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Wealth Management Sales Manager Jobs (NOW HIRING)

Redwood-Credit-Union

Wealth Manager

Napa, CA · On-site

Code of Ethics Sales and Service Management: * Mentor and coach sales and service results. * Manage and direct assigned Advisors and Wealth Management products to provide exemplary service and ...

Nuveen

Wealth Management Advisor

Waltham, MA · On-site

$100K - $110K/yr

This is a sales role -- in addition to base salary, you are eligible for a competitive variable ... Wealth Management**Anticipated Posting End Date:**2026-09-30Base Pay Range: $100,000/yr - $110,000 ...

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Wealth Management Sales Manager information

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$27.5K

$75.8K

$142.5K

How much do wealth management sales manager jobs pay per year?

As of Sep 15, 2026, the average yearly pay for wealth management sales manager in the United States is $75,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What does a wealth management sales manager do?

A Wealth Management Sales Manager leads a team of financial advisors or sales professionals who provide investment and wealth management services to clients. Their main responsibilities include developing sales strategies, driving business growth, managing client relationships, and ensuring compliance with financial regulations. They also coach their team, set performance goals, and monitor results to ensure high-quality service delivery. This role requires strong leadership, financial acumen, and a deep understanding of investment products and market trends.

How does a wealth management sales manager typically collaborate with financial advisors and clients to drive business growth?

A Wealth Management Sales Manager works closely with financial advisors to develop tailored sales strategies, support client acquisition, and ensure exceptional service delivery. They often facilitate training sessions, provide market insights, and help advisors identify cross-selling opportunities. Collaboration with clients involves understanding their financial goals, overseeing portfolio recommendations, and ensuring satisfaction, which collectively drive business growth. This team-based approach fosters a dynamic and supportive environment focused on meeting client needs and achieving sales targets.

What are the key skills and qualifications needed to thrive as a wealth management sales manager, and why are they important?

To thrive as a Wealth Management Sales Manager, you need a strong background in finance, investment products, and client relationship management, often supported by a bachelor's degree and relevant certifications like FINRA Series 7 and 66. Familiarity with CRM systems, financial planning software, and portfolio analysis tools is typically required. Outstanding leadership, persuasive communication, and strategic networking skills help you build high-performing teams and attract high-net-worth clients. These competencies are vital to drive sales performance, ensure compliance, and deliver exceptional client service in a competitive financial environment.

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

AspectWealth Management Sales ManagerFinancial Advisor
CertificationsSeries 7, 66, CFP (optional)Series 7, 66, CFP or ChFC
Work EnvironmentSales-focused, client acquisition, team managementClient-focused, personalized financial planning
Employer & IndustryBanks, wealth management firms, financial institutionsIndependent, banks, advisory firms

The Wealth Management Sales Manager primarily focuses on generating new business, managing sales teams, and promoting wealth management products. In contrast, a Financial Advisor provides personalized financial planning and investment advice directly to clients. While both roles require similar certifications and often work within the same industry, their core responsibilities differ: one emphasizes sales and team leadership, the other client advisory services.

Is wealth management a sales position?

Wealth management roles, including Wealth Management Sales Managers, often involve a sales component as they promote financial products and services to clients. However, these positions also require strong financial knowledge, client relationship skills, and adherence to regulatory standards, making them a combination of sales and advisory work.

What are popular job titles related to Wealth Management Sales Manager jobs?

For Wealth Management Sales Manager jobs, the most frequently searched job titles are:

Infographic showing various Wealth Management Sales Manager job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution, with an average salary of $75,848 per year, or $36.5 per hour.

Wealth Management Training Program

Pittsburgh, PA • On-site

Northwestern Mutual
Finance and Insurance • 5 - 10K employees
Learn more about Northwestern Mutualexternal

$60K - $100K/yr (+ commission)

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 21 days ago

Northwestern Mutual rating

8.1

Company rating: 8.1 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

Job description

WEALTH MANAGEMENT ADVISOR TRAINING PROGRAM
GET MORE OUT OF YOUR CAREER
Choose a career where changing someone else’s life for the better is also life-changing for you –
personally, professionally and financially.
FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL
Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern Mutual.
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.
Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.
______________________________________________________________________
THIS CAREER OFFERS YOU:
• Stipends for training and licensing to help you get started.
• The ability to positively impact someone else's life.
• Personalized mentoring and award-winning training programs.
• Backing by Northwestern Mutual, an industry leader with a proven track record of success.
______________________________________________________________________
CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?
Many people (50 percent) find their calling in financial services after working in other industries.
Wondering if you’d be a good fit? See how many of the characteristics below match up to you:
• You know how to connect with people, building personal, trusted relationships.
• Financial planning is interesting to you.
• You’re a driven person who’s committed to succeeding.
• You’re ready to earn more for your hard work.
• You enjoy helping people make more informed, confident decisions.
• You're ready to live the life you want, both personally and professionally.
______________________________________________________________________
A CAREER WITH ENDLESS OPPORTUNITIES
This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $50,000 in their first year, and there is potential for much more.
What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.
______________________________________________________________________
INCOME GROWTH OPPORTUNITY:
Average vs Top 25%
Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000
Beyond income, you'll also have access to a comprehensive benefits package:
• Comprehensive medical insurance
• Two pension plans
• Life and disability insurance
• Health care and dependent care reimbursement accounts
• Reimbursement for licensing and ongoing education
______________________________________________________________________
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.
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*** Financial Representative | Financial Advisor | Wealth Management Advisor ***
______________________________________________________________________
ABOUT NORTHWESTERN MUTUAL
Northwestern Mutual has been helping families and businesses achieve financial security for 160+ years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.
The company holds more than $100 billion of client assets as a part of its wealth management and investment services.
Recent Awards and Accolades:
-FORTUNE® 90 (FORTUNE® 500)
-One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2017)
-Best Places to Work #67 (Glassdoor, 2018)
-Highest Rated CEO's (Glassdoor, 2017)
-50 Best Companies for Diversity (Black Enterprise Magazine, 2016)
-50 Best Companies to Sell For (Selling Power Magazine, 2016)
Job Type: Full-time
Salary: $52,000.00 to $106,000.00/year

What Northwestern Mutual employees say

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

View All Northwestern Mutual Jobs