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Entry Level Wealth Management Advisor Jobs (NOW HIRING)

Fifth Third

Wealth Management Advisor

Lexington, KY

Wealth Management Advisor At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our ...

AppleOne

Wealth Management Advisor

Tucson, AZ

$100K/yr

We are seeking a Wealth Management Advisor to join a growing team in Tucson, AZ. This hybrid opportunity is ideal for someone who enjoys building relationships, solving complex problems, leveraging ...

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Entry Level Wealth Management Advisor information

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$47K

$103.1K

$148.5K

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

As of Jul 18, 2026, the average yearly pay for entry level wealth management advisor in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Wealth Management Advisor, and why are they important?

To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.

What does an Entry Level Wealth Management Advisor do?

An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.

What is the difference between Entry Level Wealth Management Advisor vs Financial Planning Assistant?

AspectEntry Level Wealth Management AdvisorFinancial Planning Assistant
Required CredentialsSeries 7, Series 66/65, CFP (preferred but not always required)Typically no licensing required; may assist with CFP candidates
Work EnvironmentClient-facing, financial advisory firms, banksSupport role within financial planning teams, administrative setting
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, advisory teams, insurance companies

The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.

What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?

Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.
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Entry Level Wealth Management Advisor jobs near you

Wealth Management Advisor

Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Pleasanton, CA • Remote

$200K - $400K/yr

Full-time

Posted 9 days ago

Job description

Build a Career With Purpose as a Wealth Management Advisor

Location: Pleasanton | Walnut Creek | San Jose | Redwood City | Roseville


Golden Summit Wealth is growing, and we’re looking for motivated professionals who are ready to build a meaningful career in wealth management.

As a Wealth Management Advisor, you’ll have the opportunity to build strong client relationships, help individuals and families make confident financial decisions, and grow your own practice with the support of an experienced team.

This role is a great fit for someone who is driven, coachable, relationship-focused, and excited about creating long-term impact. Prior financial services experience is helpful but not required for the right candidate.

What You’ll Do

  • Build and grow relationships with clients, professionals, and community connections
  • Help clients identify financial goals and create strategies around protection, retirement, wealth accumulation, and legacy planning
  • Develop a personal market and business plan with leadership support
  • Partner with experienced advisors and internal specialists to deliver thoughtful financial solutions
  • Continue growing your knowledge in financial planning, investments, insurance, and practice management

Who We’re Looking For

We’re looking for professionals who are self-motivated, people-focused, and ready to grow. Strong candidates may come from financial services, banking, insurance, sales, business development, leadership, real estate, mortgage, or other relationship-driven industries.

You May Be a Great Fit If You Are:

  • A natural connector who enjoys building relationships
  • Coachable, curious, and willing to put in the work
  • Professional, organized, and client-focused
  • Comfortable having meaningful conversations around goals, money, family, and the future
  • Looking for a career with growth, autonomy, and purpose

At Golden Summit Wealth, you’ll have access to training, mentorship, planning resources, marketing and operational support, and a collaborative team that is invested in your success.

If you’re looking for a career where you can build something meaningful, help people make important financial decisions, and grow alongside a supportive team, we’d love to connect.

Apply today to learn more about opportunities with Golden Summit Wealth.


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