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 $82,585 as of May 28, 2020, but the range typically falls between $66,942 and $97,743. 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. 

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Salary Salary + Bonus Benefits
25% $66,942 10% $52,701 90% $111,544 75% $97,743 $82,585 50%(Median)
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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 2020 Salary.com)... View full job description

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Job Openings for Wealth Management Specialist

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 2018
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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
+ 25.3%
City, State Washington, DC Compared to national average
+ 10.7%
City, State Miami, FL Compared to national average
-2.7%
City, State Chicago, IL Compared to national average
+ 6.0%
City, State Boston, MA Compared to national average
+ 12.9%
City, State New York, NY Compared to national average
+ 21.0%
City, State Dallas, TX Compared to national average
-1.0%

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Average Base Salary

Core compensation

 
 
 
66942
97743
82585

Average Total Cash Compensation

Includes base and annual incentives

 
 
 
73032
113480
92042
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 $66,942 to $97,743 with the average base salary of $82,585. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $73,032 to $113,480 with the average total cash compensation of $92,042.
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66942
97743

 

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Skills associated with Wealth Management Specialist: Personalized Customer Service, Customer Retention, Financial Needs Assessment, 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.

Jobs with a similar salary range to Wealth Management Specialist : Performance Management Specialist, Wealth Advisor, Wealth Management Analyst