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Become A Wealth Management Advisor

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Working As A Wealth Management Advisor

  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Interacting With Computers
  • Making Decisions and Solving Problems
  • Establishing and Maintaining Interpersonal Relationships
  • Mostly Sitting

  • $89,142

    Average Salary

What Does A Wealth Management Advisor Do At Neuberger Berman

* Serve as regular point of contact for high net worth clients, endowments, foundations and family offices seeking solutions to complex issues including portfolio asset allocation and implementation, retirement planning, philanthropy, and estate planning.
* Provide world-class client service and investment advice tailored to the unique investment objectives, financial goals, suitability and risk tolerance of each client.
* Use broad understanding of the financial markets and the firm’s products to match appropriate solutions and services with each client’s financial circumstances, needs and objectives.
* Responsible for building and strengthening client relationships with Neuberger Berman.
* Establish credibility as a source of trustworthy advice by prioritizing the client’s investment objectives.
* Develop a consultative approach toward clients and prospects.
* Seek opportunities to grow business by cultivating relationships with third party referral sources (e.g., accountants, attorneys and other advisors).
* Maximize firm resources in order to provide best in class service to clients

What Does A Wealth Management Advisor Do At Fifth Third Bank

* oDevelops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
* oEffectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Brokerage, Loans, Deposits, Insurance, Estate Planning, and Wealth Planning.
* oActs as the Core Team Member for One Bank to identify opportunities with new and existing bank customers.
* Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship.
* oDemonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships.
* oDevelops and strategically executes personal business plan to achieve defined revenue and business objectives

What Does A Wealth Management Advisor Do At TIAA

* Serve as TIAA's primary relationship manager for affluent clients.
* Manage and develop an assigned book of business of client relationships across TIAA's products and services while complying with all regulatory requirements.
* Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of TIAA and developing additional business through referrals.
* Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition of the Individual Advisory Service's business.
* Manages client relationships with the goal of developing first call status for all financial planning needs.
* Coordinates communications within a centralized service and support model

What Does A Wealth Management Advisor Do At First Tennessee Bank

* The WMT Trader role acts as the foundation for Wealth Management in the sales and service capacity.
* They are responsible for incoming customer service and brokerage trading calls from the company's financial advisors, sales assistants, and clients, as well as monitoring trades from execution through settlement and appropriate entry into portfolio management systems.
* Interact with brokerage community to gather information on the market.
* Maintain spreadsheets as directed, identifying and researching any discrepancies within accounts.
* Providing quality customer service to both internal and external customers including assuming back-up functions for other jobs within the department.
* Responsible for a variety of functions related to the investment and insurance process in a fast-paced, time-sensitive, team-oriented environment.
* Fulfill both company and regulatory requirements related to corporate and industry policy.
* Requirements

What Does A Wealth Management Advisor Do At Jpmorgan Chase

* Build trust and effectively manage relationships with clients by thoroughly understanding their needs, providing advice and delivering appropriate products and services
* Coordinate with internal specialists (e.g. investments, credit/lending, trust & estate) to provide interdisciplinary expertise to clients
* Ensure that proposed products and services fulfill clients' needs and objectives in the short, medium and long term
* Faithfully adhere to all risk and control policies, regulatory guidelines and security measures
* Drive business results through revenue and asset growth, new client acquisition and growth of existing client relationships
* Build partnership with peers, specialists, support teams and junior staff
* Proven sales success including: new client acquisition, building and sourcing referrals from network of intermediaries (e.g. accountants and attorneys), growing existing client relationships
* Demonstrated understanding of investments, banking and planning concepts including: asset allocation/portfolio construction, equities and fixed income trading, credit/lending, basic trust and estate solutions, retirement planning
* Coachable professional with business acumen, curiosity and a dynamic personality
* Strong relationship management and team building skills; views team concept as critical to model

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How To Become A Wealth Management Advisor

Personal financial advisors typically need a bachelor’s degree. A master’s degree and certification can improve one’s chances for advancement in the occupation.


Personal financial advisors typically need a bachelor’s degree. Although employers usually do not require personal financial advisors to have completed a specific course of study, a degree in finance, economics, accounting, business, mathematics, or law is good preparation for this occupation. Courses in investments, taxes, estate planning, and risk management are also helpful. Programs in financial planning are becoming more available in colleges and universities.


Once they are hired, personal financial advisors often enter an on-the-job training period. During this time, new advisors work under the supervision of senior advisors and learn how to perform their duties, including building a client network and developing investment portfolios. This training usually lasts for more than a year.

Licenses, Certifications, and Registrations

Personal financial advisors who directly buy or sell stocks, bonds, or insurance policies, or who provide specific investment advice, need a combination of licenses that varies with the products they sell. In addition to being required to have those licenses, advisors in smaller firms that manage clients’ investments must be registered with state regulators and those in larger firms must be registered with the Securities and Exchange Commission. Personal financial advisors who choose to sell insurance need licenses issued by state boards. Information on state licensing board requirements for registered investment advisors is available from the North American Securities Administrators Association.

Certifications can enhance a personal financial advisor’s reputation and can help bring in new clients. The Certified Financial Planner Board of Standards offers the Certified Financial Planner (CFP) certification. For this certification, advisors must have a bachelor’s degree, complete at least 3 years of relevant work experience, pass an exam, and agree to adhere to a code of ethics. The exam covers the financial planning process, insurance and risk management, employee benefits planning, taxes and retirement planning, investment and real estate planning, debt management, planning liability, emergency fund reserves, and statistical modeling.


A master’s degree in an area such as finance or business administration can improve a personal financial advisor’s chances of moving into a management position and attracting new clients.

Important Qualities

Analytical skills. In determining an investment portfolio for a client, personal financial advisors must be able to take into account a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions.

Interpersonal skills. A major part of a personal financial advisor’s job is making clients feel comfortable. Advisors must establish trust with clients and respond well to their questions and concerns.

Math skills. Personal financial advisors should be good at mathematics because they constantly work with numbers. They determine the amount invested, how that amount has grown or decreased over time, and how a portfolio is distributed among different investments.

Sales skills. To expand their base of clients, personal financial advisors must be convincing and persistent in selling their services.

Speaking skills. Personal financial advisors interact with clients every day. They must explain complex financial concepts in understandable language.

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Wealth Management Advisor jobs

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Wealth Management Advisor Career Paths

Wealth Management Advisor
Project Manager Construction Manager Operations Manager
Assistant Vice President
7 Yearsyrs
Consultant Senior Business Analyst Controller
Chief Finance And Operating Officer
14 Yearsyrs
Chief Finance Officer Human Resources Manager Assistant Vice President
Credit Officer
5 Yearsyrs
Business Developer Business Manager Human Resources Manager
Director Of Human Resources
10 Yearsyrs
Director Vice President President Of Operations
Executive Vice President Of Operations
10 Yearsyrs
Manager Operations Manager Branch Manager
Finance Center Manager
6 Yearsyrs
Chief Finance Officer President Finance Advisor
Finance Vice President
9 Yearsyrs
Account Manager Account Executive Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Investment Advisor Branch Manager General Manager
Operations Director
9 Yearsyrs
Consultant Senior Consultant Program Manager
Portfolio Manager
7 Yearsyrs
Account Manager Sales Manager Regional Sales Manager
Regional Sales Director
10 Yearsyrs
Business Developer Business Development Manager Director Of Sales
Regional Vice President
11 Yearsyrs
Director Director Of Sales
Sales Vice President
9 Yearsyrs
Manager Account Manager Relationship Manager
Senior Relationship Manager
10 Yearsyrs
Project Manager General Manager Account Executive
Senior Sales Executive
9 Yearsyrs
Portfolio Manager Assistant Vice President
Vice President & Sales Manager
9 Yearsyrs
Investment Advisor Assistant Vice President
Vice President And Manager
10 Yearsyrs
Portfolio Manager Finance Advisor Assistant Vice President
Vice President And Portfolio Manager
10 Yearsyrs
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Wealth Management Advisor Demographics


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • German

  • Russian

  • Cantonese

  • Portuguese

  • Chinese

  • Mandarin

  • Korean

  • Hungarian

  • Hebrew

  • Greek

  • Ukrainian

  • Serbian

  • Arabic

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Wealth Management Advisor

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Wealth Management Advisor Education

Wealth Management Advisor

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Real Wealth Management Advisor Salaries

Job Title Company Location Start Date Salary
Wealth Advisor Jpmorgan Chase & Co. New York, NY Feb 01, 2015 $235,000
Wealth Advisor JP Morgan Chase & Co New York, NY Feb 02, 2016 $235,000
Learning Management Systems Advisor Brunel Energy, Inc. Houston, TX Mar 15, 2011 $234,000
Head of U.S. Wealth Management BTG Pactual Us Capital LLC New York, NY Nov 03, 2016 $220,813
VP, Private Wealth Management Client Advisor Jpmorgan Chase & Co. New York, NY Oct 16, 2012 $200,000
Head of U.S. Wealth Management BTG Pactual Us Capital LLC New York, NY Jul 01, 2015 $175,000 -
International Trust and Wealth Planning Advisor CISA Latam, LLC Miami, FL Oct 01, 2015 $170,000
International Trust and Wealth Planning Advisor CISA Latam LLC Miami, FL Oct 01, 2012 $150,000
Carbon Management Advisor Chevron Corporation San Ramon, CA Aug 27, 2012 $146,000
Wealth Planning Advisor EFG Capital International Corporation Miami, FL Aug 03, 2016 $145,000
Banker, Global Wealth Management Jpmorgan Chase and Co. New York, NY May 09, 2016 $145,000
Wealth Planning Advisor EFG Capital International Corporation Miami, FL Jul 06, 2015 $145,000
Senior Wealth Management Advisor BTG Pactual Us Asset Management Corp. New York, NY Sep 29, 2011 $142,002 -
Wealth Management Advisor BTG Pactual Us Asset Management Corp. New York, NY Jul 01, 2011 $136,989 -
Release Management Advisor Anthem, Inc. Richmond, VA Feb 12, 2016 $96,970
Application Management Advisor Dell USA, LP Round Rock, TX Aug 24, 2015 $95,000
Application Management Advisor Dell Marketing LP Round Rock, TX Jun 22, 2016 $94,765
Application Management Advisor Dell USA LP Round Rock, TX Apr 10, 2016 $94,765
Release Management Advisor Wellpoint, Inc. VA Aug 22, 2014 $94,598 -
Release Management Advisor Wellpoint, Inc. Richmond, VA May 26, 2014 $94,598 -
Delivery Management Advisor Dell Marketing, LP CA Jun 08, 2012 $92,773
Application Management Advisor Dell USA LP Round Rock, TX Jul 30, 2015 $92,628
Application Management Advisor Dell USA LP Round Rock, TX Nov 05, 2012 $86,000
Release Management Advisor Wellpoint, Inc. Richmond, VA Nov 18, 2013 $85,800 -
Release Management Advisor Wellpoint, Inc. Richmond, VA Sep 30, 2013 $85,800 -
Management Adviser Kuramo Capital Management, LLC New York, NY Jan 09, 2016 $85,567
Application Management Advisor Dell USA, LP Round Rock, TX Aug 15, 2013 $85,238
Application Management Advisor Dell USA, LP Round Rock, TX Apr 22, 2013 $85,238
Application Management Advisor Dell Marketing L.P. Nashville, TN Jan 19, 2015 $85,000
Application Management Advisor Dell USA LP Round Rock, TX Oct 10, 2014 $85,000

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Top Skills for A Wealth Management Advisor


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Top Wealth Management Advisor Skills

  1. Comprehensive Financial Plans
  2. Asset Allocation
  3. Client Portfolios
You can check out examples of real life uses of top skills on resumes here:
  • Collaborated with clients to identify financial goals, comprehensive financial plans and appropriate investment strategies.
  • Supported Private Banking and Wealth Management team with administrative duties relating to financial products, asset allocation strategies and wealth management
  • Conduct comprehensive reviews of client portfolios to assess strategies based on objectives and risk profile.
  • Developed client relationships to increase usage of Private Wealth Management services.
  • Coordinated and provided financial products and services for assigned clients via ongoing relationship management.

Top Wealth Management Advisor Employers

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