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Wealth Management Representative Jobs (NOW HIRING)

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Represent the Bank in industry and professional associations, community organizations, local ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Represent the Bank in industry and professional associations, community organizations, local ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Represent the Bank in industry and professional associations, community organizations, local ...

TSG Invest

Be Seen First

Wealth Management Advisor

Jersey City, NJ · On-site

$1.0K - $10K/wk

Role Description This full-time, on-site Registered Representative Financial Advisor role is based ... wealth management strategies. The role involves staying current with market developments, firm ...

Wilmington Trust

Wealth Market Manager

Los Angeles, CA · On-site

$182K - $339K/yr

... of Wealth Management. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a ...

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Wealth Management Representative information

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$24.5K

$44.2K

$77K

How much do wealth management representative jobs pay per year?

As of Aug 13, 2026, the average yearly pay for wealth management representative in the United States is $44,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $43,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a wealth management representative?

To thrive as a Wealth Management Representative, you need a solid understanding of financial markets, investment products, and regulatory compliance, often supported by a bachelor’s degree in finance and relevant licenses such as Series 7 and 66. Familiarity with portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, active listening, and effective communication help build lasting client relationships and trust. These skills and qualifications are essential for delivering tailored financial advice, maintaining regulatory standards, and growing a loyal client base.

What are some common challenges faced by wealth management representatives when working with clients?

Wealth Management Representatives often encounter challenges such as managing diverse client expectations, staying up-to-date with changing financial regulations, and addressing complex financial needs. Building trust with clients can take time, especially when advising on sensitive topics like retirement planning or investment risks. Additionally, representatives must balance client acquisition with providing ongoing, high-quality service to existing clients, requiring strong organizational and communication skills.

What is the difference between Wealth Management Representative vs Financial Advisor?

AspectWealth Management RepresentativeFinancial Advisor
CertificationsSeries 7, Series 66, CFP (optional)CFP, Series 7, Series 66 (often required)
Work EnvironmentBank branches, financial firms, client meetingsIndependent, firm-based, or online platforms
Employer & IndustryBanks, financial institutions, wealth management firmsIndependent firms, brokerages, financial planning companies
Primary FocusSales, client service, investment productsComprehensive financial planning, investment advice

While both roles involve client financial services, Wealth Management Representatives primarily focus on sales and client service within financial institutions, often with a sales-driven approach. Financial Advisors typically provide broader financial planning and investment advice, often working independently or in specialized firms. The certifications and work environments overlap but differ in scope and responsibilities.

What does a wealth management representative do?

A Wealth Management Representative assists clients in managing their financial assets by providing personalized investment advice, financial planning, and portfolio management services. They work closely with clients to understand their financial goals and risk tolerance, and then recommend tailored strategies to help achieve those objectives. Additionally, they may educate clients about various investment products, monitor account performance, and ensure that clients are informed about relevant market trends. Their role often involves building long-term relationships with clients and providing ongoing support to help them meet their financial goals.

Is wealth management a high paying career?

Wealth management representatives often earn competitive salaries that include base pay, commissions, and bonuses, with total compensation varying based on experience, client portfolio size, and performance. Experienced professionals in this field can achieve high earnings, especially with strong client relationships and certifications like the Certified Financial Planner (CFP).
More about Wealth Management Representative jobs
What cities are hiring for Wealth Management Representative jobs? Cities with the most Wealth Management Representative job openings:
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Wealth Management Representative jobs near you
Infographic showing various Wealth Management Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.

Wealth Management Advisor

Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Greenvale, NY • Remote

$100K - $200K/yr

Full-time

Posted yesterday

New

Job description

Blue Ocean Wealth Solutions, LLC – A MassMutual Firm
East Hills, Long Island, New York

Blue Ocean Wealth Solutions, LLC, a MassMutual firm, is dedicated to providing innovative, client-focused financial strategies designed around each client’s unique goals and needs. We believe lasting success comes from building strong, long-term relationships, thoughtful planning, and taking a comprehensive approach to wealth management. Our experienced team delivers personalized guidance and exceptional service to help clients navigate an ever-changing financial landscape with confidence.

We are currently seeking a Wealth Management Advisor to join our growing team. This role is ideal for a motivated professional with a strong foundation in financial planning, investment management, insurance solutions, and client relationship management. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.

Our open-architecture investment platform is designed to preserve advisor independence while offering a broad range of solutions—empowering you to deliver objective, personalized advice. You will also have access to robust support teams, resources, and infrastructure to help optimize your practice and grow your business. MML Investors Services, LLC serves as the Broker-Dealer.

Key Responsibilities

  • Build and maintain long-term client relationships by developing a deep understanding of clients’ financial goals, risk tolerance, and investment preferences.
  • Perform comprehensive financial analyses to assess clients’ current financial positions and identify opportunities for growth and optimization.
  • Design and implement customized financial plans and investment strategies aligned with each client’s objectives, time horizon, and risk profile.
  • Recommend appropriate investment solutions—including equities, fixed income, mutual funds, and alternative investments—supported by market research and analysis.
  • Monitor and manage client portfolios, making proactive and strategic adjustments based on market conditions and changing client needs.
  • Provide ongoing financial guidance and proactive wealth management advice to help clients make informed and confident financial decisions.
  • Collaborate with internal and external partners, including tax professionals, estate planners, and legal advisors, to deliver integrated, holistic solutions.
  • Contribute to the firm’s growth by helping clients achieve long-term financial success through disciplined planning and investment management.
  • Stay current on market trends, economic developments, and regulatory changes to ensure advice remains relevant and compliant.

Required Skills, Qualifications & Compensation

Qualifications

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • Required: Active Series 7, Series 66, and New York Life, Accident & Health licenses.
  • CFP® designation preferred.
  • Minimum of 3 years of experience in wealth management or financial services, with demonstrated experience in financial planning and portfolio management.
  • Strong knowledge of financial markets, investment products, and wealth management strategies.
  • Proficiency with financial planning and portfolio management tools, CRM systems, and Microsoft Office. Experience with RightCapital, MoneyGuidePro, and Wealthscape is a plus.

Skills

  • Exceptional interpersonal skills with the ability to establish trust and long-term client relationships.
  • Strong analytical and problem-solving abilities with sound judgment and a results-oriented mindset.
  • Excellent verbal and written communication skills, including the ability to clearly explain complex financial concepts.
  • Commitment to integrity, ethical standards, and strict adherence to regulatory and compliance requirements.

Compensation

  • Competitive commission structure, allowances, and performance-based bonuses.
  • Potential eligibility for a forgivable loan as a transition bonus for advisors bringing an existing book of business.
  • Average first-year expected commissions: approximately $100,000–$200,000, based on performance.

#LI-BOWS1 #LI-JY1
We are an Equal Opportunity Employer.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. To do Fee-Based Financial Planning or offer any type of investment and insurance products or advice you must be properly licensed and registered with MassMutual Life Investors Services, Inc. Securities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. The average expected first year earnings range is an approximate figure based on historical performance. Wealth Management Advisors are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.