Wealth Client Specialist Salaries in the United States
How Much Does a Wealth Client Specialist Make?
Updated April 01, 2025
As of April 01, 2025,
the average annual pay of Wealth Client Specialist in the United States is $49,613.
While Salary.com is seeing that Wealth Client Specialist salary in the US can go up to $64,319
or down to $35,101, but most earn between $42,017 and $57,311.
Salary ranges can vary widely depending on many important factors,
including education, certifications, additional skills, and your experience levels.
With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.
Related Job Titles to Wealth Client Specialist
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Similar Job Salaries to Wealth Client Specialist by Company
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| Company | average base salary in (usd) | range |
|---|---|---|
|
First Horizon National Corporation
Wealth Management Client Specialist
|
$74,984/yr
|
RANGE: $66,778 - $83,191
|
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Delap LLP
Wealth Management Client Onboarding Specialist
|
$96,090/yr
|
RANGE: $85,424 - $106,756
|
|
CrossFirst Bank
Wealth Management Client Services Specialist
|
$88,616/yr
|
RANGE: $78,964 - $98,268
|
|
Citi
Wealth National Client Onboarding Specialist - New York
|
$102,607/yr
|
RANGE: $92,065 - $113,150
|
|
JPMorgan Chase & Co.
J.P. MORGAN WEALTH MANAGEMENT - NEW CLIENT INVESTMENT SPECIALIST
|
$89,014/yr
|
RANGE: $79,214 - $98,814
|
|
Citi
Wealth National Client Onboarding Specialist - Hermosa Beach/ Fountain Valley
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$84,982/yr
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RANGE: $75,539 - $94,426
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JPMorganChase
J.P. Morgan Wealth Management - New Client Investment Specialist
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$81,092/yr
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RANGE: $72,440 - $89,743
|
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Bank of America
Wealth Management Client Associate
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$87,018/yr
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RANGE: $77,498 - $96,537
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CAPTRUST
Wealth Client Management Consultant
|
$83,478/yr
|
RANGE: $74,543 - $92,413
|
What Does a Wealth Client Specialist Do?
Maintain positive working relationships with various departments and individuals who are designated to support wealth management client service efforts (credit underwriting needs, mortgage underwriting, investment management, trust and fiduciary services, insurance services, etc.).
Updated December 20, 2021
Continually recognize that the Wealth Client Specialist is often the high net worth clients window to the bank, and as such, continually render extraordinarily responsive and personal service to WM clients.
Updated December 14, 2021
In certain instances, a wealth management advisor may have to coordinate input from outside financial experts, as well as the client’s own service professionals (for example, an attorney or accountant) to craft the optimal strategy to benefit the client.
Updated December 14, 2021
A new owner may also point out that smaller wealth management firms are able to provide more personalized client support given the smaller client base, ensuring more attention is paid to their account and maximizing their.
Updated December 12, 2021
Additionally, Brooke Lacey, Cameron Dennis and Jack Delaforce have been appointed as vice-presidents in BlackRock’s wealth client distribution team based in Brisbane, Melbourne and Sydney, respectively, in recent months.
Updated November 29, 2021
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Explore JobArchitectFrequently Asked Questions About a Wealth Client Specialist Salaries
What is the average of a Wealth Client Specialist in the United States?
The Wealth Client Specialist salary range is from $42,017 to $57,311, and the average Wealth Client Specialist salary is $49,613/year in the United States.
The Wealth Client Specialist's salary will change in different locations.
Which location pays the highest Wealth Client Specialist salary in the United States?
The Wealth Client Specialist salary in San Jose, CA is $62,577
which is the highest in the US.
What kinds of reasons will influence the Wealth Client Specialist's salary?
Besides the location, employees' education degree, related skills, and work experience also will influence the salary.
Try to improve your skills and experience to get a higher salary for the position of Wealth Client Specialist.
What is the growth rate of the Wealth Client Specialist's salary?
If you are thinking of becoming a Wealth Client Specialist or planning the next step in your career, find the detailed salary report of a Wealth Client Specialist.
Recent Salary Report
Below are the most recent Wealth Client Specialist salary reports. Employer name has been removed to protect anonymity.
$20
Hourly
A Wealth Client Specialist in Juneau, AK reported making $20 per hour
Juneau, AK
3,000 - 7,6 employees
Part-Time
Company - Public
$56,940
Yearly
A Wealth Client Specialist in Santa Cruz, CA reported making $56,940 per year
Santa Cruz, CA
6 - 1,000 employees
Full-Time
Company - Private
$43,388
Yearly
A Wealth Client Specialist in Pembroke Pines, FL reported making $43,388 per year
Pembroke Pines, FL
100 - 200 employees
Full-Time
Company - Private
$5,332
Monthly
A Wealth Client Specialist in Cicero, IL reported making $5,332 per month
Cicero, IL
1,000 - 3,000 employees
Full-Time
Company - Public
$37,269
Yearly
A Wealth Client Specialist in Provo, UT reported making $37,269 per year
Provo, UT
200 - 6 employees
Full-Time
Company - Private
$21
Hourly
A Wealth Client Specialist in Watertown, SD reported making $21 per hour
Watertown, SD
7,6 - 15,000 employees
Part-Time
Company - Public
