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Wealth Reviews Jobs in Decatur, GA (NOW HIRING)

PWM Private Wealth Advisor

Atlanta, GA · On-site

$165K - $200K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and ... by law Review our full benefits available by employment status here. U.S. Bank is an equal ...

Wealth Strategist

Atlanta, GA

$115K - $149K/yr

... reviews. What You'll Do * Lead discovery meetings to understand clients' financial goals, values ... Create and present tailored wealth plans covering investment, retirement, estate, tax, risk ...

Wealth Strategist

Atlanta, GA

$115K - $149K/yr

... reviews. * Lead discovery meetings to understand clients' financial goals, values, and priorities ... Create and present tailored wealth plans covering investment, retirement, estate, tax, risk ...

Wealth Strategist

Atlanta, GA · On-site

$115K - $149K/yr

... reviews. What You'll Do * Lead discovery meetings to understand clients' financial goals, values ... Create and present tailored wealth plans covering investment, retirement, estate, tax, risk ...

As a Senior Wealth Strategy Consultant, you will conduct 25-30 pre-scheduled Zoom consultations per ... Participate in coaching sessions, team reviews, and ongoing training initiatives. * Consistently ...

English (Required) Work Shift: 1st shift (United States of America) Please review the following The Wealth Sales & Service Consultant provides in-office client and advisor support to a team of Wealth ...

English (Required) Work Shift: 1st shift (United States of America) Please review the following The Wealth Sales & Service Consultant provides in-office client and advisor support to a team of Wealth ...

English (Required) Work Shift: 1st shift (United States of America) Please review the following Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ...

English (Required) Work Shift: 1st shift (United States of America) Please review the following Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ...

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Wealth Reviews information

See Decatur, GA salary details

$73.2K

$95.4K

$114.2K

How much do wealth reviews jobs pay per year?

As of Jul 12, 2026, the average yearly pay for wealth reviews in Decatur, GA is $95,414.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,500.00 and $106,400.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals in Wealth Reviews, and how can they be managed effectively?

Professionals in Wealth Reviews often encounter challenges such as staying updated with evolving regulatory requirements, managing complex client portfolios, and balancing thorough due diligence with timely service delivery. Effective management involves ongoing training, leveraging compliance resources, and using robust digital tools to streamline documentation and analysis. Strong communication with both clients and internal teams is also crucial to ensure accuracy and build trust throughout the review process.

What are Wealth Reviews?

Wealth Reviews are comprehensive assessments of a client's financial situation, typically conducted by financial advisors or wealth managers. These reviews evaluate assets, liabilities, income, expenses, and investment portfolios to ensure that financial strategies align with the client’s goals. The process often includes analyzing risk tolerance, estate planning, tax considerations, and retirement planning. Wealth Reviews help clients optimize their financial plans and make informed decisions about their future. Regular reviews are recommended to adapt to changing life circumstances and market conditions.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, specialized expertise, or working in high-net-worth markets. Achieving this level of income typically requires years of experience, strong sales skills, and often certifications like the CFP or CFA. Compensation varies based on commission, fees, and the firm’s structure.

Is wealth Enhancement a good company to work for?

Wealth Reviews as a job role involves evaluating financial products and services, often requiring analytical skills and attention to detail. The work environment and employee satisfaction can vary, so researching company reviews and employee feedback can provide more insight into the company's work culture and reputation.

What are the key skills and qualifications needed to thrive as a Wealth Review Analyst, and why are they important?

To thrive as a Wealth Review Analyst, you need a solid background in finance, investment analysis, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and customer relationship management (CRM) tools is typically required. Strong analytical thinking, attention to detail, and effective communication skills set top performers apart in this role. These capabilities ensure accurate assessments, tailored financial recommendations, and trust-building with clients, which are critical for client satisfaction and regulatory adherence.

Is wealth.com a good company to work for?

Wealth Reviews is a role focused on evaluating financial products and services, not a company. If you are referring to a specific company named Wealth, it is advisable to research employee reviews, company culture, and benefits on platforms like Glassdoor for a comprehensive understanding.

What is the difference between Wealth Reviews vs Financial Advisor?

AspectWealth ReviewsFinancial Advisor
CredentialsMay include certifications like CFP, CFA, or industry-specific reviewsTypically requires CFP, CFA, or similar financial planning certifications
Work EnvironmentOnline platforms, review sites, or consulting firmsClient offices, banks, or independent practices
Employer & Industry UsageUsed by consumers to evaluate financial servicesHired by clients for personalized financial planning
Search & Comparison IntentResearching reputation and service quality of financial professionalsSeeking personalized financial advice and planning

Wealth Reviews primarily focus on evaluating and comparing financial professionals or firms based on client feedback and service quality. Financial Advisors, on the other hand, provide personalized financial planning and investment advice directly to clients. While both are related to financial services, Wealth Reviews help consumers make informed decisions about which Financial Advisor to choose.

Is working in wealth management worth it?

Working in wealth management as a financial advisor or analyst can be rewarding due to high earning potential and client interaction, but it often requires strong interpersonal skills, certifications like the CFP, and long hours. The profession offers opportunities for career growth and specialization, but job satisfaction depends on individual goals and work environment.
What job categories do people searching Wealth Reviews jobs in Decatur, GA look for? The top searched job categories for Wealth Reviews jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Wealth Reviews jobs? Cities near Decatur, GA with the most Wealth Reviews job openings:
PWM Private Wealth Advisor

PWM Private Wealth Advisor

U.S. Bank

Atlanta, GA • On-site

$165K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago


U.S. Bank rating

8.2

Company rating: 8.2 out of 10

Based on 355 frontline employees who took The Breakroom Quiz

44th of 149 rated banks


Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment
Base pay for this role usually falls within $165,000 to $200,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of experience in high and ultra-high net worth client wealth management activities
Preferred Skills/Experience
- Excellent relationship management, networking, and business development skills
- Extraordinary talent for driving business
- Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
- Ability to partner with colleagues to identify and service unique clients' needs
- Well-developed analytical and problem-solving skills
- Excellent writing, speaking, and presentation skills
- Ability to make critical decisions independently
- Professional designation such as CFA or CFP is preferred
Location
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $143,905.00 - $169,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.

What U.S. Bank employees say

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Benefits

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Workplace

Get the full story on Breakroom


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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

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