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Entry Level High Net Worth Individuals Jobs (NOW HIRING)

Mercer France

High Net Worth Account Manager

Miami, FL · On-site

High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace ... individuals seeking limitless possibilities. With offices across North America, we combine the ...

Marsh LLC

High Net Worth Account Manager

Miami, FL · On-site

High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace ... individuals seeking limitless possibilities. With offices across North America, we combine the ...

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Oliver Wyman

High Net Worth Account Manager

Miami, FL · On-site

High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace ... individuals seeking limitless possibilities. With offices across North America, we combine the ...

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Entry Level High Net Worth Individuals information

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How much do entry level high net worth individuals jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for entry level high net worth individuals in the United States is $53.73, according to ZipRecruiter salary data. Most workers in this role earn between $46.39 and $61.30 per hour, depending on experience, location, and employer.

What does an entry level high net worth individuals associate do?

An Entry Level High Net Worth Individuals (HNWIs) associate typically works in financial services, assisting with the management of wealthy clients' portfolios and financial needs. They support senior advisors by conducting research, preparing reports, and helping with client communications. The goal is to ensure that HNW clients receive high-quality service tailored to their investment goals and financial objectives. This role is a starting point for a career in wealth management, offering exposure to investment strategies, financial planning, and client relationship management.

What are the key skills and qualifications needed to thrive as an entry level high net worth client associate?

To thrive as an Entry-Level High Net Worth Client Associate, you need a bachelor's degree in finance, business, or a related field, along with a foundational understanding of investment principles and financial products. Familiarity with CRM software, portfolio management platforms, and obtaining FINRA Series 7 and 63/66 licenses are typically required. Exceptional interpersonal skills, attention to detail, and strong organizational abilities help you build client trust and manage complex financial needs. These competencies are critical for delivering tailored service and supporting the sophisticated financial goals of high net worth clients.

What are some common challenges faced by entry level professionals working with high net worth individuals?

Entry-level professionals supporting high net worth individuals often face challenges such as understanding complex financial products, maintaining confidentiality, and adapting to the fast-paced expectations of affluent clients. Building trust and credibility with clients who expect a high level of service can take time, and balancing multiple priorities—like administrative duties and client communication—requires strong organizational skills. Additionally, learning to navigate the compliance and regulatory requirements specific to HNWI services is essential for success in this role.

What is the difference between Entry Level High Net Worth Individuals vs Entry Level Financial Advisors?

AspectEntry Level High Net Worth IndividualsEntry Level Financial Advisors
CredentialsNo formal certifications requiredTypically requires FINRA licenses (e.g., Series 7, 66)
Work EnvironmentPersonal interactions, networking eventsFinancial firms, banks, advisory offices
Industry UsageIndividuals with high net worth seeking financial servicesProfessionals providing financial advice to clients

Entry Level High Net Worth Individuals are individuals with significant personal wealth, often seeking financial services. In contrast, Entry Level Financial Advisors are professionals starting their careers in finance, providing advice to clients, including high net worth individuals. While the former are clients, the latter are service providers, but both roles often intersect in the wealth management industry.

What cities are hiring for Entry Level High Net Worth Individuals jobs?

Cities with the most Entry Level High Net Worth Individuals job openings:

What are the most commonly searched types of High Net Worth Individuals jobs?

The most popular types of High Net Worth Individuals jobs are:

What states have the most Entry Level High Net Worth Individuals jobs?

States with the most job openings for Entry Level High Net Worth Individuals jobs include:

Entry Level High Net Worth Individuals jobs near you

Tax Associate (High-net-worth)

Bennett Thrasher LLP

Denver, CO • On-site

$60K - $80K/yr

Full-time

Re-posted 5 days ago

Job description

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build and preserve their wealth.
Position OverviewAs a tax associate on our personal financial services/high-net-worth team, you will work as part of a team and utilize resources to add value to clients and assist with all stages of the preparation process for tax compliance engagements.
Key Responsibilities
  • Participate in the preparation of individual tax returns for high-net-worth clientele and utilize feedback to ensure accuracy and efficiency
  • Prepare income tax projections and estimate calculations for clients
  • Conduct research, analysis, development and summarization of financial information
  • Analyze accounting records, financial statements or other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards
  • Maintain and organize client files in accordance with firm standards
  • Develop effective working relationships with clients and firm associates
  • Engages in professional communication with clients under supervision of Managers and Seniors
  • Communicate with the IRS and other state authorities in a professional manner when applicable
  • Supports Interns in professional development
  • Maintain open communication with management regarding the progress of completion on projects
  • Use critical thinking to investigate client financials and fix any discrepancies
  • Participate actively in training and developmental opportunities

Qualifications And Requirements
  • Bachelor's in accounting; Master's preferred (150 hour requirement threshold should be satisfied or a specific plan in place)
  • One busy season of tax experience, preferably with exposure to high-net-worth individual returns
  • Actively studying and preparing for the CPA certification if not already obtained
  • Strong commitment to professional and client service excellence
  • Proven time management, organizational and prioritization skills

Why Join Bennett Thrasher?
Bennett Thrasher is more than just a workplace-we foster a community of respect, innovation, and collaboration. We believe in empowering our associates to lead and grow while contributing to meaningful projects that impact both our clients and communities.
The base salary range for this position in Denver, CO only is between $65,000 to $80,000. Bennett Thrasher is accepting applications on an ongoing basis.
As an Equal Opportunity Employer, we value diversity and encourage applications from all qualified candidates, regardless of race, color, religion, national origin, gender identity, sexual orientation, or any other legally protected status. We are committed to building a workforce that reflects our values of inclusion and respect.
Ready to take the next step? Let's connect and discuss how you can thrive at Bennett Thrasher.
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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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