Wealth Management Opportunities Thank you. If you do not receive the requested report within an hour, please contact us at [email protected] Wealth Management Compensation Guide Please fill out the form below to receive the complete Wealth Management Compensation Guide. Email Address First Name Last Name Phone Number Job Title Company Submit By submitting this form, you are granting: ECG Resources, 148 Doughty Blvd, Inwood, New York, 11096, United States, https://www.ecgresources.compermission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy for details.) Emails are serviced by Constant Contact. Wealth Management Compensation Guide Strategic Financial Planning Senior Wealth Strategist (8+ years) Atlanta Top Tier Wealth Management Firm 50mm-1B+ level clientele 150k-200k base 250k-350k package Senior Wealth Strategist(8+ years) Los Angeles Top Tier Wealth Management Firm 50mm-1B+ level clientele 150k-200k base300k-400k package Senior Wealth Strategist(8+ years) Miami Top Tier Wealth Management Firm 50mm-1B+ level clientele Managing Director(10+ years) NYC Boutique Wealth Management Firm 10mm-30mm level clientele Fiduciary Advisor Specialist(6+ years) Pasadena Top Tier Wealth Management Firm 10mm-100mm level clientele Manager/Financial Planning(5+ years) NYC Multi-Family Office 5mm-500mm level clientele Financial Planner(3+ years) Richmond Boutique Wealth Management Firm 1mm-10mm level clientele Senior Planning Strategist(7+ years, JD or CPA) NYC Wealth Management Firm 10mm-100mm level clientele Senior Planning Strategist(7+ years, JD or CPA) Greenwich Top Tier Wealth Management Firm 10mm-100mm level clientele Senior Planning Strategist(7+ years, JD or CPA) Atlanta Top Tier Wealth Management Firm 10mm-100mm level clientele Senior Planning Strategist(7+ years, JD or CPA) Houston Top Tier Wealth Management Firm 10mm-100mm level clientele Senior Planning Strategist(7+ years, JD or CPA) Utah Top Tier Wealth Management Firm 10mm-100mm level clientele Senior Planning Strategist(7+ years, JD or CPA) Denver Top Tier Wealth Management Firm 10mm-100mm level clientele Wealth Planning Analyst(4+ years) San Francisco Top Tier Wealth Management Firm 50mm-1B+ level clientele Wealth Planning Analyst(3+ years) Los Angeles Top Tier Wealth Management Firm 5mm-50mm level clientele Wealth Planning Analyst(3+ years) San Francisco Top Tier Wealth Management Firm 5mm-50mm level clientele 80k-100k base90k-120k package Wealth Planner (2+ years) NYC Multi-Family Office 5mm-500mm level clientele 80k-100k base90k-110k package Trust & Estate Tax Senior or Manager (3+ years) New York Regional Public Accounting Firm 10mm-1B+ level clientele 100k-120k base110k-130k package Senior Fiduciary Advisor(5+ years) Atlanta Top Tier Wealth Management Firm 5mm-100mm level clientele Managing Director(10+ years) NYC Boutique Wealth Management Firm 10mm-30mm level clientele Regional Director, Trust Services(10+ years) Milwaukee Top Tier Multi-National Bank 10mm-100mm level clientele Latin America Estate Planning(8+ years) Miami Multi-National Wealth Management Firm 50mm-1B+ level clientele Business Development Trust Business Development Officer (10+ years) Southeast Florida Multi-Family Office 50mm+ level clientele 150k-250k base400k-500k+ package Senior Financial Advisor(7+ years) NYC 100B+ Global Asset Management Firm Transition from Insurance to Investment Management Sales 150k base250k++ package Senior Financial Advisor(7+ years) Atlanta GA 100B+ Global Asset Management Firm Transition from Insurance to Investment Management Sales Senior Financial Advisor(7+ years) San Francisco 100B+ Global Asset Management Firm Transition from Insurance to Investment Management Sales Business Development Officer(8+ years) NYC National Wealth Advisory Firm 5mm-100mm level clientele Business Development Officer(8+ years) San Francisco National Wealth Advisory Firm 5mm-100mm level clientele Business Development Officer(8+ years) West Palm Beach National Wealth Advisory Firm 5mm-100mm level clientele Business Development Officer(8+ years) Austin National Wealth Advisory Firm 5mm-100mm level clientele Business Development Officer(8+ years) Phoenix National Wealth Advisory Firm 5mm-100mm level clientele Business Development Officer(8+ years) Atlanta National Wealth Advisory Firm 5mm-100mm level clientele Business Development Officer(8+ years) Denver National Wealth Advisory Firm 5mm-100mm level clientele Trust Business Development Officer(8+ years) New York National Financial Services Firm 1mm-50mm level clientele Business Development Officer, Trust Services(10+ years) Southern California Multi-Family Office 50mm+ level clientele Business Development Officer(7+ years) NYC Global Asset Management Firm 5mm-1B+ level clientele Business Development Officer(7+ years) Atlanta Global Asset Management Firm 5mm-1B+ level clientele Business Development Officer(7+ years) Seattle Global Asset Management Firm 5mm-1B+ level clientele Business Development Officer(7+ years) San Francisco Global Asset Management Firm 5mm-1B+ level clientele Managing Director, Sales (10+ years) Greater Detroit Area Wealth Management Division of Boutique Fee-Only RIA 1mm-100mm level clientele 150k-200k base200k-300k+ package Senior Financial Advisor Leadership Opportunity (5+ years) Seattle 1B+ Fee-Only Wealth Management Firm 2mm-500mm level clientele 125k-175k base200k-300k package Relationship Management Senior Relationship Manager (8+ years) San Francisco National Wealth Advisory Firm 3mm-300mm level clientele 175k-250k base300k-500k package Senior Relationship Manager (8+ years) West Palm Beach National Wealth Advisory Firm 3mm-300mm level clientele Senior Relationship Manager (8+ years) Denver National Wealth Advisory Firm 3mm-300mm level clientele Senior Relationship Manager (8+ years) Newport Beach National Wealth Advisory Firm 3mm-300mm level clientele Wealth Advisor(8+ years) Chicago Top Tier Wealth Management Firm 5mm-50mm level clientele Wealth Advisor(8+ years) Pasadena Top Tier Wealth Management Firm 5mm-50mm level clientele Wealth Advisor(8+ years) Naples Top Tier Wealth Management Firm 5mm-50mm level clientele Wealth Advisor(8+ years) Tampa Bay Top Tier Wealth Management Firm 5mm-50mm level clientele Managing Director(10+ years) NYC Boutique Wealth Management Firm 10mm-30mm level clientele Relationship Manager(3+ years) NYC Independent Financial Advisory Firm Equity Opportunity Relationship Manager(3+ years) San Francisco Independent Financial Advisory Firm Equity Opportunity 90k-135k base100k-150k package Ultra-High Net Worth Tax Tax Senior (2+ years) San Francisco Boutique UHNW Tax Firm 250mm+ level clientele 70k-100k base80k-110k package Tax Senior (2+ years) Palo Alto Boutique UHNW Tax Firm 250mm+ level clientele 70k-100k base80k-110k package Tax Senior (2+ years) Pasadena Boutique UHNW Tax Firm 250mm+ level clientele Tax Director(6+ years) San Francisco Boutique UHNW Tax Firm 250mm+ level clientele Tax Director(6+ years) Palo Alto Boutique UHNW Tax Firm 250mm+ level clientele Tax Director(6+ years) Pasadena Boutique UHNW Tax Firm 250mm+ level clientele UHNW Tax Director(8+ years) Palo Alto Multi-Family Office 25mm-1B+ level clientele Tax Manager(4+ years San Francisco Boutique UHNW Tax Firm 250mm+ level clientele Tax Manager(4+ years Palo Alto Boutique UHNW Tax Firm 250mm+ level clientele Tax Manager(4+ years Pasadena Boutique UHNW Tax Firm 250mm+ level clientele Trust/Estate Tax Senior or Manager (3+ years) New York Regional Public Accounting Firm 10mm-1B+ level clientele Tax Senior(2+ years) Palo Alto Multi-Family Office 25mm-1B+ level clientele Tax Senior or Manager(2+ years) South Florida Regional CPA Firm 5mm-100mm level clientele Tax Analyst(2+ years) NYC Multi-Family Office 5mm-1B+ level clientele Tax Manager(4+ years) Palo Alto Multi-Family Office 25mm-1B+ level clientele UHNW Tax Strategist (8+ years) Atlanta National Wealth Management Firm 5mm-1B+ level clientele UHNW Tax Strategist(8+ years) Los Angeles National Wealth Management Firm 5mm-1B+ level clientele UHNW Tax Strategist (8+ years) Miami National Wealth Management Firm 5mm-1B+ level clientele 150k-200k base 250k-400k package Expatriate Tax (2+ years) NYC Multi-Family Office 5mm-500mm level clientele 75k-100k base 80k-110k package Investment Advisory Managing Director, Investments (10+ years) San Francisco Multi-Family Office 25mm-1B+ level clientele 250k-400k+ base 400k-750k+ package Managing Director(10+ years) NYC Boutique Wealth Management Firm 10mm-30mm level clientele Portfolio Assistant(3+ years) NYC National Wealth Advisory Firm 3mm-300mm level clientele Investment Advisor/CIO(8+ years) San Francisco Multi-Family Office 30mm-100mm level clientele