How Much Does a Wealth Specialist Make?

Updated December 27, 2022

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

Wealth Management Specialist
$87,927
US
Per Year
Wealth Client Specialist
$48,730
US
Per Year
Wealth Management Specialist, Sr.
$104,438
US
Per Year
Senior Wealth Management Specialist
$104,440
US
Per Year

Similar Job Salaries to Wealth Specialist by Company

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Company average base salary in (usd) range
MAI Wealth Management, Inc.
Wealth Specialist
$93,681/yr
$59,408
$127,954
RANGE: $59,408 - $127,954
MES1003MFAC
Wealth Specialist
$82,678/yr
$68,118
$97,238
RANGE: $68,118 - $97,238
Regions Bank
Private Wealth Relationship Specialist
$44,487/yr
$36,989
$51,986
RANGE: $36,989 - $51,986
CAPTRUST
Wealth Planning Specialist
$200,151/yr
$170,341
$229,961
RANGE: $170,341 - $229,961
Wells Fargo
Private Wealth Portfolio Specialist
$161,797/yr
$126,403
$197,190
RANGE: $126,403 - $197,190
Simmons Bank
Institutional Wealth Specialist
$33,489/yr
$28,848
$38,131
RANGE: $28,848 - $38,131
CAPTRUST
Executive Wealth Planning Specialist
$77,595/yr
$66,558
$88,632
RANGE: $66,558 - $88,632

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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