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Wealth Mentor Jobs (NOW HIRING)

TFO Wealth Partners

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

TFO Wealth Partners is seeking a Family Wealth Strategist. _____ The Family Wealth Strategist ... Mentor and collaborate with internal advisers and associates to support client relationships

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Trains, coaches, and/or mentors Associates and Senior Associates. * Contributes to the Team ...

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... Trains, coaches, and/or mentors Associates and Senior Associates. * Contributes to the Team ...

RMR Wealth Builders, Inc.

Wealth Advisor

Montclair, NJ · On-site

RMR Wealth Builders is seeking a Wealth Advisor to join our growing team at our Montclair, New ... Mentorship from experienced advisors and firm leadership. * Revenue‑generating career track with ...

Heritage Wealth Advisors

Wealth Advisor

Richmond, VA · On-site

Contribute beyond your own relationships by mentoring associates, sharing expertise, and helping ... About Heritage Heritage Wealth Advisors is an independently owned Registered Investment Advisor and ...

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on finance markets, tax laws, and planning strategies to provide informed advice. Qualifications ...

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Wealth Mentor information

See salary details

$47K

$103.1K

$148.5K

How much do wealth mentor jobs pay per year?

As of Sep 13, 2026, the average yearly pay for wealth mentor in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What is a wealth mentor?

A Wealth Mentor is a professional who provides guidance and support to individuals or businesses looking to improve their financial situation and achieve their wealth-building goals. They offer personalized advice on topics such as investing, saving, budgeting, and financial planning. Wealth Mentors often draw from their own experiences and expertise to help clients develop strategies for growing and preserving wealth. Their role can include educating clients about financial concepts, holding them accountable to their goals, and helping them overcome obstacles that may be hindering their financial progress.

What does a wealth mentor do?

A Wealth Mentor works closely with clients through one-on-one sessions to understand their unique financial goals, risk tolerance, and current financial situation. They provide tailored advice and actionable plans, often utilizing tools like budgeting software or investment tracking platforms. Regular check-ins and progress reviews are common, ensuring clients stay on track and adjust strategies as needed. Collaboration also often extends to coordinating with other financial professionals, such as accountants or investment advisors, to provide holistic guidance.

What skills and qualifications are needed to thrive as a wealth mentor?

To thrive as a Wealth Mentor, you need a solid understanding of personal finance, investment strategies, and wealth-building principles, often supported by relevant certifications such as CFP or financial coaching credentials. Familiarity with financial planning software, budgeting tools, and portfolio management systems is typically required. Outstanding communication, active listening, and motivational skills help build trust and effectively guide clients toward their financial goals. These skills and qualities are crucial for empowering clients to make informed decisions and achieve long-term financial success.

What is the difference between Wealth Mentor vs Financial Advisor?

AspectWealth MentorFinancial Advisor
CredentialsCertifications like CFP, ChFC, or similarCFP, CFA, or similar certifications
Work EnvironmentOne-on-one coaching, educational settings, online platformsClient meetings, financial planning firms, banks
Employer & IndustryIndependent, coaching firms, financial education companiesFinancial institutions, advisory firms, banks
Primary FocusFinancial education, mindset, and strategy coachingInvestment management, financial planning, portfolio advice

While both roles involve financial expertise, a Wealth Mentor primarily focuses on coaching clients to develop financial literacy and mindset, whereas a Financial Advisor provides personalized investment and financial planning services. The Wealth Mentor emphasizes education and empowerment, often working independently or in coaching settings, while the Financial Advisor typically works within firms offering comprehensive financial solutions.

What are popular job titles related to Wealth Mentor jobs?

For Wealth Mentor jobs, the most frequently searched job titles are:

Infographic showing various Wealth Mentor job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 90% Full Time, 7% Part Time, and 1% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Family Wealth Strategist I

Maumee, OH

TFO Wealth Partners, LLC
See more jobs at TFO Wealth Partners, LLCexternal

$114K - $148K/yr

Full-time

Re-posted 23 days ago

Job description

Description

TFO Wealth Partners is seeking a Family Wealth Strategist.
_______________________________________________________________________________________________________________
 

The Family Wealth Strategist serves as the primary adviser and trusted relationship leader for assigned client families. This role is ideal for a seasoned professional who enjoys being the "face of the client relationship," leading complex planning conversations, and mentoring a team of experienced advisers, associates, and client coordinators. The ultimate goal of this role is to help high-net-worth families become stronger, closer, and wiser about their financial future.

Key Responsibilities

  • Serve as the lead adviser for assigned client families
  • Develop and implement comprehensive wealth management strategies, including:
    • Investment oversight
    • Estate and tax planning coordination
    • Risk management
    • Philanthropic planning
  • Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions
  • Coordinate closely with clients' outside professionals (attorneys, accountants, trustees) to ensure cohesive execution of strategies
  • Provide thought leadership on complex planning issues and emerging trends in family wealth
  • Mentor and collaborate with internal advisers and associates to support client relationships
  • Build and sustain deep, long-term relationships grounded in trust, discretion, and a fiduciary standard of care

_______________________________________________________________________________________________________________

Requirements


  • Bachelor's degree in finance or a related field (required)
  • Series 65 or equivalent (IAR)
  • CFP, CFA, or equivalent professional designation
  • Minimum of 5 years of proven experience in the wealth management or financial services industry
  • Strong understanding of:
    • Investment principles
    • Financial planning tools and methodologies
    • Portfolio administration, including trading
  • Ability to evaluate client investment holdings and asset allocation
  • Strong communication, computer, and interpersonal skills
  • High attention to detail and commitment to accuracy
  • Demonstrated eagerness to pursue ongoing professional education

Additional Skills and Attributes

  • Ability to maintain professional composure in a dynamic, fast-paced environment
  • Strong organizational, prioritization, and time management skills
  • Exceptional client service mindset with a focus on long-term relationships
  • Collaborative team player who shares knowledge and works toward common goals
  • Ability to work independently, meet deadlines, and manage competing priorities
  • Proactive, strategic thinker with adaptability to change
  • High standard of personal responsibility and accountability
  • Willingness to participate in training, coaching, and mentoring for continuous improvement
  • Flexible, anticipatory, and solutions-oriented approach to client and team needs


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