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Wealth Management Representative Jobs (NOW HIRING)

Fortivus Wealth Group

Be Seen First

Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

... representatives in the first 3 years) * Top 25% advisor annual earnings of $137K-$250K (based on ... Company Description We are a wealth management company who focuses on delivering a high level of ...

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

$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 ...

AmeriLife Group LLC

OR · On-site

$200K - $300K/yr

The Wealth Management Consultant is responsible for achieving the territory's annual sales goals ... Appropriately represent products with assigned accounts. * Promoting Saybrus' annuity portfolio via ...

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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 Jun 7, 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, and why are they important?

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.
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What cities are hiring for Wealth Management Representative jobs? Cities with the most Wealth Management Representative job openings:
What states have the most Wealth Management Representative jobs? States with the most job openings for Wealth Management Representative jobs include:
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Wealth Management Representative jobs near you
Infographic showing various Wealth Management Representative job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 94% Full Time, 4% Part Time, and 1% Temporary. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.

Wealth Management Advisor

Fortivus Wealth Group

King Of Prussia, PA • On-site

$61K - $119K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

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Job description

Becoming an Entity Advisor at Fortivus Wealth Group offers a unique opportunity to help clients achieve their financial goals through comprehensive financial planning. As an Entity Advisor, you will build long lasting relationships, offer personalized guidance, and provide tailored solutions to meet clients' financial needs and objectives, all with robust support and backing of our firm.

At Fortivus Wealth Group, we empower our clients to plan and fortify a life by design, and we are equally committed to helping our team members achieve their aspirations. In the Entity Advisor role, we provide the resources needed to jump-start your career as a Wealth Management Advisor. This role is supported by extensive training, hands-on experience, mentorship, and access to a network of seasoned financial specialists.

In this role you can expect coaching and guidance around the following:

• Comprehensive Financial Planning

• PX Financial Planning Software

• Asset and Income Protection

• Education Funding

• Investment and Advisory Services

• Trust Services

• Estate Analysis

• Retirement Solutions

• Business Needs Analysis

• Employee & Executive Benefits

RESPONSIBILITIES

· Client Building: Develop and maintain a client base through networking, referrals, and providing exceptional service.

· Financial Planning: Offer customized financial solutions including asset and income protection, education funding, investment and advisory services, trust services, and retirement solutions.

· Needs-Based Analysis: Conduct thorough analyses to ensure clients' needs are met at every life stage, managing financial risk and achieving financial security.

· Education and Development: Continuously educate yourself through sponsored licensing and ongoing professional development.

· Client Management: Review and maintain client financial plans, providing ongoing advice and adjustments as needed.

· Business Development: Own the development and management of your business, leveraging Fortivus Wealth Group’s resources and building a referral-based clientele.

QUALIFICATIONS

Required

  • Licensing and Designations:
    • Must obtain PA Life & Health Certification, Securities Industry Essentials (SIE), Series 6 or 7, and 63
    • Ideal designations (can be worked on post hire) are CLU, ChFC, CFP
  • Excellent time-management, strong written and verbal communication, and proven leadership abilities
  • Legal authorization to work in the US without sponsorship

Preferred

  • Undergraduate degree in business or related field
  • Demonstrated success in sales, client services, or other client facing roles
  • Previous experience in financial services is a plus
  • Former or current Financial Advisors are encouraged to apply

BENEFITS

  • Advisors are given the flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities
  • Compensation & Benefits
    • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
    • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
    • Additional income structure to support training and early development
    • Renewal income earned for continued client support and policy management
    • Support for insurance and securities licensing
    • Competitive and comprehensive medical, vision, and dental plans
    • Life Insurance and Disability Income Insurance

Fortivus Wealth Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fortivus Wealth Group makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Company Description

We are a wealth management company who focuses on delivering a high level of customer service to our clients and fosters a collaborative and inclusive culture for our employees. We are quickly growing and looking to help our employees do the same.