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Wealth Services Manager Jobs (NOW HIRING)

C&N

Senior Wealth Advisor

Lancaster, PA · On-site

Partner proactively with retail banking, commercial banking, mortgage, and other internal teams to position C&N's Wealth Management services and generate cross-referral opportunities. * Financial ...

C&N

Senior Wealth Advisor

Lancaster, PA · On-site

Partner proactively with retail banking, commercial banking, mortgage, and other internal teams to position C&N's Wealth Management services and generate cross-referral opportunities. * Financial ...

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Wealth Services Manager information

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$35K

$70.3K

$127.5K

How much do wealth services manager jobs pay per year?

As of Aug 12, 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 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.

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.

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.

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.
More about Wealth Services Manager jobs
What cities are hiring for Wealth Services Manager jobs? Cities with the most Wealth Services Manager job openings:
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What job categories do people searching Wealth Services Manager jobs look for? The top searched job categories for Wealth Services Manager jobs are:
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, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $70,329 per year, or $33.8 per hour.

Client Service Associate-Wealth Services

Brown Edwards

Bristol, TN • On-site

$14 - $19.50/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

Description
A Top 100 Firm, Brown Edwards provides assurance, tax and business advisory services to a diverse clientele. With a firm-wide staff of approximately 450 professionals, our accounting firm is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. We support individuals and businesses ranging from small companies to large corporations. Our success is directly attributable to an unyielding commitment to excellence in every aspect of our work.
Core Values: Integrity : Community : Respect : Excellence : Transformative
We are seeking a Client Service Associate to join our team in Bristol, TN!
The Client Service Associate is responsible for providing foundational operational and administrative support to Wealth Advisors and the broader BEWS (Brown Edwards Wealth Services) team. This role focuses on accurate execution of client service activities, account administration, and internal coordination to support a consistent, high-quality client experience. Client Service Associates develop a working knowledge of wealth management services, processes, and systems while building core professional skills.
What your day looks like:
  • Provides administrative and operational support to Advisors and the BEWS team to ensure timely and accurate client service.
  • Assists with preparation of client meeting materials, reports, and documentation.
  • Supports account administration activities, including new account setup, maintenance requests, and processing of service items in accordance with firm and custodian requirements.
  • Maintains accurate and up-to-date client information in customer relationship management (CRM) systems and other firm-supported platforms.
  • Coordinates internal workflows, tracks open items, and escalates issues or questions appropriately.
  • Interacts with clients via phone, email, and electronic correspondence in a professional and courteous manner.
  • Assists with document management, record retention, and compliance-related filing requirements.
  • Learns firm systems, tools, and procedures and applies them consistently and accurately.
  • Collaborates with Advisors, Client Relationship Specialists, and Operations team members to support overall client service delivery.
  • Identifies opportunities to improve internal processes and client service workflows and communicates suggestions to appropriate team members.
  • Participates in training activities to build knowledge of firm services, procedures, and wealth management operations.
  • Performs other duties and special projects as assigned.
  • Maintains firm confidentiality.
  • Follows firm policies by conforming to procedures outlined in the Associate Handbook.
  • Develops an understanding of the firm's vision, plan, and strategies and their role in achieving them.
  • Works sufficient hours needed in order to complete projects assigned.
What you need for this role:
  • Bachelor's degree preferred; equivalent education or relevant experience may be considered.
  • Demonstrated interest in financial services, wealth management, or professional services.
  • Strong communication, organizational, and analytical skills.
  • General experience using Microsoft Office software applications and ability to learn firm-supported technology platforms.
  • Ability to work accurately with detailed information while managing multiple priorities and deadlines.
  • Basic understanding of client service principles and professional standards expected in a regulated environment.
  • Ability to interact professionally and effectively with clients, Advisors, and team members.
  • Commitment to learning firm services, systems, and processes and to ongoing professional development.
What you can expect from us:
  • Full benefits package including: Medical, Dental, Vision, FSA and HSA options, STD/LTD, Firm-paid Life Insurance, and Supplemental Life, Critical Illness and Accident coverages.
  • 401K Profit Sharing Plan with Pre-tax and Roth deferral options and employer match.
  • Competitive compensation and annual merit considerations.
  • Annual and engagement-based performance assessments.
  • Firm-wide Peer Recognition and Rewards platform to support our culture of year-round positive feedback and communication.
  • Flexible working options with generous PTO.
  • "Dress for Your Day" policy.
  • Whether you aspire to pass the CPA exam or pursue an additional designation, we offer educational support and Continuing Professional Education (CPE) programs to help you achieve your goals!
  • Participation in professional and civic organizations is encouraged! Brown Edwards is proud to be deeply involved in many charitable organizations that give back to our communities. We even offer reimbursements for some membership dues.
  • Collaborative work groups or "niches" provide opportunity to work closely with Partners and Directors, allowing you to learn, grow, and build your career.

Brown Edwards provides equal employment to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, transfer, leaves of absence, compensation and training.

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