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Wealth Management Representative Jobs (NOW HIRING)

First Interstate Bank

Wealth Advisor I

Sheridan, WY · On-site

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 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 ...

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 ...

Voya Financial, Inc.

Wealth Consultant

Boston, MA · On-site

Expectations will be that these representatives will manage/retain/grow through outside sales the ... wealth accumulation. * Maintain and apply expertise in financial securities and investments ...

Bank of America

Wealth Management Client Associate

Canfield, OH · On-site

$12.25 - $16.75/hr

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college ...

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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 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:
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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, 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.

Wealth Advisor I

First Interstate Bancsystem

Sheridan, WY • On-site

Full-time

Retirement, PTO

Re-posted 23 days ago

Job description

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

This position is located at our Sheridan, WY Downtown branch.
What's Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Student debt employer repayment program.
  • 401(k) retirement plan with a 6% match.
  • The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Wealth Advisor I leads expansion of existing and develops new Wealth Management and First Interstate Bank relationships through a comprehensive financial planning approach. The position will lead a relationship team and may be responsible for the supervision and motivation of team members.
ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Expands and enhances existing Wealth Management and Bank relationships to high-valued clients through a comprehensive financial planning approach designed to achieve client goals and objectives.
  • Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement/IRA, and banking.
  • Designs, implements, updates, and monitors client comprehensive financial plans.
  • Ensures retention of high-valued client relationships through customer service that meets Wealth Management and First Interstate's standard for service and retention evolving in First Interstate serving as the client's "Trusted Advisor".
  • Acts as the leader for sales activities, client relationship management, problem resolution, and other account related issues for their Team.
  • Performs all duties and responsibilities consistent with First Interstate, Wealth Management, Broker/Dealer, SEC, FINRA, State Insurance, State Banking, and federal rules, regulations, policies, and procedures.
  • Participates in bank officer, staff, call meetings, sales training, and professional education and development as determined appropriate by supervisor.
  • Participates in assigned committees and teams for the Wealth Management and First Interstate Bank.
  • Participates in community organizations that enhance the individual's and bank's visibility within the community, state, and nation.
  • Performs other duties as assigned.


QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES

  • Possess excellent interpersonal and communication skills.
  • Possess extensive understanding of banking and wealth management products and services.
  • Possess excellent leadership and management skills.
  • Possess excellent analytical skills.
  • Team orientated.
  • Ability to prioritize workload and remain adaptable under pressure.
  • Proficient with Microsoft Word, Excel, and PowerPoint.
  • Ability to read, analyze, and comprehend complex issues.
  • Ability to apply policies and procedures.
  • Ability to effectively present information in one-on-one or large group situations to customers, clients, and other employees of the organization.
  • Ability to effectively communicate with supervisor.
  • Ability to review, analyze, and resolve complex problems.
  • Ability to apply common sense understanding to carry out day-to-day issues.
  • Ability to deal with problems involving several variables.


EDUCATION AND/OR EXPERIENCE

  • Bachelor's Degree required
  • Master's Degree preferred
  • 10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required


PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

  • Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
  • Sitting - Frequently
  • Standing - Occasionally
  • Noise Level - Moderate
  • Typical Work hours - M-F (8-5)
  • Regular and Predictable Attendance - Required
  • Travel in-state and out-of-state - as needed

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Apply