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.
$89K - $150K *
Discover tailored investment strategies for high-net-worth clients. Collaborate with a team for portfolio management, risk assessment, and client engagement while maintaining ethical standards and ind...
Yesterday
Private Client Relationship Manager
$83K - $104K *
Grow relationships with affluent clients by developing personalized financial strategies, enhancing client experiences, and partnering with Wealth Advisors to achieve financial goals, all while levera...
1 week ago
Sr. Manager, Derivative Trading Technology
$145K - $218K *
Empower teams to deliver cutting-edge solutions in derivative investments and operations technology by leveraging your expertise and leadership skills. Drive project execution and foster a culture of...
Reposted 3 weeks ago
Private Client Relationship Manager
$83K - $104K *
Engage high-net-worth clients to provide tailored financial solutions, enhance relationships, and collaborate with Wealth Advisors. Drive growth in assets and client satisfaction while maintaining a s...
1 week ago
Private Client Relationship Manager
$80K - $95K *
Take ownership of client relationships by onboarding high-net-worth clients, executing personalized financial strategies, and collaborating with Wealth Advisors to achieve client goals while ensuring...
1 week ago
Manager, Strategy & Transformation (Financial Services)
$109K - $178K *
Transform the financial services landscape by leading teams to solve complex challenges in banking, financial processes, and technology. Drive impactful change by seamlessly integrating strategy with...
2 weeks ago
Manager, Strategy & Transformation (Financial Services)
$109K - $178K *
Design transformative solutions for banking clients by leading teams through complex challenges while connecting strategy, operations, and technology to drive significant change and enhance organizati...
2 weeks ago
Manager, Strategy & Transformation (Financial Services)
$109K - $178K *
Join a dynamic team focused on transforming financial services. Lead complex projects, defining strategies and solutions to guide clients through significant changes like M&A and regulatory transforma...
2 weeks ago
Manager, Strategy & Transformation (Financial Services)
$109K - $178K *
Lead transformative solutions for banking and financial services. Drive strategy, manage complex workstreams, and guide teams through ambiguous challenges while ensuring alignment across operations, t...
2 weeks ago
Manager, Strategy & Transformation (Financial Services)
$109K - $178K *
Join a team that's transforming financial services by leading complex initiatives and delivering innovative solutions. You will collaborate with diverse stakeholders to navigate challenges, drive chan...
2 weeks ago
Manager, Strategy & Transformation (Financial Services)
$109K - $178K *
Join us to lead transformation initiatives in banking and financial services, tackling complex challenges and designing effective solutions. Collaborate across teams to implement strategic objectives...
2 weeks ago
Manager, Strategy & Transformation (Financial Services)
$109K - $178K *
Join a dynamic team to lead complex transformations in banking and financial services. Utilize your expertise to design innovative solutions, manage multidisciplinary teams, and drive impactful change...
2 weeks ago
Corporate Vice President, Wealth Advisory Investment Strategy
$119K - $170K *
Lead the charge in wealth advisory by managing key asset manager relationships, designing tailored investment strategies, and collaborating with teams to optimize client outcomes for high-net-worth cl...
Today
Portfolio Manager - Wholesale Credit Delivery – Commercial / Not-for-Profit Segment
$95K - $115K *
Elevate your career by driving credit underwriting and portfolio management, collaborating with teams to assess risk, structure financing solutions, and ensure compliance, while delivering exceptional...
4 weeks ago
Portfolio Manager - Wholesale Credit Delivery – Commercial / Not-for-Profit Segment
$80K - $95K *
Join a team that's at the forefront of managing commercial and not-for-profit credit portfolios, driving independent analysis, and fostering strong relationships while ensuring compliance and mitigati...
4 weeks ago
$106K - $160K *
Lead tax compliance engagements, ensuring high-quality client communication and service. Oversee team performance, mentor staff, and maintain expertise in specialized tax areas while managing project...
Today
$106K - $160K *
Elevate your career by leading tax compliance engagements and managing client relationships. Guide a team, ensure quality, and drive proactive communication while maintaining technical expertise in hi...
Reposted today
Client Portfolio Manager, Multi-Manager Solutions (MMS)
$114K - $194K *
Champion investment strategies and drive client success through collaboration and expertise in asset management. Thrive in a dynamic environment, spearheading innovative solutions while serving as a p...
1 week ago
Senior Advisor, Trust & Wealth Management - Kerrville, TX
$100K - $120K *
Grow client relationships and manage investment portfolios while collaborating with a dedicated wealth management team. Deliver strategic financial solutions to enhance client outcomes and ensure comp...
2 weeks ago
Senior Accountant, Broker-Dealer Accounting
$140K - $150K *
Engage in a hands-on senior accounting role within a dynamic finance team, driving the month-end close process and ensuring compliance in a regulated fintech environment, while collaborating across de...
2 weeks ago
$106K - $160K *
Shape the future of tax compliance by leading engagements, ensuring client satisfaction, and mentoring staff. Drive proactive communication and manage resources to deliver high-quality results within...
Reposted yesterday
Financial Consulting Supervisor - Real Estate Valuation
$88K - $168K *
Champion real estate valuation excellence by guiding clients through complex valuation scenarios, utilizing a blend of analytical skills, market insight, and technical knowledge. Drive solutions that...
Yesterday
Financial Consulting Supervisor - Real Estate Valuation
$88K - $168K *
Join a team that's dedicated to providing comprehensive real estate valuation solutions. Leverage your expertise to guide clients through asset valuation processes while leading market analyses on var...
Yesterday
Financial Consulting Supervisor - Real Estate Valuation
$88K - $168K *
Join a dynamic team to manage complex real estate valuations, perform market analysis, and deliver insightful recommendations. Utilize your expertise to aid clients in informed asset valuation decisio...
Yesterday
Business Applications Consultant Manager
$100K - $185K *
Join a team that drives operational excellence by leading a talented group of Business Applications Consultants. Collaborate closely with stakeholders to enhance delivery efficiency and ensure high-qu...
2 weeks 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.