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$35K

$70.3K

$127.5K

How much do wealth services manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for wealth services manager in the United States is $70,329.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What is a wealth services manager?

A Wealth Services Manager is a financial professional who provides personalized financial advice and services to high-net-worth individuals, families, or businesses. They help clients manage their wealth by offering guidance on investments, estate planning, tax strategies, and other financial matters. Wealth Services Managers often work for banks, investment firms, or private wealth management companies, and their goal is to help clients grow, protect, and transfer their assets efficiently. They also coordinate with other specialists, such as tax advisors and estate planners, to create comprehensive financial plans.

What are the key skills and qualifications needed to thrive as a wealth services manager?

To thrive as a Wealth Services Manager, you need strong financial acumen, investment knowledge, and typically a bachelor's degree in finance or related field, often supplemented by certifications like CFP or CFA. Familiarity with wealth management platforms, portfolio analysis tools, and CRM systems is essential for client and account management. Outstanding relationship-building, communication, and problem-solving skills set top performers apart in managing high-net-worth clients. These skills and qualifications are crucial for delivering tailored financial solutions, maintaining client trust, and achieving organizational growth in a competitive market.

How does a wealth services manager typically collaborate with financial advisors and other professionals to serve clients?

Wealth Services Managers work closely with financial advisors, tax professionals, and legal experts to provide comprehensive financial solutions for clients. This collaboration ensures that clients receive tailored advice that addresses investment strategies, estate planning, tax optimization, and risk management. Regular team meetings and case discussions are common, allowing the Wealth Services Manager to coordinate efforts, monitor progress, and adjust strategies as client needs evolve. Effective communication and relationship-building skills are crucial for success in this collaborative environment.

What is the difference between Wealth Services Manager vs Financial Advisor?

AspectWealth Services ManagerFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, ChFC, or similar certifications typically required
Work EnvironmentFinancial institutions, private banks, wealth management firmsIndependent practice, banks, or advisory firms
Primary FocusOverseeing client portfolios, managing wealth strategiesProviding personalized financial planning and investment advice
Client InteractionHigh-level relationship management, often with high-net-worth clientsDirect client advising, financial planning, and investment recommendations

The main difference is that Wealth Services Managers focus on overseeing and coordinating wealth management services within institutions, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require relevant certifications and serve high-net-worth individuals, but their day-to-day responsibilities and work environments differ.

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Wealth Services Manager jobs near you
Infographic showing various Wealth Services Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $70,329 per year, or $33.8 per hour.

Family Wealth Services Tax Supervisor

Kositzka Wicks and Co

Alexandria, VA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Job description

Who We Are

We are a growing public accounting firm (top 25 in Virginia, as measured by the number of CPAs on staff) with a great reputation in the business community, diversified practice and a high-tech work environment. We have received the ‘Best Places to Work’ designation from both Virginia Business magazine and Accounting Today and have been named a Top Workplace by the Washington Post. We are an independent alliance member of BDO national accounting firm.

KWC specializes in providing tax, audit, accounting and business advisory services for privately held businesses, individuals, estates, trusts, nonprofit organizations, and employee benefit plans. Our diverse client base includes industries such as professional service firms, government contractors, nonprofits, real estate, construction and specialty contractors, and healthcare providers.

Why KWC?

KWC offers a competitive compensation package with benefits that include health, dental and vision coverage, 15 days of PTO to start, 12 paid holidays, a 401(k) plan with 3% contribution each year, and company-paid life, short-term and long-term disability insurance. Other benefits include free parking, flexible summer hours, with some ability to work remotely. Meals and snacks are offered during the tax busy season. “Dress for your day” is the business casual attire chosen by staff, based on the daily schedule. Flexible work schedule is also available year round. 

Job Title: TaxTax Supervisor – Family Wealth Services Group (High Net-Worth, Fiduciary, Gift & Estate Tax)

Reports To: Manager

Department: Family Wealth Services

Classification: Exempt

Position Overview: 

Our Family Wealth Services Group is seeking a Tax Supervisor to lead and deliver high-quality tax compliance and planning services for high net-worth (HNW) individuals and family groups. This role focuses on complex individual income tax, fiduciary income tax, and transfer tax (gift and estate) matters, and includes technical review, client ownership for assigned relationships, staff development, and continuous improvement of tax processes and policies.

Who We're looking for:
We’re seeking a professional who combines strong technical tax knowledge with sound judgment, critical thinking skills, and a client-focused mindset. The ideal candidate thrives in a collaborative environment, takes ownership of client relationships and results, understands the level of effort required to meet client needs, and demonstrates professionalism in every interaction.

Essential Functions:

  • Anticipate and satisfy assigned clients’ needs across the annual compliance cycle and related advisory matters.
  • Develop and maintain strong relationships with assigned clients and serve as a regular point of contact for tax matters affecting individuals and trusts/estates.
  • Plan, supervise, and complete multiple client engagements, balancing several larger, complex engagements alongside smaller engagements throughout the year.
  • Prepare and review individual, fiduciary, and transfer tax returns.
  • Identify and evaluate tax planning opportunities for high-income taxpayers and family groups.
  • Research, analyze, and communicate federal and state tax matters affecting high-net-worth individuals, trusts, estates, and family groups.
  • Monitor new developments in technical tax areas affecting HNW individuals and trusts/estates; assess impact on clients and firm positions.
  • Supervise staff including training, mentoring, and providing feedback on a regular basis.
  • Participate in functional operations of the firm and tax practice as assigned.
  • Participate in business development including cultivating referral networks and strategic relationships

Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum requirements: 

  • 5+ years of experience in public accounting or a professional tax environment, including at least 2-3 years focused on high-net-worth individuals, trusts, and estates. Experience with tax compliance and planning including Forms 1040, 1041, 706, and 709 is required.
  • Active CPA or Enrolled Agent (EA).

Preferred Qualifications:

  • Proficiency with CCH Axcess products.
  • Familiarity with estate and trust administration.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Occasional non-local travel may be required no more than 5-10% of the year, depending on your client base.
  • Occasional lifting of boxes and/or paperwork up to 25 pounds.

Note: the job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.