Wealth Specialist Salaries in the United States
How Much Does a Wealth Specialist Make?
Updated December 27, 2022
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- Alabama
- Arkansas
- Arizona
- California
- Colorado
- Connecticut
- District of Columbia
- Delaware
- Florida
- Georgia
- Hawaii
- Iowa
- Idaho
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Individually reported data submitted by users of our website
Low Confidence
$89,590/yr
Average Base Pay
Low $73,090
Average $89,590
High $112,887
The average salary for Wealth Specialist is $89,590 per year in the United States.
Related Job Titles to Wealth Specialist
Similar Job Salaries to Wealth Specialist by Company
Loading results...
| Company | average base salary in (usd) | range |
|---|---|---|
|
MAI Wealth Management, Inc.
Wealth Specialist
|
$93,681/yr
|
RANGE: $59,408 - $127,954
|
|
MES1003MFAC
Wealth Specialist
|
$82,678/yr
|
RANGE: $68,118 - $97,238
|
|
Regions Bank
Private Wealth Relationship Specialist
|
$44,487/yr
|
RANGE: $36,989 - $51,986
|
|
CAPTRUST
Wealth Planning Specialist
|
$200,151/yr
|
RANGE: $170,341 - $229,961
|
|
Wells Fargo
Private Wealth Portfolio Specialist
|
$161,797/yr
|
RANGE: $126,403 - $197,190
|
|
Simmons Bank
Institutional Wealth Specialist
|
$33,489/yr
|
RANGE: $28,848 - $38,131
|
|
CAPTRUST
Executive Wealth Planning Specialist
|
$77,595/yr
|
RANGE: $66,558 - $88,632
|
What Does a Wealth Specialist Do?
Personal Financial Specialist (PFS) is a specialty credential for CPAs who are experts at helping individuals with all aspects of wealth management.
Updated December 06, 2021
The wealth specialists perform periodic product performance reviews and inform the clients on the product performance and outlook.
Updated September 30, 2021
In particular, Wealth Management Specialists tend to plan and adopt strategies to guarantee high profits, starting from a set of very specific investments.
Updated September 29, 2021
Frequently Asked Questions About a Wealth Specialist Salaries
What is the average of a Wealth Specialist in the United States?
The Wealth Specialist salary range is from $73,090 to $112,887, and the average Wealth Specialist salary is $89,590/year in the United States.
The Wealth Specialist's salary will change in different locations.
Which location pays the highest Wealth Specialist salary in the United States?
The Wealth Specialist salary in San Jose, CA is $112,435
which is the highest in the US.
What kinds of reasons will influence the Wealth 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 Specialist.
What is the growth rate of the Wealth Specialist's salary?
If you are thinking of becoming a Wealth Specialist or planning the next step in your career, find the detailed salary report of a Wealth Specialist.
Recent Salary Report
Below are the most recent Wealth Specialist salary reports. Employer name has been removed to protect anonymity.
$90,275
Yearly
A Wealth Specialist in Milwaukee, WI reported making $90,275 per year
Milwaukee, WI
200 - 6 employees
Full-Time
Company - Private
$126,249
Yearly
A Wealth Specialist in New Castle, DE reported making $126,249 per year
New Castle, DE
6 - 1,000 employees
Full-Time
Company - Private
$38
Hourly
A Wealth Specialist in Mobile, AL reported making $38 per hour
Mobile, AL
3,000 - 7,6 employees
Part-Time
Company - Public
$81,332
Yearly
A Wealth Specialist in Riverside, CA reported making $81,332 per year
Riverside, CA
100 - 200 employees
Full-Time
Company - Private
$7,894
Monthly
A Wealth Specialist in Orem, UT reported making $7,894 per month
Orem, UT
1,000 - 3,000 employees
Full-Time
Company - Public
$34
Hourly
A Wealth Specialist in Chillicothe, OH reported making $34 per hour
Chillicothe, OH
7,6 - 15,000 employees
Part-Time
Company - Public
