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Wealth Management Representative Jobs (NOW HIRING)

Bankers Life

Wealth Management Trainee

Portland, OR · On-site

$40K - $65K/yr

Wealth Management Trainee Compensation range: $40,000 - $65,000 Description: What are you looking ... Bankers Life covers your Life & Health coursework to start your insurance sales representative ...

New

Bankers Life

Wealth Management Trainee

Sonoma, 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

Bankers Life

Wealth Management Trainee

Sunnyvale, 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

Bankers Life

Wealth Management Trainee

Fremont, 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

Bankers Life

Wealth Management Trainee

Mundelein, IL · 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

Bankers Life

Wealth Management Trainee

Albuquerque, NM · On-site

$41K - $50K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... Bankers Life covers your Life & Health coursework to start your insurance sales representative ...

New

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

Hayward, 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

Bankers Life

Wealth Management Trainee

Wichita, KS · On-site

$50K - $80K/yr

Wealth Management Trainee Compensation: $50,000 - $80,000 What are you looking for in your next ... Bankers Life covers your Life & Health coursework to start your insurance sales representative ...

New

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

Bankers Life

Wealth Management Trainee

Santa Rosa, 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

Bankers Life

Wealth Management Trainee

Alameda, 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

Bankers Life

Wealth Management Trainee

San Mateo, 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

Bankers Life

Wealth Management Trainee

Santa Clara, 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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Cities with the most Wealth Management Representative job openings:

What states have the most Wealth Management Representative jobs?

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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, 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.

Wealth Management Trainee

Bankers Life

Portland, OR • On-site

$40K - $65K/yr

Other

Medical, Life

Posted 2 days ago

New

Job description

Position Title: Wealth Management Trainee

Compensation range: $40,000 - $65,000

Description:

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today.


We support you every step of the way:

  • No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
  • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
  • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
  • Award winning mentorship and training programs that support your move into wealth management and sales leadership.
  • Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.


Why Join Us?

  • Top-tier training with mentors and resources to help you succeed at every level.
  • Your career, your pace by moving into a leadership role in as little as 12 months.
  • Continuous support with tech tools, marketing leads, and team collaboration.
  • Unlimited income streams include uncapped commissions, renewals, bonuses and more.
  • Live life with exciting awards trips, lasting friendships, and true work-life integration.

Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.

Apply and learn more.


Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS.


Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.

Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—May Lose Value.

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