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CareerAtlas is running on a deterministic simulated demo dataset — compensation, trend, and outcome figures illustrate the product but are not verified real-world data. See Methodology and Data Sources for details.

Wealth Manager

Manages holistic financial plans for high-net-worth clients.

Project salaryAdd to compare
Also known as:Account ManagerAsset AnalystAsset ManagerBudget CounselorCertified Financial Planner (CFP)Chartered Financial Analyst (CFA)
Compensation by seniority
Reported

Median

$105k

Mean

$152k

10th–90th pct

$50k–$357k

Employed (US)

266800

Confidence: 90% · based on real BLS OEWS data covering all experience levels (not broken out by seniority) · 266,800 employed nationally · last updated 9/24/2026

Historical trend & projection

Median total compensation at the typical seniority level for this role, 2021–2025, projected forward under three scenarios.

Simulated
Common skills
Portfolio Management
Core
Financial Modeling
Core
Common certifications
Chartered Financial Analyst (CFA) · 21% of postings
Education requirements

Share of surveyed workers/experts reporting each education level as typical for this occupation (O*NET).

Reported
Bachelor's Degree
58% typical
Certificate
31% typical
Master's Degree
12% typical
Explore education impact for related majors →
Common next roles
Financial Advisor-14.2%Financial Planning Analyst-28.3%Portfolio Manager-0.2%Equity Research Analyst-23.9%Fixed Income Analyst-23.0%
Common previous roles
Financial Planning Analyst-39.4%Equity Research Analyst-31.4%Fixed Income Analyst-29.8%Financial Advisor-16.6%Portfolio Manager-0.2%
Demand snapshot
Active openings (simulated)3,537
Posting growth (est. from real category-level trend)+1.2%
Median days to fill—
Estimated
Employed (US)266,800
Projected growth3.1%/yr
Reported
Role characteristics
Remote-friendliness40%
Automation exposure25%
Sources & freshness

Compensation and employment figures on this page are real, reported datafrom the U.S. Bureau of Labor Statistics OEWS survey (all experience levels combined — BLS doesn't break wages out by seniority). Education requirements and some alternate titles are real data from O*NET. Historical trend, projections, and demand figures below remain simulated demo data.

Read the full methodology