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Entry Level Wealth Management Jobs (NOW HIRING)

ACC Recruiters

Entry Level Wealth Manager

Saint Louis, MO · On-site

$39K - $50K/yr

This is an exceptional opportunity to launch a long-term career in wealth management by working directly with an experienced Financial Advisor. You'll gain mentorship, training, and hands-on ...

Bankers Life

Wealth Management Trainee

Spokane, WA · On-site

$43K - $52K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

Bankers Life

Wealth Management Trainee

Missoula, MT · On-site

$42K - $51K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

Bankers Life

Wealth Management Trainee

Kennewick, WA · On-site

$43K - $52K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

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Entry Level Wealth Management information

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$25K

$47.8K

$68.5K

How much do entry level wealth management jobs pay per year?

As of Jul 22, 2026, the average yearly pay for entry level wealth management in the United States is $47,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $52,000.00 per year, depending on experience, location, and employer.

What is an Entry Level Wealth Management job?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What are the key skills and qualifications needed to thrive in the Entry Level Wealth Management position, and why are they important?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

Is $200,000 enough to work with a financial advisor?

For an entry level wealth management role, $200,000 in assets can be sufficient to work with a financial advisor, as many advisors have minimum investment requirements ranging from $1,000 to $100,000. However, the specific minimums vary by firm and service type, and some advisors may offer services tailored to clients with lower assets, especially if they focus on financial planning or fee-based models.

How many financial advisors make $500,000 a year?

Entry level wealth management advisors typically do not earn $500,000 annually; such high earnings are usually achieved by experienced financial advisors with established client bases, strong sales skills, and often involve commissions and bonuses. Most financial advisors earn between $60,000 and $150,000 at the start of their careers, with top earners reaching higher levels after years of experience and building a large client portfolio.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What is an entry level job in wealth management?

An entry level job in wealth management typically involves supporting financial advisors with client account management, research, and administrative tasks. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

How to begin a career in wealth management?

To start a career in wealth management, individuals typically pursue a bachelor's degree in finance, economics, or related fields and gain relevant experience through internships or entry-level financial roles. Earning certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance credibility and job prospects in the field.
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Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in the United States as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.
Entry-Level Wealth Manager

Entry-Level Wealth Manager

Financial Architects Inc

Des Moines, IA • On-site

$39K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 8 days ago

Job description

Description
Financial Architects is growing quickly, and we're adding an Entry-Level Wealth Manager who is eager to have a long-term career in financial services. This is a client-facing role where you'll learn the fundamentals of wealth management and financial planning while developing the communication, analytical, and relationship-building skills needed to become a trusted advisor.
Important Location Note
We can only hire candidates who currently reside in Iowa. There are no territory restrictions-once licensed, you can serve clients anywhere in the U.S.
This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1-2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.
Benefits Include:
  • Medical, Dental, Vision
  • Flexible Spending Account (FSA)
  • Short & Long-Term Disability
  • Group Life and AD&D
  • 401(k) with up to 3% match
  • Pension Plan

Responsibilities
What You'll Do
• Build relationships with clients in your community and beyond
• Learn to assess financial needs and develop customized strategies
• Participate in ongoing training, mentorship, and coaching
• Expand a client base through networking, referrals, and community outreach
• Provide recommendations across financial products and planning solutions
• Create and update financial plans based on life stage and goals
• Stay organized, coachable, and committed to professional development
Qualifications
What We're Looking For
• Self-starter with strong work ethic and a desire to learn
• Comfortable talking to people and building long-term relationships
• Interested in a career with flexibility, growth, and meaningful impact
• Strong communication skills; analytical mindset is a plus
• Bachelor's degree in business, finance, or related field required
• Familiarity with Microsoft Office/Google Suite/CRM tools is helpful
• FINRA Series 7 & 63/66 is a plus (not required to apply)

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