Welcome to the Wealth Management Consultant jobs category on Ladders. Here, you will find opportunities from leading firms, offering competitive salaries and benefits.
A Wealth Management Consultant works with clients to help manage wealth and achieve financial objectives. This role may involve creating detailed financial plans, advising on investments, tax laws, and insurance decisions.
For this role, you will need excellent communication and interpersonal skills, a deep understanding of financial planning, investment strategies, and be able to thrive in a client-facing role.
Whether you are a seasoned professional looking for your next challenge, or a novice looking to break into Wealth Management consultancy, Ladders has a wealth of opportunities to jumpstart your career.
Retirement Services Communications Consultant
$135K - $150K *
Drive impactful communication strategies to enhance employee engagement and support client goals. Collaborate with cross-functional teams, manage budgets, and deliver presentations to foster positive...
Reposted 6 days ago
Team Lead, Fraud Investigations
$90K - $110K *
Drive team excellence by guiding Fraud Investigators in complex cases, ensuring effective operations while maintaining high standards and escalation support. Elevate investigative skills and collabora...
5 days ago
Partner Manager, AI Ecosystems
$140K - $175K *
Empower Apollo's frontier partnerships by deepening collaborations with AI-native platforms and foundation model companies. Analyze the evolving landscape and drive monetization strategies while build...
1 week ago
Sr. Project Manager (Enterprise)
$115K - $130K *
Drive enterprise software implementations, ensuring successful client adoption of the Canoe platform. Collaborate with stakeholders, manage resources, and lead a team to deliver projects on time and w...
5 days ago
ETF Strategist, Equities and Multi-Asset
$175K - $200K *
Analyze investment strategies and market trends to support ETF offerings. Collaborate with teams to enhance marketing materials and engage with key financial intermediaries, driving growth and product...
2 weeks ago
Vice President, Executive Planning Consultant - Southeast Market
$160K - $200K *
Unlock the potential of executive financial planning by serving as a trusted advisor to senior leaders, delivering personalized investment and retirement strategies while driving client satisfaction a...
Reposted yesterday
$100K - $120K *
Join a team that's dedicated to guiding investors in securing optimal loans for diverse real estate projects while maintaining compliance and professionalism throughout the lending process...
3 weeks ago
$160K - $200K *
Champion growth in the life insurance sector by recruiting and developing 30-40 independent firms over three years, leveraging industry relationships to drive revenue and foster innovative sales strat...
3 weeks ago
$87K - $109K *
Unlock potential by leveraging your claims expertise to manage complex insurance cases. Collaborate with executives and teams for optimal resolutions while building strong relationships and ensuring c...
1 week ago
$208K - $287K *
Shape the future of home equity lending by providing strategic legal guidance and support throughout the product lifecycle to ensure compliant and innovative home lending solutions at scale...
2 days ago
Principal Compensation Partner, Sales
$161K - $258K *
Engage as a strategic partner in compensation for the Sales team, advising leadership on competitive pay practices, market analysis, and organizational design to attract and retain top talent, while f...
Reposted 2 days ago
Consulting Services Portfolio Manager
$120K - $204K *
Drive customer success through strategic ERP management, ensuring alignment with client objectives and long-term partnerships while maximizing investments in Epicor solutions and overseeing program de...
2 weeks ago
Senior Actuarial Analyst (Commercial Lines)
$95K - $160K *
Join a team that empowers your career through complex analysis and project management. Collaborate on pricing frameworks and enhance your skills while guiding junior team members in a dynamic office e...
1 week ago
$125K - $175K *
Transform portfolio performance by managing a $200 million multi-asset portfolio of mutual funds and ETFs, ensuring alignment with investment objectives while effectively engaging financial advisors a...
1 week ago
Senior Analyst, Treasury Systems
$73K - $88K *
Join a dynamic team to support Treasury systems, optimize processes, and enhance banking integrations. Collaborate with stakeholders to drive efficiency while ensuring compliance and data integrity ac...
3 days ago
$110K - $130K *
Help us design and optimize data architecture by leading high-impact projects and cross-functional teams, ensuring quality data processes while delivering actionable insights across business units...
2 weeks ago
Balance Sheet Strategy Analyst
$86K - $145K *
Shape key financial models and dashboards to enhance balance sheet strategies. Leverage analytics to drive loan sale evaluations and develop actionable insights for portfolio optimization...
4 days ago
$175K - $225K *
Grow your career with a dynamic team committed to enhancing cybersecurity through cutting-edge offensive security tactics. Engage in adversary simulations, vulnerability assessments, and collaboration...
4 days ago
Strategic Partnerships Manager
$90K - $120K *
Drive partnership success by fostering relationships with strategic partners to enhance revenue and growth initiatives. This role blends strategic account management and business development for impac...
1 week ago
Sales Consultant (Pooled Plans)
$70K - $95K *
Lead the charge in driving sales growth by supporting complex retirement plans, managing RFP processes, and providing strategic insights to a dynamic sales team focused on exceeding client expectation...
3 weeks ago
Virtual Insurance Sales Consultant
$120K - $240K *
Unlock potential by engaging clients through tailored mortgage solutions and consultations, managing follow-ups with insurance carriers. Ideal for self-motivated individuals seeking flexibility and gr...
1 week ago
$100K - $120K *
Join a team that's dedicated to enhancing cybersecurity through assessments, education, and strategic reporting. You will engage with clients at all levels, translating complex security results into a...
6 days ago
$72K - $101K *
Join a team that's focused on refining external workforce processes. You'll support contractor lifecycle management, ensuring seamless onboarding and offboarding while collaborating cross-functionally...
1 week ago
Casualty Claims Risk Consultant
$96K - $110K *
Shape the future of casualty claims management by delivering tailored consulting services to enhance client outcomes and reduce risk. Leverage your expertise in workers’ compensation and relationship...
Reposted 3 days ago
Senior Casualty Claims Consultant
$126K - $140K *
Grow your career with a pivotal role in casualty claims consulting, delivering tailored risk solutions while enhancing client outcomes and relationship management in a collaborative, virtual environme...
4 days ago
What is the average salary of a Wealth Management Consultant?
The average salary of a Wealth Management Consultant on Ladders is over $100,000, with top professionals earning significantly more.
What skills are needed for Wealth Management Consultant jobs?
Wealth Management Consultants need a broad knowledge of investment strategies, financial planning, risk management, and regulatory compliance. Strong interpersonal and communication skills are also crucial.
How do I start a career in Wealth Management?
Starting a career in Wealth Management generally requires a bachelor's degree in business, finance, or a related field. Gaining certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can also be beneficial. Strong analytical and people skills are essential.