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Wealth Management Sales Jobs (NOW HIRING)

Northwestern Mutual

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Wealth Management Training Program

Pittsburgh, PA · On-site

$60K - $100K/yr

WEALTH MANAGEMENT ADVISOR TRAINING PROGRAM GET MORE OUT OF YOUR CAREER Choose a career where ... sales, marketing, management, educators, athletics, legal, communications, real estate ...

Northwestern Mutual

Be Seen First

Wealth Management Training Program

Pittsburgh, PA · On-site

$60K - $100K/yr

WEALTH MANAGEMENT ADVISOR TRAINING PROGRAM GET MORE OUT OF YOUR CAREER Choose a career where ... sales, marketing, management, educators, athletics, legal, communications, real estate ...

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All JobsWealth Management Sales Jobs

Wealth Management Sales information

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$34.5K

$82.7K

$120K

How much do wealth management sales jobs pay per year?

As of Jun 10, 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 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 Advisor

Wealth Management Advisor

Mariner Finance

Brooklyn, NY

Full-time

Posted 8 days ago

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning
Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required
Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
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