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Wealth Jobs (NOW HIRING)

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 ...

Corient Private Wealth LLC

Wealth Advisor

Houston, TX · On-site

Proven experience in Wealth Management or similar role. * CFP, CFA, CPA, JD, or MBA required. * Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.

EP Wealth Advisors LLC

Wealth Advisor

San Luis Obispo, CA · On-site

$60K - $120K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment ...

EP Wealth Advisors, LLC

Wealth Advisor

San Luis Obispo, CA · Hybrid

$60K - $120K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

The Wealth Architect is primarily responsible for the ongoing management and retention of existing client relationships. This position also serves as a coach to develop the Associate Wealth ...

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Wealth information

See salary details

$47K

$103.1K

$148.5K

How much do wealth jobs pay per year?

As of Aug 19, 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 cities are hiring for Wealth jobs?

Cities with the most Wealth job openings:

What are the most commonly searched types of Wealth jobs?

The most popular types of Wealth jobs are:

What states have the most Wealth jobs?

States with the most job openings for Wealth jobs include:

Wealth jobs near you
Infographic showing various Wealth job openings in the United States as of August 2026, with employment types broken down into 68% Full Time, 31% Part Time, and 1% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Advisor

Truepoint Wealth Counsel

Blue Ash, OH • On-site

Full-time

Re-posted 21 days ago

Job description

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 and enhancing complex client relationships by ensuring exceptional service delivery, effective communication, and timely resolution of issues. In this position, Wealth Advisors partner with internal teams to support prospective client onboarding and drive firm growth through client referrals and strategic outreach.
Core Responsibilities
Leading client relationships with the goal of ensuring high client satisfaction
  • Collaborate internally with specialist teams to ensure effective delivery of services to clients
  • Manage and lead the firm's most complex client relationships, ensuring superior client experience
  • Ensure written and verbal client communications are polished and tailored to client preferences
  • Troubleshoot and resolve unexpected client issues in a timely manner

Partnering with prospect liaisons to deliver a great prospective/new client experience
  • Work closely with prospect liaisons to develop and onboard prospective clients

Fostering prospective client introductions from highly satisfied clients
  • Build and strengthen client relationships through day-to-day and out-of-office activities via firm events, travel, etc.
  • Share expertise by contributing to the development of client and public-facing content
  • Increase awareness of the firm via community and social media opportunities
  • Fostering prospective client introductions from highly satisfied clients
  • Assist in and potentially lead the completion of strategic initiatives and projects

Leadership, Culture & Core Values
We are a team of good people who put forth relentless effort to serve others.
Demonstrate Truepoint's Core Values:
  • We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
  • We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
  • We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
  • We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues - we strive to exceed expectations.

Requirements
  • Strong academic track record, including the achievement of a bachelor's or advanced degree.
  • Industry designation required: CERTIFIED FINANCIAL PLANNERTM
  • 3+ years of client-facing experience in the financial services industry.
  • Great interpersonal skills and ability to build relationships.
  • Passion for delivering fiduciary guidance and financial education.
  • A positive, client-centric mindset with the initiative and drive to exceed expectations.
  • Ability to coordinate across teams and manage internal processes, with a high attention to detail.
  • Self-motivated to work both collaboratively and autonomously.
  • Demonstrate initiative to grow both personally and professionally as our industry and firm change.

Physical & Environmental Requirements:
• Prolonged periods of working on a computer and occasional periods sitting.
• May have to lift up to 15 pounds.
• Minimal travel required. Frequent attendance at internal meetings required.
• Occasional attendance at meeting with outside partners.
• Travel outside the region may be required for business and/or professional development.
• In our hybrid work environment, the company reserves the right to modify in-office attendance requirements at its discretion based on business needs.
This position description in no manner neither states nor implies a contract of employment. Job duties and responsibilities may be added, changed or deleted at managements' discretion at any time. This written description does not limit the duties and responsibilities by the assigned incumben

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