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Wealth Mentor Jobs (NOW HIRING)

Summit Wealth Group

$80K - $95K/yr

About Summit Wealth Group Founded in 1985 and headquartered in Colorado Springs, Summit Wealth ... Provide guidance and mentorship to support team members. * Take on increasing responsibility for ...

Carson Wealth

Wealth Advisor- Murray, UT

Murray, UT · On-site

Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and Never-Ending Improvement * Keep up to date with relevant financial planning news. Demonstrates mastery ...

Mariner

Wealth Advisor

Louisville, KY · On-site

$85K - $130K/yr

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor's degree ...

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Mariner

Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor's degree ...

Mariner Holdings

Wealth Advisor

El Segundo, CA · On-site

$70K - $125K/yr

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * 5+ years' experience ...

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Wealth Mentor information

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$47K

$103.1K

$148.5K

How much do wealth mentor jobs pay per year?

As of Sep 14, 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.

Senior Wealth Advisor

Huntington, WV • On-site

MAI WEALTH MANAGEMENT, INC.
See more jobs at MAI WEALTH MANAGEMENT, INC.external

Full-time

Medical, Dental, Vision, Retirement

Posted 26 days ago

Job description


GENERAL JOB DESCRIPTION

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.

The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors.

MAJOR DUTIES AND RESPONSIBILITIES

  • Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
  • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
  • Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
  • Participate in building new client relationships in collaboration with strategic partners.
  • Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
  • Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
  • Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
  • Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
  • Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
  • Impact firm marketing efforts through the writing of technical articles, white papers, etc.

 

EXPERIENCE/CREDENTIALS

  • 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
  • Bachelor’s degree in Accounting or Finance preferred.
  • Certified Financial Planner (CFP) 
  • Investment management, third party certification or licensing by relevant agency or association an added plus

COMPETENCIES

  • Working knowledge of planning strategies and solutions
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economic as they relate to clients’ investment goals and objectives.
  • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • High attention to detail
  • Strong organizational, written and oral communication skills


FEATURED BENEFITS: 

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement