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Wealth Management Sales Jobs (NOW HIRING)

Independent Bank

$17 - $22.25/hr

Join the Independent Bank team as a Wealth Management Sales Assistant to support our Wealth Advisors and deliver an exceptional client experience, supporting our mission of, " Inspiring financial ...

Jefferies

Wealth Management Sales Associate

Miami, FL · On-site

$75K - $100K/yr

... sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At ...

Jefferies

Wealth Management Sales Associate

Miami, FL

$75K - $100K/yr

... sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At ...

Fortivus Wealth Group

Be Seen First

Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

Demonstrated success in sales, client services, or other client facing roles * Previous experience ... Company Description We are a wealth management company who focuses on delivering a high level of ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Contribute to the annual department sales goals by achieving or exceeding a personal sales goal set ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Contribute to the annual department sales goals by achieving or exceeding a personal sales goal set ...

Hills Bank

Wealth Management Advisor

Iowa City, IA

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Contribute to the annual department sales goals by achieving or exceeding a personal sales goal set ...

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Wealth Management Sales information

See salary details

$34.5K

$82.7K

$120K

How much do wealth management sales jobs pay per year?

As of Jun 14, 2026, the average yearly pay for wealth management sales in the United States is $82,740.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,500.00 and $96,000.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Sales vs Financial Advisor?

AspectWealth Management SalesFinancial Advisor
CertificationsSeries 7, Series 63, Series 65/66 (often required)Series 7, Series 63, CFP, CFA (common certifications)
Work EnvironmentSales-focused, client-facing, often within financial firms or banksClient advisory, personalized financial planning, often independent or within firms
Employer & Industry UsageFinancial services firms, banks, brokerage firmsIndependent practices, banks, wealth management firms

Wealth Management Sales primarily focuses on selling financial products and services to clients, emphasizing sales targets. Financial Advisors, on the other hand, provide comprehensive financial planning and personalized advice. While both roles require similar certifications and often work within the same industry, their core functions differ: sales versus advisory services.

What are the key skills and qualifications needed to thrive as a Wealth Management Sales professional, and why are they important?

To thrive in Wealth Management Sales, you need a solid understanding of financial markets, investment products, and sales strategies, often supported by a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and relevant certifications like FINRA Series 7 or CFP is typically required. Outstanding interpersonal skills, trustworthiness, and persuasive communication help build long-term client relationships and drive business growth. These competencies are crucial for delivering tailored financial solutions and achieving sales targets in a highly competitive environment.

What is the highest paying job in wealth management?

The highest paying roles in wealth management are typically senior positions such as Chief Wealth Officer or Managing Director, which can earn several million dollars annually including bonuses and incentives. These roles require extensive experience, strong client relationships, and often advanced certifications like the CFA or CFP, along with leadership skills and a proven track record of managing large portfolios.

What is wealth management sales?

Wealth management sales involves providing financial advice and investment solutions to clients, with a focus on growing and protecting their wealth. Professionals in this field work with individuals, families, or businesses to understand their financial goals and recommend products such as stocks, bonds, mutual funds, insurance, and retirement plans. The role combines financial expertise, relationship management, and sales skills to help clients make informed decisions and achieve their long-term objectives.

How does a Wealth Management Sales professional typically collaborate with financial advisors and portfolio managers?

Wealth Management Sales professionals work closely with financial advisors and portfolio managers to tailor investment products and solutions to clients' needs. They act as a bridge, communicating client objectives to the advisory team and ensuring that proposed strategies align with both client goals and firm offerings. Regular meetings, joint client presentations, and strategy sessions are common, fostering a team-oriented approach to client service and growth. This collaboration not only enhances client satisfaction but also opens opportunities for learning and advancement within the firm.

Is $200,000 enough to work with a financial advisor?

For a wealth management sales professional, $200,000 can be a sufficient client portfolio size to justify working with a financial advisor, depending on the advisor's fee structure and services. Clients typically need a minimum investment amount, often ranging from $100,000 to $250,000, to access comprehensive wealth management services. However, individual financial goals and advisor requirements vary, so consultation is recommended.

Can financial advisors make $500,000 a year?

Financial advisors in wealth management sales can earn $500,000 or more annually, especially with high-net-worth clients, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and often certifications like the CFP or CFA.

Is there sales in wealth management?

Yes, wealth management sales roles involve promoting and selling financial products and services such as investment management, estate planning, and financial advising. These positions often require strong interpersonal skills, industry certifications like the CFP or CFA, and a focus on client relationship building.
More about Wealth Management Sales jobs
What cities are hiring for Wealth Management Sales jobs? Cities with the most Wealth Management Sales job openings:
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What job categories do people searching Wealth Management Sales jobs look for? The top searched job categories for Wealth Management Sales jobs are:
Wealth Management Sales jobs near you
Infographic showing various Wealth Management Sales job openings in the United States as of June 2026, with employment types broken down into 97% Full Time, 1% Part Time, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $82,740 per year, or $39.8 per hour.
Wealth Management Sales Assistant

Wealth Management Sales Assistant

Independent Bank Corporation

Clinton Township, MI • On-site

$17 - $22.25/hr

Full-time

Posted 11 days ago

Job description

Be Proud, Be YOU, Be Independent!

Are you an experienced Financial Services professional looking to progress in your career? If so, we need you!

At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.


About the Job:

Join the Independent Bank team as a Wealth Management Sales Assistant to support our Wealth Advisors and deliver an exceptional client experience, supporting our mission of, "Inspiring financial independence today, with tomorrow in mind." In this role, you’ll be a primary point of contact for clients, handling account servicing, documentation, meeting coordination, and daily inquiries with accuracy and professionalism. You’ll help onboard new relationships, process account maintenance requests, prepare meeting materials, and support follow-up activities while helping ensure compliance with policies and regulations.

Ideal candidates are highly organized, detail-oriented, and client-focused, with strong communication skills and the ability to manage multiple priorities in a fast-paced, team-oriented environment.

Why You Should Apply:

  • Competitive compensation package.
  • Accommodating and flexible paid time off.
  • A knowledgeable, goal-driven, and exciting team of colleagues.
  • Exposure to different areas of banking and the ability to work with leaders within the industry.
  • Community-focused events and volunteer opportunities.

What You Will Do:

  • Provide exceptional service and support to wealth management clients and prospects.
  • Assist with new account openings, account maintenance, transfers, and client documentation.
  • Coordinate client meetings, prepare meeting materials, and manage follow-up activities.
  • Respond to client inquiries and requests in a timely and professional manner.
  • Maintain accurate client records and documentation in accordance with regulatory and firm requirements.
  • Support Wealth Advisors with administrative, operational, and relationship management activities.
  • Collaborate with internal departments to resolve client issues and facilitate transactions.
  • Contribute to process improvements that enhance the client experience and operational efficiency.
  • Performs other related duties as assigned.

What We’re Looking For:

  • Associate’s or Bachelor’s degree preferred, or equivalent combination of education and experience.
  • Prior experience in financial services, banking, wealth management, or a client service role preferred.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication abilities.
  • Proficiency with Microsoft Office and client relationship management (CRM) systems.
  • Ability to handle confidential information with discretion and professionalism.

This role offers an opportunity to build meaningful client relationships, support a growing wealth management business, and contribute to Independent Bank’s commitment to helping clients achieve their financial goals.

Be Proud. Be YOU. Be Independent!