Private Wealth Management Specialist Jobs
Private Wealth Management Specialist jobs are open across wealth management firms, banks, and family offices, covering specializations in portfolio advisory, estate planning, and client relationship management, from associate to senior and director level. Find a role that fits below and apply directly.
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Showing 5 of 593+ Private Wealth Management Specialist jobs
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA), and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Provides guidance and solutions for the development and ongoing maintenance of complex investment allocations, goals, and objectives, typically managing large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Remains abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax, and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA), or Master of Taxation)
- Professional Certification(s), such as Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS)
Skills And Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $116,229.38 USD
Median $167,611.50 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Location: Dallas, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA), and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Provides guidance and solutions for the development and ongoing maintenance of complex investment allocations, goals, and objectives, typically managing large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Remains abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax, and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA), or Master of Taxation)
- Professional Certification(s), such as Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS)
Skills And Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $116,229.38 USD
Median $167,611.50 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Location: Dallas, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Private Wealth Management Specialist Jobs by Experience Level
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Find JobsPrivate Wealth Management Specialist Job Market
Who's Hiring
- JPMorganChase330
- Goldman Sachs31
- U.S. Bank25
- Morgan Stanley19
- Bank of America17
Top Industries Hiring
- Banking & Financial Services45
- Investment & Asset Management18
- Fintech4
- Accounting & Auditing1
What Employers Look For
The qualifications that appear most often in private wealth management specialist jobs.
- Series 65 or Series 7 license required by most hiring firms
- CFP or CFA designation strongly preferred for senior advisory roles
- Five or more years of client-facing wealth management experience
- Proficiency in financial planning software such as eMoney or MoneyGuidePro
- Bachelor's degree in finance, economics, or a related business field
- Demonstrated ability to manage and retain high-net-worth client relationships
Tips for Your Private Wealth Management Specialist Job Search
Tailor your resume to AUM metrics
Hiring managers in private wealth want to see the scale you've worked at. Quantify your book of business, average client net worth, and assets under management without disclosing protected client data, so your resume speaks the language of the role.
Lead with your licensing credentials upfront
Series 65, Series 7, CFP, or CFA designations should appear in your resume header, not buried in a separate certifications section. Many applicant tracking systems screen for these terms early, and hiring managers in wealth management scan for them before reading anything else.
Apply early to roles that fit
Migrate Mate lists private wealth management specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by minimum client threshold
Job postings often specify minimum investable asset thresholds for the clients you'd serve. Match your experience to that tier when you apply. If you've worked with ultra-high-net-worth clients, say so explicitly rather than leaving the reader to infer it.
Prepare a compliant client scenario for interviews
Interviewers frequently ask you to walk through a real client situation. Prepare a detailed, anonymized case covering a client's financial goals, the strategy you recommended, and the outcome. Firms want evidence of your process, not just your credentials.
Negotiate total compensation, not just base salary
Private wealth roles often include trailing commissions, referral bonuses, and deferred compensation tied to client retention. Before accepting an offer, clarify the full structure of each component and ask what performance metrics trigger each payout.
Private Wealth Management Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most private wealth management specialists?
JPMorganChase, Goldman Sachs, and U.S. Bank are hiring the most private wealth management specialists right now, with openings concentrated in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Roles at these firms tend to require existing licensing and a proven book of business.
How many private wealth management specialist jobs are remote?
About 53% of private wealth management specialist openings are fully remote or hybrid as of November 2026, with client-facing advisory and planning roles more likely to require in-person work than back-office or investment research positions, which are more frequently offered on a flexible or remote basis.
How do you become a private wealth management specialist?
Start by earning a bachelor's degree in finance, economics, or a related field, then obtain your Series 65 or Series 7 license. Gain experience in a client-facing financial services role, build familiarity with financial planning software, and pursue a CFP or CFA designation to qualify for senior positions at wealth management firms and private banks.
Can you get hired as a private wealth management specialist with little experience?
Entry points typically include client associate or financial planning analyst roles at wealth management firms, where you support senior advisors while building your licensing and client knowledge. Firms hiring at the associate level often prioritize your licensing progress and interpersonal skills over direct advisory experience, making those roles the most practical starting point.
What does the private wealth management specialist interview process look like?
The process usually starts with a recruiter screen, followed by a competency interview focused on your client relationship experience and your approach to financial planning. Final rounds typically include a case study or scenario exercise where you present a financial plan for a hypothetical client, and sometimes a meeting with senior advisors or a branch manager.
Where can I find and apply to private wealth management specialist jobs?
You can find and apply to private wealth management specialist jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience and credentials and apply directly to each listing.
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