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Wealth Management Sales Jobs (NOW HIRING)

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

... 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 generate non ...

TIAA

Wealth Management Advisor

Waltham, MA · Hybrid

$100K - $110K/yr

... is a sales role - in addition to base salary, you are eligible for a competitive variable ... Wealth Management Anticipated Posting End Date: 2026-08-30 Base Pay Range: $100,000/yr - $110,000 ...

TIAA

Wealth Management Advisor

Cambridge, MA · Hybrid

$100K - $110K/yr

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

TIAA

Wealth Management Advisor

New York, NY · Hybrid

$100K - $110K/yr

... is a sales role - in addition to base salary, you are eligible for a competitive variable ... Wealth Management Anticipated Posting End Date: 2026-10-31 Base Pay Range: $100,000/yr - $110,000 ...

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Showing results 41-60

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.

Senior Wealth Management Advisor - B05

Best Infosystems LLC

Los Angeles, CA • On-site

$250K - $450K/yr

Contractor

Posted 26 days ago

Job description

Full JD:
JD1: Senior Wealth Management Advisor_Los Angeles, CA_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Los Angeles, CA
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

Job Description: 
*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred. 
*Four-year college degree required, MBA preferred. Candidates should reside in the metro Los Angeles area.
*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full
*Commission Compensation - Yes

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree

Ideal Candidate:
Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
----------
JD2: Senior Wealth Management Advisor_New York City, NY_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: New York City, NY
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred. 

*Four-year college degree required, MBA preferred. Candidates should reside in the metro New York City area.

*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree
---------
JD3: Senior Wealth Management Advisor_Dallas, TX_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Dallas, TX
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.

*Four-year college degree required, MBA preferred. Candidates should reside in the metro Dallas TX area.

*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full
*Commission Compensation - Yes

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree

Ideal Candidate:
*Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
----------
JD4: Senior Wealth Management Advisor_Denver, CO_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Denver, CO
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.

*Four-year college degree required, MBA preferred. Candidates should reside in the metro Denver CO area.

*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full
Commission Compensation - Yes

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree

Ideal Candidate:
*Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
========
Screening Questions:

# Total experience:
# How many years of experience do you have as a Wealth Management Advisor or Financial Advisor serving affluent/high-net-worth clients?
# How many years of experience do you have selling retail investment products directly to individual clients (not wholesale or institutional)?
# How many years have you advised High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individual clients?
# How many years have you been responsible for growing Assets Under Management (AUM) through new client acquisition and relationship expansion?
# How many years of experience do you have providing investment advisory, retirement planning, estate planning, portfolio management, and wealth planning services?
# What is the reason for seeking change from your current role?
# What is your annual base salary expectations (USD)?
# Preferred Location - Los Angeles, CA / New York City, NY / Dallas, TX / Denver, CO (Onsite):
# Current Location, State with zip code:
# Are you authorized to work in the USA without sponsorship?
# Work authorization for working in USA (USC / GC):