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Wealth Management Representative Jobs (NOW HIRING)

eClercx

Practice Lead - Wealth Management

New York, NY · On-site

$115K - $150K/yr

Represent eClerx at industry forums, client workshops, and executive briefings to build the firm's wealth management brand. Solution & Delivery Oversight * Provide delivery oversight and quality ...

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 · 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 ...

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

The requirements listed below are representative of the knowledge, skills, and/or ability required. * Bachelor's degree. * Minimum 10 years of experience in wealth management, financial services ...

Corient Private Wealth LLC

Wealth Advisor

San Francisco, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... management disciplines. Our unique partnership model fosters professional collaboration and a ... Represent the firm at industry events, conferences, and client seminars to expand visibility and ...

Corient Private Wealth LLC

Wealth Advisor

Newport Beach, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... management disciplines. Our unique partnership model fosters professional collaboration and a ... Represent the firm at industry events, conferences, and client seminars to expand visibility and ...

Fortera Federal Credit Union

VP, Wealth Management

Clarksville, TN · On-site

$130K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As program manager, the Vice President serves as the primary liaison between wealth management ... Represent Fortera Credit Union at community and civic events and networking functions. Direct ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Serving as the primary relationship manager for affluent individuals and families, the position ... As a trusted advisor and Brand Ambassador, the incumbent represents and promotes the Wealth ...

AssetMark, Inc.

Wealth Solutions Consultant

$135K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Maintain an active and well-managed pipeline of opportunities, tracking progress through the sales cycle. * Represent AssetMark Wealth Solutions at advisor events, conferences, and client meetings ...

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Showing results 21-40

All JobsWealth Management Representative Jobs

Wealth Management Representative information

See salary details

$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:
What states have the most Wealth Management Representative jobs? States with the most job openings for Wealth Management Representative jobs include:
What job categories do people searching Wealth Management Representative jobs look for? The top searched job categories for Wealth Management Representative jobs are:
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.

Practice Lead - Wealth Management

eClercx

New York, NY • On-site

$115K - $150K/yr

Full-time

Posted 17 days ago

Job description


Practice Lead, Wealth Management
Location: New York, Carolina, Chicago, Texas, Florida, US
Type: Full-time (Remote)
Department: Financial Markets
Job Summary
The Practice Lead, Wealth Management is a senior subject-matter expert responsible for shaping and driving eClerx's wealth management practice across client engagements, solutions, and delivery. This role serves as the expert on wealth management business processes, regulatory landscape, and industry trends, partnering closely with client engagement, delivery, and business development teams to design and scale differentiated solutions. The ideal candidate brings deep, cross-functional experience across multiple wealth management functions and a proven ability to translate industry expertise into practical, revenue-generating client outcomes.
Responsibilities
Practice Development & Strategy
  • Define and evolve eClerx's wealth management practice strategy, service offerings, and go-to-market positioning.
  • Identify emerging trends, regulatory changes, and technology shifts (e.g., AI-enabled advisory, digital onboarding, orchestration) shaping the wealth management industry, and translate these into practice priorities.
  • Build and maintain a repository of reusable frameworks, accelerators, playbooks, and points of view across wealth management functions.
  • Establish and track practice-level metrics, growth targets, and capability roadmaps.

Client Engagement & Business Development
  • Partner with client engagement managers and business development teams on pursuits, proposals, and pitches involving wealth management clients.
  • Act as a trusted subject-matter expert in client conversations, bringing credibility and depth across front, middle, and back-office wealth management functions.
  • Support solutioning for RFPs and new business opportunities, shaping value propositions tailored to client needs.
  • Represent eClerx at industry forums, client workshops, and executive briefings to build the firm's wealth management brand.

Solution & Delivery Oversight
  • Provide delivery oversight and quality assurance across active wealth management engagements, ensuring solutions remain aligned to industry best practices.
  • Collaborate with delivery leads to troubleshoot complex engagement challenges and identify opportunities for process or technology-driven improvement.
  • Guide the design of operating models spanning areas such as reconciliations, client onboarding (KYC/AML), trade support, reporting, exception management, and advisory support.
  • Champion the adoption of automation, AI, and orchestration tools within wealth management delivery models.

Talent & Capability Building
  • Mentor and develop talent within the wealth management practice, building bench strength across functional specializations.
  • Design and deliver training curricula to upskill delivery teams on wealth management domain knowledge.
  • Recruit, evaluate, and onboard senior hires and subject-matter experts to strengthen practice capabilities.

Cross-Functional Collaboration
  • Partner with Operations, Technology, Compliance, Risk, and Product teams to ensure practice offerings remain compliant and technically current.
  • Act as a key stakeholder in transformation initiatives spanning multiple wealth management client relationships.
  • Collaborate with senior leadership to align practice direction with broader firm strategy and revenue goals.

Eligibility Requirements
  • Bachelor's degree in Business, Finance, Economics, or a related field; MBA or relevant advanced degree preferred.
  • Minimum 10 years of progressive experience across different wealth management functions, across front office, advisory support, enablement and operations
  • Demonstrated experience working with or within premier wealth management, private banking organizations.
  • Strong understanding of wealth management regulatory requirements, industry standards, and emerging technology trends (AI, automation, orchestration).
  • Proven track record of practice-building, solutioning, or capability development in a consulting, BPO, or financial services operations environment.
  • Experience contributing to business development efforts, including RFP responses, client pitches, and proposal development.
  • Strong stakeholder management skills, with experience engaging senior client and internal executives.
  • Excellent verbal and written communication skills, with the ability to translate technical and operational detail into clear business narratives.

In the US, the target base salary for this role is $115K - 150K. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography. We expect the majority of candidates who are offered roles at our company to fall throughout the range based on these factors
How to Apply
  • Click "Apply Now" to submit your resume through our career site
  • Be sure to include any relevant experience that aligns with the role.
  • Qualified candidates will be contacted by a member of our recruitment team for next steps

About eClerx
eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.
The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world's leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.
For more information, visit www.eclerx.com
You can also find us on:
https://www.linkedin.com/company/eclerx/
https://www.indeed.com/cmp/Eclerx/about
https://www.glassdoor.com/eClerx
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here

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