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Wealth X Jobs (NOW HIRING)

Associated Bank

Wealth Advisor

Omaha, NE · On-site

$131K - $225K/yr

Lead comprehensive wealth planning strategies, including investments, lending, estate planning, and ... Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal ...

Associated Bank

Wealth Advisor

Minneapolis, MN · On-site

Lead comprehensive wealth planning strategies, including investments, lending, estate planning, and ... Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal ...

Associated Bank

Senior Wealth Advisor

Minneapolis, MN · On-site

The Senior Wealth Advisor leads relationships with high net worth and ultra-high net worth clients ... Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal ...

Tardus Wealth Strategies

Financial Coach

Honolulu, HI · On-site +1

$35K - $115K/yr

... wealth revolution after all. This is no small feat and the rewards can be staggering but will only be accomplished with the right team. This is NOT for you if: X You don't consider yourself ...

Sotheby's

Analyst, Client Strategy

New York, NY · On-site

Use available resources including media, Wealth-X, and Sotheby's CRM to identify client opportunities * Regularly and systematically review Collector/Rich lists, including Forbes, ArtNews Top 200 ...

Harbourfront Wealth Management

$100K - $120K/yr

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth ... Lead social media strategy across platforms (LinkedIn, Facebook, Twitter/X, Instagram, etc ...

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All JobsWealth X Jobs

Wealth X information

See salary details

$47K

$103.1K

$148.5K

How much do wealth x jobs pay per year?

As of Jun 12, 2026, the average yearly pay for wealth x 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 Wealth-X's main competitors?

Wealth-X's main competitors in the market research and data analytics sector for high-net-worth individuals include Capgemini's World Wealth Report, Hurun Report, and Forbes' list of wealthy individuals. These organizations provide similar services such as wealth intelligence, market insights, and client profiling for financial institutions and luxury brands.

What are some common challenges faced by wealth managers when working with high-net-worth clients?

Wealth managers often encounter complex financial situations when advising high-net-worth clients, such as navigating intricate tax regulations, managing multi-generational wealth, and balancing diverse investment portfolios. Building trust and maintaining confidentiality is crucial, as clients expect personalized solutions tailored to their unique goals. Additionally, wealth managers frequently collaborate with legal, tax, and estate planning professionals to ensure comprehensive advice, which requires strong communication and project management skills.

What is the difference between Wealth X vs Financial Analyst?

AspectWealth XFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related fields; certifications like CFA are a plusSame as Wealth X: bachelor's degree often in finance, economics, or accounting; CFA or CPA may be preferred
Work EnvironmentResearch firms, wealth management companies, or financial data providersCorporations, investment banks, or consulting firms
Industry UsageUsed mainly in wealth management, high-net-worth individual research, and data analyticsUsed in investment analysis, corporate finance, and market research

While both roles require strong financial knowledge and similar credentials, Wealth X focuses on high-net-worth individual data and wealth research, whereas Financial Analysts primarily analyze financial data to support investment decisions. The roles differ mainly in their focus and work environment, but both are integral to the finance industry.

What are Wealth X professionals and what do they do?

Wealth X professionals are experts who specialize in providing intelligence, data, and insights on the world's wealthiest individuals. They help organizations such as banks, charities, and luxury brands understand, engage, and build relationships with high-net-worth and ultra-high-net-worth individuals. Their work involves conducting research, analyzing wealth trends, and delivering actionable information to clients for business development, fundraising, and strategic decision-making.

What job makes most millionaires?

Financial services roles such as investment bankers, hedge fund managers, and private equity executives tend to produce the most millionaires due to high compensation, bonuses, and equity stakes. Successful entrepreneurs and technology founders also often reach millionaire status through business ownership and innovation. These careers typically require advanced skills, certifications, and long-term dedication.

What is the highest paying job in Wealth management?

In wealth management, the highest paying roles are typically senior positions such as Chief Investment Officer or Managing Director, which can earn substantial bonuses and compensation packages. These roles require extensive experience, strong client relationships, and often advanced certifications like the CFA or CFP.

What insights does Wealth-X provide?

Wealth-X provides detailed insights into high-net-worth individuals, including their wealth sources, assets, and lifestyle patterns. These insights are used by professionals in wealth management, marketing, and research to better understand and target affluent audiences. The data is gathered through research, data analysis, and proprietary tools to support strategic decision-making.

What are the key skills and qualifications needed to thrive as a Wealth Manager, and why are they important?

To thrive as a Wealth Manager, you need a strong background in finance, investment strategies, and portfolio management, typically supported by a degree in finance or economics and relevant certifications such as CFP or CFA. Familiarity with financial planning software, CRM systems, and data analysis tools is commonly required. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly set top performers apart. These skills and qualities are crucial for building client trust, tailoring financial solutions, and effectively managing and growing client wealth.
More about Wealth X jobs
What states have the most Wealth X jobs? States with the most job openings for Wealth X jobs include:
What job categories do people searching Wealth X jobs look for? The top searched job categories for Wealth X jobs are:
Wealth X jobs near you
Infographic showing various Wealth X job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 74% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.
Business Development, Inside Sales

Business Development, Inside Sales

Wealth-X LLC

New York, NY • On-site

Full-time

Posted 15 days ago

Job description

Company Description
At Wealth-X, we believe in the power of applied wealth intelligence to drive success for our clients. Our Proprietary data assets and specialized research capabilities help our clients make valuable business connections and better-informed strategic decisions in sales, marketing and compliance.
Founded in 2010, the Wealth-X team has grown to over 200 employees across North America, Europe, and Asia, working with more than 500 clients including:
• A majority of the world's leading wealth management firms
• More than half of the largest global luxury brands
• Numerous top-ranked higher educational institutions and premier schools
• A diverse cross section of notable not-for-profit organisations
Our team of experts is widely quoted as the global authority on wealth intelligence in top-tier media publications including The Wall Street Journal, Financial Times, Business Insider, CNN, The New York Times and BBC.
Job Description
Job Summary
As a Business Development, Inside Sales you will work with Sales Directors to help drive business growth. You will be responsible for managing inbound and outbound lead flow and learn about the sales process from the ground up. The ideal candidate will be a strongly self-motivated and driven individual who is goal-oriented, methodical and tenacious!
Responsibilities
  • Drive business growth through outreach to inbound and outbound leads with a focus on setting appointments, drafting and sending emails, and participating in other key objectives of our Sales Team
  • Develop an understanding of the sales process and technique by participating in sales calls and attending meetings with the team
  • Gain product and industry knowledge and develop the ability to pitch
  • Conduct initial lead qualification by researching and finding the best way to connect
  • Manage inbound lead flow and be the first point of contact on all outbound leads
  • Build relationships with cold leads and continuously build the pipeline
  • Document and track all activities using Salesforce.com in a timely manner
  • Other duties as needed

Qualifications
  • You graduated recently and this might be your first job.
  • Your goal is to have your own book of business in the next 12-18 months.
  • You are aggressive but work well in teams. Maybe you learned these skills by participating in team sports.
  • You are creative, very organized, and fanatical about timely follow-up.
  • You have the ability to get along with all types of personalities.
  • You are flexible and have strong emotional intelligence.
  • You are ambitious and excited about the future.

Additional Information
Let us know the top 3 things you are proud of and the top 2 things we should know about you!Only shortlisted candidate will be notified.

Apply