ZipRecruiter

Log In

1

Wealth Management Representative Jobs (NOW HIRING)

First Citizens Bank

Wealth Consultant

San Francisco, CA · On-site

$210K - $300K/yr

Serves as a primary relationship manager for high net worth clients and families, while ... Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the ...

First Interstate Bank

Wealth Advisor I

Sheridan, WY

Expands and enhances existing Wealth Management and Bank relationships to high-valued clients ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

First Interstate Bank

Wealth Advisor I

Denver, CO

Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

First Interstate BancSystem

Wealth Advisor I

Denver, CO · On-site

Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

next page

Showing results 1-20

People also search for

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 Jun 7, 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, and why are they important?

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.
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 May 2026, with employment types broken down into 1% As Needed, 94% Full Time, 4% Part Time, and 1% Temporary. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.

Wealth Management Operations Principal

Farm Bureau Financial Services

West Des Moines, IA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Wealth ManagementOperations Principal Do you pay great attention to detail, and have strong organizational and time management skills? Are you a team player with a positive "can-do" attitude? Do you have strong customer service skills and experience in the Broker/Dealer industry?

If so, this Wealth Management Operations Principal opportunity on our Wealth Management team could be a great fit for you! Who We Are: With Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars, and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership, and accountability are at the heart of every decision we make and every action we take.

We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive. What You'll Do: As an Operations Specialist - Wealth Management, you will partner with Agent Registered Representatives and Investment Advisor Representatives to help grow their businesses. This role is also a registered principal with additional responsibilities to assist with overseeing operational and trading activities.

You will: Respond to and resolve Agent Registered Representatives and Investment Advisor Representatives requests via phone and email according to Farm Bureau policies and clearing firm guidelines in a prompt and efficient way. Review new account applications and any included business ensuring all business, compliance and regulatory requirements are met. Perform mutual fund and annuity business suitability review and delivery to product companies - including change of dealer requests.

Provide onboarding of field support to Wealth Management Advisors with operational processes and technology platforms. Cross train in areas such as new advisor onboarding, financial planning review, direct business, and sales support. What It Takes to Join Our Team: Two years of relevant experience and previous experience with a broker dealer required.

Series 7 and Series 24 Principal required. Series 53 and Series 65/66 preferred. Strong analytical, problem solving, and training skills are required.

Must be able to work 8:00am-4:30pm Monday - Friday from our office in West Des Moines, IA. What We Offer You: When you're on our team, you get more than a great paycheck. You'll hear about career development and educational opportunities.

We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun. Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and even an onsite medical clinic.

Farm Bureau....where the grass really IS greener! If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to apply today! Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.

Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.

Apply