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Entry Level Wealth Management Jobs (NOW HIRING)

Foster Klima

Entry-Level Wealth Manager

Bismarck, ND · On-site +1

$40K - $51K/yr

As an Entry-Level Wealth Manager, you'll have the opportunity to start a fulfilling career that offers purpose and flexibility. You'll be part of a respected financial services agency with over 150 ...

Foster Klima

Entry-Level Wealth Manager

Fargo, ND · Remote

$85K - $125K/yr

As an Entry-Level Wealth Manager, you'll have the opportunity to start a fulfilling career that offers purpose and flexibility. You'll be part of a respected financial services agency with over 150 ...

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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 Sep 1, 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?

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 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 are the key skills and qualifications needed to thrive in entry level wealth management?

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.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. 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.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and learning industry tools like CRM software. Certifications like the Series 7 or Series 66 may be beneficial for advancement.
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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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.

Entry-Level Wealth Manager

Des Moines, IA • On-site

Financial Architects Inc
Finance and Insurance • 11 - 50 employees
Learn more about Financial Architects Incexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 19 days ago

Job description

Description
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

At Financial Architects Inc, we empower clients to achieve financial clarity and stability through well-structured plans and strategies. As an Entry-Level Wealth Manager, you'll be stepping into a role that values growth, both personally and professionally. You'll learn the essentials of wealth management and financial planning, honing your communication, analytical, and relationship-building skills to become a trusted advisor. You'll be part of a team that believes in collaboration and innovation, offering you the tools and support necessary to thrive.
In this client-facing role, you'll enjoy a flexible schedule, balancing time between our office and remote work. While you'll need to be in the office one to two days a week, the rest of your time will be dedicated to meeting with clients, either in person or virtually. We offer a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k) with up to a three percent match and a pension plan. Join us at Financial Architects Inc, and let's build a rewarding career together.
Responsibilities
• Develop and maintain strong relationships with clients, ensuring their financial goals are met with tailored strategies.
• Conduct comprehensive financial assessments to understand clients' needs and provide personalized advice.
• Collaborate with team members to create innovative financial plans that align with clients' objectives.
• Stay informed about industry trends and regulatory changes to offer clients the most up-to-date advice.
• Schedule and conduct regular client meetings, both in-person and virtually, to review financial plans and adjust as needed.
• Utilize analytical skills to evaluate investment opportunities and recommend suitable options for clients.
• Assist in the preparation of detailed reports and presentations to communicate financial strategies effectively to clients and stakeholders.
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; an 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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