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Wealth Specialist Jobs (NOW HIRING)

Data Bridge Consultants

Wealth Specialist

Chicago, IL · Hybrid

We are seeking a highly motivated Wealth Specialist in our Highland Park office, to provide financial planning and technical support to high net worth clientele. Responsibilities: * Develop an ...

Capgroup

Internal Wealth Specialist

Los Angeles, CA

... Wealth Specialists at Capital Group." As one of our Internal Wealth Specialists, you will be responsible for building and maintaining strong relationships with financial professionals in your ...

Capital Group

Internal Wealth Specialist

New York, NY · On-site

... Wealth Specialists at Capital Group." As one of our Internal Wealth Specialists, you will be responsible for building and maintaining strong relationships with financial professionals in your ...

Vista Wealth Solutions

Wealth Management Advisor

Wayne, PA · Remote

$80K - $270K/yr

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a ... Collaborative access to internal specialists and external partners across tax, estate planning, and ...

Vista Wealth Solutions

Wealth Management Advisor

Radnor, PA · On-site

$80K - $270K/yr

... specialists and external partners across tax, estate planning, and legal disciplines, so you can ... Wealth Management Advisor, you will manage and grow a client base of individuals and families ...

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Wealth Specialist information

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$30K

$59.4K

$112.5K

How much do wealth specialist jobs pay per year?

As of Aug 15, 2026, the average yearly pay for wealth specialist in the United States is $59,408.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $75,000.00 per year, depending on experience, location, and employer.

What does a wealth specialist do?

A wealth specialist helps clients manage and grow their financial assets through investment planning, estate planning, and financial advice. They analyze clients' financial situations, develop personalized strategies, and often use financial planning tools and certifications to provide tailored solutions.

What is the difference between Wealth Specialist vs Financial Advisor?

AspectWealth SpecialistFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCertifications like CFP, ChFC common
Work EnvironmentBanking, private banking, wealth management firmsIndependent practice, financial planning firms, banks
Employer & IndustryFinancial institutions, private banks, wealth managementFinancial planning firms, banks, independent

Wealth Specialists and Financial Advisors often share similar credentials and work in related environments. However, Wealth Specialists typically focus on high-net-worth clients within banking or wealth management firms, providing tailored financial solutions. Financial Advisors may work more broadly with various client segments, offering comprehensive financial planning. Both roles require relevant certifications and serve overlapping client needs, but their specific focus and employer settings differ.

What are some common challenges faced by wealth specialists when managing diverse client portfolios?

Wealth Specialists often encounter the challenge of balancing clients' risk tolerance with their financial goals, especially when managing a diverse portfolio. Each client may have unique preferences, investment horizons, and regulatory considerations, requiring customized strategies. Staying updated on market trends and changes in financial regulations is essential, as is maintaining clear, ongoing communication with clients to manage expectations. Collaborating closely with other financial professionals, such as tax advisors and estate planners, is also key to delivering holistic wealth management solutions.

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

To thrive as a Wealth Specialist, you need strong financial acumen, investment knowledge, and a relevant degree such as finance or economics, often complemented by certifications like CFP or CFA. Familiarity with portfolio management software, financial planning tools, and CRM systems is typically required. Excellent interpersonal skills, such as relationship-building, active listening, and clear communication, help distinguish top performers in this client-facing role. These skills and qualifications are essential to provide tailored financial solutions, build trust, and effectively manage clients' wealth in a competitive market.
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What job categories do people searching Wealth Specialist jobs look for?

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Wealth Specialist jobs near you
Infographic showing various Wealth Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $59,408 per year, or $28.6 per hour.

Wealth Specialist

Data Bridge Consultants

Chicago, IL • Hybrid

Full-time

Medical, Dental, Life, Retirement

Re-posted 21 days ago

Job description

MUST have their book of business

Currently this is a WFH

Come 9/7 it will move to a hybrid model

Tues – Wed – Thurs in office

Mon & Fri WFH

The position is located in Highland Park IL

Job Details

Description

The Company:

Our client, a specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $6.7B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

The Opportunity:

We are seeking a highly motivated Wealth Specialist in our Highland Park office, to provide financial planning and technical support to high net worth clientele.

Responsibilities:

  • Develop an understanding of Mesirow’s wealth strategy and the underlying investments used to construct portfolios
  • Analyze client financial information to determine strategies for meeting financial objectives
  • Working closely with advisors, implement comprehensive financial planning solutions (including asset management, estate planning and risk management)
  • Prepare cash flow, retirement planning and other financial planning reports that are consistent amongst the Mesirow Wealth Management teams
  • Prepare for client meetings and conduct the necessary follow-up to client meetings
  • Perform securities transactions upon obtaining appropriate licensing
  • Address client needs through incoming phone calls and emails; determining when it is appropriate to elevate any issue or request to an advisor or team leaders
  • Maintain and update appropriate due diligence files on securities
  • Act as the client technology liaison (e.g., assist clients in utilizing their online portal)
  • Assist the Client Relationship Specialist, as needed, to perform administrative tasks and to act as back up to the CRS when necessary
  • Meet with existing professional network to expand capabilities
  • Perform other responsibilities and special projects as assigned

Requirements:

  • Strong academic background with a bachelor’s degree in Finance or similar major
  • Series 7 & Series 66 (or 63/65) Licensed or able to obtain within six months
  • CFP® certified or successfully complete CFP® certification within 12 months of start date
  • Become fully proficient in using Black Diamond performance reporting, Salesforce, Microsoft Office Suite, Zephyr Analytics, Wealthscape, eMoney, Morningstar, Fi360 and additional software tools as needed
  • Mid/advanced skill level of Microsoft Excel (data entry, formula manipulation, layout/design)
  • Exceptional organization, research and time management skills, and attention to detail
  • Strong professional communication skills, both written and verbal
  • Effective project management skills
  • Highly motivated self-starter with a strong work ethic, positive “can-do” attitude who is energized by the process of identifying prospective clients and closing new business
  • Ability to work in a team environment
  • Desire for business development; has contacts and networking capability