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Wealth Manager Jobs (NOW HIRING)

ACC Recruiters

Entry Level Wealth Manager

Saint Louis, MO · On-site

$39K - $50K/yr

This is an exceptional opportunity to launch a long-term career in wealth management by working directly with an experienced Financial Advisor. You'll gain mentorship, training, and hands-on ...

Brophy Wealth Management, LLC

Wealth Advisor

Bedford, NH · On-site

For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people--not production--first. We're looking for an experienced Wealth Manager who wants to spend ...

New

Fusco Personnel, Inc.

Private Wealth Manager

Albany, NY · On-site

$90/hr

PRIVATE WEALTH MANAGER Full-Time/In-Person/ Capital Region Fusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to ...

Brophy Wealth Management, LLC

Wealth Advisor

Bedford, NH · On-site

$90K - $120K/yr

Wealth Advisor Brophy Wealth Management, LLC Stop Prospecting. Start Advising. For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people--not ...

Cetera

Senior Wealth Advisor - IAR Only

Houston, TX · Hybrid

$115K/yr

Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support. What ...

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Wealth Manager information

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$24.5K

$59.5K

$116K

How much do wealth manager jobs pay per year?

As of Jul 11, 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.

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?

As a wealth manager, working with clients who have $200,000 or more in assets is common, but the amount needed to engage a financial advisor varies based on the advisor's fee structure and services. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur approximately $2,000 annually. Some firms offer fee-only or flat-fee options suitable for clients with this level of assets.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including wealth managers, earn $500,000 or more annually. Achieving this level typically requires extensive experience, a strong client base, and often specialization in high-net-worth individuals, along with certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher income levels through performance-based bonuses and commissions.

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 of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced professionals with certifications like the Certified Financial Planner (CFP) can earn higher salaries, especially when managing high-net-worth clients.

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.
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Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in the United States as of July 2026, with employment types broken down into 85% Full Time, 13% Part Time, 1% Temporary, and 1% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $59,525 per year, or $28.6 per hour.
Senior Wealth Manager

Senior Wealth Manager

Leah Yosef International, Inc.

Manhattan, NY

Other

Re-posted 20 days ago

Job description

Senior Wealth Manager

2B+ AUM RIA

Overview

Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.

No cap on upside. Long term payouts in perpetuity.

Highlights

  • Top 25 firm in the WAS custodial referral program channel
  • Opportunity for overrides while assisting Financial Advisors nationwide to close business.
  • Above market payout in perpetuity on all AUM
  • Strong access to alternatives platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • The Firm has been growing consistently year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.

Requirements

  • 7+ years of experience advising high-net-worth clientele on all aspects of wealth and investment management.

  • Success sourcing and closing business within a custodial referral channel preferred (SAN or WAS).

Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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