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Weekend Wealth Management Jobs (NOW HIRING)

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In the Entity Advisor role, we provide the resources needed to jump-start your career as a Wealth Management Advisor. This role is supported by extensive training, hands-on experience, mentorship ...

Annex Wealth Management - Know the Difference Join Our Growing Team at our Madison branch. Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork ...

Annex Wealth Management - Know the Difference Join Our Growing Team at our Madison branch. Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork ...

Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in ...

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Weekend Wealth Management information

What is the difference between Weekend Wealth Management vs Financial Advisor?

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

How many hours a week do wealth managers work?

Wealth managers typically work around 40 to 50 hours per week, with some additional hours during busy periods or client deadlines. The schedule can vary based on client needs, market conditions, and the firm’s policies, and the role often requires strong time management skills and availability outside regular hours for client meetings and market updates.

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 high six-figure to seven-figure salaries including bonuses. These roles require extensive experience, advanced certifications like the CFA, and strong client management skills. Compensation varies based on firm size, location, and individual performance.

Is 200,000 enough to work with a financial advisor?

For a wealth management professional, a client with $200,000 in assets is typically considered a high-net-worth individual, and many financial advisors can work with clients at this level. The suitability of services depends on the advisor's fee structure, such as flat fees or percentage-based fees, and the complexity of the client's financial needs. Generally, $200,000 can provide a solid foundation for personalized financial planning and investment management services.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, specialized expertise, or working in high-net-worth markets. Achieving this level often requires years of experience, strong sales skills, and relevant certifications like the CFP or CFA. Income varies widely based on location, firm size, and individual performance.
More about Weekend Wealth Management jobs
What cities are hiring for Weekend Wealth Management jobs? Cities with the most Weekend Wealth Management job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
What states have the most Weekend Wealth Management jobs? States with the most job openings for Weekend Wealth Management jobs include:
Infographic showing various Weekend Wealth Management job openings in the United States as of June 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Wealth Management Advisor

Vista Wealth Solutions

Radnor, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago


Job description

Job Description
Wealth Management Advisor
Why Join Us?
If you've built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation-we offer a genuine competitive advantage.
VISTA was built specifically around the needs of experienced advisors. Our model is straightforward: you bring relationships; we provide the infrastructure, resources, and operational support to help you serve those clients better and grow your practice faster than you could alone.
Here's what that looks like in practice:
• Dedicated support teams that handle operational and administrative work so you can stay focused on clients
• An open-architecture investment platform that preserves your independence and lets you recommend solutions objectively, without product pressure
• Access to institutional-grade financial planning, portfolio management, and CRM tools-including RightCapital, MoneyGuidePro, and Wealthscape
• Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines, so you can deliver truly integrated advice
• Backed by the strength of MassMutual, compliance framework, and resources through MML Investors Services, LLC (Broker-Dealer)-with the autonomy of a boutique firm
The Role
As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages. You'll have the freedom to run your practice the way you see fit-with the resources of a well-supported firm behind you.
What You'll Do
You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.
What You Bring
Required
• Active Series 7, Series 66, and Life, Accident & Health licenses
• Minimum of 3 years of experience in wealth management or financial services
• Demonstrated experience in financial planning and investment portfolio management
Skills & Attributes
• Proven ability to build trust and sustain long-term client relationships
• Strong analytical mindset with sound judgment and a results-driven approach
• Clear, confident communicator-able to translate complex financial concepts for clients at any level of financial sophistication
• Uncompromising commitment to integrity, ethical standards, and regulatory compliance
Compensation
We offer a competitive compensation structure designed to reward performance and recognize the value of an established practice:
• Competitive commission structure with performance-based bonuses
• Practice allowances to support your transition and ongoing operations
• Compensation structured to reflect the strength and scale of the book of business you bring
Benefits
• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance
Ready to make a move?
If you've outgrown your current platform and are looking for the infrastructure, support, and collaborative environment to take your practice to the next level, we'd like to talk. Reach out to learn more about what a transition to our firm could look like for you.
**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.
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