How much does a Wealth Management Advising Director make in Elkhart, IN? The average Wealth Management Advising Director salary in Elkhart, IN is $206,900 as of May 28, 2024, but the range typically falls between $168,100 and $248,300. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.
Percentile | Salary | Location | Last Updated |
10th Percentile Wealth Management Advising Director Salary | $132,775 | Elkhart,IN | May 28, 2024 |
25th Percentile Wealth Management Advising Director Salary | $168,100 | Elkhart,IN | May 28, 2024 |
50th Percentile Wealth Management Advising Director Salary | $206,900 | Elkhart,IN | May 28, 2024 |
75th Percentile Wealth Management Advising Director Salary | $248,300 | Elkhart,IN | May 28, 2024 |
90th Percentile Wealth Management Advising Director Salary | $285,993 | Elkhart,IN | May 28, 2024 |
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The Wealth Management Advising Director uses extensive knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Leads a wealth management financial advising practice that develops individualized wealth management financial plans and recommendations to help clients attain financial goals with investment solutions to minimize risk and grow wealth. Being a Wealth Management Advising Director monitors client portfolios to ensure appropriate risk profile. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. In addition, Wealth Management Advising Director builds effective and well-informed advising teams with coaching and professional development. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to senior management . The Wealth Management Advising Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Working as a Wealth Management Advising Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)
7 + years experience
Bachelor's Degree
Bachelor's Degree
Salary.com's CompAnalyst platform offers:
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Job Title Academic Advising Director | Experience 5 + | EducationBachelors | Salary Compared to This Job |
Job Title Financial Analyst I | Experience 0 - 2 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Analyst II | Experience 2 - 4 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Analyst III | Experience 4 - 7 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Analyst IV | Experience 7 + | EducationBachelors | Salary Compared to This Job |
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About Elkhart, Indiana Elkhart /ˈɛlkɑːrt/ is a city in Elkhart County, Indiana, United States. The city is located 15 miles (24 km) east of South Bend, Indiana, 110 miles (1....More
Elkhart, Indiana area prices were up 1.3% from a year ago View the Cost of Living in Elkhart, Indiana
Wealth Management Advising Director Salary in popular cities: Indianapolis, Fort Wayne, Evansville
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