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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 · 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 ...

Cetera

Wealth Management Consultant

San Diego, CA · Remote

$85K - $110K/yr

Sales Pipeline and Activity Management * Investment Solutions and Wealth Strategies WHAT YOU WILL ... NEED TO HAVE: * Bachelor's degree in a relevant field. * Minimum of 5 years of experience in wealth ...

Cetera

Wealth Management Consultant

San Diego, CA · Remote

$85K - $110K/yr

Sales Pipeline and Activity Management * Investment Solutions and Wealth Strategies WHAT YOU WILL ... NEED TO HAVE: * Bachelor's degree in a relevant field. * Minimum of 5 years of experience in wealth ...

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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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 Jul 22, 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.

Is $500,000 enough to work with a financial advisor?

For a wealth management sales professional, having $500,000 can be sufficient to attract clients seeking personalized financial advice, as many advisors work with clients with portfolios ranging from hundreds of thousands to millions. However, client eligibility often depends on the advisor's target market, services offered, and required minimum investments, which can vary widely. Building trust and demonstrating expertise are key in this role regardless of the initial client assets.

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. Compensation varies based on firm size, client assets under management, and individual performance.

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 many financial advisors make $500,000 a year?

In wealth management sales, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive client portfolios, advanced certifications, and strong sales skills. High earnings are often associated with top-performing advisors working with high-net-worth clients and leveraging sophisticated financial planning tools.

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 significant client asset level, enabling the development of comprehensive financial plans and investment strategies. However, the adequacy depends on the advisor's fee structure, client needs, and the scope of services provided. Building trust and demonstrating expertise are key to managing clients with varying asset levels effectively.
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 July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $82,740 per year, or $39.8 per hour.
Wealth Management Sales Associate

Wealth Management Sales Associate

Jefferies

Miami, FL • On-site

$75K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description


Assist Account Executives in various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team.
Primary Responsibilities:
  • Facilitate trades
  • Research and respond to client inquiries
  • Maintain strong relationship with client base and identify service solutions that support client needs
  • Conduct client outreach
  • Ability to recognize potential sales or service opportunities
  • Ability to prepare presentations
  • General administrative duties
  • Advanced Word, Excel, PowerPoint and Internet knowledge
  • Firm requirements for continuing education for registered persons
  • Perform daily operations, client service and Account Executive support
  • Provide account information to clients and Account Executives
  • Learn the business and products to assist Account Executives
  • Clerical duties such as handling telephones, mailing, filing and processing forms

Required Background:
  • 2-5 years' industry experience
  • Active Series SIE, 7, 63, 65 (or 66)

Desired Experience/ Skills:
  • Outstanding client rapport-building skills
  • Strong computer skills
  • Knowledge of Fidessa, Pershing and Addepar is helpful.
  • Bilingual in Spanish is required.

Primary Location Full Time Salary Range of $75,000 - $100,000.
#LI-DNI
About Us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, 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, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

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