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Wealth Management Representative Jobs (NOW HIRING)

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 ...

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 ...

eClercx

Practice Lead - Wealth Management

New York, NY · On-site

$150K - $225K/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 ...

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 ...

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 ...

Bankers Life

Wealth Management Trainee

San Jose, CA · On-site

$70K - $100K/yr

Bankers Life covers your Life & Health coursework to start your insurance sales representative ... wealth management and sales leadership.  Starting out? Additional incentives that help you get ...

New

First Citizens Bank

Wealth Consultant

Raleigh, NC

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 ...

Bankers Life

Wealth Management Trainee

San Francisco, CA · On-site

$70K - $100K/yr

Bankers Life covers your Life & Health coursework to start your insurance sales representative ... wealth management and sales leadership.  Starting out? Additional incentives that help you get ...

New

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Wealth Management Representative information

See salary details

$24.5K

$44.2K

$77K

How much do wealth management representative jobs pay per year?

As of Sep 2, 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 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.
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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, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.

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

Cube Management

Orlando, FL • Remote

$400K - $500K/yr

Full-time

Retirement

Re-posted 20 days 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/