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Wealth Manager Jobs (NOW HIRING)

Willis Johnson Wealth

Associate Wealth Manager

Houston, TX · On-site

$80K - $125K/yr

The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and ...

Focus Financial Partners

Wealth Manager

Seattle, WA · On-site

$150K - $250K/yr

Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

The wealth manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high-net-worth clients. Nature of the ...

Redwood Credit Union

Wealth Manager

Napa, CA

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the planning, organization, and management of Redwood Credit Union's Wealth Management program. Emphasis is ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 Fairview Park Dr. Suite 230, Falls Church ...

Osaic

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 Fairview Park Dr. Suite 230, Falls Church ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the planning, organization, and management of Redwood Credit Union's Wealth Management program. Emphasis is ...

Redwood Credit Union

Wealth Manager

Napa, CA

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the planning, organization, and management of Redwood Credit Union's Wealth Management program. Emphasis is ...

Advisor Group

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

Current Employees and Contractors Apply Here Osaic Careers Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 Fairview Park Dr. Suite 230, Falls Church ...

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 ...

Plancorp

Senior Wealth Manager

Saint Louis, MO · On-site

Description Plancorp is seeking a Senior Wealth Manager to join our growing team. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides ...

AllianceBernstein

Private Wealth Manager

San Diego, CA · On-site

$108K - $117K/yr

This position is responsible for managing all aspects of San Diego's Private Wealth Management sales support and client service functions. Key responsibilities include the following: * Recruit ...

Addison Group

Wealth Manager

Peoria, AZ · On-site

$100K - $120K/yr

Wealth Manager (2 Openings) Location (City, State): Peoria, AZ Compensation: $100K-$120K base during ramp-up, then $70K base + commission (10-20 bps); Industry: Financial Services Benefits: This ...

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Wealth Manager information

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$59.5K

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How much do wealth manager jobs pay per year?

As of Aug 21, 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 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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Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $59,525 per year, or $28.6 per hour.

Associate Wealth Manager

Willis Johnson Wealth

Houston, TX • On-site

$80K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Job description

The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and exciting responsibilities and are responsible for leading select client cases. The Associate Wealth Manager will be the main point of contact for client correspondence and help develop and maintain client relationships.
Why Willis Johnson Wealth?
Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first-all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management.
The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities
  • Input data into financial planning software
  • Prepare comprehensive financial plans, reviews, reports and client presentations
  • Prepare Senior Advisor and staff in advance to client meetings
  • Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
  • Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff
  • Implement approved financial plans and investment strategies
  • Develop and deepen client and prospect relationships
  • Respond directly to client requests
  • May perform basic investment research and research client's company benefits
  • Attend weekly Wealth Management meetings and bi-monthly Investment Team meetings.
Qualifications
  • Bachelor's degree in Finance, Business, Accounting or Financial Planning required
  • Master's or Graduate degree preferred (Masters in Finance, JD, MBA)
  • Three or more years working experience in similar industry
  • Have attained CFP, CFA, or CPA designation
  • Currently possess or pursuing the Series 65 securities licenses
  • Strong technical and interpersonal skills
  • Confident, poised and professional in appearance
  • Ability to take on creative challenges and manage workload on tight deadlines
  • Ability to collaborate and contribute to a team environment
  • Must be willing to relocate to Houston, TX

What We Offer
  • Collaborative, Positive Teammates
  • Advancement Opportunities
  • Autonomy in Your Role
  • Professional Development Options
  • Rewarding Work That Matters
Compensation & Benefits
  • Salary range: $80,000-$125,000/year, plus quarterly bonuses based on company and personal performance
    • Total Compensation range with Bonus = $115,000 - $170,000.
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
  • 11 paid holidays and 15 PTO days to use at your discretion.
  • Employer paid Health/Dental/Vision insurance premiums for individuals and families.
  • Employer HSA contributions
  • Employer paid Life and Long-Term Disability

Apply