What is the highest paying job at Core Wealth Advisory?

Based on our latest data, the highest paying role at Core Wealth Advisory is Client Service Specialist, earning approximately $49,673 annually.

Where is Core Wealth Advisory located?

Core Wealth Advisory is headquartered in Waltham, Massachusetts, but may have operations in other locations within the Financial Services sector.

What industry is Core Wealth Advisory in?

Core Wealth Advisory operates in the Financial Services industry.

Core Wealth Advisory Average Salary, Pay Ranges & Benefits

Q: What does Core Wealth Advisory do?

According to the company's overview, Core Wealth Advisory is a team of independent financial advisors with more than 65 years of combined experience serving the specialized needs of young families, pre-retirees, retirees, business owners, and retirement plans.

Core Wealth Advisory Salary

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Salary at Core Wealth Advisory

How Much Does Core Wealth Advisory Pay for Different Roles?

Explore detailed salary information for specific jobs at Core Wealth Advisory. Based on our data, the highest paying job is the Client Service Specialist, with an annual salary of $49,673. The table below outlines the annual salary ranges for most popular roles within the company.

Client Service Specialist

$49,673 / year

Salary Range: $43,330 - $56,151

Client Service and Support

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Current Job Openings at Core Wealth Advisory

Ready for your next career move? Explore current job openings at Core Wealth Advisory. Use the search tool below to find available positions by title and location and apply directly to start your career.

Is Core Wealth Advisory’s Pay Competitive? Salary Benchmarking Analysis

How does Core Wealth Advisory's compensation stack up against the industry and its key competitors? Our salary benchmarking analysis provides a clear comparison. The chart below visualizes this comparison alongside select peer companies.

Competitor / Benchmark	Avg. Salary	Variance	Primary Market Influence Factor & Explanation
J Donovan Financial	$85,249	-13.6%	J Donovan Financial may offer non-monetary perks in lieu of competitive base salaries.
Keane Financial	$96,873	-1.8%	Reflects stabilized pricing equilibrium for commercial construction roles in this region.
Mesa Financial Group LLC	$91,377	-7.4%	Mesa Financial Group LLC focuses strategically on recruiting and training entry-level apprentices.
PowerPac Holdings Ltd	$89,479	-9.3%	Reflects market rates for standard general contracting, differing from specialized roles.
Financial Services Industry	$121,514	+23.2%	Pay variances are driven by organizational scale, specialized skill requirements, or geographic cost-of-living factors.

Need More Granular Data? The analysis above provides a high-level market overview. To benchmark specific job codes, adjust for real-time cost-of-living changes, or access verified HR-reported datasets, upgrade to Salary.com for Business. Precision matters when building your compensation strategy.

How Core Wealth Advisory's Salaries Compare to Similar Companies?

Explore companies in the same industry to compare average salaries, benefits, and career opportunities with those at Core Wealth Advisory. Click a company name to learn more.

J Donovan Financial

$85,249 / year

Salary Range: $74,774 - $96,600

Orlando, FL

Keane Financial

$96,873 / year

Salary Range: $84,973 - $109,770

Bellevue, WA

Mesa Financial Group LLC

$91,377 / year

Salary Range: $80,135 - $103,587

Mesa, AZ

PowerPac Holdings Ltd

$89,479 / year

Salary Range: $78,486 - $101,392

Integrity Bank Plus

$80,249 / year

Salary Range: $70,394 - $90,942

Wabasso, MN

9005 - 9089 South Pecos Road Holdings LLC

$92,917 / year

Salary Range: $81,473 - $105,331

Carson City, NV

Holding Dreams LLC

$85,186 / year

Salary Range: $74,701 - $96,564

Slidell, LA

Ainos Holdings Corp

$110,807 / year

Salary Range: $97,170 - $125,609

New York City, NY

Silver Rock Onshore Tactical Allocation Fund LP

$96,757 / year

Salary Range: $84,845 - $109,684

Wilmington, DE

Employee Reviews: Working at Core Wealth Advisory

Considering a career at Core Wealth Advisory? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.

The company fosters a culture of continuous learning through access to industry certifications and workshops. The leadership team at this financial institution is truly inspiring. Communication is formal and usually through official channels. Creativity isn’t emphasized. Compensation philosophy is transparent and fair.

Commented in May 19, 2025

The focus on understanding and meeting client needs is paramount, fostering long-term relationships built on reliability. Open-door policies make leadership accessible. Great work-life balance and flexible scheduling options. Having the right tools demonstrates respect for our work. Training and mentoring programs are widely available. Processes are well-documented, and expectations are clear. Pro...

Commented in July 15, 2024

The company stands out for its client-centered mission and employee empowerment. Feedback loops ensure messages are understood. It's reassuring to work for management that truly walks the talk. Offices are designed for both collaboration and focused work, with state-of-the-art technology. Leadership communicates long-term goals regularly.

Commented in February 14, 2024

Core Wealth Advisory Overview

Website

www.corewealthadvisory.com

Founded In

2021

Employees

<25 employees

Industry

Financial Services

Headquarter Address

890 Winter St Waltham Massachusetts MA 02451

Revenue

<$5 Million

Phone Number

About Core Wealth Advisory

Core Wealth Advisory is a team of independent financial advisors with more than 65 years of combined experience serving the specialized needs of young families, pre-retirees, retirees, business owners, and retirement plans. We believe a well-organized and clearly communicated financial and investment plan is the core to your financial well-being. We help you visualize your financial goals with gre

What Benefits Does Core Wealth Advisory Offer Beyond Salary?

A competitive compensation package is more than just a salary. Core Wealth Advisory offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:

Social Security

401(K)

Disability

Healthcare

Pension

Time Off (days)

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How Much Should You Be Earning?

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What Is the Cost of Living Near Waltham?

Understanding the cost of living near Waltham is key to truly evaluating a salary offer or your current compensation at Core Wealth Advisory.

Waltham's Cost of Living Index is approximately 145.1 (45.1% more expensive than US average; 9.4% more than MA average). Boston suburb, tech/biotech presence, high housing costs. MBTA bus/Commuter Rail. When planning your budget based on a salary from Core Wealth Advisory, consider these typical monthly expenses:

Expense Category	Estimated Monthly Cost	Key Considerations / Notes
Housing (1-BR Apt Rent)	$2,100 - $3,000+	A significant portion of Core Wealth Advisory salary. Location choices impact this heavily.
Utilities (Basic)	$170 - $280	Electricity, Heating, Cooling, Water etc.
Public Transportation	$90 (MBTA pass varies)	Essential for most commuters; car ownership is costly.
Groceries (Single Person)	$470 - $700	Can be higher with more dining out or specialty stores.
Personal & Leisure	$450 - $800+	Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual)	$420 - $780+	Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes)	$3,690 - $5,560+	This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Core Wealth Advisory

1. What is the typical salary range (low to high) for most roles at Core Wealth Advisory?

The typical annual salary range for most roles at Core Wealth Advisory is approximately from $86,522 to $111,782. It's important to remember that these are overall averages, actual salaries vary significantly based on specific job titles, years of experience, skills, and location.

2. How much does Core Wealth Advisory pay compared to J Donovan Financial?

The average annual salary at Core Wealth Advisory is $98,645, or an hourly wage of $47, in comparison to J Donovan Financial which pays $85,249 per year or $41 per hour.

3. How does experience level affect salary at Core Wealth Advisory?

Experience level is a significant factor in determining salary at Core Wealth Advisory, as it is with most employers. Generally, employees with more years of relevant experience and a proven track record can command higher salaries. For example, a senior-level role will typically have a higher pay band than an entry-level or mid-career position within the same job family.

4. How can I determine if a salary offer from Core Wealth Advisory in Waltham is fair given the local cost of living?

To determine if a salary offer from Core Wealth Advisory in Waltham is fair, first compare the gross salary to our data for similar roles at Core Wealth Advisory and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for Waltham" to understand its purchasing power.

5. What factors influence salary increases at Core Wealth Advisory?

Salary increases at Core Wealth Advisory are likely influenced by a combination of factors, including: individual employee performance against set goals, overall company performance and profitability, budget availability, changes in the market rate for similar roles (market adjustments), and sometimes cost-of-living increases.