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If you’ve Googled “Wealth Manager job description” before, you’ve probably seen dozens of articles. But let’s be honest—most of them are copy-paste templates that sound like they were written by a robot.
They’re full of jargon, bullet points, and vague responsibilities that could describe any finance role. The problem? Posts like that don’t actually attract high-caliber wealth managers—they just generate a flood of generic applications.
The truth is, a great Wealth Manager job post should do more than list duties. It should spark interest, show your company’s vision, and make the right candidates say, “This is exactly the role I’ve been looking for.”
Before we dive in, I recommend reading our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ — it breaks down exactly why most job posts fail and how to craft ones that convert.
If you’re ready to see how to apply those principles specifically to a Wealth Manager role, keep reading—because by the end, you’ll have a job description that not only ticks the boxes but
actually sells the opportunity to top talent.
Don’t let bad hires slow you down.
WorkScreen helps you identify the right people—fast, easy, and stress-free.
What the Wealth Manager Role Actually Is
A Wealth Manager is more than someone who “handles investments.” They’re a trusted advisor, strategic planner, and long-term partner in their clients’ financial journey.
In plain English: a Wealth Manager helps clients grow, protect, and transfer their wealth in a way that aligns with their goals, values, and lifestyle. This can involve everything from managing investment portfolios, optimizing tax strategies, and planning for retirement—to ensuring their children’s education is funded and their estate plans are in place.
Because Wealth Managers often work with high-net-worth individuals or families, the role isn’t just about numbers. It’s about building deep relationships, understanding personal priorities, and providing guidance through every stage of a client’s life.
That’s why qualities like trustworthiness, communication skills, and emotional intelligence matter just as much as financial expertise. The best Wealth Managers aren’t simply “managing money”—they’re safeguarding futures.
Two Great Wealth Manager Job Description Templates
We’ll provide two tailored job description options:
1.✅ Option 1: For employers looking to hire an experienced candidates with prior experience.
2.Option 2: For employers open to hiring entry-level candidates or those willing to train someone with potential.
✅ Version 1: Job Description For Experienced Wealth Manager
📌 Job Title: Senior Wealth Manager — Lead HNW Relationships at Aspen Private Wealth (New York, NY)
💼 Full-Time | Hybrid (3 in-office / 2 remote)
💲 Base $120,000–$150,000 + performance bonus + profit share
🕒 Schedule: Mon–Fri, 8:30 AM – 5:30 PM
A quick word from our Managing Partner (2–3 min video)
Insert Loom/YouTube link here — why this role matters, who succeeds here, what the first 90 days look like.
Who We Are
Aspen Private Wealth is an independent, fee-only fiduciary RIA founded in 2009, headquartered in Manhattan with a satellite office in Stamford, CT. We serve ~400 client families (founders, executives, and multi-generational households) with ~$1.2B in AUM, providing integrated portfolio management, financial planning, tax coordination, and estate strategies. We custody primarily with Schwab and Fidelity and operate on a planning-first philosophy: clear goals, disciplined execution, and clients for life.
Our Company Culture
Ownership over ego. Preparation over promises. We debate ideas, document decisions, and do what’s right for the client—even when it’s hard. Advisors are encouraged to pursue advanced credentials and thought leadership; we publish quarterly perspectives and host client salons on succession, liquidity, and philanthropy.
What We’re Looking For
- 5+ years in wealth management, private banking, or advisory (RIA preferred)
- Series 7 & 66 (or 65) active; CFP® strongly preferred
- Proven track record advising HNW relationships (typical relationship size $5M–$25M)
- Mastery of asset allocation, tax-aware rebalancing, and retirement/estate coordination
- Exceptional communication and relationship stewardship; impeccable judgment and compliance rigor
What You’ll Be Doing
- Serve as primary advisor on an established book of relationships; lead reviews and planning sprints
- Design IPS-aligned portfolios; oversee implementation, monitoring, and risk management
- Coordinate with client CPAs and attorneys on tax strategy, trusts, and charitable vehicles
- Lead discovery for prospects and participate in new-business pitches with Partners
- Document advice, uphold fiduciary/compliance standards, and contribute to investment committee work
Perks & Benefits
- Medical, dental, vision (company covers 80%+ of premiums)
- 401(k) with 4% match + annual profit share eligibility
- 15 PTO days + 10 holidays + 2 volunteer days; paid parental leave
- $4,000 annual education stipend (CFP®/CFA fees, conferences, CE)
- Commuter benefits; wellness stipend; modern tech stack (Addepar, eMoney, Holistiplan)
Why This Role Is a Great Fit
- Step into warm, legacy client relationships—hit the ground running
- Real influence: contribute to the investment committee and firm thought leadership
- Career runway to Lead Advisor / Managing Director with equity pathway for top performers
Our Hiring Process
We review every application and respond within two weeks. Finalists complete a case exercise and meet our Managing Partner. We value preparation and will always provide feedback.
📥 How to Apply
We use WorkScreen.io for fair, skills-forward evaluation. Click below to start; you’ll complete a short simulation focusing on planning judgment and client communication.
👉 Apply via WorkScreen
✅ Version 2: Job Description For Entry-Level / Early-Career Wealth Manager (Willing to Train)
📌 Job Title: Associate Wealth Manager — Mentored Path to Lead Advisor at Aspen Private Wealth (New York, NY)
💼 Full-Time | Hybrid
💲 Base $60,000–$75,000 + bonus
🕒 Schedule: Mon–Fri, 8:30 AM – 5:30 PM
A quick word from our Head of Advisory (2–3 min video)
Insert Loom/YouTube link here — training roadmap, how we support licensing, what success looks like by month 6 and month 12.
Who We Are
Aspen Private Wealth is an independent fiduciary RIA serving HNW families and business owners with comprehensive planning and investment management. Since 2009, we’ve grown to ~$1.2B AUM by doing the simple things exceptionally well: listening carefully, planning thoroughly, and executing with discipline. We believe great advisors are made, not born—and we invest heavily in mentorship.
Our Company Culture
Learn-it-all > know-it-all. We pair each Associate with a Lead Advisor and a Technical Mentor. You’ll sit in client meetings early, debrief after, and present components of plans as you grow. We celebrate questions, document playbooks, and give you real reps—responsibly.
What We’re Looking For
- Bachelor’s degree (finance/econ a plus, but not required)
- Strong writing, listening, and client empathy; organized and detail-oriented
- Comfortable with spreadsheets and research; curious about markets and planning
- Willing to obtain Series 65/66 within 6–12 months (firm-sponsored)
- Bonus: Internship or 0–2 years in financial services, planning, or client service
What You’ll Be Doing
- Support advisors in discovery, plan prep (cash flow, retirement projections, education, insurance)
- Build meeting decks; capture follow-ups; maintain CRM and compliance notes
- Draft investment proposals and rebalance instructions under supervision
- Research funds, managers, and planning topics; contribute to quarterly market notes
- Progress to running segments of client meetings and owning a small book in year 2
Perks & Benefits
- Medical, dental, vision; 401(k) with 4% match
- Paid licensing & exam prep (Series 65/66), $2,500 education stipend (CFP® coursework)
- 12 PTO days + 10 holidays + 2 volunteer days; commuter and wellness stipends
- Monthly lunch-and-learns; structured mentorship and rotation across planning/investments
Why This Role Is a Great Fit
- Clear, mentored path from Associate → Lead Advisor in ~24–36 months
- Early client exposure with structured feedback and real responsibility
- Learn a planning-first, fiduciary approach that compounds your career long-term
Our Hiring Process
We respond within 1–2 weeks. First round is a virtual interview, followed by a short case study and an on-site shadow day. Finalists meet our Managing Partner.
📥 How to Apply
We use WorkScreen.io to make sure potential doesn’t get overlooked. Apply below and complete a short evaluation focused on communication, numeracy, and client empathy.
👉 Apply via WorkScreen
Hiring doesn’t have to be hard.
If your hiring process is stressful, slow, or filled with second-guessing—WorkScreen fixes that. Workscreen helps you quickly identify top talent fast, eliminate low-quality applicants, and make better hires without the headaches.
Breakdown of Why These Wealth Manager Job Posts Work
Both job descriptions above follow the “Best New Way” format from our Master Guide — and here’s why they’re effective at attracting the right Wealth Manager candidates:
1. Clear, Specific Job Titles
Instead of just “Wealth Manager,” the titles specify:
- Seniority (“Senior Wealth Manager,” “Associate Wealth Manager”)
- Focus (“Lead HNW Relationships,” “Mentored Path to Lead Advisor”)
- Company Name & Location (Aspen Private Wealth – New York, NY)
This instantly tells the candidate if the role is relevant, and makes the posting stand out in job board searches.
2. Personal Video Element
A short Loom or YouTube video from a Managing Partner or Head of Advisory builds trust and connection. It humanizes the company, lets candidates hear directly from leadership, and sets the tone for the culture they’d be joining.
3. Real “About Us” Sections — Not Generic Copy
The descriptions reference specifics — founded in 2009, $1.2B AUM, ~400 client families, offices in Manhattan and Stamford, Schwab & Fidelity custody — so the company feels real and credible. Top-tier candidates want details that indicate stability, success, and professionalism.
4. Culture That’s Shown, Not Claimed
Rather than saying “we value teamwork,” the posts show it:
- Mentorship pairings for junior hires
- Investment committee participation for senior hires
- Debriefing after client meetings
- Publishing quarterly perspectives and hosting client events
These examples give a vivid picture of what it’s like to work there.
5. Transparent Compensation & Benefits
Salary ranges, bonus structures, PTO, match percentages, and stipends are clearly listed. Transparency sets expectations, builds trust, and attracts serious applicants.
6. Separated “Perks & Benefits” and “Why This Role Is a Great Fit”
Listing perks/benefits in one section satisfies practical needs.
Separating the “Why This Role Is a Great Fit” section allows space to emotionally sell the role — e.g., stepping into legacy client relationships, clear career runway, early client exposure.
7. Detailed, Impact-Focused Responsibilities
The tasks aren’t vague. Instead of “manage client portfolios,” it’s “design IPS-aligned portfolios; oversee implementation, monitoring, and risk management.” This signals professionalism and sets expectations.
8. Respectful, Transparent Hiring Process
Both examples outline timelines, interview steps, and what’s expected. This reduces candidate anxiety and shows respect for their time.
9. WorkScreen.io Integration
Including WorkScreen in the application process shows candidates the company uses modern, skill-based screening — filtering out low-effort applicants and giving genuine candidates a fair shot.
Example of a Bad Wealth Manager Job Description (And Why It Fails)
📌 Job Title: Wealth Manager
💼 Full-Time
📍 New York, NY
Job Summary
We are seeking an experienced Wealth Manager to provide investment advice and financial planning services to clients. The ideal candidate will have a strong background in finance and be able to work independently to meet client needs.
Responsibilities
- Manage client investment portfolios
- Provide financial planning advice
- Meet with clients to discuss goals
- Prepare reports and presentations
Requirements
- Bachelor’s degree in finance or related field
- Minimum 3 years of experience as a wealth manager
- Strong communication and analytical skills
Compensation & Benefits
Competitive salary and benefits package.
How to Apply
Please send your resume and cover letter to hr@company.com. Only shortlisted candidates will be contacted.
Why This Wealth Manager Job Post Falls Short
- Generic Job Title
“Wealth Manager” tells the role but not the seniority, specialization, company, or target client type. - Cold, Minimal Introduction
No mention of the company’s mission, values, history, or client focus. There’s nothing to make a high-caliber candidate excited. - Vague Responsibilities
Broad tasks like “manage client portfolios” could mean anything. There’s no insight into the level of responsibility, typical portfolio size, or complexity of work. - No Culture or Differentiator
Nothing that sets the firm apart from hundreds of other wealth management job posts. - Lack of Transparency
“Competitive salary” is meaningless without an actual range. No mention of benefits beyond “benefits package.” - Dismissive Application Process
“Only shortlisted candidates will be contacted” feels impersonal and outdated. It gives no sense of timelines or process steps. - No Personality or Connection
Reads like a formality rather than an opportunity. Candidates can’t tell if this is a place where they’d want to spend years building client relationships.
Bonus Tips to Make Your Wealth Manager Job Post Stand Out
Small details can make a huge difference in attracting the right candidates — especially in a competitive field like wealth management. Here are a few high-impact additions you can make:
1. Add an IMPORTANT NOTICE for Candidate Security
High-net-worth roles sometimes attract scammers posing as employers. Include a short statement in your post to build trust:
Important Notice: We take the security and privacy of all applicants seriously. We will never ask for payment, bank details, or personal financial information during any part of the hiring process.
2. Mention Paid Time Off and Flex Days
Even top performers value time to recharge. Be upfront about leave allowances:
“Enjoy 20 PTO days + 10 company holidays each year, plus 2 volunteer days so you can give back to causes you care about.”
3. Highlight Professional Development & Credential Support
Wealth managers often seek ongoing education. If you cover exam fees or provide stipends, make it clear:
“We invest in your growth. Receive $4,000 annually for continuing education, conferences, or CFP® renewal fees.”
4. Add a Short Video from Leadership
A 2–3 minute Loom or YouTube video from a Partner or Head of Advisory makes your firm stand out. Candidates appreciate seeing the people they might work with — it builds connection before the interview.
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
5. Spotlight Career Path Opportunities
If your role offers a clear progression (e.g., Associate → Lead Advisor → Partner), say so. Ambitious candidates want to see a future with you.
6. Showcase Firm Stability & Credibility
In wealth management, stability matters. Mention your AUM, years in business, client base, and any awards or recognitions — without sounding boastful. This reassures top-tier candidates that they’re joining a solid firm.
Why You Shouldn’t Let AI Write Your Wealth Manager Job Post from Scratch
Lately, it seems like every hiring team is using AI to “one-click” generate job descriptions — even some ATS platforms offer this feature. But here’s the problem:
If you feed AI a vague prompt like “Write me a Wealth Manager job description”, you’ll get something that sounds polished… but empty.
Why Relying on AI Alone Backfires
- It Produces Generic Language — You’ll end up with the same buzzwords (“detail-oriented,” “self-starter,” “team player”) every other firm uses.
- It Attracts the Wrong Candidates — You’ll pull in generic job seekers instead of advisors who align with your values and client base.
- It Hurts Your Brand — Your job post is often the first impression a candidate gets of your firm. A templated, lifeless post signals that you’re just like everyone else.
The Smart Way to Use AI for a Wealth Manager Job Post
AI works best when you treat it like an assistant, not an author. That means you provide the substance and let AI polish the structure and tone.
Here’s a prompt you can use:
“Help me write a Wealth Manager job description for our firm, Aspen Private Wealth. We’re hiring a Senior Wealth Manager to manage high-net-worth client relationships averaging $5M–$25M. Our culture values [insert values], and we want to attract candidates with [insert ideal traits]. We offer [insert benefits + salary range], and here’s our hiring process: [insert process]. Include sections for ‘Who We Are,’ ‘Our Company Culture,’ ‘What You’ll Be Doing,’ ‘Perks & Benefits,’ and ‘Why This Role Is a Great Fit.’ Here are a few notes I’ve written to get you started: [paste your notes]. Please make it conversational but professional.”
By giving AI your real company details, client focus, compensation, and tone preferences, you’ll get a post that’s authentic to your firm while still benefiting from AI’s speed and formatting.
Build a winning team—without the hiring headache.
WorkScreen helps you hire fast, confidently, and without second-guessing.
Quick Copy-Paste Wealth Manager Job Description Templates
We get it — sometimes you just need something fast. Maybe you’ve read this guide and understand what makes a strong job post, but you still want a solid starting point you can copy, paste, and tailor in minutes.
That’s what this section is for.
✏️ Important Reminder:
Don’t copy this word-for-word and expect magic.
This is a foundation, not a final draft.
Add a Loom video, inject your team culture, and edit the details to reflect your actual company.
In this section, you’ll find two ready-to-use job description templates for quick copy-paste use — but please remember, like we mentioned above, don’t just copy them word-for-word and expect results.
Think of these as starting points, not final drafts.
- Option 1: A more conversational, culture-first job description that highlights personality and team fit.
- Option 2: A more structured format, including a Job Brief, Responsibilities, and Requirements for a traditional approach.
✅ Option 1: Conversational / Culture-First Style
📌 Job Title: Senior Wealth Manager – Lead HNW Relationships at [Company Name] ([City, State])
💼 [Job Type] | [Work Arrangement]
💲 [Base Salary Range] + [Bonus/Commission Details]
🕒 [Work Schedule]
A quick word from our [Leader Title] (Insert Loom/YouTube link)
Who We Are
[Company Name] is an independent fiduciary advisory firm serving [client type, e.g., HNW families/business owners] with [AUM amount] under management. For [X] years, we’ve paired disciplined investing with planning-first advice so clients can live their version of financial freedom. We’re known for [differentiators: e.g., fee-only model, planning depth, white-glove service].
Our Company Culture
Curious, client-first, and collaborative. We prefer preparation over promises, share credit, and invest in continuous learning. You’ll have a voice in how we serve clients and how we grow.
What You’ll Be Doing
- Lead and grow a book of [relationship size range, e.g., $5M–$25M] HNW client relationships
- Build and execute comprehensive financial plans aligned to client goals
- Oversee asset allocation, risk management, and tax-aware rebalancing
- Coordinate with CPAs/attorneys on tax, trust, and estate strategies
- Contribute to [investment committee/research/thought leadership]
Requirements
- [X+] years in wealth management/private banking/financial advisory
- [Series 65/66 or 7+66] active; [CFP® preferred/required]
- Track record advising [HNW/UHNW] clients and retaining relationships
- Excellent communication, planning judgment, and compliance discipline
Perks & Benefits
- Health, dental, vision ([Company pays X%])
- [Retirement plan] with [X% match] + [profit share/equity pathway, if any]
- [X] PTO days + [X] holidays + [X] volunteer days; paid parental leave
- [Annual education stipend amount] for CE, conferences, or certifications
- [Commuter/wellness stipend]; modern tech stack ([tools])
Why This Role Is a Great Fit
- Step into [warm/legacy] relationships and make an impact quickly
- Real influence via [investment committee, product roadmap, thought leadership]
- Clear progression to [Lead Advisor/Managing Director/Partner track]
📥 How to Apply
We use WorkScreen.io to ensure a fair, skills-focused process. Apply and complete a short evaluation here: [Application Link]
✅ Option 2: Structured “Job Brief + Responsibilities + Requirements” Style
📌 Job Title: Wealth Manager – [Specialization/Segment] at [Company Name] ([City, State])
💼 [Job Type] | [Work Arrangement]
💲 [Base Salary Range] + [Bonus/Commission Details]
🕒 [Work Schedule]
Job Brief
[Company Name] is seeking a Wealth Manager to manage and grow client relationships, develop comprehensive financial plans, and deliver disciplined investment management aligned to client goals and risk tolerance.
Responsibilities
- Conduct discovery, design plans, and lead client review meetings
- Monitor portfolios, rebalance, and implement IPS-aligned changes
- Coordinate with [internal team/CPAs/attorneys] on tax, trust, and estate matters
- Prepare proposals, reports, and meeting materials; maintain CRM and compliance notes
- Contribute to [market commentary/research/business development]
Requirements
- Bachelor’s degree in [finance/economics/business or related field]
- [Series 65/66 or 7+66] (or willingness to obtain within [X] months)
- [CFP® preferred/required]
- [X+] years experience in wealth management or financial advisory
- Strong communication, planning acumen, and relationship stewardship
Perks & Benefits
- Health, dental, vision ([Company pays X%])
- [Retirement plan] with [X% match]
- Paid CE/licensing and [education stipend amount]
- [X] PTO days + [X] holidays; [flex time/remote options]
📥 How to Apply
Apply via WorkScreen.io: [Application Link]
Let WorkScreen.io Handle the Next Step of Hiring
Once you’ve crafted a Wealth Manager job description that’s specific, engaging, and built to attract the right candidates, the next challenge is sorting through applications efficiently — without losing top talent in the noise.
That’s where WorkScreen.io comes in.
With WorkScreen, you can:
- Quickly identify your most promising candidates
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
- Easily run one-click skill tests
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
- Filter out low-effort applicants
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
The result?
You save hours in your hiring process, avoid costly mis-hires, and bring on Wealth Managers who not only fit your technical requirements but also align with your firm’s values and client service standards.
👉 Create Your WorkScreen.io Account Today
see how fast and smart your next hire can be.
FAQ: Wealth Manager Job Description
While both roles focus on helping clients manage their finances, the scope is different.
- Financial advisors often provide guidance on investments, retirement accounts, and general financial planning.
Wealth managers typically work with high-net-worth (HNW) or ultra-high-net-worth (UHNW) clients, offering a more comprehensive service that may include investment management, tax strategy, estate planning, philanthropic planning, and intergenerational wealth transfer. In short, wealth management is usually broader and more tailored to complex client needs.
- Technical expertise in investments, tax planning, and estate strategies
- Relationship-building and trustworthiness for long-term client retention
- Communication skills to explain complex topics clearly
- Problem-solving to anticipate and address client needs
- Discretion and confidentiality when dealing with sensitive financial information
- Business development skills to attract and grow client relationships
Compensation varies widely depending on location, firm size, and client base. In the U.S., wealth managers typically earn:
- Base salary: $80,000 – $150,000 for experienced advisors
- Bonuses/commissions: Can significantly increase total compensation, especially for those managing large books of business
- Senior wealth managers in large markets or serving UHNW clients can earn $200,000+ with bonuses and profit-sharing included.
Most wealth managers hold licenses such as Series 65 or 66, and many also have the CFP® (Certified Financial Planner) designation. Some may also hold CFA (Chartered Financial Analyst) or ChFC (Chartered Financial Consultant) credentials, depending on their specialty.
Common models include:
- Assets Under Management (AUM) fee — a percentage of the client’s portfolio, often 0.25%–1% annually
- Flat fees for planning or consulting
- Hourly rates for specific advice
High-net-worth clients often prefer AUM-based pricing for ongoing, holistic service.
