Wealth Management Officer Salary in Oaks, PA

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How much does a Wealth Management Officer make in Oaks, PA? The average Wealth Management Officer salary in Oaks, PA is $230,141 as of April 24, 2024, but the salary range typically falls between $188,020 and $276,165. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target. 

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$188,020 to $276,165
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What is a Wealth Management Officer?

A Wealth Management Officer is responsible for providing financial advice and investment management services to high-net-worth individuals and families. They work closely with clients to understand their financial goals and develop personalized wealth management strategies to help them achieve their objectives. This may involve creating investment portfolios, managing assets, and providing guidance on tax planning, estate planning, and retirement planning. Wealth Management Officers also stay informed about market trends and economic developments to make informed investment decisions on behalf of their clients. Additionally, they may collaborate with other professionals, such as tax advisors and estate planners, to provide comprehensive financial solutions. Overall, the role of a Wealth Management Officer is to help clients grow and protect their wealth through strategic financial planning and investment management.

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Job Openings for Wealth Management Officer in Oaks, PA
Wealth Management Receptionist
Union Bank & Trust Company - Lincoln , NE
The Wealth Management Receptionist serves as the initial contact for greeting customers via ... Provide assistance to PTWM Specialists and Officers as needed. * Assist with scanning projects as ...
ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 2 days ago
Wealth Management Solutions Consultant
Cetera Financial Group - El Segundo , CA
Provide leads to Wealth Management Consulting, Growth Officers & Financial Planning Teams when ... appropriate. * Provide industry trend insights to advisors and support marketing and educational ...
LinkedIn - 27 days ago
Financial Advisor, Wealth Management
Pop-Up Talent - San Antonio , TX
Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Primary ... Officer, Internal or External Wholesaler, or similar business development role in financial ...
ZipRecruiter - 16 days ago
Mortgage Loan Originator
Club Wealth - Sumner , WA
We are seeking an experienced mortgage loan officer with strong marketing, communication, and ... About Company Club Wealth is the fastest-growing Real Estate Coaching company in the group coaching ...
ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 18 days ago
Senior Trust Officer
Old North State Trust - Greensboro , NC
As a Trust Officer, you will: * Be responsible for administration, management and servicing of ... Provide consultation on financial and wealth management matters. The successful candidate will
ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - Today
Co-Founder and Chief Investment / Operating Officer
AiLifePay - Palo Alto , CA
All aspects of our wealth management experience will reshape with Quantum Equilibrium Science. As ... As Co-Founder and Chief Investment Officer / Chief Operating Officer, you will play a crucial role ...
LinkedIn - 72 days ago
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Wealth Management Officer Salary By Experience Levels in Oaks, PA

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RELEVANT JOB EXPERIENCE

Length of experience is a pay differentiator. Those with greater experience may have an advantage in negotiating salary. For those with less experience, other factors such as education or special skills could impact your pay. Please visit Professional Salary Report for more details.

Wealth Management Officer Salary By Level of Education in Oaks, PA

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LEVEL OF EDUCATION

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Average Salary Range for Wealth Management Officer in Oaks, PA

Average Base Salary

Core compensation

 
 
 
188020
276165
230141

Average Total Cash Compensation

Includes base and annual incentives

 
 
 
231143
338271
272928
What is the average salary for Wealth Management Officer in 2024?
These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Wealth Management Officer in Oaks, PA. The base salary for Wealth Management Officer ranges from $188,020 to $276,165 with the average base salary of $230,141. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $231,143 to $338,271 with the average total cash compensation of $272,928.

View Average Salary for Wealth Management Officer as table

Average Salary Average Salary Range
Base Salary $230,141 $188,020 - $276,165
Bonus $42,787 $43,123 - $62,107
Total Pay $272,928 $231,143 - $338,271
* Base Salary represents gross income before taxes and deductions. It does not include additional pay such as benefits, bonuses, profit sharing or commissions.
* Total Pay combines base salary, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job.

Wealth Management Officer Salary Near Oaks, PA

CITY, STATE AVERAGE SALARY RANGE COMPARE TO Oaks, PA
CITY, STATE West Chester, PA AVERAGE SALARY RANGE $187,127 - $274,853 COMPARE TO Oaks, PA
CITY, STATE Philadelphia, PA AVERAGE SALARY RANGE $189,484 - $278,315 COMPARE TO Oaks, PA
CITY, STATE Doylestown, PA AVERAGE SALARY RANGE $194,159 - $285,181 COMPARE TO Oaks, PA
CITY, STATE Camden, NJ AVERAGE SALARY RANGE $189,484 - $278,315 COMPARE TO Oaks, PA
CITY, STATE Reading, PA AVERAGE SALARY RANGE $177,623 - $260,893 COMPARE TO Oaks, PA
CITY, STATE Allentown, PA AVERAGE SALARY RANGE $179,949 - $264,310 COMPARE TO Oaks, PA
See salaries for Wealth Management Officer in locations close to Oaks, PA. Pay for the same job may vary based on the location and on the location and on other factors such as the size of company, the industry, and other local conditions.

View Salary for Similar Jobs to Wealth Management Officer in Oaks, PA

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JOB TITLE Wealth Management Lending Officer LOCATION Oaks, PA MINIMUM SALARY $77,597 MAXIMUM SALARY $109,103
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JOB TITLE Wealth Management Analyst LOCATION Oaks, PA MINIMUM SALARY $77,227 MAXIMUM SALARY $114,569
JOB TITLE Wealth Management Associate LOCATION Oaks, PA MINIMUM SALARY $77,227 MAXIMUM SALARY $114,569
JOB TITLE Wealth Management Manager LOCATION Oaks, PA MINIMUM SALARY $97,604 MAXIMUM SALARY $121,757
JOB TITLE Wealth Management Executive LOCATION Oaks, PA MINIMUM SALARY $79,972 MAXIMUM SALARY $138,088
The Wealth Management Officer job could be listed using titles that are not exactly the same, but actually are for the same or very similar job. Here are some job titles in Oaks, PA that might be a good fit for the type of job and salary you are looking for.

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188020
276165

 

About Oaks, Pennsylvania    Oaks is an unincorporated community located in Upper Providence Township, Montgomery County, Pennsylvania, 18 miles (30 km) northwest of Philadelphia.....More

Oaks, Pennsylvania  area prices were up 1.0% from a year ago

Wealth Management Officer Salary in popular cities: Philadelphia, Pittsburgh, Allentown

Recently searched related titles: Financial Services Director

Learn more about: Compensation Packages, Employee Flight Risk, Gender Pay Gap, Job Openings for This Role