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Wealth Solutions Advisor Jobs (NOW HIRING)

AssetMark

NY · On-site

$200K - $220K/yr

... financial advisor clients partnering with AssetMark. If you've been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and ...

Vista Wealth Solutions

Financial Advisor

Horsham, PA · On-site

$80K - $200K/yr

Vista Wealth Solutions is seeking motivated professionals to join our team as Financial Advisors. Whether you are an experienced financial professional looking for an opportunity to grow your ...

Vista Wealth Solutions

Financial Advisor

Radnor, PA · Remote

$80K - $200K/yr

Vista Wealth Solutions is seeking motivated professionals to join our team as Financial Advisors, balanced advisor providing a holistic approach to clients. Whether you are an experienced financial ...

Vista Wealth Solutions

Financial Advisor

Moosic, PA · Remote

$80K - $200K/yr

Vista Wealth Solutions is seeking motivated professionals to join our team as Financial Advisors, balanced advisors providing a holistic approach to clients. Whether you are an experienced financial ...

New

Vista Wealth Solutions

Financial Advisor

Horsham, PA · On-site

$220K/yr (+ commission)

At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact ...

AssetMark

$200K - $220K/yr

... financial advisor clients partnering with AssetMark. If you've been looking for a high-profile role at a dynamic, growth-oriented company where your deep understanding of wealth solutions and ...

Vista Wealth Solutions

Financial Advisor

New Castle, DE · On-site

$80K - $200K/yr

Vista Wealth Solutions is seeking motivated professionals to join our team as Financial Advisors, balanced advisor providing a holistic approach to clients. Whether you are an experienced financial ...

New

Vista Wealth Solutions

Financial Advisor

Radnor, PA · On-site

$80K - $200K/yr

Vista Wealth Solutions is seeking motivated professionals to join our team as Financial Advisors, balanced advisor providing a holistic approach to clients. Whether you are an experienced financial ...

Vista Wealth Solutions

Financial Advisor

Moosic, PA · On-site

$80K - $200K/yr

Vista Wealth Solutions is seeking motivated professionals to join our team as Financial Advisors, balanced advisors providing a holistic approach to clients. Whether you are an experienced financial ...

New

Truist

Wealth Advisor

Philadelphia, PA

Thrives in a team based approach to deliver the full suite of Truist Wealth solutions. * Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture ...

Truist

Wealth Advisor

Philadelphia, PA · On-site

Thrives in a team based approach to deliver the full suite of Truist Wealth solutions. * Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture ...

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Wealth Solutions Advisor information

See salary details

$47K

$103.1K

$148.5K

How much do wealth solutions advisor jobs pay per year?

As of Sep 13, 2026, the average yearly pay for wealth solutions advisor 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 are popular job titles related to Wealth Solutions Advisor jobs?

For Wealth Solutions Advisor jobs, the most frequently searched job titles are:

Infographic showing various Wealth Solutions Advisor job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 8% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Retirement Income and Annuity Specialist

Chesterfield, MO • On-site

Synergy Wealth Solutions
Finance and Insurance • 51 - 200 employees
Learn more about Synergy Wealth Solutionsexternal

$100K/yr

Full-time

Medical, Life, Retirement

Re-posted 7 days ago

Job description

Job Description
Help financial advisors design stronger retirement income, annuity, and insurance solutions for their clients.
Synergy Wealth Solutions is seeking a Retirement Income & Annuity Specialist to serve as a key resource for our financial advisors, wealth management teams, and client service partners. This role focuses on annuity products, retirement income strategies, insurance solutions, case design, advisor support, and business development. You will help advisors identify planning opportunities, compare product solutions, build proposals, support applications, and deliver a better experience for clients approaching or living in retirement.
What You'll Do:
• Serve as a firmwide resource for annuities, retirement income planning, life insurance concepts, and income distribution strategies.
• Consult with financial advisors on fixed, indexed, income, variable annuity, RILA, and protection-based solutions.
• Support case design, product comparisons, illustrations, proposals, and client-facing recommendations.
• Assist with annuity applications, new business processing, case management, suitability requirements, and placement support.
• Partner with advisors to uncover planning opportunities related to retirement income, tax deferral, risk management, guaranteed income, and asset protection.
• Deliver training, product updates, market insights, and practice development ideas to advisors and staff.
• Coordinate with Operations, Compliance, wholesalers, carrier partners, broker-dealer resources, and wealth management teams to ensure a smooth business process.
• Help increase advisor utilization of annuity and insurance solutions while driving firmwide production growth.
What Success Looks Like:
• Become a trusted annuity, insurance, and retirement planning resource for advisors across the organization.
• Increase advisor engagement with retirement income planning and annuity-based solutions.
• Improve case design quality, application accuracy, placement efficiency, and advisor experience.
• Contribute to growth in annuity production, life and annuity revenue, and broader financial planning activity.
Qualifications:
Required
• Active Life & Health Insurance License
• 3+ years of experience in annuities, life insurance, retirement planning, wealth management, financial services, or advisor sales support
• Strong understanding of annuity products, retirement income concepts, insurance planning, and financial advisor workflows
• Ability to explain complex planning strategies, product features, and case recommendations in clear, practical language
• Excellent communication, relationship-building, organization, and follow-through skills
Preferred
• FINRA registrations such as Series 6, 7, 63, and/or 66
• Experience supporting financial advisors, insurance agents, or wealth management professionals in a consultative sales support role
• Experience with broker-dealer, independent advisory, insurance, RIA, financial planning, or retirement income platforms
• Familiarity with annuity suitability, product positioning, carrier workflows, and new business processes
Why Join Synergy?
At Synergy, specialists are strategic partners who directly impact advisor success, client outcomes, and firm growth. This is a strong fit for someone who enjoys annuity sales support, retirement income planning, case consultation, insurance solutions, advisor education, and helping financial professionals grow their practices.
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