How Much Does a Wealth Specialist Make?

Updated March 26, 2024

Individually reported data submitted by users of our website

Low Confidence
$90,154/yr
Average Base Pay
Low $75,345
Average $90,154
High $106,460
The average salary for Wealth Specialist is $90,154 per year in the United States.

Related Job Titles to Wealth Specialist

Wealth Client Specialist
$48,448
US
Per Year
Wealth Management Banking Specialist
$85,875
US
Per Year
Wealth Management Advisor IV
$107,370
US
Per Year
Wealth Manager
$134,232
US
Per Year

Similar Job Salaries to Wealth Specialist by Company

FIND A SPECIFIC EMPLOYER
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Company average base salary in (usd) range
Bank of America
Wealth Management Specialist - NR
$104,168/yr
$80,214
$128,123
RANGE: $80,214 - $128,123
Bank of America
Wealth Management Specialist - NPD
$88,359/yr
$68,278
$108,439
RANGE: $68,278 - $108,439
Truist Bank
Wealth Central Supervision Specialist
$150,490/yr
$124,843
$176,136
RANGE: $124,843 - $176,136
Allworth Financial
Client Relationship Specialist - Wealth Management
$53,869/yr
$46,582
$61,157
RANGE: $46,582 - $61,157
Bank of America
Private Wealth Business Development Specialist
$115,118/yr
$99,152
$131,083
RANGE: $99,152 - $131,083
First Horizon
Wealth Management Client Sales Specialist
$75,269/yr
$61,143
$89,395
RANGE: $61,143 - $89,395
Harlem Children's Zone/ Promise Academy Charter Schools
Career Services Specialist, Wealth Builds
$65,416/yr
$57,996
$72,835
RANGE: $57,996 - $72,835

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 $75,345 to $106,460, and the average Wealth Specialist salary is $90,154/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 $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.

Recent Salary Report

Below are the most recent Wealth Specialist salary reports. Employer name has been removed to protect anonymity.

$93,026 Yearly
A Wealth Specialist in Milwaukee, WI reported making $93,026 per year
Milwaukee, WI
200 - 6 employees
Full-Time
Company - Private
$120,684 Yearly
A Wealth Specialist in New Castle, DE reported making $120,684 per year
New Castle, DE
6 - 1,000 employees
Full-Time
Company - Private
$41 Hourly
A Wealth Specialist in Mobile, AL reported making $41 per hour
Mobile, AL
3,000 - 7,6 employees
Part-Time
Company - Public
$85,629 Yearly
A Wealth Specialist in Riverside, CA reported making $85,629 per year
Riverside, CA
100 - 200 employees
Full-Time
Company - Private
$8,038 Monthly
A Wealth Specialist in Orem, UT reported making $8,038 per month
Orem, UT
1,000 - 3,000 employees
Full-Time
Company - Public
$37 Hourly
A Wealth Specialist in Chillicothe, OH reported making $37 per hour
Chillicothe, OH
7,6 - 15,000 employees
Part-Time
Company - Public