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Entry Level High Net Worth Individuals Jobs (NOW HIRING)

Hoxton Circle

Senior Tax Associate

Richmond, VA · Hybrid

$81K - $100K/yr

Our client is a growing wealth management firm serving high-net-worth individuals, with an integrated tax and financial planning offering. They're hiring a Senior Tax Associate to join their Tax team ...

Elliott Davis

Tax Senior - High Net Worth/FWS

Tis candidate will prepare and perform technical review on high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations.

Robert Half

Sr. Tax Accountant

Woodbury, NY · On-site

$55 - $60/hr

Prepare and review individual income tax returns (Form 1040), including complex returns for high-net-worth individuals. Gather, organize, and review client tax documentation to ensure completeness ...

Beacon Pointe Advisors

Client Service Associate

Denver, CO · On-site

$15 - $20.50/hr

... of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in 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

Client Service Associate

Beacon Pointe Advisors LLC

San Jose, CA • On-site

$60K - $70K/yr

Full-time

Re-posted 9 days ago

Job description

Client Service Associate

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record in client service, be comfortable in a fast-paced-environment requiring excellent attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry. This is an entry level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles.

Responsibilities

  • Responds to routine client requests via phone, email and/or other contact methods
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
  • Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
  • Prepares custodian paperwork, facilitate account updates and communicates with clients on status
  • Meets regularly with Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.

Qualifications

  • Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
  • Excellent interpersonal and verbal/written skills.
  • Strong analytical skills and ability to organize, understand and explain data sets using Excel.
  • Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM.
  • Demonstrated strong desire to grow in their role and career in Wealth Management.
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.


About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

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