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Entry Level Wealth Management Jobs (NOW HIRING)

Bankers Life

Wealth Management Advisor

Denver, CO

$50K - $80K/yr

Wealth Management Trainee Compensation: $50,000 - $80,000 Applicants must reside in the state of ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

Bankers Life

Wealth Management Trainee What are you looking for in your next opportunity--growth, purpose ... This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA ...

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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 Jun 10, 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.

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.

More about Entry Level Wealth Management jobs
What cities are hiring for Entry Level Wealth Management jobs? Cities with the most Entry Level Wealth Management job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
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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 June 2026, with employment types broken down into 1% As Needed, 80% Full Time, and 19% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.

Entry-Level Wealth Management Professional

WealthBridge Financial Group

Manhattan, NY

$80K - $115K/yr

Full-time

Posted 3 hours ago

Job description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Wealth Management Professional, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.


  • Benefits include;
  • Flexible schedule with a strong work-life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance-based incentives.
  • Company-sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.


We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY.

Compensation:

$80,000 - $115,000 at plan commission


Responsibilities:
  • Maintain compliance with industry regulations and licensing requirements.
  • Utilize marketing tools and resources to grow your client base.
  • Participate in structured coaching and mentorship programs.
  • Attend hybrid meetings, including in-person team collaboration, as required.
  • Offer solutions in insurance, asset accumulation, and retirement planning.

Qualifications:
  • Self-motivated, coachable, and driven to succeed.
  • No prior financial experience is required, and comprehensive training is included.
  • Demonstrated leadership or a proven track record of success.
  • Excellent communication and relationship-building abilities.
  • Must be authorized to work in the US.

About Company

At WealthBridge Financial Group, our mission is simple: To Do Good—in our communities and for the families we serve.

For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact.