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Wealth Jobs (NOW HIRING)

Brophy Wealth Management, LLC

Be Seen First

Wealth Advisor

Bedford, NH · On-site

$90K - $120K/yr

Wealth Advisor Brophy Wealth Management, LLC Stop Prospecting. Start Advising. For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people--not ...

Waldron Private Wealth

Wealth Consultant

Plymouth, MI · On-site

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental ...

Seven Springs Wealth Group

Wealth Advisor

Brentwood, TN · On-site

THE ROLE This is a Wealth Advisor seat on the firm's flagship team, working directly alongside the CEO. The majority of this role -- roughly 75% to 90% of the work -- is comprehensive wealth advisory ...

Heritage Wealth Advisors

Wealth Advisor

Richmond, VA · On-site

$125 - $150/hr

Director of Financial Planning & Tax Heritage Wealth Advisors is seeking an experienced Wealth Advisor to work with ultra-high-net-worth families and institutions on the complex decisions that extend ...

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on finance markets, tax laws, and planning strategies to provide informed advice. Qualifications ...

Focus Partners Wealth

$125 - $150/hr

The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals ...

New

LE0123 Focus Partners Wealth LLC

Wealth Advisor

Omaha, NE · On-site

$125 - $150/hr

Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals. They do this by first listening to and understanding each client's unique complexities and desires ...

Truepoint Wealth Counsel

Wealth Advisor

Blue Ash, OH · On-site

Wealth Advisor Job Profile The Wealth Advisor serves as the primary point of contact for clients and is responsible for the overall management of the client relationship. The role focuses on managing ...

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Wealth information

See salary details

$47K

$103.1K

$148.5K

How much do wealth jobs pay per year?

As of Sep 8, 2026, the average yearly pay for wealth 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 is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

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

To thrive as a Wealth Manager, you need expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

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What are the most commonly searched types of Wealth jobs?

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What states have the most Wealth jobs?

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Popular job titles for Wealth:

Wealth jobs near you
Infographic showing various Wealth job openings in the United States as of August 2026, with employment types broken down into 67% Full Time, 32% Part Time, and 1% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Consultant

Bridgeville, PA • On-site

Waldron Private Wealth
Finance and Insurance • 11 - 50 employees
Learn more about Waldron Private Wealthexternal

Full-time

Re-posted 18 days ago

Job description

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental revenue growth from existing clients and developing new channels to drive revenue growth.

In addition, Wealth Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. Wealth Consultants deliver comprehensive financial advice to their clients by serving as the client's trusted advisor and assuring proper administration and compliance with policies, procedures, and regulations.

As a Wealth Consultant you will:

  • Identify, solicit, close, and retain new clients of high/ultra-high net worth through individual and group business development efforts. Grow revenue by securing new wallet share from existing clients.
  • Act as the Strategic Advisor on client engagements.
  • A strategic advisor defined as being:
    • Responsible for providing enhanced service and technical execution of the client relationship.
    • Responsible for helping to identify and develop new growth opportunities from the existing relationship via additional wallet share or new introductions to the clients' networks.
  • Act as the Lead Advisor on client engagements.
  • A lead advisor defined as being:
    • Responsible for the service and technical execution of the client relationship.
    • Accountable for the actions of the other service team members assigned to a client engagement.
    • Viewed by the client as "the authority" for their family's finances.
    • Accountable for the retention of assigned clients.
  • May act as the Service Advisor on client relationships which is defined as being:
    • Accountable for internal execution of items necessary for service delivery.
    • Delivering advice directly to the client independently or in conjunction with the Lead Advisor.
    • Play a significant role in relationship management.
  • Lead and oversee all service aspects of the client relationship and ensure outstanding client service, with regular communication and prompt anticipation of, and attention to, client needs.
  • Collaborate with the wealth planning and investment teams to develop and deliver customized wealth management solutions to individuals and families that are consistent with client objectives and risk tolerances.
  • Expand and deepen client relationships by proactively identifying and executing various client needs.
  • Maintain knowledge of applicable laws and regulations as well as knowledge of relevant policies and procedures to ensure all requirements are met.

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