Wealth Specialist Salaries in the United States
How Much Does a Wealth Specialist Make?
Updated March 26, 2024
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SELECT STATE
Select State
- Alaska
- Alabama
- Arkansas
- Arizona
- California
- Colorado
- Connecticut
- District of Columbia
- Delaware
- Florida
- Georgia
- Hawaii
- Iowa
- Idaho
- Illinois
- Indiana
- Kansas
- Kentucky
- Louisiana
- Massachusetts
- Maryland
- Maine
- Michigan
- Minnesota
- Missouri
- Mississippi
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- Nevada
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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
Similar Job Salaries to Wealth Specialist by Company
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| Company | average base salary in (usd) | range |
|---|---|---|
|
ITASCA BANK & TRUST Company
Wealth Manager
|
$110,059/yr
|
RANGE: $89,746 - $130,372
|
|
BMO Bank N.A.
Wealth Analyst
|
$91,874/yr
|
RANGE: $70,995 - $112,753
|
|
Mission Wealth
Wealth Advisor
|
$100,664/yr
|
RANGE: $78,070 - $123,259
|
|
Fidelity Investments
Wealth Planner
|
$99,092/yr
|
RANGE: $80,103 - $118,081
|
|
THE FIRST NATIONAL BANK AND TRUST C
Wealth Associate
|
$84,467/yr
|
RANGE: $66,895 - $102,040
|
|
Imperial Asset Management
Wealth Manager
|
$99,868/yr
|
RANGE: $79,456 - $120,281
|
|
Enterprise Services
Wealth Advisor
|
$106,175/yr
|
RANGE: $84,618 - $127,732
|
|
Busey
Wealth Advisor
|
$201,771/yr
|
RANGE: $161,476 - $242,066
|
|
Charles Schwab Inc.
Wealth Advisor - Schwab Wealth Advisory
|
$105,350/yr
|
RANGE: $89,832 - $120,869
|
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 $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
