How much does a Wealth Management Advisor IV make in Holdrege, NE? The average Wealth Management Advisor IV salary in Holdrege, NE is $99,050 as of April 24, 2024, but the range typically falls between $87,480 and $115,910. 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 Advisor IV Salary | $76,946 | Holdrege,NE | April 24, 2024 |
25th Percentile Wealth Management Advisor IV Salary | $87,480 | Holdrege,NE | April 24, 2024 |
50th Percentile Wealth Management Advisor IV Salary | $99,050 | Holdrege,NE | April 24, 2024 |
75th Percentile Wealth Management Advisor IV Salary | $115,910 | Holdrege,NE | April 24, 2024 |
90th Percentile Wealth Management Advisor IV Salary | $131,260 | Holdrege,NE | April 24, 2024 |
The Wealth Management Advisor IV uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Being a Wealth Management Advisor IV 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 Advisor IV 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 a manager. Being a Wealth Management Advisor IV work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Working as a Wealth Management Advisor IV typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
4 - 7 years experience
Bachelor's Degree
7 + years experience
Bachelor's Degree
Bachelor's Degree
Salary.com's CompAnalyst platform offers:
Job Title | Experience | EDUCATION | Salary Compared to This Job |
---|---|---|---|
Job Title Financial Advisor I | Experience 0 - 2 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Advisor II | Experience 2 - 4 | EducationBachelors | Salary Compared to This Job |
Job Title Financial Advisor III | Experience 4 - 7 | 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 Holdrege, Nebraska Holdrege is a city in Phelps County, Nebraska, United States. The population was 5,495 at the 2010 census. It is the county seat of Phelps County. Th....More
Holdrege, Nebraska area prices were up 0.8% from a year ago View the Cost of Living in Holdrege, Nebraska
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