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Wealth Management

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Salary and Benefits

Wealth Management
$61K-$74K / yr. (est.)
$61K
$67,792 / year
$75K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Wealth Management

What does a Wealth Management do?
Laughing businesswoman working in office with laptop
Calculator and notepad placed on usa dollars stack

Wealth managers are responsible for providing financial advice and services to high-net-worth clients. They assess clients' financial needs and goals to develop tailored investment strategies. Wealth managers invest clients' funds in diverse asset classes to optimize returns and mitigate risks. They continuously monitor and adjust investment portfolios to ensure alignment with clients' objectives. Additionally, they offer guidance on retirement planning, tax strategies, and estate planning to secure the financial future of their clients.

Core tasks:

  • Conducting comprehensive financial assessments for clients
  • Developing and implementing personalized investment strategies
  • Monitoring and rebalancing investment portfolios
  • Providing tax planning and estate planning advice
  • Offering retirement planning services

Insights

Professional Growth

How Many Years of Experience Do Professionals Need Before Becoming Wealth Management?
On average, people work 5-7 years in other positions prior to becoming a Wealth Management.
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Wealth ManagementMiami, FL - A year ago
🤔 Who made up these rules? There's more than one path to success in Wealth Management!
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Wealth ManagementNew York City, NY - A year ago
😡 Seriously? Working 5-7 years in other positions is advantageous and makes you more well-rounded in the end!

Professional Growth

How Long Do Wealth Management Employees Typically Stay in Their Roles?
On average, Wealth Managements works in this position for 3-5 years across multiple employers.
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Portfolio ManagerHouston, TX - A year ago
🙄This infographic oversimplifies the complexities of Portfolio Management. It takes years to master and it's not about changing jobs - it's about building trust and delivering results.
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Financial AnalystBoston, MA - A year ago
Ugh, this graphic clearly underplays the importance of continuity in the role of a Financial Analyst. You need time with one employer to fully understand their financial systems and make meaningful insights.

Professional Growth

What Is the Job Hopper Score for Wealth Management Employees?
Moderate job changes in Wealth Management, showing some career movement without excessive turnover.
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Estate Planning AttorneyHouston, TX - A year ago
What a relief! As an estate planner, I've been contemplating a change, and this gives me hope that it's not a career-ending move.
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Private BankerMiami, FL - A year ago
Hmm, this reminds me of the ups and downs in the market. I'm curious, do these changes affect salary progression?

Career path

Path to job

Fields of study

Discover a Wealth Management's areas of knowledge sorted by their majors.

Top educational institutions

Explore the list of higher education institutions that a Wealth Management typically studied at.
Arizona State University-Tempe
New York University

Path after job

Community

Demographics

Culture & Values

What Is the Age and Gender Ratio of Wealth Management Employees?
Gender ratio in Wealth Management position: 0.70048231511254 Male and 0.29951768488746 Female. Age ratio in Wealth Management position: 16-20: 12%, 21-30: 57%, 31-40: 17%, 41-50: 9%, 51-60: 4%, 60+: 1%. Wealth Management position is predominantly male (70.0%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Wealth ManagementMiami, FL - A year ago
Not surprised that the younger crowd dominates. They probably got nepotism going on. 🙄
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Wealth ManagementSeattle, WA - A year ago
Where are all the experienced folks? Seems like it's just a bunch of kids playing dress-up! 🙈

Workplaces

Professional Growth

Who Are the Top Employers for Wealth Management?
Top employers of Wealth Management position: Goldman Sachs, Merrill Lynch, Morgan Stanley. People who work in Wealth Management position most typically go on to work for the Goldman Sachs.
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Wealth ManagementSan Francisco, CA - A year ago
I wouldn't trust Goldman Sachs with a penny! Their unethical business practices are well known.
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Wealth ManagementAtlanta, GA - A year ago
Morgan Stanley, Merrill Lynch, Goldman Sachs? These big banks don't care about small businesses or individual investors!
Goldman Sachs
Merrill Lynch
Morgan Stanley

Professional Growth

What Industries Does Wealth Management Typically Have Experience In?
Industry Background: The most typical industries of Wealth Management: Finance & Insurance, Professional / Scientific / Technical, Information Technology, Administrative & Support, Real Estate / Rental / Leasing. Wealth Management employees most likely come from a Finance & Insurance industry background.
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Business AnalystHouston, TX - A year ago
Wealth Management may seem glamorous, but as a Business Analyst, I'm here to make sure those numbers really add up. 💼
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Financial PlannerMiami, FL - A year ago
Wow, so many so-called experts here. Let me tell you, as a Financial Planner, I can truly navigate your financial future. 💼

Find your job as Wealth Management

Remote only
Confidential jobs
Confidential
Senior Wealth Advisor
San Francisco, CA
Senior Wealth Advisor About the Company Nationally recognized provider of investment advisory services Industry Investment Management Type Privately Held About the Role The Company is seeking a Senior Wealth Advisor to join their team. The successful...
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Baker Avenue
Wealth Associate
San Francisco, CA
$60K-$73K / yr. (est.)
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by...
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Bank of America jobs
Bank of America
Private Wealth Investment Management Specialist
San Francisco, CA
$48K-$100K / yr.
Private Wealth Investment Management Specialist Salary: $48,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education, and skill set. Incentives: This role is eligible to participate in a formulaic incentive plan...
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Fidelity TalentSource LLC
Director, Private Equity Investments
San Francisco, CA
$120K-$200K / yr.
The Role You will work closely with the Global Head of Private Equity Investments as well as Fidelity s Portfolio Managers and Research Analysts in recommending and implementing mid-to-late-stage Venture Capital investments on behalf of Fidelity funds and...
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ClickJobs.io jobs
ClickJobs.io
Wealth Management Consultant
Burlingame, CA
$55K-$75K / yr.
Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business...
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Morgan Stanley jobs
Morgan Stanley
Relationship Manager Wealth Management
San Francisco, CA
about $135K / yr.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and...
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AllianceBernstein jobs
AllianceBernstein
Private Wealth Associate
San Francisco, CA
$80K-$86K / yr.
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber...
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Citi jobs
Citi
Senior Wealth Advisor - San Francisco/Castro
San Francisco, CA
about $70K / yr.
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net...
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Mechanics Bank jobs
Mechanics Bank
Director of Wealth Management Operations
Walnut Creek, CA
$200K-$275K / yr.
Mechanics Bank is currently searching for a Director Wealth Management Operations to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at...
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Mercer Advisors Inc jobs
Mercer Advisors Inc
Sr Wealth Advisor (East Bay)
Walnut Creek, CA
$240K-$300K / yr.
Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to...
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Mercer Advisors Inc jobs
Mercer Advisors Inc
Wealth Advisor (East Bay)
Walnut Creek, CA
$190K-$225K / yr.
For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single...
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Trilogy Financial jobs
Trilogy Financial
Wealth Management Assistant
Remote
about $27 / hr.
Description: Job Summary Join Trilogy Financial and start your professional career as a Wealth Management Assistant. We are in the active stages of expansion and are seeking motivated individuals with a passion for connecting with people and shaping...
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Morgan Stanley jobs
Morgan Stanley
Private Wealth Management Team Administrator
San Francisco, CA
about $85K / yr.
POSITION SUMMARY: The Team Administrator is responsible for providing support for Financial Advisor(s), such as calendar management, client calls and information requests. The role requires a highly organized individual with strong attention to detail and...
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Frontall USA LLC
Associate, Investments (Acquisitions) Ballast Investments
San Francisco, CA
$130K-$135K / yr.
Base Annual Compensation: $130k-$135k (depending on experience) Title: Associate, Investments (Acquisitions) Reports to: VP, Investments Primary Function: Acquisitions Status: Full-time, Exempt Summary Ballast Investments (“Ballast” or “The Company”) is...
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Confidential jobs
Confidential
Chief Consumer Lending Officer
San Francisco, CA
Chief Consumer Lending Officer About the Company Successful insurance firm Industry Insurance Type Privately Held About the Role The Chief Consumer Lending Officer will be responsible for overseeing day-to-day consumer loan operations, providing strategic...
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Bank of America jobs
Bank of America
Wealth Management Seasonal Client Associate
San Francisco, CA
$65K-$80K / yr. (est.)
Wealth Management Seasonal Client Associate Location: San Francisco Time Type: Full time Posted On: Posted 3 Days Ago Job Requisition ID: 24036010 Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and...
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Morgan Stanley & Co. jobs
Morgan Stanley & Co.
Private Wealth Management Group Director
Menlo Park, CA
$120K-$147K / yr. (est.)
POSITION SUMMARY The Group Director is a critical member of the Financial Advisor / Private Wealth Advisor team. This role helps shape the vision of client service and business management for the Financial Advisor / Private Wealth Advisor team by defining...
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Show more jobs

Discussion about Wealth Management

Want to know more about Wealth Management position?
Share your thoughts and ideas about Wealth Management position with others in our community.
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How is the gender diversity among people working as a Wealth Management?
avatar-of-creator
Benjamin Gardner3 years ago
Mostly men choose this job, but women also choose this.
What is the typical age of people who work as a Wealth Management?
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Sophie Hayes3 years ago
The average age is 29
Do I need a lot of experience to be a Wealth Management?
avatar-of-creator
Benjamin Gardner3 years ago
6 years of experience is needed on average for a Wealth Management.
What industries does a Wealth Management typically work in?
avatar-of-creator
Sophie Hayes3 years ago
Most typically work in the Finance & Insurance industry.
Is a degree needed to work as a Wealth Management?
avatar-of-creator
Liam Brown3 years ago
Bachelor of Science degree is the typical for a Wealth Management
Which company are you working for as a Wealth Management?
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Sophie Hayes3 years ago
If you are a Wealth Management you should definitely apply for Goldman Sachs, Merrill Lynch, Morgan Stanley, UBS and U.S. Bank
How many years of experience as a Wealth Management is needed in average to switch to another position?
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Liam Brown3 years ago
4 years is the typical lifespan for a Wealth Management.
How frequently people change companies if they work as a Wealth Management?
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Liam Brown3 years ago
The job hopper score is medium for a Wealth Management.
What occupations do people usually work in before becoming a Wealth Management?
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Liam Brown3 years ago
A Wealth Management probably worked as Financial Advisor, Vice President or Financial Analyst before
If I’m working as a Wealth Management, what next position could I have?
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Benjamin Gardner3 years ago
Financial Advisor, Vice President or Financial Analyst can be a good next step
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