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Wealth Reviews Jobs (NOW HIRING)

M&T Bank

Wealth Advisor

Hauppauge, NY · On-site

$142K - $236K/yr

Manage and review the relationship on an ongoing basis to ensure client goals and objectives are ... This position has a direct impact on revenue growth of the Wealth Advisory business and fee income ...

M&T Bank

Wealth Advisor

Portland, ME · On-site

$116K - $194K/yr

Manage and review the relationship on an ongoing basis to ensure client goals and objectives are ... This position has a direct impact on revenue growth of the Wealth Advisory business and fee income ...

The Misch Group

Wealth Advisor

New York, NY · On-site

$90K - $350K/yr

Wealth Advisor Department: Insurance & Financial Services Employment Type: Full Time Location: New ... Support during compliance reviews and transition steps * Guidance for advisors with transferable ...

Curi Capital

Wealth Advisor

Denver, CO · Hybrid

In this role, you will offer comprehensive wealth planning advice to established clients while ... Insurance analysis and review * Charitable Strategy * Responsible for growing business through ...

M&T Bank

Wealth Advisor

Hauppauge, NY

$142K - $236K/yr

Manage and review the relationship on an ongoing basis to ensure client goals and objectives are ... This position has a direct impact on revenue growth of the Wealth Advisory business and fee income ...

Wilmington Trust

Wealth Advisor

Hauppauge, NY · On-site

$142K - $236K/yr

Manage and review the relationship on an ongoing basis to ensure client goals and objectives are ... This position has a direct impact on revenue growth of the Wealth Advisory business and fee income ...

washingtontrust

Wealth Advisor

Providence, RI

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Conduct regular client reviews and proactively adjust plans based on life events, market changes ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

This may include review of legal documents such as wills or trusts prepared by outside legal counsel where the bank is named in some fiduciary capacity.Maintain a book of business with a minimum ...

washingtontrust

Wealth Advisor

Westerly, RI

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Conduct regular client reviews and proactively adjust plans based on life events, market changes ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... This may include review of legal documents such as wills or trusts prepared by outside legal ...

Washington Trust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Conduct regular client reviews and proactively adjust plans based on life events, market changes ...

W3Global Inc.

Wealth Advisor

Mclean, VA

$100K - $250K/yr

The Wealth Advisor serves as the primary relationship manager for assigned client relationships and ... Conduct regular client review meetings and proactively identify planning opportunities.

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... This may include review of legal documents such as wills or trusts prepared by outside legal ...

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All JobsWealth Reviews Jobs

Wealth Reviews information

See salary details

$75K

$97.7K

$117K

How much do wealth reviews jobs pay per year?

As of Aug 9, 2026, the average yearly pay for wealth reviews in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What are 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.

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.

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.

More about Wealth Reviews jobs
What cities are hiring for Wealth Reviews jobs? Cities with the most Wealth Reviews job openings:
What states have the most Wealth Reviews jobs? States with the most job openings for Wealth Reviews jobs include:
What job categories do people searching Wealth Reviews jobs look for? The top searched job categories for Wealth Reviews jobs are:
Wealth Reviews jobs near you
Infographic showing various Wealth Reviews job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 100% In-person job distribution, with an average salary of $97,727 per year, or $47 per hour.

Wealth Advisor

Curi Capital

Denver, CO • On-site

$120K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 15 days ago

Job description

About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.
The Role
We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.
Key Responsibilities:
  • Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being, which include:
    • Financial planning and budgeting
    • Holistic balance sheet advisement (including cash and debt)
    • Asset allocation and investments
    • Estate and tax planning
    • Insurance analysis and review
    • Charitable Strategy
  • Responsible for growing business through business development and referral generation from clients
  • Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients
  • Demonstrate a genuine involvement in the local community
  • Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships

Key Skills:
  • Team-oriented, relationship-driven advisor
  • High integrity, honest, respectful individual
  • Curious and coachable disposition
  • Passionate about serving clients
  • Strong ability to foster relationships both externally and internally
  • Demonstrated strong work ethic
  • Good communicator with superior written and oral communication skills
  • High attention to detail and well organized
  • Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives.
  • High standards of professionalism while working with clients and team members

Key Qualifications:
  • Certified Financial Planner (CFP) designation - required
  • Five years of relevant experience managing all facets of wealth management - required
  • Bachelor's degree - required
  • Experience serving physicians is preferred but not required
  • Demonstrate strong, established client relationships
  • Experience with financial planning software (MoneyGuide or eMoney)

The base salary will be commensurate with an individual's work experience and educational background.
US Pay Range
$120,000-$200,000 USD
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Our Values:
  • Accountability: We are driven to act, work with integrity, and deliver results.
  • Curiosity: We ask and listen, stay curious, and are eager to learn.
  • Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
  • Inclusion: We respect, recognize, and encourage the differences that make us stronger-we are better together

Built On;
  • Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.
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