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.
Financial Advisory - Service Advisor
$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
Investment Banking VP - Industrials / Business Services
$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
Head of Alternative Investments
$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
Head of Alternative Investments
$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
$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
Investment Banking VP - Industrials / Business Services
$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
Investment Banking VP - Industrials / Business Services
$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
$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
VP, Structured Derivative Private Banks Sales
$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
$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
$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
$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
AVP, Business Execution Consultant - CRE COO
$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
Financial Reporting Analyst, US Funds
$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
Financial Reporting Analyst, US Funds
$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
Senior Manager, Infrastructure Protection Operations
$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
$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
Senior Manager, Investment Distribution Management, JFL Equity Research - Montreal, QC
$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...
Reposted 2 days ago
Director, Head of Waterfall Solutions (Private Markets)
$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
Director, Head of Waterfall Solutions (Private Markets)
$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
Operations Consultant | Advisor Transitions
$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
$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
$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
$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
$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
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.