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Wealth Management Sales Jobs (NOW HIRING)

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 ...

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 ...

Northern Trust Corp

$137 - $240/hr

## Content Director, Wealth Management Global Sales EnablementApplylocations: Chicago, ILtime type: Full timeposted on: Posted Yesterdayjob requisition id: R159352**About Northern Trust** As a global ...

New

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 ...

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 ...

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All JobsWealth Management Sales Jobs

Wealth Management Sales information

See salary details

$34.5K

$82.7K

$120K

How much do wealth management sales jobs pay per year?

As of Aug 15, 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 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.
More about Wealth Management Sales jobs

What cities are hiring for Wealth Management Sales jobs?

Cities with the most Wealth Management Sales job openings:

What states have the most Wealth Management Sales jobs?

States with the most job openings for Wealth Management Sales jobs include:

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 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 $82,740 per year, or $39.8 per hour.

VP, North American Wealth Management Product Sales

Jobtailor

Manhattan, NY • On-site

$180 - $280/hr

Other

Posted 10 days ago

Job description

  • Lead a sales team introducing Broadridge’s front‑to‑back Wealth Management solutions to the North American market.
  • Manage a centralized database of target accounts, including pipeline opportunities, contact management, and campaign tracking for new logos.
  • Implement processes and tools to maintain accountability and ensure sales associates are building and converting pipeline.
  • Prepare and maintain whitespace analysis for the Wealth Management market segment.
  • Integrate marketing activities into the sales motion, including brand and product training, lead generation, and campaign execution.
  • Participate in client meetings to refine the Broadridge value story and coach the sales team.
  • Build a premier Wealth Management sales force, including recruitment, training, and performance management.
  • Help craft and assign quotas for the team and individual contributors.
  • Engage with senior‑level executives at prospective clients and across Broadridge.
  • Maintain awareness of current and planned Broadridge product developments.
  • Attend industry conferences, trade shows, and events to strengthen relationships, develop new ones, stay current on market trends, and promote Broadridge solutions.
  • Coordinate internal resources to provide the necessary expertise and support throughout the sales cycle.
Requirements
  • Deep understanding of front‑, middle‑, and back‑office operations within Wealth Management firms, broker‑dealers, and private banks.
  • Strong connectivity across the Wealth Management ecosystem, including custodians, clearing firms, consultants, and technology partners.
  • Established relationships with C‑suite and senior executives across the Wealth Management industry.
  • Minimum 10 years of sales leadership experience selling technology or enterprise solutions into Wealth Management organizations.
  • Experience with Software‑as‑a‑Service and/or enterprise platform sales.
  • Strong closing and contract‑negotiation skills.
  • Detailed knowledge of Wealth Management solutions including books & records, tax reporting, corporate actions, securities lending, cash management, advisor compensation, fee/expense management, data management, reconciliation, and reporting.
  • Consultative sales approach with strong problem‑solving skills.
  • Ability to travel up to 50%.
  • Demonstrated success managing product and segment sales teams to quota.
  • Excellent presentation and interpersonal skills; ability to operate in a dynamic, high‑pressure environment.
Core Competencies

Demonstrates extensive expertise in Wealth Management sales leadership, including a deep understanding of front-, middle-, and back-office operations, and a consultative sales approach. Proven ability to build and manage high-performing sales teams, engage with senior executives, and drive successful sales strategies in a dynamic environment.

Highest-signal resume keywords
  • Wealth Management Sales Leadership
  • Consultative Sales Approach
  • Closing and Contract-Negotiation Skills
  • Wealth Management Solutions Knowledge
  • Relationship Management with C-Suite Executives
ATS Optimization KeywordsHard Skills
  • Sales Leadership
  • Pipeline Management
  • Quota Management
  • Wealth Management Solutions
  • Software-as-a-Service Sales
  • Enterprise Platform Sales
  • Problem‑Solving Skills
  • Data Management
  • Contract Negotiation
  • Performance Management
Soft Skills
  • Interpersonal Skills
  • Presentation Skills
  • Coaching Skills
  • Dynamic Environment Adaptability
  • Team Building
Industry Keywords
  • Wealth Management
  • Broker-Dealers
  • Private Banks
  • Custodians
  • Clearing Firms
  • Consultants
  • Technology Partners
  • Market Trends
  • Client Meetings
  • Whitespace Analysis
Tools & Technologies
  • Centralized Database Management
  • Campaign Tracking Tools
  • Lead Generation Tools
  • Marketing Integration Tools
  • Salesforce Automation Tools
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