Wealth Management Specialist Salary in the United States

Wealth Management Specialist Salary

How much does a Wealth Management Specialist make in the United States? The average Wealth Management Specialist salary in the United States is $84,139 as of May 27, 2021, but the range typically falls between $68,204 and $99,581. 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. 

Salary Salary + Bonus Benefits
Based on HR-reported data: a national average with a geographic differential
View as graph View as table
25% $68,204 10% $53,696 90% $113,640 75% $99,581 $84,139 50%(Median)

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The Motley Fool - Alexandria, VA

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Job Description for Wealth Management Specialist

Wealth Management Specialist is responsible for developing client solutions for individuals with high-net worth. Has knowledge of complex investment services used to maintain and/or create relationships with clients. Being a Wealth Management Specialist the specialist handles the complex and sophisticated planning situations for main clients. Requires a bachelor's degree. Additionally, Wealth Management Specialist typically reports to a head of unit or department. To be a Wealth Management Specialist typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2021 Salary.com)... View full job description

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Career Path for Wealth Management Specialist

Wealth Management Specialist
Wealth Management Specialist, Sr.
Those that have already made the climb...
John D. Rainey, Chief Financial Officer and Executive Vice President, Global Customer Operations
PAYPAL HOLDINGS INC
PayPal Holdings, Inc. operates as a technology platform and digital payments company that enables digital and mobile payments on behalf of consumers and merchants worldwide. Its payment solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and iZettle products. The company's Payments Platform allows consumer... More
Fiscal Year Ended in 2019
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Wealth Management Specialist Pay Difference by Location

City, State Compared to national average
City, State San Francisco, CA Compared to national average
+ 25.0%
City, State Washington, DC Compared to national average
+ 11.3%
City, State Miami, FL Compared to national average
-2.6%
City, State Chicago, IL Compared to national average
+ 6.1%
City, State Boston, MA Compared to national average
+ 12.7%
City, State New York, NY Compared to national average
+ 20.3%
City, State Dallas, TX Compared to national average
-0.7%

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Average Base Salary

Core compensation

 
 
 
68204
99581
84139

Average Total Cash Compensation

Includes base and annual incentives

 
 
 
74404
115611
93780
These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Wealth Management Specialist in the United States. The base salary for Wealth Management Specialist ranges from $68,204 to $99,581 with the average base salary of $84,139. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $74,404 to $115,611 with the average total cash compensation of $93,780.
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68204
99581

 

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Skills associated with Wealth Management Specialist: Wealth Management, Financial Needs Assessment, Upselling, Financial Advising ...More

Recently searched related titles: Wealth Manager

Salary estimation for Wealth Management Specialist at companies like : PAYPAL HOLDINGS INC, RE/MAX HOLDINGS INC, Square, Inc.

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