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High Net Worth Rep Jobs (NOW HIRING)

Bennett Thrasher LLP

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105.50K - $138.30K/yr

Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build ...

The Greene Group

Tax Manager - High Net Worth

Manhattan, NY · On-site

$122.20K - $160.10K/yr

Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting ...

The Greene Group

Tax Manager - High Net Worth

Manhattan, NY

$122.20K - $160.10K/yr

Tax Manager/Director - High Net Worth Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting ...

Bennett Thrasher LLP

Tax Associate (High-net-worth)

Denver, CO · On-site

$60.20K - $80.30K/yr

Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build ...

77 consultants

Tax Manager - High Net Worth

Atlanta, GA

$120K - $150K/yr

In this position, you will assume full responsibility for client engagements from initial planning to final delivery, overseeing and scrutinizing intricate tax returns for high-net-worth individuals ...

Cohen & Co.

Tax Manager, High Net Worth

Buffalo, NY · On-site

$85K - $155K/yr

As a Manager on our High Net Worth Tax team, you'll deliver personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you'll apply your ...

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How much do high net worth rep jobs pay per hour?

As of May 30, 2026, the average hourly pay for high net worth rep 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 are the key skills and qualifications needed to thrive as a High Net Worth Rep, and why are they important?

To thrive as a High Net Worth Rep, you need in-depth financial knowledge, strong sales acumen, and relevant industry certifications such as FINRA Series 7 and 66 or 65. Familiarity with wealth management platforms, CRM systems, and financial planning software is typically required. Excellent interpersonal skills, discretion, and the ability to build lasting client relationships distinguish top performers in this role. These skills are crucial for providing tailored financial solutions, maintaining client trust, and managing complex portfolios for affluent clients.

How does a High Net Worth Rep typically collaborate with internal teams to meet client needs?

As a High Net Worth Rep, you will regularly coordinate with specialists in investment management, estate planning, and tax advisory to deliver comprehensive solutions tailored to affluent clients. Collaboration often involves team meetings to discuss client goals, strategize portfolio adjustments, and ensure seamless execution across departments. This cross-functional approach not only enhances client satisfaction but also provides you with exposure to various financial disciplines, fostering professional growth and deeper industry knowledge.

What is a High Net Worth Rep?

A High Net Worth Representative, often called a High Net Worth Rep, is a financial professional who specializes in managing the investment portfolios and financial needs of clients with significant assets, typically individuals or families with over $1 million in investable assets. These representatives provide personalized financial advice, estate planning, tax strategies, and wealth management services tailored to the unique needs of affluent clients. Their goal is to help clients grow, protect, and transfer their wealth effectively while ensuring a high level of service and confidentiality.

What is the difference between High Net Worth Rep vs Financial Advisor?

AspectHigh Net Worth RepFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; CFP often preferredCFP, Series 7, 66, or 65 licenses; CFP common
Work EnvironmentBank or brokerage firm serving affluent clientsIndependent or firm-based, serving a broad client base
Employer & IndustryFinancial institutions, private banksFinancial planning firms, independent practices
Search & Comparison IntentHigh Net Worth Rep vs Financial Advisor

High Net Worth Reps primarily focus on serving affluent clients within banks or brokerages, offering investment and banking services. Financial Advisors may serve a broader client base, providing comprehensive financial planning. While both roles require similar licenses and certifications, their work environments and client focus differ.

More about High Net Worth Rep jobs
What job categories do people searching High Net Worth Rep jobs look for? The top searched job categories for High Net Worth Rep jobs are:
High Net Worth Rep jobs near you
Infographic showing various High Net Worth Rep job openings in the United States as of May 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 100% Physical job distribution, with an average salary of $111,761 per year, or $53.7 per hour.

High Net Worth - RCS Locations

Fidelity Investments

Pittsburgh, PA • On-site

$44K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 16 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
  • Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

The base salary range for this position is $44,000-80,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA
Category:
Customer Service

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