Explore Wealth Management Consultant Jobs

Welcome to the Wealth Management Consultant jobs category on Ladders. Here, you will find opportunities from leading firms, offering competitive salaries and benefits.

What Does a Wealth Management Consultant Do

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.

The Perfect Fit

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.

Start Your Careers with Ladders Today

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.

Remote
caret down
Compensation
caret down
Position Level
caret down
Time Posted
caret down
Industries
caret down
Locations
caret down
More
1
caret down

$70K - $95K *

Transform client experiences by delivering personalized financial plans and proactive guidance as you build lasting relationships and grow a well-established business book in a dynamic advisory team e...

Reposted 5 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$275K *

Transform corporate and private equity relationships through strategic advisory and investment banking services, driving M&A, capital raising, and client solutions across various industry sectors...

Reposted 1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$120K - $180K *

Strategize investment opportunities in alternative assets, enhancing portfolio performance and risk management while overseeing compliance and team development within a dynamic investment management f...

5 days ago

  •   11 - 15 years exp.  •   Finance & Insurance

$120K - $150K *

Unlock potential by managing a diverse portfolio of alternative investments. Lead strategy execution, oversee performance, and collaborate with stakeholders to align investments with enterprise object...

5 days ago

  •   11 - 15 years exp.  •   Finance & Insurance

$88K - $176K *

Manage complex health & benefits consulting engagements for 2000+ employers. Drive strategic direction, develop innovative benefits solutions, and enhance client satisfaction while overseeing financia...

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$275K *

Optimize client relations and investment banking services for corporate and private equity clients. Manage M&A and capital raising efforts while collaborating with internal teams to enhance business g...

Reposted 1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$275K *

Empower your career by managing client relationships and delivering investment banking services, focusing on M&A and capital raising. Collaborate with senior professionals to drive growth and lead com...

Reposted 1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$90K - $120K *

Drive financial reporting and tax compliance while leading a high-performing team. As a proactive communicator, you will enhance collaboration and ensure regulatory adherence in a dynamic, client-focu...

1 month ago

  •   5 - 7 years exp.  •   Legal & Accounting

$140K - $250K *

Drive innovation in structured derivative sales, managing pricing, execution, and client relationships while collaborating with multiple teams to deliver tailored financial solutions and achieve reven...

Reposted 2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $120K *

Transform project management initiatives to enhance enterprise efficiency and effectiveness across diverse business operations, leveraging strong communication and relationship-building skills to achi...

1 week ago

  •   5 - 7 years exp.  •   Information Technology

$110K - $120K *

Deliver impactful project management solutions to enhance business processes, optimize resources, and achieve organizational goals while fostering strong relationships with key stakeholders across var...

1 week ago

  •   5 - 7 years exp.  •   Information Technology

$110K - $120K *

Shape the future of project management by driving enterprise-wide initiatives, enhancing operational effectiveness, and fostering collaboration across teams to meet key business objectives and deliver...

1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$77K - $121K *

Join a dynamic team as you support business execution and enhance risk compliance practices. Leverage your analytical skills to refine reporting processes in a fast-paced environment focused on afford...

3 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $150K *

Transform financial reporting processes by assisting with audits, enhancing controls, and collaborating with teams. Leverage strong analytical skills to drive improvements and ensure compliance in a f...

Reposted today

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $150K *

Lead the charge in financial reporting and audit processes, collaborating with cross-functional teams and service providers to enhance efficiency within the investment fund's operations and ensure com...

Reposted today

  •   5 - 7 years exp.  •   Finance & Insurance

$120K - $150K *

Join a team that's committed to enhancing our infrastructure security and resilience. Lead the Infrastructure Protection Operations team, overseeing security controls and driving compliance while fost...

3 weeks ago

  •   Less than 5 years exp.  •   Information Technology

$70K - $95K *

Drive client success by managing a diverse portfolio of institutional investors. Collaborate with investment teams to align strategies, present updates, and foster strong relationships. Enjoy growth i...

4 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $130K *

Elevate client engagement by developing strategic sales support and marketing messaging for institutional equity mandates. Collaborate with teams to drive AUM growth and ensure effective communication...

Montreal, QCIn-Person

Reposted 2 days ago

  •   8 - 10 years exp.  •   Finance & Insurance

$100K - $195K *

Elevate fee calculation and performance standards by developing scalable solutions in private markets. Lead a high-performance team to ensure accuracy, drive process excellence, and engage with stakeh...

Reposted 1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$100K - $195K *

Elevate your career by leading the charge in transforming fee calculation and performance for a cutting-edge private markets platform. Drive innovation, ensure quality, and build a high-impact team wh...

Reposted 1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

$75K - $95K *

Pioneer enhancements in advisor onboarding by optimizing processes, collaborating cross-functionally, and driving continuous improvement in a hybrid environment, ensuring optimal experiences and risk...

3 days ago

  •   5 - 7 years exp.  •   Business Services

$92K - $172K *

Engage with clients to optimize health and welfare benefit strategies. Leverage vast industry knowledge to enhance relationships, provide actionable insights, and lead project initiatives within a col...

1 week ago

  •   8 - 10 years exp.  •   Healthcare

$92K - $172K *

Drive your career forward by leading health and welfare consulting initiatives, managing client relationships, and guiding strategies to optimize benefit programs. Collaborate across teams to deliver...

1 week ago

  •   8 - 10 years exp.  •   Business Services

$92K - $172K *

Advance your career by leading client relationships and developing innovative benefit strategies. Leverage extensive health and welfare consulting expertise to drive client success and manage vendor n...

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

$92K - $172K *

Shape comprehensive health and welfare strategies while fostering strong client relationships. Leverage extensive industry experience to identify coverage gaps and lead vendor negotiations, ensuring o...

2 weeks ago

  •   8 - 10 years exp.  •   Finance & Insurance

Frequently Asked Questions (FAQ)

  • What is the average salary of a Wealth Management Consultant?question toggle

    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?question toggle

    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?question toggle

    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.