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.
Managing Director, Annuities, Life Insurance, Investments (NY/NJ)
$160K - $200K *
Champion the growth of a dynamic financial services practice by leading, recruiting, and developing a high-performing team of advisors while driving personal production and delivering tailored client...
4 days ago
Tax Manager - Private Wealth/PCS
$112K - $172K *
Elevate your career as a key advisor by delivering comprehensive tax compliance and consulting services to high-net-worth clients while mentoring a talented team in a dynamic, collaborative environmen...
3 weeks ago
Tax Manager - Private Wealth/PCS
$112K - $172K *
Elevate your career by providing tax compliance and advisory services to high-net-worth clients. Lead teams, mentor staff, and drive growth while enjoying work-life balance and professional developmen...
3 weeks ago
Tax Manager - Private Wealth/PCS
$112K - $172K *
Join a team that's transforming tax advisory. Contribute to compliance and strategic consulting for high-net-worth clients while mentoring staff, driving the business forward, and enjoying career grow...
3 weeks ago
Tax Manager - Private Wealth/PCS
$112K - $172K *
Elevate your career by becoming a trusted Tax Manager. Engage with high-net-worth clients, provide strategic tax planning, and mentor talented staff while enjoying a flexible work environment and oppo...
3 weeks ago
AVP, Wealth Planning & Tax Consulting
$140K - $160K *
Drive comprehensive wealth planning support for high-net-worth clients, focusing on integrated strategies that meet financial and tax needs. Collaborate with teams to enhance service delivery and supp...
2 weeks ago
Portfolio Management Consultant
$167K - $204K *
Join us to lead portfolio management practices that align initiatives with strategic objectives. As an expert consultant, you'll partner across functions to enhance governance, reporting, and decision...
2 weeks ago
$80K - $87K *
Deliver exceptional service by managing client and advisor requests, ensuring prompt resolutions and support. Collaborate with internal teams to enhance client experience while maintaining strong comm...
4 weeks ago
Investment Accountant/Senior Investment Accountant
$65K - $119K *
Elevate your career by supporting investment accounting, financial reporting, and reconciliation efforts within a dynamic team. Collaborate to ensure data integrity, manage accounting activities, and...
3 weeks ago
Vice President, Trading and Product Risk Intelligence
$300K - $350K *
Oversee strategic intelligence operations to identify emerging market risks, guide regulatory assessments, and develop insightful products for leadership. Partner across teams to enhance market integr...
1 week ago
Vice President, Trading and Product Risk Intelligence
$192K - $379K *
Lead strategic initiatives in market intelligence; oversee analysis of regulatory trends and risks impacting financial markets, ensuring delivery of actionable insights to senior leadership and stakeh...
1 week ago
Vice President, Trading and Product Risk Intelligence
$192K - $379K *
Shape the future of regulatory oversight by leading a dynamic team of experts. Drive strategic intelligence initiatives to predict market trends and inform stakeholders, ensuring investor protection a...
1 week ago
Vice President, Trading and Product Risk Intelligence
$192K - $379K *
Bring your expertise to lead strategic initiatives in trading and product risk intelligence, guiding a team of specialists to analyze regulatory trends and deliver actionable insights that enhance mar...
1 week ago
Vice President, Trading and Product Risk Intelligence
$192K - $379K *
Lead and innovate within a strategic role, guiding a team of experts in market intelligence to effectively analyze and predict regulatory trends impacting the financial markets, ensuring robust insigh...
1 week ago
Vice President, Trading and Product Risk Intelligence
$192K - $379K *
Transform the landscape of product risk intelligence by leading a strategic team that analyzes regulatory trends and market risks, delivering actionable insights to safeguard investor protection and m...
1 week ago
Vice President, Trading and Product Risk Intelligence
$192K - $379K *
Join us in a high-impact role leading market intelligence efforts. Oversee a team focused on analyzing regulatory trends, developing actionable insights, and fostering relationships with industry stak...
1 week ago
Vice President, Trading and Product Risk Intelligence
$192K - $379K *
Unlock potential by leading a dynamic team in product and market intelligence, analyzing regulatory impacts while enhancing relationships across financial sectors. Drive strategic oversight and delive...
1 week ago
Vice President, Trading and Product Risk Intelligence
$192K - $379K *
Champion strategic risk intelligence by leading a high-impact team to analyze regulatory trends, drive innovative products, and collaborate across departments, enhancing market integrity while protect...
1 week ago
Vice President, Trading and Product Risk Intelligence
$192K - $379K *
Lead and empower a strategic team to identify and mitigate emerging risks in trading and product intelligence while fostering strong relationships across regulatory bodies and the financial sector for...
1 week ago
Vice President, Trading and Product Risk Intelligence
$300K - $350K *
Lead strategic intelligence initiatives to analyze, predict, and address regulatory trends impacting financial markets while collaborating with key stakeholders to drive investor protection and market...
1 week ago
Vice President, Trading and Product Risk Intelligence
$300K - $350K *
Elevate strategic intelligence by leading a team that identifies and analyzes emerging regulatory trends, delivering actionable insights to optimize market operations, investor protection, and financi...
1 week ago
Vice President, Trading and Product Risk Intelligence
$300K - $350K *
Join a team that's at the forefront of trading and product risk intelligence, leading strategic initiatives and operations to drive regulatory insight and market protection while mentoring a specializ...
1 week ago
Vice President, Trading and Product Risk Intelligence
$192K - $379K *
Empower the intelligence team to foresee market risks, driving insights on regulatory trends and product threats. Collaborate with stakeholders to enhance market integrity and foster a strong culture...
1 week ago
Product Manager Senior - PNC Wealth Management
$110K - $130K *
Drive innovation in product management by leveraging emerging technologies and market insights to enhance customer experiences and achieve business goals. Collaborate with stakeholders to create, desi...
Reposted 1 week ago
Manager, Americas Client Service Operations
$120K - $225K *
Take ownership of exceptional client service delivery across Americas by leading teams, driving operational excellence, and enhancing the client experience through strategic initiatives and collaborat...
Reposted yesterday
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.