Related Job Titles to Wealth Specialist

Wealth Client Specialist
$46,957
Miami, FL
Per Year
Wealth Management Banking Specialist
$83,137
Miami, FL
Per Year
Wealth Management Advisor IV
$103,940
Miami, FL
Per Year
Wealth Manager
$129,985
Miami, FL
Per Year

Similar Job Salaries to Wealth Specialist by Company

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Company average base salary in (usd) range
Charles Schwab Inc.
Sr. Specialist, Service Associate - Schwab Wealth Advisory
$116,539/yr
$96,026
$137,051
RANGE: $96,026 - $137,051
Fidelity Investments
Wealth Planner
$215,805/yr
$165,853
$265,758
RANGE: $165,853 - $265,758
The GM Financial Group
Wealth Manager
$142,978/yr
$118,413
$167,544
RANGE: $118,413 - $167,544
Tompkins Community Bank
Wealth Advisor
$134,695/yr
$111,347
$158,042
RANGE: $111,347 - $158,042
Regal Securities, Inc.
Wealth Advisor
$76,507/yr
$59,104
$93,910
RANGE: $59,104 - $93,910
Charles Schwab Inc.
Associate Wealth Advisor - Schwab Wealth Advisory
$102,923/yr
$83,284
$122,562
RANGE: $83,284 - $122,562
Charles Schwab Inc.
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
$148,467/yr
$116,410
$180,523
RANGE: $116,410 - $180,523
Jobs for Humanity
Senior Manager, Wealth Advisor- Schwab Wealth Advisory
$163,680/yr
$129,086
$198,274
RANGE: $129,086 - $198,274

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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 Miami, FL?

The Wealth Specialist salary range is from $73,650 to $103,420, and the average Wealth Specialist salary is $87,638/year in Miami, FL. 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 $113,327 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.