Client Engaged Life Wholesaler (BD/Wirehouse/RIA) Reports to : COO, Advisor Insurance Solutions Status : Exempt Work Environment : Remote or Hybrid We are seeking a high-performing Revenue Generating ...
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Client Engaged Life Wholesaler (BD/Wirehouse/RIA) Reports to : COO, Advisor Insurance Solutions Status : Exempt Work Environment : Remote or Hybrid We are seeking a high-performing Revenue Generating ...
Quick apply
Client Engaged Life Wholesaler (BD/Wirehouse/RIA) Reports to : COO, Advisor Insurance Solutions Status : Exempt Work Environment : Remote or Hybrid We are seeking a high-performing Revenue Generating ...
Description Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial ...
Quick apply
Description Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial ...
Santa Monica, CA · On-site +1
$155K - $185K/yr
Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors (FAs). * Proactively generate for new advisor relationships ...
Santa Monica, CA · On-site +1
$155K - $185K/yr
Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors (FAs). * Proactively generate for new advisor relationships ...
Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors (FAs). * Proactively generate for new advisor relationships ...
Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors (FAs). * Proactively generate for new advisor relationships ...
Miami, FL · On-site
$90K - $500K/yr
Florida Compensation: $90,000 - $500,000 / year Description Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW ...
Miami, FL · On-site
$90K - $500K/yr
Florida Compensation: $90,000 - $500,000 / year Description Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW ...
Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors (FAs). * Proactively generate for new advisor relationships ...
Drive strategic sales and territory management across a book of business primarily composed of Wirehouse-affiliated Financial Advisors (FAs). * Proactively generate for new advisor relationships ...
Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) * CRM proficiency (Salesforce, Redtail, or similar) * Genuine love of the details, you're ...
New
Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) * CRM proficiency (Salesforce, Redtail, or similar) * Genuine love of the details, you're ...
New
New York, NY · On-site +1
$149K - $149K/yr
Proven track record sourcing and closing advisor-track talent (wirehouse, RIA, or independent channels) * Confident running stakeholder conversations with senior Advisors and practice leads without ...
New
New York, NY · On-site +1
$149K - $149K/yr
Proven track record sourcing and closing advisor-track talent (wirehouse, RIA, or independent channels) * Confident running stakeholder conversations with senior Advisors and practice leads without ...
New
Relationship manager for assigned Wirehouse, RIA and Broker-Dealer operational contacts ensuring effective partnership and issue resolution * Providing timely responses to client inquiries and ...
Relationship manager for assigned Wirehouse, RIA and Broker-Dealer operational contacts ensuring effective partnership and issue resolution * Providing timely responses to client inquiries and ...
Relationship manager for assigned Wirehouse, RIA and Broker-Dealer operational contacts ensuring effective partnership and issue resolution * Providing timely responses to client inquiries and ...
Relationship manager for assigned Wirehouse, RIA and Broker-Dealer operational contacts ensuring effective partnership and issue resolution * Providing timely responses to client inquiries and ...
Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) * CRM proficiency (Salesforce, Redtail, or similar) * Genuine love of the details, you're ...
New
Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) * CRM proficiency (Salesforce, Redtail, or similar) * Genuine love of the details, you're ...
New
New York, NY · On-site +1
$149K - $149K/yr
Proven track record sourcing and closing advisor-track talent (wirehouse, RIA, or independent channels) * Confident running stakeholder conversations with senior advisors and practice leads without ...
New
New York, NY · On-site +1
$149K - $149K/yr
Proven track record sourcing and closing advisor-track talent (wirehouse, RIA, or independent channels) * Confident running stakeholder conversations with senior advisors and practice leads without ...
New
Whether you're at a wirehouse, bank, broker-dealer, or another RIA, this could be the opportunity to build a more rewarding future for yourself and your clients. What makes us different: Highly ...
Whether you're at a wirehouse, bank, broker-dealer, or another RIA, this could be the opportunity to build a more rewarding future for yourself and your clients. What makes us different: Highly ...
Wayne, PA · On-site
$75K - $100K/yr
Previous Wirehouse experience, including direct coverage of or strong working relationships within firms such as Merrill Lynch, Morgan Stanley, UBS, or similar national Wirehouse platforms.
Wayne, PA · On-site
$75K - $100K/yr
Previous Wirehouse experience, including direct coverage of or strong working relationships within firms such as Merrill Lynch, Morgan Stanley, UBS, or similar national Wirehouse platforms.
$115K - $140K/yr
S. wirehouse platforms , including Morgan Stanley, UBS, Merrill Lynch, and Raymond James * Develop relationships with Latin American private banks and international wealth managers serving offshore ...
$115K - $140K/yr
S. wirehouse platforms , including Morgan Stanley, UBS, Merrill Lynch, and Raymond James * Develop relationships with Latin American private banks and international wealth managers serving offshore ...
New York, NY · On-site +1
Proven track record sourcing and closing advisor-track talent (wirehouse, RIA, or independent channels) * Confident running stakeholder conversations with senior Advisors and practice leads without ...
New
New York, NY · On-site +1
Proven track record sourcing and closing advisor-track talent (wirehouse, RIA, or independent channels) * Confident running stakeholder conversations with senior Advisors and practice leads without ...
New
Austin, TX · On-site +1
Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) * CRM proficiency (Salesforce, Redtail, or similar) * Genuine love of the details, you're ...
Austin, TX · On-site +1
Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.) * CRM proficiency (Salesforce, Redtail, or similar) * Genuine love of the details, you're ...
Richmond, VA · Remote
$100K - $500K/yr
We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications: * 5+ years of proven success * Series 7 (6) and 63 licenses are required * Self-starter with a strong work ...
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Richmond, VA · Remote
$100K - $500K/yr
We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications: * 5+ years of proven success * Series 7 (6) and 63 licenses are required * Self-starter with a strong work ...
Portland, ME · Remote
$100K - $300K/yr
We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications: * 5+ years of proven success * Series 7 (6) and 63 licenses are required * Self-starter with a strong work ...
Quick apply
Portland, ME · Remote
$100K - $300K/yr
We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications: * 5+ years of proven success * Series 7 (6) and 63 licenses are required * Self-starter with a strong work ...
Tampa, FL · Remote
$100K - $300K/yr
We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications: * 5+ years of proven success * Series 7 (6) and 63 licenses are required * Self-starter with a strong work ...
Quick apply
Tampa, FL · Remote
$100K - $300K/yr
We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications: * 5+ years of proven success * Series 7 (6) and 63 licenses are required * Self-starter with a strong work ...
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.5K
10% of jobs
$65.5K - $75.3K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.3K - $85.1K
11% of jobs
$85.1K - $94.9K
8% of jobs
The median wage is $101.3K / yr.
$94.9K - $104.7K
11% of jobs
$104.7K - $114.5K
10% of jobs
$114.5K - $124.4K
10% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$124.4K - $134.2K
8% of jobs
$134.2K - $144K
19% of jobs
$36K
$102.1K
$144K
| Aspect | Wirehouse | Independent Financial Advisor |
|---|---|---|
| Credentials | FINRA licenses, Series 7, 66/65 | Similar licenses, often Series 7, 66/65 |
| Work Environment | Large firm offices, corporate setting | Own practice or small firm, flexible setting |
| Employer & Industry Usage | Major firms like Merrill Lynch, Morgan Stanley | Independent firms, RIA firms, solo practices |
| Client Approach | Firm-mandated products, sales-driven | Customized advice, fee-based or commission |
Both Wirehouse and Independent Financial Advisors require similar credentials and licenses. Wirehouses operate within large firms with structured environments, while Independent Advisors typically run their own practices with more flexibility. The choice depends on your preferred work setting and client approach.

Mount Pleasant, SC • On-site
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 5 days ago
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Finance and insurance
11 - 50 Employees
Charleston, SC, US
2018