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High Net Worth Rep Jobs (NOW HIRING)

This role involves managing a book of business with $300k+ in revenue, focusing on High Net Worth (HNW) and Standard Personal Lines accounts. The ideal candidate will have a proven track record of ...

Tax Manager, High Net Worth

Buffalo, NY ยท 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 ...

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 ...

Showing results 21-40

High Net Worth Rep information

See salary details

$14

$53

$72

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

As of Aug 7, 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 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 skills and qualifications are needed to thrive as a high net worth rep?

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.

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:
Infographic showing various High Net Worth Rep 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 Account Manager

Mercer France

Maitland, FL โ€ข On-site

Other

Medical, Retirement

Posted 4 days ago


Job description

High Net Worth Account Manager

Our not-so-secret sauce.

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a High Net Worth Account Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

This is a hybrid position, based out of our various region office locations, that may require in person client facing meetings.

As an Account Manager on the High Net Worth team, you'll

  • Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
  • Determine acceptability and placement of coverage and collect premium payments when applicable
  • Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
  • Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients
  • Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers.
  • Responsible for documenting and answering client calls, emails and mail transactions.
  • Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response.
  • Communicates with clients to obtain additional information to complete transactions.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • High school diploma or equivalent
  • Active 2-20 insurance license
  • 2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers, such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.
  • Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word

These additional qualifications are a plus, but not required to apply:

  • Bachelor's degree or higher
  • Bi-lingual (English/Spanish)
  • Epic or Sagitta system experience
  • Industry Designations

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid and flexible work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Competitive compensation
  • Entrepreneurial leadership
  • Unmatched, scalable resources
  • Committed to core values
  • Inclusive culture

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.