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Entry Level High Net Worth Individuals Jobs in Pennsylvania

Focus Partners Wealth

Tax Associate

Bloomsburg, PA

$53.20K - $71K/yr

... other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: * Analyze, review and compile tax return data. * Prepare federal, state and local income tax returns for ...

Focus Partners Wealth

Tax Associate

Philadelphia, PA

$59K - $78.70K/yr

... other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: * Analyze, review and compile tax return data. * Prepare federal, state and local income tax returns for ...

Focus Partners Wealth

Tax Associate

Allentown, PA

$57.70K - $77K/yr

... other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: * Analyze, review and compile tax return data. * Prepare federal, state and local income tax returns for ...

Focus Partners Wealth

Tax Associate

West Chester, PA

$55.40K - $73.80K/yr

... other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: * Analyze, review and compile tax return data. * Prepare federal, state and local income tax returns for ...

Focus Partners Wealth

Tax Associate

Pittsburgh, PA

$56.80K - $75.70K/yr

... other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: * Analyze, review and compile tax return data. * Prepare federal, state and local income tax returns for ...

Focus Partners Wealth

Tax Associate

Indiana, PA

$53.50K - $71.30K/yr

... other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: * Analyze, review and compile tax return data. * Prepare federal, state and local income tax returns for ...

Focus Partners Wealth

Tax Associate

Harrisburg, PA

$57.80K - $77K/yr

... other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: * Analyze, review and compile tax return data. * Prepare federal, state and local income tax returns for ...

Focus Partners Wealth

Tax Associate

Erie, PA

$56.80K - $75.70K/yr

... other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: * Analyze, review and compile tax return data. * Prepare federal, state and local income tax returns for ...

Focus Partners Wealth

Tax Associate

Reading, PA

$56.20K - $74.90K/yr

... other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities: * Analyze, review and compile tax return data. * Prepare federal, state and local income tax returns for ...

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Entry Level High Net Worth Individuals information

What are the key skills and qualifications needed to thrive as an Entry-Level High Net Worth Client Associate, and why are they important?

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 (HNWIs)?

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 does an Entry Level High Net Worth Individuals (HNWIs) 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 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 are the most commonly searched types of High Net Worth Individuals jobs in Pennsylvania? The most popular types of High Net Worth Individuals jobs in Pennsylvania are:
What are popular job titles related to Entry Level High Net Worth Individuals jobs in Pennsylvania? For Entry Level High Net Worth Individuals jobs in Pennsylvania, the most frequently searched job titles are:
What job categories do people searching Entry Level High Net Worth Individuals jobs in Pennsylvania look for? The top searched job categories for Entry Level High Net Worth Individuals jobs in Pennsylvania are:
What cities in Pennsylvania are hiring for Entry Level High Net Worth Individuals jobs? Cities in Pennsylvania with the most Entry Level High Net Worth Individuals job openings:
Entry Level High Net Worth Individuals jobs near you
Infographic showing various Entry Level High Net Worth Individuals job openings in Pennsylvania as of May 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Temporary. Highlights an 65% Physical, and 35% Remote job distribution.

High Net Worth - RCS Locations

Fidelity Investments

Pittsburgh, PA • On-site

$44K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 14 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites
As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
  • Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

The base salary range for this position is $44,000-80,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA
Category:
Customer Service

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