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Wealth Management

Finance and Accounting

Wealth management is a financial advisory discipline that combines investment management, estate planning, tax strategy, and retirement planning to help high-net-worth individuals and families grow and preserve their assets. Practitioners, typically financial advisors or private bankers holding certifications like CFP or CFA, tailor holistic strategies to each client's financial goals and risk tolerance.

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Wealth Management in the job market

Last checked September 13, 2026

Open roles
4

on Career App right now

Employers
3

hiring for it

Median pay

not enough disclosed

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Open roles requiring Wealth Management (4)

Proposition Sales Specialist - Wealth

LSEG

$87,000 – $145,000

This role sells wealth management solutions to customers in a defined territory, combining new business development with cross-sell and upsell opportunities. It suits someone with 1–2 years of sales or financial markets experience who wants to own a book of business and work closely with senior colleagues in a structured selling environment.

Listed on LSEG’s careers site · Apply there ↗

Blackstone Group

Blackstone Private Wealth - Product Specialist (1031 Exchange Fund), Vice President

Blackstone Group

San Francisco, CA · $175,000 – $200,000

Blackstone Private Wealth is hiring a Vice President to be the go-to expert on 1031 exchange and tax-deferred real estate solutions, working with investment teams and advisors to educate clients, develop product strategy, and support fundraising across their $300 billion private wealth platform. This role suits someone with deep real estate and wealth management experience who can translate complex tax structures into clear insights for high-net-worth investors and their advisors.

Listed on Blackstone Group’s careers site · Apply there ↗

Sr. Account Executive - Institutions

Blumberg Portfolio

New York, NY · $128,000 – $160,000

A senior sales role selling data and AI platform software to large institutional investors, asset managers, and financial firms globally. This position suits experienced enterprise software salespeople comfortable navigating complex multi-stakeholder deals and building long-term strategic relationships with C-level executives.

Listed on Blumberg Portfolio’s careers site · Apply there ↗

Senior Sales Associate

LSEG

New York, NY · $102,000 – $170,000

This role sells wealth management financial products and services to customers in a defined territory, combining new business development with account management. It suits experienced salespeople with financial markets knowledge who can structure deals, present solutions, and build a pipeline through consultative selling.

Listed on LSEG’s careers site · Apply there ↗

Roles that use Wealth Management

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