Wealth Advisor Salary at Slatestone Wealth Llc BETA

How much does a Slatestone Wealth Llc Wealth Advisor make?

As of May 2025, the average annual salary for a Wealth Advisor at Slatestone Wealth Llc is $53,559, which translates to approximately $26 per hour. Salaries for Wealth Advisor at Slatestone Wealth Llc typically range from $45,311 to $58,187, reflecting the diverse roles within the company.

It's essential to understand that salaries can vary significantly based on factors such as geographic location, departmental budget, and individual qualifications. Key determinants include years of experience, specific skill sets, educational background, and relevant certifications. For a more tailored salary estimate, consider these variables when evaluating compensation for this role.

DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

SlateStone Wealth LLC Overview

Website:
slatestone.com
Size:
<25 Employees
Revenue:
$5M - $10M
Industry:
Financial Services

Based in Jupiter, Florida, SlateStone Wealth, LLC is a boutique investment advisory firm dedicated to providing customized, holistic wealth solutions to high net worth individuals and families. SlateStone Wealth has locations in Jupiter, Weston and Boca Raton, Florida; as well as Texas and Wisconsin.

See similar companies related to Slatestone Wealth Llc

What Skills Does a person Need at Slatestone Wealth Llc?

At Slatestone Wealth Llc, specify the abilities and skills that a person needs in order to carry out the specified job duties. Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.

  1. Planning: An act or process of making or carrying out plans. Establishment of goals, policies, and procedures for a social or economic unit city planning business planning.
  2. Accounting: Creating financial statements and reports based on the summary of financial and business transactions.
  3. Wealth Management: Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Chartered Financial Consultants, Certified Financial Planners or Chartered Financial Analysts (in the United States), Certified International Investment Analysts, Chartered Strategic Wealth Professionals (in Canada), Chartered Financial Planners (in the UK), or any credentialed (such as MBA) professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors.
  4. Estate Planning: Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax. Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses. The ultimate goal of estate planning can be determined by the specific goals of the client, and may be as simple or complex as the client's needs dictate. Guardians are often designated for minor children and beneficiaries in incapacity. The law of estate planning overlaps to some degree with elder law, which additionally includes other provisions such as long-term care.
  5. Customer Service: Customer service is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees "who can adjust themselves to the personality of the guest". Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback. From the point of view of an overall sales process engineering effort, customer service plays an important role in an organization's ability to generate income and revenue. From that perspective, customer service should be included as part of an overall approach to systematic improvement. One good customer service experience can change the entire perception a customer holds towards the organization.

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Check more jobs information at Slatestone Wealth Llc

Job Title Average Slatestone Wealth Llc Salary Hourly Rate
2 Director, Client Services $164,840 $79
3 Director, Operations $154,394 $74
4 Executive Administrator $70,578 $34
5 Relationship Manager $75,815 $36
6 Controller $203,874 $98
7 Managing Partner $139,425 $67
8 Chief Data Officer $196,628 $95
9 Chief Information Officer $266,597 $128
10 Investment Research Analyst $80,170 $39
11 Manager, Operations & Compliance $103,555 $50

Hourly Pay at Slatestone Wealth Llc

The average hourly pay at Slatestone Wealth Llc for a Wealth Advisor is $26 per hour. The location, department, and job description all have an impact on the typical compensation for Slatestone Wealth Llc positions. The pay range and total remuneration for the job title are shown in the table below. Slatestone Wealth Llc may pay a varying wage for a given position based on experience, talents, and education.
How accurate does $53,559 look to you?

FAQ about Salary and Jobs at Slatestone Wealth Llc

1. How much does Slatestone Wealth Llc pay per hour?
The average hourly pay is $26. The salary for each employee depends on several factors, including the level of experience, work performance, certifications and skills.
2. What is the highest salary at Slatestone Wealth Llc?
According to the data, the highest approximate salary is about $58,187 per year. Salaries are usually determined by comparing other employees’ salaries in similar positions in the same region and industry.
3. What is the lowest pay at Slatestone Wealth Llc?
According to the data, the lowest estimated salary is about $45,311 per year. Pay levels are mainly influenced by market forces, supply and demand, and social structures.
4. What steps can an employee take to increase their salary?
There are various ways to increase the wage. Level of education: An employee may receive a higher salary and get a promotion if they obtain advanced degrees. Experience in management: an employee with supervisory experience can increase the likelihood to earn more.