ZipRecruiter

Log In

1

Wealth Supervisor Jobs (NOW HIRING)

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... and supervising the work of Associates and Senior Associates. * Prepares and updates financial ...

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... and supervising the work of Associates and Senior Associates. * Prepares and updates financial ...

Carson Wealth

Wealth Advisor

Baton Rouge, LA · On-site

$100 - $125/hr

Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to ... Adhere to all company policies and industry supervisory guidelines. Maintain all continuing ...

Carson Wealth

$100 - $125/hr

Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to ... Adhere to all company policies and industry supervisory guidelines. Maintain all continuing ...

M&T Bank

Wealth Advisor Team Leader

Fairfield, CT · On-site

$204K - $340K/yr

Managerial/Supervisory Responsibilities: Manager a staff ranging from 4 - 8 Education and ... wealth management and industry product offerings Excellent communication skills Excellent ...

M&T Bank

Wealth Advisor Team Leader

Fairfield, CT · On-site

$204K - $340K/yr

Managerial/Supervisory Responsibilities: Manager a staff ranging from 4 - 8 Education and ... wealth management and industry product offerings Excellent communication skills Excellent ...

Cetera Financial Group

The Wealth Advisor partners with branch teams and internal stakeholders to grow advisory ... Maintains required documentation to support suitability, disclosures, and supervisory review.

INB, N.A.

Investment Advisor Representative

Peoria, IL · On-site

$72K/yr

... INB Wealth. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies:

First Interstate Bank

Wealth Advisor I

Sheridan, WY · On-site

$80 - $100/hr

SUMMARY The Wealth Advisor I leads expansion of existing and develops new Wealth Management and ... Ability to effectively communicate with supervisor. * Ability to review, analyze, and resolve ...

INB, N.A.

Investment Advisor Representative

Miami, FL · On-site

... INB Wealth. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies:

next page

Showing results 1-20

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsWealth Supervisor Jobs

Wealth Supervisor information

See salary details

$12

$30

$55

How much do wealth supervisor jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for wealth supervisor in the United States is $30.65, according to ZipRecruiter salary data. Most workers in this role earn between $21.63 and $36.54 per hour, depending on experience, location, and employer.

What is the difference between Wealth Supervisor vs Financial Advisor?

AspectWealth SupervisorFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, ChFC, or similar certifications common
Work EnvironmentFinancial institutions, wealth management firmsIndependent or firm-based, client offices
Employer & IndustryBanks, private banks, wealth management companiesFinancial planning firms, banks, independent
Primary FocusOverseeing client portfolios, managing teamsProviding personalized financial planning and advice

While both roles involve managing client assets, a Wealth Supervisor typically oversees a team and manages portfolios at a higher level within financial institutions. A Financial Advisor directly interacts with clients to develop personalized financial plans. The roles often overlap in credentials and industry usage, but their primary responsibilities differ in scope and focus.

What cities are hiring for Wealth Supervisor jobs?

Cities with the most Wealth Supervisor job openings:

What states have the most Wealth Supervisor jobs?

States with the most job openings for Wealth Supervisor jobs include:

What are popular job titles related to Wealth Supervisor jobs?

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

Wealth Supervisor jobs near you

Wealth Advisor

Towson, MD • On-site

HB Wealth
See more jobs at HB Wealthexternal

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Key responsibilities

  • Assist in the execution of client service processes and maintain up-to-date client data in internal systems.

  • Prepare, update, and discuss financial plans and recommendations with clients, including developing analyses and custom worksheets.

  • Lead or participate in client meetings, providing advice on investments, retirement, taxes, estate planning, and other financial topics, and coordinate with external service providers.

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary
HB Wealth is seeking an experienced Wealth Advisor to join our growing team. In this role, you will provide financial planning, perform client analyses, and make recommendations that impact client relationships, consulting with Senior Associates and Associates on complex matters as needed.
How the Wealth Advisor contributes to the success of HB:
General Support:
  • Leverages the time and expertise of Sr. Associates and Associates by assisting them in the execution of steps in the client service process.
  • Maintains internal systems with up-to-date client data, areas of priority and activities.
  • Trains, coaches, and/or mentors Associates and Senior Associates.
  • Contributes to the Team's initiatives of increased efficiency, quality, and control through system training, enhancement, and process improvement.
  • Grows existing client relationships by adding more assets under management, identifying opportunities for additional services, and seeking referrals as possible.

Advisory:
  • Coordinates relationship management activities with new and/or existing clients by working with and supervising the work of Associates and Senior Associates.
  • Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systems.
  • Works with Sr. Associates and Associates to discuss, develop and implement financial planning techniques and recommendations.
  • Leads or participates in client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information.
  • Creates custom worksheets and analyses where needed to answer client questions or research planning topics.
  • Serves as client's "financial quarterback" by advising on topics such as investments, retirement, cash flow, taxes, debt, charitable endeavors, education planning, insurance, and estate planning.
  • Works proactively with clients' external service team, including accountants and attorneys, to meet client goals.

Requirements
  • Advanced knowledge of financial planning.
  • Excellent oral and written communication skills.
  • Effective presentation skills.
  • Successful time management skills; deliver work products on time.
  • Ability to work independently and proactively in a fast-paced and team-oriented environment under tight deadlines with competing priorities and demonstrate grace under pressure.
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
  • Highly organized with exceptional attention to detail and excellent follow-through.
  • Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment.
  • Positive attitude and strong work ethic.
  • Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
  • Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
  • Analytical capabilities to both retrieve data and understand the implications of that data.
  • Strong desire to learn and advance in the financial industry.
  • Ability to successfully pass criminal background / credit check required.

Qualifications:
  • Bachelor's degree from an accredited college or university (required)
  • CFP and/or CFA (required)
  • 7-10 years of relevant industry experience
  • Minimum of 3 years of experience leading client relationships
  • Highly proficient with the Microsoft Office Suite
  • Proficiency with financial planning, CRM, and Portfolio reporting software

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 20%
  • Cell phone stipend
  • EPP

Compensation: $100k - $150k base + annual bonus potential
Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.
Salary Description
$100k - $150k base + annual bonus potential

Apply