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High Net Worth Client Representative Jobs (NOW HIRING)

Cohen & Co.

Tax Manager, High Net Worth

Buffalo, NY · On-site

$85K - $155K/yr

Client Experience * Serve as a primary point of contact for high net worth individual clients, delivering proactive, strategic, and client-friendly tax guidance. * Advise clients on complex ...

Wheeler & Taylor Inc.

High-Net-Worth Insurance Producer Wheeler & Taylor is seeking established Insurance Producers to ... Strong relationship-building and client advisory skills * Clear, confident communication and ...

The Jonus Group

High Net Worth Account Manager

Denver, CO · On-site

$75K/yr

The ideal candidate will have a proven track record of delivering exceptional client service, cross ... Provide exceptional service to High Net Worth (HNW) clients and carriers. * Handle quoting for new ...

Wheeler & Taylor Inc.

High-Net-Worth Insurance Producer Wheeler & Taylor is seeking established Insurance Producers to ... Strong relationship-building and client advisory skills * Clear, confident communication and ...

Wheeler & Taylor Inc.

High-Net-Worth Insurance Producer Wheeler & Taylor is seeking established Insurance Producers to ... Strong relationship-building and client advisory skills * Clear, confident communication and ...

Wheeler & Taylor Inc.

High-Net-Worth Insurance Producer Wheeler & Taylor is seeking established Insurance Producers to ... Strong relationship-building and client advisory skills * Clear, confident communication and ...

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High Net Worth Client Representative information

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How much do high net worth client representative jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for high net worth client representative in the United States is $53.73, according to ZipRecruiter salary data. Most workers in this role earn between $46.39 and $61.30 per hour, depending on experience, location, and employer.

What is a high net worth client representative?

A High Net Worth Client Representative is a financial professional who specializes in managing relationships with clients who have substantial assets, often defined as individuals with at least $1 million in liquid financial assets. They provide personalized financial services, including investment advice, wealth management, tax planning, and estate planning, tailored to the unique needs of affluent clients. Their goal is to help clients grow, protect, and transfer their wealth efficiently, often coordinating with other specialists such as tax advisors and estate attorneys. High Net Worth Client Representatives often work for banks, investment firms, or private wealth management companies.

How does a high net worth client representative typically collaborate with other departments to meet client needs?

As a High Net Worth Client Representative, you will regularly collaborate with specialists across departments such as investment management, tax advisory, and estate planning to deliver tailored solutions for clients. This cross-functional teamwork is essential to address the complex financial goals and unique needs of high net worth individuals. You may participate in joint meetings, coordinate with legal and compliance teams, and share information with portfolio managers to ensure seamless service delivery. Effective communication and relationship-building skills are key to navigating this collaborative environment and providing exceptional client experiences.

What are the key skills and qualifications needed to thrive as a high net worth client representative, and why are they important?

To thrive as a High Net Worth Client Representative, you need in-depth financial knowledge, experience in wealth management, and typically a bachelor's degree in finance or a related field, often supported by certifications like the CFP or Series 7/63 licenses. Proficiency with CRM software, portfolio management platforms, and financial planning tools is crucial. Outstanding interpersonal skills, discretion, and proactive problem-solving help build trust and foster long-term client relationships. These skills are vital for delivering tailored financial solutions and maintaining the confidence of sophisticated clients with complex financial needs.

What are popular job titles related to High Net Worth Client Representative jobs?

For High Net Worth Client Representative jobs, the most frequently searched job titles are:

High Net Worth Client Representative jobs near you
Infographic showing various High Net Worth Client Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.

High-Net-Worth Insurance Producer - Connecticut

Litchfield, CT • On-site

Wheeler & Taylor Inc.
Insurance Services • 11 - 50 employees
Learn more about Wheeler & Taylor Inc.external

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

High-Net-Worth Insurance Producer

Wheeler & Taylor is seeking established Insurance Producers to join our growing High-Net-Worth personal lines practice. This role is designed for experienced producers who already understand how to build and manage a book of business and are looking for a stronger platform to scale further.

We are not a training organization or entry-level environment. We are focused on established professionals who are actively producing and want expanded carrier access, stronger support, and a more efficient path to growth.

Responsibilities
  • Develop and maintain a pipeline of new Personal Lines and High-Net-Worth business
  • Build and expand relationships with affluent clients, centers of influence, and referral partners
  • Conduct consultative, needs-based discussions to identify risk exposures and coverage solutions
  • Present tailored insurance strategies clearly and confidently to clients
  • Collaborate with internal service teams and carrier partners on placement and program design
  • Maintain and grow an existing book of high-value personal insurance accountsStay current on market conditions, products, and coverage trends impacting high-net-worth clients
  • Meet or exceed established production and growth expectations
Qualifications
  • Active experience producing Personal Lines and/or High-Net-Worth insurance business
  • Demonstrated ability to generate and sustain a profitable book of business
  • Strong relationship-building and client advisory skills
  • Clear, confident communication and presentation abilities
  • Self-directed, performance-driven mindset
  • Proven experience in insurance, financial services, or related sales environments
  • Ability to manage priorities independently in a production-focused role
What We Offer
  • Access to strong carrier relationships and expanded high-net-worth market placement opportunities
  • A respected, established agency platform with growing specialization in affluent personal lines
  • Dedicated support resources allowing producers to focus on production and client relationships
  • Competitive compensation structure directly tied to production and book growth
  • Long-term platform for experienced producers seeking scale, stability, and higher earning potential
Benefits

We believe exceptional producers deserve exceptional support, both professionally and personally. As part of the Wheeler & Taylor team, you'll have access to a comprehensive benefits package, including:

  • Competitive compensation with significant growth potential
  • 401(k) retirement plan
  • 401(k) company matching
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Flexible Spending Account (FSA)
  • Employee Assistance Program (EAP)
  • Paid time off
  • Paid parental leave
  • Flexible scheduling options
  • Professional development assistance
  • Employee referral program
  • Long-term career growth with one of America's leading independent insurance agencies
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