Wealth Management Specialist, Sr. Salary in the United States

Wealth Management Specialist, Sr. Salary

How much does a Wealth Management Specialist, Sr. make in the United States? The average Wealth Management Specialist, Sr. salary in the United States is $98,275 as of April 27, 2020, but the range typically falls between $80,334 and $118,615. 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% $80,334 10% $64,000 90% $137,134 75% $118,615 $98,275 50%(Median)
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Job Description for Wealth Management Specialist, Sr.

Wealth Management Specialist, Sr. is responsible for developing client solutions for individuals with high-net worth. Has advanced techniques and knowledge of complex investment services used to maintain and/or create relationships with clients. Being a Wealth Management Specialist, Sr. the senior specialist handles the most complex and sophisticated planning situations for most affluent clients. Requires a bachelor's degree. Additionally, Wealth Management Specialist, Sr. typically reports to a head of unit or department. To be a Wealth Management Specialist, Sr. typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2020 Salary.com)... View full job description

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Job Openings for 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, Sr. 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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Understand the total compensation opportunity for a Wealth Management Specialist, Sr., base salary plus other pay elements

Average Base Salary

Core compensation

 
 
 
80334
118615
98275

Average Total Cash Compensation

Includes base and annual incentives

 
 
 
89942
206095
135422
These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Wealth Management Specialist, Sr. in the United States. The base salary for Wealth Management Specialist, Sr. ranges from $80,334 to $118,615 with the average base salary of $98,275. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $89,942 to $206,095 with the average total cash compensation of $135,422.
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80334
118615

 

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Skills associated with Wealth Management Specialist, Sr.: Wealth Management, Financial Advising, Upselling, Customer Retention ...More

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