Related Job Titles to Wealth Specialist

Wealth Client Specialist
$54,311
Boston, MA
Per Year
Wealth Management Banking Specialist
$96,265
Boston, MA
Per Year
Wealth Management Advisor IV
$120,360
Boston, MA
Per Year
Wealth Manager
$150,474
Boston, MA
Per Year

Similar Job Salaries to Wealth Specialist by Company

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Company average base salary in (usd) range
Bank of America
Private Wealth Investment Management Specialist
$122,304/yr
$100,739
$143,869
RANGE: $100,739 - $143,869
Truist Bank
Wealth Advisor
$104,486/yr
$81,034
$127,938
RANGE: $81,034 - $127,938
BALLENTINE PARTNERS LLC
Wealth Advisor
$107,093/yr
$89,916
$124,269
RANGE: $89,916 - $124,269
The Colony Group LLC
Wealth Advisor
$165,391/yr
$138,294
$192,489
RANGE: $138,294 - $192,489
Northwestern Mutual
Wealth Management Trainee
$97,828/yr
$80,568
$115,088
RANGE: $80,568 - $115,088
Bank of America
Wealth Management Client Associate
$86,482/yr
$72,671
$100,293
RANGE: $72,671 - $100,293
Savvy Wealth
Principal Wealth Manager, Scituate
$113,346/yr
$97,346
$129,346
RANGE: $97,346 - $129,346
Savvy Wealth
Principal Wealth Manager, Wellesley
$76,622/yr
$67,875
$85,370
RANGE: $67,875 - $85,370
Savvy Wealth
Principal Wealth Manager, Longmeadow
$140,130/yr
$119,241
$161,018
RANGE: $119,241 - $161,018

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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 Boston, MA?

The Wealth Specialist salary range is from $84,462 to $119,342, and the average Wealth Specialist salary is $101,063/year in Boston, MA. 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 $113,143 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.