Wealth Specialist Salaries in the United States
How Much Does a Wealth Specialist Make?
Updated March 01, 2025
As of March 01, 2025,
the average annual pay of Wealth Specialist in the United States is $94,950.
While Salary.com is seeing that Wealth Specialist salary in the US can go up to $128,689
or down to $64,231, but most earn between $78,870 and $112,610.
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 Specialist
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Similar Job Salaries to Wealth Specialist by Company
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| Company | average base salary in (usd) | range |
|---|---|---|
|
Opportunities
Wealth Specialist
|
$106,312/yr
|
RANGE: $87,231 - $125,393
|
|
First Horizon Advisors, Inc.
Wealth Management Client Specialist
|
$94,216/yr
|
RANGE: $75,171 - $113,261
|
|
Lensa
Wealth Operations Specialist
|
$102,319/yr
|
RANGE: $83,320 - $121,319
|
|
Bank of America
Wealth Management Specialist - EGP
|
$104,032/yr
|
RANGE: $83,003 - $125,061
|
|
Santander Holdings USA Inc Careers
Wealth Management Specialist
|
$125,998/yr
|
RANGE: $101,074 - $150,922
|
|
Northwestern Mutual
Wealth Management Specialist
|
$99,681/yr
|
RANGE: $79,531 - $119,830
|
|
Garry Executive Search
Wealth Management Specialist
|
$113,747/yr
|
RANGE: $90,755 - $136,740
|
|
First Horizon National Corporation
Wealth Management Client Specialist
|
$97,657/yr
|
RANGE: $77,917 - $117,397
|
|
Fisher Investments
Wealth Planning Specialist
|
$152,234/yr
|
RANGE: $124,541 - $179,928
|
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
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Explore JobArchitectFrequently 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 $78,870 to $112,610, and the average Wealth Specialist salary is $94,950/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 $119,162
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.
$98,063
Yearly
A Wealth Specialist in Milwaukee, WI reported making $98,063 per year
Milwaukee, WI
200 - 6 employees
Full-Time
Company - Private
$128,013
Yearly
A Wealth Specialist in New Castle, DE reported making $128,013 per year
New Castle, DE
6 - 1,000 employees
Full-Time
Company - Private
$43
Hourly
A Wealth Specialist in Mobile, AL reported making $43 per hour
Mobile, AL
3,000 - 7,6 employees
Part-Time
Company - Public
$90,037
Yearly
A Wealth Specialist in Riverside, CA reported making $90,037 per year
Riverside, CA
100 - 200 employees
Full-Time
Company - Private
$8,481
Monthly
A Wealth Specialist in Orem, UT reported making $8,481 per month
Orem, UT
1,000 - 3,000 employees
Full-Time
Company - Public
$39
Hourly
A Wealth Specialist in Chillicothe, OH reported making $39 per hour
Chillicothe, OH
7,6 - 15,000 employees
Part-Time
Company - Public
