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Wealth Manager Jobs (NOW HIRING)

Shoker Investments

Wealth Manager

Oxford, OH · On-site

Wealth Manager (Full-Time) Location: Oxford, Ohio Company: Shoker Investments Job Type: Full-Time Experience Level: Mid-to-Senior Level Position Summary We are seeking a dedicated and experienced ...

FIRST MERCHANTS

Senior Wealth Manager

Indianapolis, IN · On-site

The Senior Wealth Manager requires the ability to deliver comprehensive financial advice and planning to clients and prospects. This individual will collaborate with other team members and clients ...

Shoker Investments

Wealth Manager

Oxford, OH · On-site

Wealth Manager (Full-Time) Location: Oxford, Ohio Company: Shoker Investments Job Type: Full-Time Experience Level: Mid-to-Senior Level Position Summary We are seeking a dedicated and experienced ...

Addison Group

Wealth Manager

Peoria, AZ

$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 ...

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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$24.5K

$59.5K

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How much do wealth manager jobs pay per year?

As of May 31, 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

Shoker Investments

Oxford, OH • On-site

Full-time

Medical, Dental, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Wealth Manager (Full-Time)

Location: Oxford, Ohio 
Company: Shoker Investments
Job Type: Full-Time
Experience Level: Mid-to-Senior Level

Position Summary

We are seeking a dedicated and experienced Wealth Manager to join our advisory team. In this role, you will serve as a trusted partner to high-net-worth individuals and families, guiding them through personalized financial planning and investment strategies. This is an excellent opportunity for a relationship-driven professional who values transparency, fiduciary responsibility, and long-term client success.

Key Responsibilities
  • Serve as the primary advisor to clients, providing comprehensive wealth management and financial planning services
  • Grow our business strategically by cultivating new client relationships through referrals, networking, and community engagement
  • Develop customized investment strategies in alignment with clients’ goals, risk tolerance, and time horizons
  • Conduct regular portfolio reviews and proactively recommend adjustments based on market trends and client objectives
  • Collaborate with internal team members on portfolio management, research, and financial planning deliverables
  • Build and maintain long-term relationships through excellent service, transparency, and timely communication
  • Support business development efforts by participating in client events, marketing initiatives, and outreach strategies
  • Consistently and accurately manage client data and interactions using our CRM software platform, ensuring up-to-date, compliant records
  • Maintain thorough documentation of client interactions, financial plans, and investment decisions in accordance with regulatory standards
Requirements
  • Required: 
    • Active Series 65
    • Experience in financial services working with clients with a track record of success
  • Preferred:
    • CFP® designation
    • Ability to transition an existing book of business (preferred, but not required)
  • Depth of experience working with high-net-worth or ultra-high-net-worth clients
  • Mastery of various financial planning and investment software products
  • Strong analytical and communication skills
  • Relationship-focused with a deep commitment to serving clients’ best interests
  • Organized and self-motivated with the ability to work both independently and collaboratively
Benefits & Compensation
  • Compensation: Competitive base pay plus performance-based quarterly bonus
  • 401(k): Employer matching 401(k) plan
  • Time Off: Paid holidays, vacation, and personal days
  • Parental Leave: Paid parental leave for all new parents
  • Health & Wellness:
    • Health and dental stipend
    • Wellness stipend to support physical and mental health
  • Office Culture:
    • Casual dress code in the office; professional dress for all client meetings (virtual or in-person)
    • Lunch provided once per week
    • Newly renovated working space
Why Join Shoker Investments?
  • Client-First Culture: Work in a true fee-only fiduciary environment with no product sales or hidden incentives
  • Experienced Team: Join a collaborative firm with a 30+ year track record of client success
  • Growth-Oriented: Access to ongoing professional development and career advancement opportunities
  • Values-Driven: Join a firm built on integrity, transparency, and personalized service
About Shoker Investments

With over 30 years of industry experience and a client-first philosophy, Shoker Investments has built a reputation for delivering independent, fee-only investment counsel. Founded in 1990 by Randall Shoker as Shoker Investment Counsel, Inc., the firm was established on the belief that unbiased advice can only come from a compensation model free of commissions and sales incentives. By eliminating all forms of third-party compensation, we remain fully aligned with our clients’ best interests—delivering tailored strategies that support both financial security and long-term wealth goals.