Wealth Management Consultant Jobs
Wealth Management Consultant jobs are open across banking, brokerage, insurance, and independent advisory firms, at every level from associate to senior and director, with specializations in retirement planning, investment portfolio management, and high-net-worth client advisory. Scan the live roles below and apply to whichever ones fit.
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As a Senior Associate, you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality work even when the path forward isn’t clear. This role emphasizes relationship building, managing others, and personal growth, providing opportunities to develop a deeper understanding of the business context and how it is evolving.
In this role, you will leverage a broad range of tools and methodologies to generate new ideas and solve problems, using critical thinking to break down complex concepts. You will interpret data to inform insights and recommendations, upholding professional and technical standards.
Responsibilities
- Navigating complex tax regulations to optimize client tax positions
- Reviewing and analyzing financial data to validate compliance with tax laws
- Preparing and filing accurate tax returns to assist businesses in meeting obligations
- Utilizing analytical thinking to interpret data and inform insights and recommendations
- Drafting tax documents and conducting tax research to support corporate tax planning
- Monitoring and analyzing financial trends to identify opportunities for tax optimization
- Upholding professional and technical standards in line with PwC's code of conduct
- Building meaningful client connections and managing relationships effectively
- Embracing change and adapting to evolving business contexts and strategies
- Collaborating with teams to deliver quality client service and support
What You Must Have
- At least a Bachelor's degree
- At least 2 years of experience
- Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment (Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).
What Sets You Apart
- Utilizing analytical thinking for complex tax compliance issues
- Demonstrating proficiency in corporate tax planning strategies
- Excelling in drafting and preparing comprehensive tax documents
- Embracing change and adapting to evolving tax regulations
- Monitoring and analyzing financial trends for strategic insights
- Developing self-awareness to enhance personal and professional growth
- Applying creativity in problem-solving for client tax solutions
The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
As a Senior Associate, you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality work even when the path forward isn’t clear. This role emphasizes relationship building, managing others, and personal growth, providing opportunities to develop a deeper understanding of the business context and how it is evolving.
In this role, you will leverage a broad range of tools and methodologies to generate new ideas and solve problems, using critical thinking to break down complex concepts. You will interpret data to inform insights and recommendations, upholding professional and technical standards.
Responsibilities
- Navigating complex tax regulations to optimize client tax positions
- Reviewing and analyzing financial data to validate compliance with tax laws
- Preparing and filing accurate tax returns to assist businesses in meeting obligations
- Utilizing analytical thinking to interpret data and inform insights and recommendations
- Drafting tax documents and conducting tax research to support corporate tax planning
- Monitoring and analyzing financial trends to identify opportunities for tax optimization
- Upholding professional and technical standards in line with PwC's code of conduct
- Building meaningful client connections and managing relationships effectively
- Embracing change and adapting to evolving business contexts and strategies
- Collaborating with teams to deliver quality client service and support
What You Must Have
- At least a Bachelor's degree
- At least 2 years of experience
- Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment (Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).
What Sets You Apart
- Utilizing analytical thinking for complex tax compliance issues
- Demonstrating proficiency in corporate tax planning strategies
- Excelling in drafting and preparing comprehensive tax documents
- Embracing change and adapting to evolving tax regulations
- Monitoring and analyzing financial trends for strategic insights
- Developing self-awareness to enhance personal and professional growth
- Applying creativity in problem-solving for client tax solutions
The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Wealth Management Consultant Jobs by Experience Level
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Find JobsWealth Management Consultant Job Market
Who's Hiring
- JPMorganChase434
- Bank of America121
- PNC Financial Services111
- U.S. Bank64
- Morgan Stanley43
Top Industries Hiring
- Banking & Financial Services51
- Investment & Asset Management20
- Insurance17
- Fintech5
- Law & Legal Services3
What Employers Look For
The qualifications that appear most often in wealth management consultant jobs.
- Active Series 7 and Series 66 or Series 65 licenses required
- FINRA registration and clean U4 record in good standing
- Bachelor's degree in finance, economics, or a related field
- Certified Financial Planner (CFP) designation preferred or required
- Demonstrated experience developing and managing client financial plans
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
Tips for Your Wealth Management Consultant Job Search
Lead your resume with AUM figures
Hiring managers in wealth management scan for quantified impact fast. Replace vague phrases like 'managed client portfolios' with the actual assets under management you oversaw, the number of households you served, and your client retention rate across your tenure.
List your licenses in a dedicated section
Series 7, Series 66, Series 65, and CFP credentials each signal a different scope of practice. Put them in a standalone certifications block near the top of your resume so recruiters and ATS systems catch them before reading your work history.
Target openings by client segment, not just title
Wealth management consultant roles differ sharply between mass-affluent, high-net-worth, and ultra-high-net-worth practices. Filter your search by client minimum thresholds or firm type so you're applying to practices where your existing book and experience actually align.
Apply early to roles that fit
Migrate Mate lists wealth management consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client scenario for case interviews
Many wealth management firms include a live planning exercise or case study in their interview process. Walk in ready to build a basic financial plan from a client profile, articulate your investment philosophy, and explain how you'd handle a client's loss aversion during a market downturn.
Negotiate on the payout grid, not just base
At most wealth management firms, total compensation is driven by your payout percentage on client revenue, not your base salary. When you reach the offer stage, ask for the full grid, understand the production thresholds at each tier, and negotiate the transition package if you're bringing a book of business.
Wealth Management Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most wealth management consultants?
JPMorganChase, Bank of America, and PNC Financial Services are hiring the most wealth management consultants right now, with openings concentrated in New York, Texas, and Illinois, based on current listings on Migrate Mate as of November 2026. Demand is especially strong at wirehouse firms and registered investment advisors serving high-net-worth households.
How many wealth management consultant jobs are remote?
About 51% of wealth management consultant openings are fully remote or hybrid as of November 2026, with remote arrangements more common for financial planning and analysis roles than for client-facing advisory positions that require in-person relationship building. Hybrid schedules are increasingly standard at larger firms.
How do you become a wealth management consultant?
Start by earning a bachelor's degree in finance, economics, or a related field, then obtain your FINRA licenses, typically the Series 7 and Series 66. Entry-level roles at brokerage firms or banks build your foundational client service skills. Pursuing the CFP designation significantly strengthens your credentials and opens doors to higher-tier advisory practices.
Can you get a wealth management consultant job with little experience?
Yes, many firms hire associate-level wealth management consultants from banking, insurance, or financial sales backgrounds. Holding your Series 7 and Series 66 before you apply removes a major barrier. Internships with financial advisory firms, strong interpersonal skills, and a demonstrated ability to develop client relationships matter as much as years of direct experience at the entry level.
What does the wealth management consultant interview process look like?
Most firms run two to four rounds: an initial phone screen focused on your licensing status and background, followed by a behavioral interview covering client relationship scenarios, then a case study or live planning exercise. Final rounds often include a meeting with senior advisors or a branch manager who assesses your business development potential and cultural fit.
Where can I find and apply to wealth management consultant jobs?
You can find and apply to wealth management consultant jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience, licensing, and preferred client segment, and apply directly to each listing that fits.
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