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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 ...

Cybercoders

High Net Worth Tax Senior

Naperville, IL · Hybrid

$85K - $110K/yr

High Net Worth Tax Senior Job Title: Tax Senior - High Net Worth (Hybrid) Location: Naperville, IL Firm: Mid-Sized Regional CPA Firm Salary: $85,000 - $110,000 + Bonus About Us Are you tired of the ...

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 ...

Bakertilly

High Net Worth Tax Principal

Clarks Summit, PA · On-site

$115K - $146K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Plantemoran

Tax Manager- High Net Worth

Wakefield, NY

$114K - $150K/yr

Manage and review tax returns of high net worth individual or trust tax clients including federal ... represent and support the various communities in which we live and work.Plante Moran is an Equal ...

Frazier & Deeter

Tax Manager, High Net Worth

Pensacola, FL · On-site

$104K - $137K/yr

As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...

Frazier & Deeter

Tax Manager, High Net Worth

Pensacola, FL · Hybrid

$104K - $137K/yr

As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...

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High Net Worth Rep information

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$14

$53

$72

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

As of Jul 15, 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.

Is $200,000 enough to work with a financial advisor?

For a High Net Worth Representative, $200,000 in assets or income can be sufficient to start working with a financial advisor, as many advisors set minimums ranging from $100,000 to $1 million. However, the specific requirements depend on the advisor's policies and the services needed, such as estate planning or investment management, which may have higher minimums or fees.

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 professions make 500,000 a year?

High Net Worth Representatives typically do not earn $500,000 annually, but top earners in finance, investment banking, private equity, and certain medical specialties such as neurosurgery or orthopedic surgery can reach or exceed this level. Success in these roles often depends on experience, performance, and client base, with some professionals earning through commissions, bonuses, or profit sharing.

What jobs make $1,000,000 per 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 advanced skills, extensive experience, and significant responsibility, with compensation often including bonuses, commissions, or profit sharing that can reach or exceed this level.

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 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 $700 a day?

High Net Worth Representatives can earn around $700 a day through commissions, client management, and financial advising, especially when working with high-value clients. Such roles often require strong sales skills, industry certifications, and experience in wealth management or financial services. Earnings vary based on performance, client portfolio size, and firm compensation structures.
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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 July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.

High-Net-Worth Tax Supervisor / Manager

77 consultants

Manhattan, NY

$120K - $160K/yr

Full-time

Posted yesterday

Job description

We are seeking a seasoned High-Net-Worth Tax Supervisor or Manager to lead intricate tax engagements for affluent individuals, families, and associated entities.

 The ideal candidate will possess profound expertise in high-net-worth tax compliance, reviews, planning, advisory services, client relationship management, staff supervision, and practice development.

 This role requires managing engagements from initial assessment to final execution, directly interfacing with clients, tax department partners, team members, and regulatory bodies.

Candidates based in New York or New Jersey are strongly preferred; however, qualified applicants from other regions in the United States are also encouraged to submit their applications.

**Key Responsibilities:**

- Oversee complex tax engagements throughout the entire process, from planning to final delivery.

- Ensure accuracy and timeliness of tax projects and deliverables, meeting client expectations.

- Develop an in-depth understanding of each client’s business operations, investment portfolios, family structures, and tax obligations.

- Prepare, review, and manage tax returns, extensions, tax planning calculations, and associated deliverables.

- Supervise tax activities involving individuals, trusts, estates, gifts, partnerships, corporations, and related entities.

- Create and review sophisticated tax-planning projections for high-net-worth clients and business entities.

- Manage critical client deadlines, filing requirements, engagement timelines, and deliverables.

- Prepare and review complex U.S. federal, multistate, and international income tax returns, ensuring compliance with relevant regulations.

- Review returns for various structures including C corporations, S corporations, partnerships, consolidated, and nonconsolidated entities.

- Conduct intricate tax research and draft technical memoranda to document findings and conclusions.

- Liaise with the IRS and state tax agencies regarding audits, inquiries, and other tax-related matters.

- Communicate effectively with clients, colleagues, firm leadership, and government representatives.

- Delegate responsibilities to team members while providing technical accounting and tax guidance.

- Oversee staff work and play a pivotal role in the development of junior and intermediate tax professionals.

- Facilitate new-hire training, ongoing professional development, and career counseling.

- Contribute to business development efforts by engaging with prospective clients, assessing client needs, and preparing fee estimates and proposals. - Enhance the firm’s tax software, internal protocols, and engagement workflows.

- Participate in consulting engagements and special projects as requested by clients or firm leadership.

- Report directly to the partners of the tax department and take direction accordingly.

**Qualifications:**

- Active CPA designation or Enrolled Agent credential.

- Bachelor’s or Master’s degree in Accounting.

- A minimum of 5 years of public accounting experience.

- Experience at the Tax Supervisor, Tax Manager, or a comparable level.

- Previous experience in high-net-worth individual tax services.

- Proven track record working with wealthy individuals, families, and related entities.

- Expertise in preparing or reviewing complex individual and trust income tax returns.