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Weekend Wealth Management Jobs (NOW HIRING)

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

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

Hills Bank

Wealth Management Advisor

Iowa City, IA

$100K/yr

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

MJT & Associates

Wealth Management Advisor

Lombard, IL

$90K - $100K/yr

Wealth Management Advisor Hybrid | Lombard, IL Base salary $90,000 to $100,000 + bonus potential Build a Career in Comprehensive Financial Planning We're a growing, well-established wealth management ...

MJT & Associates

Wealth Management Advisor

Lombard, IL · On-site

$90K - $100K/yr

Wealth Management Advisor Hybrid | Lombard, IL Base salary $90,000 to $100,000 + bonus potential Build a Career in Comprehensive Financial Planning We're a growing, well-established wealth management ...

MJT & Associates

Wealth Management Advisor

Lombard, IL · On-site

$90K - $100K/yr

Wealth Management Advisor Hybrid | Lombard, IL Base salary $90,000 to $100,000 + bonus potential Build a Career in Comprehensive Financial Planning We're a growing, well-established wealth management ...

CX Institutional LLC

Wealth Manager

Minneapolis, MN · On-site

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment ... Monday through Friday; 8:00 am - 5:00 pm plus occasional evenings and weekends * In office ...

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All JobsWeekend Wealth Management Jobs

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:
What job categories do people searching Weekend Wealth Management jobs look for? The top searched job categories for Weekend Wealth Management jobs are:
Weekend Wealth Management jobs near you
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

Wealth Management Advisor

Hills Bank

Iowa City, IA • On-site

$100K/yr

Full-time

Posted 6 days ago

Be an early applicant

Job description

SCHEDULE: Full-time; Exempt Status

LOCATION: 1401 S Gilbert St, Iowa City, IA 52240

BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!

SCOPE:

This position will be responsible for retention and development of existing and new business opportunities, administration and retention of wealth management business with the objective of profit for the Bank and quality service to the customers. The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and financial planning for their customers.

ACCOUNTABILITIES:

Account Administration: (35%)

  • Ensure positive onboarding experience for customers and Trust and Wealth Management co-workers.
  • Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.
  • Work with investment team to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
  • Perform required annual account and investment reviews for each assigned account.
  • Ensure that transactions in accounts under their direct administration are given proper tax codes, and have a general knowledge of tax rules.
  • Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop or improve the customer's individual and or business estate and financial planning or other trust related business. This may include review of legal documents such as wills or trusts prepared by outside legal counsel where the bank is named in some fiduciary capacity.
  • Maintain a book of business with a minimum direct annual revenue attribution of $100,000.

Business Development: (60%)

  • Sustain and develop relevant relationships with the local market area legal and accounting and professional community to enhance and garner business and referral opportunities.
  • Sustain and develop relevant relationships with Hills Bank employees outside the department to garner referrals and other business opportunities. Participate in training bank wide staff on how referrals can be made.
  • Participate in the Bank's business development activities. Represent the Bank in industry and professional associations, community organizations, local business groups, etc. and promote the Bank's favorable image.
  • Cross-sell commercial, retail and mortgage banking services and products to Trust and Wealth Management customers. Develop joint marketing relationships and strategies with other areas of the Bank.
  • Establish and promote personal and department reputation for exemplary customer service and sound investment strategy and results.
  • Contribute to the annual department sales goals by achieving or exceeding a personal sales goal set by department management.

Departmental Improvement: (5%)

  • Seek ways to improve departmental efficiencies in a proactive and constructive manner.
  • Serve as a peer mentor.
  • Stay current on pertinent market and regulatory developments and identify current and potential markets. Develop and implement plans and programs to respond to those developments and target desired trust and wealth management markets.
  • Enhance and maintain department's reputation as an area leader in Wealth Management Administration.

EDUCATION AND SPECIAL REQUIREMENTS:

  • BA or BS degree required
  • Advanced degree or professional designation(s) such as Certified Financial Planner (CFP®), Certified Retirement Services Professional (CRSP), Certified Trust and Financial Advisor (CTFA) or other related credentials are preferred but not required.
  • One to four years of experience with direct client-facing personal banking, wealth management or financial planning account administration responsibility preferred.
  • Must sign a non-compete.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABILITY


Job Posted by ApplicantPro