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Wealth Management Representative Jobs in California

Wilmington Trust

Wealth Market Manager

Los Angeles, CA

$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 ...

M&T Bank

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 ...

M&T Bank

Wealth Market Manager

Los Angeles, CA

$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

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.

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.

Is wealth management a good 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. The role can be financially rewarding, especially for those with strong sales skills and industry certifications like the CFP or CFA. However, income levels can fluctuate depending on market conditions and individual success.

What is an entry-level job in wealth management representative?

An entry-level wealth management representative typically starts in roles such as client associate or financial services associate, assisting senior representatives with client onboarding, account management, and financial data analysis. These positions often require a bachelor's degree and may involve obtaining certifications like the Series 7 or Series 66 license to provide financial advice or sell investment products.

What are popular job titles related to Wealth Management Representative jobs in California?

For Wealth Management Representative jobs in California, the most frequently searched job titles are:

What job categories do people searching Wealth Management Representative jobs in California look for?

The top searched job categories for Wealth Management Representative jobs in California are:

What cities in California are hiring for Wealth Management Representative jobs?

Cities in California with the most Wealth Management Representative job openings:

Wealth Management Representative jobs near you
Infographic showing various Wealth Management Representative job openings in California as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Wealth Market Manager

Wilmington Trust

Los Angeles, CA

$182K - $339K/yr

Full-time

Re-posted 7 days ago

Job description

Overview:

Leads and manages assigned staff in Southern California area 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 specific market for wealthy clients.

Primary Responsibilities:

  • Direct and participate in the development and management of wealth client relationships with individuals, business owners and families.

  • Work closely with families and their advisors to ensure the relationship is handled efficiently and effectively in the delivery of services to these relationships. Refer client requests for additional products to the appropriate sales specialist within the organization.

  • Provide sales leadership and manages the sales process for assigned team. Establish team goals and track their performance.

  • Represent the Bank in civic and community activities.

  • Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.

  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.

  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

  • Complete other related duties as assigned.

Education and Experience Required:

Bachelor's degree and a minimum of 11 years' related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years' higher education and/or work experience, including a minimum of 11 years' related wealth management, investment, trust or estate planning experience working with complex tax and legal issues

Minimum of 4 years' managerial experience

Education and Experience Preferred:

MBA (Master's degree in Business Administration) or JD (Juris Doctor)

CFP (Certified Financial Planner), CTFA (Certified Trust and Financial Advisor) or similar certification

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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $182,700.00 - $339,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationLos Angeles, California, United States of America

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