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Wealth Manager Jobs (NOW HIRING)

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 ...

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 ...

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 ...

Fusco Personnel Inc.

PRIVATE WEALTH MANAGER

Latham, NY · On-site

Fusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor for high-net-worth individuals ...

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

Be Seen First

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 ...

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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 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.

Wealth Manager

Addison Group

Peoria, AZ • On-site

$100K - $120K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Job description

Job Title: 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 position is eligible for health, dental, and vision coverage (75% employer-paid), 401(k) with 5% match, Roth option, PTO starting at 3 weeks/year, sick time, educational support, and annual award trips for goal achievement.

About Our Client:

Addison Group is hiring on behalf of a growing wealth management firm focused on helping clients save, invest, and plan for retirement with conservative, lower-risk strategies. The firm emphasizes a culture of collaboration, professional growth, and long-term career opportunity, with a strong retention rate and promotion-from-within philosophy. Advisors have access to AI-driven lead generation tools and a highly supportive team environment.

Job Description:

This Wealth Manager role offers a structured career path with a three-month training program before engaging in client-facing activities. Candidates will learn a consultative sales approach, obtain licensing if needed, and develop a book of business while delivering high-quality financial presentations.

Key Responsibilities:

• Complete a formal 3-month advisor training program

• Learn and apply the firm’s consultative sales methodology

• Obtain Series 65 license if not currently held

• Build and expand a portfolio of clients

• Conduct polished presentations, including group seminars and dinners

• Generate new assets consistently, with growth expectations of $2M+ per month when fully ramped

• Leverage internal marketing and AI-enabled lead tools

• Manage client relationships using CRM and portfolio management platforms (Salesforce, Orion, Wealthscape)

• Maintain a disciplined daily routine to drive consistent prospecting and client follow-up

Qualifications:

Required:

• 10+ years professional experience in insurance, financial services, fundraising, or consultative sales

• Bachelor’s degree

• Polished, professional presence with strong public speaking skills

• Demonstrated ability to generate revenue through presentations

• High level of discipline and structured daily habits

• Ability to quickly build trust and establish high-level connections

Preferred:

• Series 65 license or willingness to obtain during training

• Experience using Salesforce, Orion, or Wealthscape

• Experience in growth-focused, team-oriented environments

Culture Fit / Soft Skills:

• Growth mindset and coachable nature

• Team-first mentality and collaboration-focused

• Strong morning routine and personal development habits

• Comfortable presenting to groups and leading client-facing events

Additional Details:

• Reporting to Director of Sales

• Small team, highly collaborative environment

• Flexible work-life balance with weekly half-day Fridays

• Opportunities for long-term growth and uncapped earnings potential

• Stable, growing firm with a strong emphasis on teamwork and AI-driven client acquisition

Perks:

• Access to high-quality leads through AI and internal marketing

• Low turnover with 95% retention among senior staff

• Professional development and education support

• Award trips for goal attainment

• Collaborative, people-first office environment

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.