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Entry Level High Net Worth Individuals Jobs in Pennsylvania

UBS

Administrative Officer

Pittsburgh, PA · On-site

$93K - $110K/yr

We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll ...

Envestnet

Proposal Desk Specialist

Berwyn, PA · Hybrid

With the potential for growth into sales, this role integrates into the Advisory/High Net Worth ... We welcome and value individuals of all backgrounds and do not discriminate based on race, color ...

Envestnet

Proposal Desk Specialist

Berwyn, PA · Hybrid

With the potential for growth into sales, this role integrates into the Advisory/High Net Worth ... We welcome and value individuals of all backgrounds and do not discriminate based on race, color ...

Envestnet

Proposal Desk Specialist

Berwyn, PA · Hybrid

With the potential for growth into sales, this role integrates into the Advisory/High Net Worth ... We welcome and value individuals of all backgrounds and do not discriminate based on race, color ...

UBS

Intern

Canonsburg, PA · On-site

$20/hr

Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families Your ...

UBS

Intern

Canonsburg, PA · On-site

$20/hr

Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families Your ...

Mariner

Associate Wealth Advisor

Pittsburgh, PA · On-site

$75K - $95K/yr

Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients * Prepare thoughtful, customized comprehensive financial plans and portfolios by ...

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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.

Personal Risk Specialist

USI Holdings Corporation

Bethel Park, PA • On-site

$94.60K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Description and Requirements
General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross-selling, as a primary focus for business development, this role is also expected to establish additional sources of clients.
Primary Responsibilities:
  • Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
  • Achieve new business sales goals on an annualized basis based on our target market.
  • To achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage®.
  • Successfully penetrate assigned prospect targets utilizing USI's Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
  • Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
  • Successfully develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace.
  • The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value-added service that is provided to the clients of the center of influence.
  • Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff.
  • Establish a relationship as a trusted partner and advisor to clients and prospects.
  • Develop and support cross-selling strategies for existing clients, as well as new relationships.
  • Participate and, as necessary, lead meetings with existing and prospective clients.
  • Manage employee and prospect data, including the development of prospect lists from business clients, maintaining activity records in USI's CRM and sales tracking programs.
  • Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized insurance programs to prospective clients.
  • Flexibility in schedule is a must - requires some evening hours.
Knowledge, Skills and Abilities:
  • Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service.
  • Outstanding written and oral communication skills.
  • Must have personal lines insurance industry experience.
  • Ability to travel 50% or more of the time and meet with clients.
  • Good teamwork skills with an ability to work with minimum supervision.
  • Highly motivated, goal-oriented and organized individual that is driven to achieve individual sales goals.
  • Good customer service skills that can be applied to the sales process.
  • Strong knowledge of carriers and personal insurance marketplace.
  • Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
  • College degree preferred but high school diploma or graduate equivalent degree required.
  • Active property/casualty license required (or must be obtained within 60 days of hire).
  • Proficient in Microsoft Office suite of products.
Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Premier Sales Rewards, Industry-Leading Programs, and RecognitionIn addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
  • Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.

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