investments, private banking, brokerage and insurance to support growth strategies.
  • Develop and maintain a pipeline of Wealth Advisor talent to support continued growth of the business.
  • Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
  • Drive individual production as a Wealth Advisor.
  • Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
  • Complete other related duties as assigned.

Scope of Responsibilities:

This position provides leadership and oversight of a Wealth Advisor sales team within a specific region. Assisting the Market Leader in developing and implementing talented Wealth Advisor teams, sales strategies and delivering results on the strategy are key components of the job.

Managerial/Supervisory Responsibilities:

Manager a staff ranging from 4 - 8


Education and Experience Required:
Bachelor's degree and a minimum of 9 years' relevant experience, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 9 years' relevant experience
Minimum of 3 years' managerial, supervisory and/or work leadership experience

Experience selling effectively to current and prospective clients
Knowledge of wealth management and industry product offerings
Excellent communication skills
Excellent interpersonal skills
Excellent presentation skills
Strong analytical skills
Strong decision-making skills
Strong strategic planning skills
Proficiency with personal computers and relevant software packages
Education and Experience Preferred:
MBA (Master's degree in Business Administration)
Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification
Demonstrated in-depth wealth management product knowledge
Excellent sales skills
Excellent relationship management skills
Prior trust planning, fiduciary, private banking and/or investment experience

#LI-LA1

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#wilmingtontrust

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $184,400.00 - $307,400.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationHartford, Connecticut, United States of America

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