ZipRecruiter

Log In

1

Wealth Management Representative Jobs in Florida

next page

Showing results 1-20

All JobsWealth Management Representative JobsWealth Management Representative Jobs in Florida

Wealth Management Representative information

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).
What are popular job titles related to Wealth Management Representative jobs in Florida? For Wealth Management Representative jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Wealth Management Representative jobs in Florida look for? The top searched job categories for Wealth Management Representative jobs in Florida are:
What cities in Florida are hiring for Wealth Management Representative jobs? Cities in Florida with the most Wealth Management Representative job openings:
Wealth Management Representative jobs near you
Infographic showing various Wealth Management Representative job openings in Florida 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.

UHNW Financial Advisor - #1 Wealth Management Firm - Virtual -

Cube Management

Orlando, FL • Remote

$400K - $500K/yr

Full-time

Retirement

Re-posted 1 hour ago

Job description

UHNW Financial Advisor – #1  Wealth Management Firm - Virtual - 27739476
Our client is the world's largest Wealth Manager, ranked #1 in Client Satisfaction and making incredible Offers to join them Right Now! They are looking for UHNW Wealth Management Owners, VP's, Managing Directors and Financial Advisors in California, Florida, Massachusetts, Texas and every Major City in the US!

If you are a Wealth Management VP, Managing Director, Director, Senior Investment Advisor, Wealth Management Advisor, Financial Consultant, Private Wealth Advisor, Team Banker for Ultra High Net Worth, Private Client Advisor, VP Wealth Management Banker, Relationship Banker, etc. with (7-30) years of experience, (5) years in current role, a Book of Business of $100M+ and Trailing-12 Months Production from $1M-$10M+ or more, our Client wants to make you an Offer!
We are not asking any Advisor, Managing Director, VP, Owner or Team to interview!  This is a Competitive Sign-On Bonus and Annual Earnings Package Opportunity! Compare Our Client's Offer with Your Current Career Path and get back to us ASAP!
Again, If you are a Financial Advisor, Private Banking Advisor, Owner, VP or Managing Director, with (7-30) years of experience, a Book of Business of $100M+, T-12 Months Production from $1M-$10M+ or more, we want to make you an Offer!
Our client offers a Sign-On Bonus from $1M-$5M+ or Higher (Based on T-12), Base Salary from $400K-$500K+ (Based on T-12), Total Earnings from $750K-$1M+ (No Cap) and They Buy Your Book @ Retirement. This Offer can be extended to You alone or You & Your Team, with each Financial Advisor getting a Sign-On Bonus Check + Base Salary (based on T-12)!
Our client has multiple, immediate Owner, VP, Managing Director & Financial Advisor "offerings" in California, Florida, Mass., Texas and all Major Cities in the US!
Our client prefers Advisors, VP's, Managing Directors, Owners, etc. from Wealth Management companies like Morgan Stanley, Merrill Lynch, Bernstein, Raymond James, Fidelity, Northwestern Mutual, Goldman Sachs, JP Morgan Chase, VP's @ Banks of Wells Fargo, BNY Mellon, Citi, Republic Bank, Truist Financial or Regional Banks of PNC and Fifth Third, etc..
Here’s Why You’ll Love These Opportunities:

  • Strong $250K-$500K+ Base Salary, $1M-$5M+ Sign-On Bonus (Both based on T-12) + They Buy Book @ Retirement!
  • Our client will move Your Book of Business, which you still own, with NO hurdles on your end and assume 100% of the Risk!
  • If Your Advisory Team is Brought Over, Each Financial Advisor will Receive a Sign-On Bonus & Base Salary (per T-12)!
  • You'll also get some of the Highest Commission Rates in the Market Today.
  • After Allocations you are not responsible for Managing Portfolios.
  • Your Support Group is made up of Private Client Associates and they handle routine Client Inquiries & Other Logistics.
  • Our Client covers All Expenses and offers Matching 401K!
  • Exceptional Training, Support and Great Offices for Presentations.
  • $1M-$5M+ Sign-On Bonus, based on current T-12 Income + They Buy Your Book @ Retirement!

Here’s What You Bring To The Table:

  • (7-30) years experience as a successful Owner, VP, Managing Director, Wealth Manager, Financial Advisor, etc..
  • Currently Managing a $100M Book (or higher) of Business and T-12 Production anywhere from $1M-$10M (or more).
  • Private Client Banking Sales or Service in Wealth Management or Investments
  • Successful Mutual Fund or Hedge Fund Reps (including Sales Managers, VP’s or Owners).
  • Looking for Top 10% of Owners, VP's, Managing Directors, Wealth Managers, Financial Advisors, etc...
  • Successful, Stable & Well-Connected in Your Community!

Base Cities: Multiple offerings state-wide in California, Florida, Mass., Texas and all Major Cities in the US!
Territory: Local Community, where you are Well-Connected!
Base Salary: $400,000.00 - $500,000.00 + Or Higher (Based on Book & T-12).
Total Earnings: $1,000,000.00+, No Cap, + Sign-On Bonus ($1M-$5M+) + Buy Your Book @ Retirement (Based on T-12).
Benefits: Promotions + 1st Class Support + All Expenses + Robust Benefit Package + Matching 401K + Client Associates.
Relocation: No
Travel: 10%
Number of Openings: Multiple openings in California, Florida, Mass, TX and all Major Cities in the US!


If you wish to be part of this successful and vibrant organization, please email a MS Word version of your resume to recruiting3164@cubemanagement.com. This company is an Equal Opportunity / Affirmative Action Employer.
 
Cube Management is a leading recruiting and consulting partner to emerging growth, mid-market and global companies in the technology, manufacturing, healthcare, consumer package goods and business service sectors. We work across the spectrum of Operations, Sales, Marketing, Safety, Engineering, Accounting and Business Development, providing holistic solutions that drive revenue and profit success. Cube Management combines Strategy, Process and People, to produce great results.
For a complete listing of our current job listings please visit http://cubemanagement.com/candidates/job-listings/