---
title: "Wealth Manager"
description: "Manages investments, tax planning, estate planning and other financial affairs for high-net-worth individuals and families."
canonical: "https://nuecareer.com/careers/wealth-manager"
last-updated: "2026-10-09T10:57:55.138Z"
---

# Wealth Manager

**Category:** Business and Financial Operations · **SOC code:** 13-2052 · **O\*NET-SOC code:** 13-2052.00

Manages investments, tax planning, estate planning and other financial affairs for high-net-worth individuals and families.

Also advertised as: Private Wealth Advisor; Private Wealth Manager; Wealth Advisor; Private Client Advisor; Wealth Management Advisor.

## At a glance

- **Median annual wage:** $105,070 (BLS OEWS, May 2025)
- **Median hourly wage:** $50.51/hr
- **Wage range (10th–90th percentile):** $50,190 to $357,020, with the middle half between $72,440 and $176,790
- **Total US employment:** 266,800
- **Typical entry education:** Bachelor's
- **Preparation required:** Medium preparation — O\*NET rates this "Job Zone Four: Considerable Preparation Needed"
- **Projected growth:** +1.4% over 2025–2035 (BLS EP, 2025–2035)
- **Annual job openings:** 17,100 openings a year
- **AI-resilience score:** 15/100 — a NueCareer heuristic over O\*NET work activities and context, not a BLS or O\*NET figure

## Pay

National wage distribution, BLS OEWS, May 2025, across 266,800 US jobs.

| Percentile | Annual wage |
| --- | --- |
| 10th | $50,190 |
| 25th | $72,440 |
| 50th (median) | $105,070 |
| 75th | $176,790 |
| 90th | $357,020 |
| Mean (average) | $156,670 |

### Pay by state

The 15 highest-paying states, by median annual wage. The cost-of-living-adjusted column divides the state median by that state's BEA Regional Price Parity, so the columns answer different questions: the first is what the job pays there, the second is what that pay buys there.

| State | Median annual wage | Cost-of-living adjusted | Employment |
| --- | --- | --- | --- |
| NY | $166,400 | $154,187 | 21,550 |
| NJ | $158,570 | $145,738 | 9,300 |
| CA | $130,330 | $117,711 | 32,200 |
| CT | $129,720 | $125,200 | Not published by BLS |
| SD | $128,720 | $145,305 | 620 |
| MA | $125,670 | $118,829 | Not published by BLS |
| DE | $125,050 | $125,291 | Not published by BLS |
| OR | $122,830 | $118,836 | 3,070 |
| IL | $120,130 | $120,180 | 9,760 |
| WI | $119,430 | $126,925 | 5,200 |
| WA | $114,050 | $106,576 | 5,790 |
| VT | $110,020 | $112,313 | 520 |
| PA | $105,200 | $107,818 | 12,200 |
| DC | $104,990 | $95,531 | 480 |
| MN | $102,660 | $104,095 | 5,280 |

34 more states with published wage data are omitted here. The full table for all 49 states is at https://nuecareer.com/careers/wealth-manager/salary-by-state, or as JSON at https://nuecareer.com/api/v1/careers/wealth-manager.

## Outlook

BLS projects employment to move from 299,400 in the 2025–2035 base year to 303,500 by the end of the cycle — a gain of 4,100 jobs, or +1.4%. Slower than average: 1.4% against 3.5% projected for all occupations over the same cycle. About 17,100 openings a year are expected on average, counting openings from growth as well as from workers leaving the occupation permanently. Source: BLS EP, 2025–2035.

## How to get in

- **Typical entry education:** Bachelor's degree (BLS Employment Projections).
- **Preparation level:** Medium preparation — O\*NET's preparation band for this occupation is "Job Zone Four: Considerable Preparation Needed".
- **Related work experience typically required:** None.
- **Typical on-the-job training:** Long-term on-the-job training.

### Education people in this job actually hold

O\*NET surveys incumbents, so this distribution describes who is in the job today and can differ from the BLS entry requirement above.

| Education level | Share of workers |
| --- | --- |
| Bachelor's Degree | 57.7% |
| Post-Baccalaureate Certificate | 23.1% |
| Master's Degree | 11.5% |
| Post-Secondary Certificate | 7.7% |

## What the work involves

- Build and monitor investment portfolios for wealthy clients
- Coordinate tax, estate and charitable plans with outside professionals
- Lead regular review meetings with clients and families
- Plan strategies for concentrated stock and business sale proceeds
- Prospect for new clients through referrals and networking
- Explain market conditions and portfolio performance
- Document recommendations to meet regulatory requirements

## Skills and knowledge

### Essential skills

- Reading Comprehension — importance 4.1 on the O\*NET 1–5 importance scale
- Active Listening — importance 4.1 on the O\*NET 1–5 importance scale
- Speaking — importance 4.0 on the O\*NET 1–5 importance scale
- Writing — importance 3.9 on the O\*NET 1–5 importance scale
- Critical Thinking — importance 3.8 on the O\*NET 1–5 importance scale
- Mathematics — importance 3.6 on the O\*NET 1–5 importance scale
- Active Learning — importance 3.3 on the O\*NET 1–5 importance scale
- Monitoring — importance 3.1 on the O\*NET 1–5 importance scale

### Transferable skills

These are the skills that carry into other occupations, and they drive the related-occupation and career-change rankings on this site.

- Social Perceptiveness — importance 3.6 on the O\*NET 1–5 importance scale
- Service Orientation — importance 3.6 on the O\*NET 1–5 importance scale
- Complex Problem Solving — importance 3.6 on the O\*NET 1–5 importance scale
- Judgment and Decision Making — importance 3.6 on the O\*NET 1–5 importance scale
- Persuasion — importance 3.4 on the O\*NET 1–5 importance scale
- Systems Analysis — importance 3.4 on the O\*NET 1–5 importance scale
- Systems Evaluation — importance 3.4 on the O\*NET 1–5 importance scale
- Coordination — importance 3.0 on the O\*NET 1–5 importance scale

### Knowledge areas

- Customer and Personal Service — importance 4.4 on the O\*NET 1–5 importance scale
- Economics and Accounting — importance 4.1 on the O\*NET 1–5 importance scale
- English Language — importance 3.9 on the O\*NET 1–5 importance scale
- Mathematics — importance 3.7 on the O\*NET 1–5 importance scale
- Psychology — importance 3.1 on the O\*NET 1–5 importance scale
- Administration and Management — importance 2.9 on the O\*NET 1–5 importance scale

### Abilities

- Oral Comprehension — importance 4.0 on the O\*NET 1–5 importance scale
- Written Comprehension — importance 4.0 on the O\*NET 1–5 importance scale
- Oral Expression — importance 4.0 on the O\*NET 1–5 importance scale
- Speech Clarity — importance 4.0 on the O\*NET 1–5 importance scale
- Inductive Reasoning — importance 3.9 on the O\*NET 1–5 importance scale
- Written Expression — importance 3.8 on the O\*NET 1–5 importance scale

## Who it suits

O\*NET rates every occupation on the six Holland (RIASEC) interest areas, on a 1–7 scale. This occupation's strongest areas are Enterprising (E), Conventional (C), Social (S).

| Interest area | Score (1–7) |
| --- | --- |
| E — Enterprising | 5.90 |
| C — Conventional | 5.61 |
| S — Social | 4.47 |
| I — Investigative | 3.27 |
| A — Artistic | 1.69 |
| R — Realistic | 1.00 |

### Personality fit

These scores are **derived by NueCareer**, not published by any government agency: they are cosine similarities between a personality type's trait profile and this occupation's O\*NET interest and work-style ratings, expressed 0–100. Treat them as a starting point for exploration, not as evidence that a type belongs in a job.

| Type | Fit score (0–100) |
| --- | --- |
| ESFJ | 78.0 |
| ESTJ | 73.6 |
| ENFJ | 69.8 |
| ENTJ | 66.4 |
| ISFJ | 59.7 |

Best-fitting types: ESFJ, ESTJ.

## Related occupations

O\*NET's primary related occupations, in its own ranked order.

- [Financial Advisor](https://nuecareer.com/careers/financial-advisor) — median $105,070
- [Financial and Investment Analyst](https://nuecareer.com/careers/financial-and-investment-analyst) — median $102,740
- [Credit Counselor](https://nuecareer.com/careers/credit-counselor) — median $52,230
- [Security, Commodity, and Financial Services Sales Agent](https://nuecareer.com/careers/security-commodity-and-financial-services-sales-agent) — median $78,660
- [Investment Fund Manager](https://nuecareer.com/careers/investment-fund-manager) — median $166,570
- [Financial Risk Specialist](https://nuecareer.com/careers/financial-risk-specialist) — median $117,330
- [Loan Officer](https://nuecareer.com/careers/loan-officer) — median $76,690
- [Accountant](https://nuecareer.com/careers/accountant) — median $83,680
- [Financial Manager](https://nuecareer.com/careers/financial-manager) — median $166,570
- [Insurance Sales Agent](https://nuecareer.com/careers/insurance-sales-agent) — median $62,280

## Sources

- **O\*NET** — O\*NET 31.0 Database, August 2026. https://www.onetcenter.org/database.html
- **BLS OEWS** — BLS Occupational Employment and Wage Statistics, May 2025. https://www.bls.gov/oes/
- **BLS EP** — BLS Employment Projections, Table 1.2, 2025–2035. https://www.bls.gov/emp/
- **BEA RPP** — BEA Regional Price Parities by State, 2024. https://www.bea.gov/data/prices-inflation/regional-price-parities-state-and-metro-area

---

This bank includes information from the O\*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license (https://creativecommons.org/licenses/by/4.0/). O\*NET® is a trademark of USDOL/ETA. NueCareer has transformed the data by joining it to BLS wage and projection data and deriving facet, personality-fit and AI-resilience scores. BLS and BEA data are public domain (17 U.S.C. §105).

O\*NET content is used under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/). How these figures are sourced and derived: https://nuecareer.com/careers/methodology

JSON representation of this page: https://nuecareer.com/api/v1/careers/wealth-manager