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Wealth Manager Jobs (NOW HIRING)

Raya Workforce

Wealth Manager

Melville, NY · On-site

$50K - $60K/yr

Wealth Manager Location: Melville, NY Employment Type: Full-Time Overview: We are seeking a Wealth Manager to serve as a trusted advisor to individuals, families, and business clients. The ideal ...

TalentLink Solutions

Wealth Manager

Del Mar, CA · On-site

$90K - $135K/yr

We're seeking a Wealth Manager- a CFP professional who demonstrates high quality service for clients. This role services as the primary relationship contact for a specific client set, nurturing the ...

ProspectBlue

Wealth Manager

Richmond, VA

Growing RIA Seeking Experienced Wealth Management Professionals - Richmond, Virginia Are you a wealth management professional who feels like you're building someone else's business instead of your ...

MassMutual South Carolina

Wealth Manager

Greenville, SC · Remote

$150K - $300K/yr

About the job Are you a wealth manager looking to grow your book of business? We offer supported independence, cutting edge technology, financial strength, sales expertise, and ultra-competitive ...

Anew Recruiting

Senior Wealth Manager

Salt Lake City, UT · Hybrid

$200K - $225K/yr

Senior Wealth Manager - Private Wealth / Family Office On-Site 4x a week - Salt Lake City, UT A rapidly growing independent wealth management firm is seeking an experienced Senior Wealth Manager to ...

W3Global Inc.

Wealth Manager

Peoria, AZ

$100K - $130K/yr

Wealth Manager Location: Peoria, AZ Job Type: Full-Time | On-site About the Role We are seeking a driven and client-focused Wealth Manager to join a growing financial services firm specializing in ...

Spectrum Financial Group

Wealth Manager

Dallas, TX · Remote

$90K - $150K/yr

Position Overview We are seeking a motivated, relationship-driven Wealth Manager to join our team. In this role, you will deliver personalized financial guidance, build strong long-term client ...

W3Global Inc.

Wealth Manager

Peoria, AZ · On-site

$100K - $130K/yr

Wealth Manager Location: Peoria, AZ Job Type: Full-Time | On-site About the Role We are seeking a driven and client-focused Wealth Manager to join a growing financial services firm specializing in ...

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Wealth Manager information

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$24.5K

$59.5K

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How much do wealth manager jobs pay per year?

As of May 30, 2026, the average yearly pay for wealth manager in the United States is $59,525.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $68,500.00 per year, depending on experience, location, and employer.

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?

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.

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 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 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.

More about Wealth Manager jobs
What cities are hiring for Wealth Manager jobs? Cities with the most Wealth Manager job openings:
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What states have the most Wealth Manager jobs? States with the most job openings for Wealth Manager jobs include:
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Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in the United States as of May 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $59,525 per year, or $28.6 per hour.
Wealth Manager

Wealth Manager

Center for Wealth Preservation

Woodbury, NY • Remote

$80K - $250K/yr

Full-time

Posted 2 days ago

Job description

Why Join the Center for Wealth Preservation (CWP)?

Because high performers need leverage—not limitations.

CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. We combine personalized attention with modern resources and open architecture—so you can move faster and think bigger.

What sets CWP apart:

  • Dedicated Sales Execution Team– You drive strategy; we help drive results
  • Tailored Compensation– Earnings programs aligned to your goals and experience
  • Lead Program– Qualified opportunities to accelerategrowth
  • Accelerated Growth Path– Develop into a top-tier advisor in months, not years
  • Unmatched Support– Financial planningwithexpert case designfromourattorney and CFP on staff, as well as an in-house dedicated marketing team
  • Flexibility– Work from anywhere without sacrificing support orstandards
  • Teaming Model– Collaborate with other high performers to expand capacity
  • Culture That Performs– Growth-focused, professional, and built around execution

At CWP, you’re not asked to fit into a system. You’re given the platform to perform at a higher level.

If you want problems worth solving, authority to act, and a firm built to support decisive professionals—this is your move

Looking for a career where performance actually means something?

You don’t need experience in financial services to succeed here, but you do need discipline, accountability, and the desire to perform at a high level.

As a Wealth Manager your work directly influences how clients protect their families, plan for the future, and make confident decisions during critical moments. The impact is real, and the responsibility is earned.

This is a performance profession.

You’ll be trained to evaluate situations, manage risk, and provide clear direction when complexity or uncertainty exists. Over time, clients will rely on your judgment—not because of years in the industry, but because of your consistency, preparation, and follow-through.

Results matter. Effort alone doesn’t.

With structured training, proven strategies, and access to experienced mentors, you’ll learn how to perform under pressure and make decisions that stand up over time. As your skill grows, so does your authority.

This is how professionals are built.

If you’re ready to be developed, measured, and rewarded based on performance and want a career where your work has a lasting impact, this is your opportunity.

Take our 5-min survey to explore fit.