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High Net Worth Rep Jobs (NOW HIRING)

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 ...

Cherry Bekaert

Tax Partner - High Net Worth

Boston, MA

$120K - $158K/yr

In this highly visible leadership role, you will serve high-net-worth individuals, family business owners, entrepreneurs, and family offices, guiding them through the full continuum of their ...

Cherry Bekaert

Tax Partner - High Net Worth

Boston, MA · On-site

$120K - $158K/yr

In this highly visible leadership role, you will serve high-net-worth individuals, family business owners, entrepreneurs, and family offices, guiding them through the full continuum of their ...

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

As of Jun 22, 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 jobs make $1,000,000 a year?

High Net Worth Representatives typically do not earn $1,000,000 annually; such income levels are usually associated with top executives, successful entrepreneurs, hedge fund managers, or investment bankers. These roles often require extensive experience, advanced skills, and significant responsibility, with compensation including base salary, bonuses, and profit sharing. Achieving this income level is rare and generally involves high-risk, high-reward careers in finance or business leadership.

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 job makes $10,000 a month without a degree?

High Net Worth Representatives can earn $10,000 or more per month through commissions and client management, often requiring strong sales skills, financial knowledge, and certifications like Series 7 or 63. Success depends on building a high-net-worth client base and providing personalized financial services, typically without a formal degree requirement but with relevant experience and licenses.

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 jobs in the US pay 300,000 a year?

High Net Worth Representatives typically earn over $300,000 annually through commissions, bonuses, and base salary, especially with experience and a strong client portfolio. Other high-paying roles include investment bankers, corporate lawyers, specialized physicians, and senior executives, often requiring advanced degrees, certifications, and extensive experience.

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.

What jobs pay 500,000 a year in the US?

High Net Worth Representatives typically do not earn $500,000 annually, but top executives such as CEOs, investment bankers, and specialized surgeons can reach or exceed this level through bonuses, commissions, and profit sharing. These roles often require advanced degrees, extensive experience, and strong industry networks. Compensation varies widely based on industry, location, and individual performance.
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 June 2026, with employment types broken down into 100% Full Time. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.
Tax Manager, High Net Worth

Tax Manager, High Net Worth

Cohen & Co.

Buffalo, NY • On-site

$85K - $155K/yr

Full-time

PTO

Posted 14 days ago

Job description

What You'll Do
Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? 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 technical expertise to develop and implement thoughtful tax strategies, manage engagements from planning through compliance, and serve as a trusted advisor on complex individual tax matters. You'll work on impactful client engagements while contributing to a people-first culture that values collaboration, growth, and excellence.
Tax Strategy & Compliance
  • Manage and review individual income tax returns (Form 1040), including complex, multi-state filings for high net worth individuals and families.
  • Review and manage trust and estate-related filings (Form 1041) as they relate to individual and wealth planning needs.
  • Identify and implement tax planning opportunities related to income, equity compensation, investments, and wealth preservation.
  • Serve as a technical resource on complex individual tax issues, including multi-state taxation and coordination with related entities.
  • Stay current on tax law changes, regulatory updates, and industry best practices to ensure accurate and strategic client advice.

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 individual tax matters and planning considerations that support long-term financial goals.
  • Build and maintain strong, long-term client relationships grounded in trust, responsiveness, and high-quality service.
  • Partner with internal teams to deliver a seamless client experience while maintaining consistent communication and follow-through.

Team Leadership & Development
  • Review work prepared by senior and staff-level professionals, providing coaching and guidance on complex individual tax issues.
  • Mentor and develop team members through ongoing feedback, technical training, and on-the-job support.
  • Promote a collaborative, inclusive team environment that values diverse perspectives and professional growth.
  • Support efficient engagement execution while maintaining high standards of quality, accuracy, and accountability.
  • Demonstrate forward-thinking, innovation, and a commitment to delivering exceptional work product.

Who You Are
Qualifications
  • CPA license or progress toward CPA strongly preferred.
  • Bachelor's degree in Accounting or a related field.
  • 5+ years of tax experience with a strong focus on high net worth individual taxation, preferably within public accounting or a related professional services environment.
  • Experience managing and reviewing complex individual tax returns.
  • Demonstrated ability to lead, mentor, and support the development of junior professionals.
  • Strong verbal and written communication skills, with the ability to explain complex tax concepts clearly and effectively to clients.
  • Proactive, detail-oriented, and adaptable, with the ability to thrive in a fast-paced environment.
  • Proficiency in Outlook, Excel, Word, Adobe, and familiarity with tax preparation and research software.

Location
  • Cleveland, Akron or Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA
  • Hybrid work environment

Who We Are
#LifeatCohen
Sure, we like numbers. (But we'll never treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of "great people first" by:
  • Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
  • Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Learn More About Us!
  • Discover our Passion, Purpose & Expertise
  • Learn more about our Firm's culture

Estimated Base Range: $85,000 - 155,000*
*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here

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