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Entry Level Wealth Management Advisor Jobs (NOW HIRING)

Fortivus Wealth Group

Be Seen First

Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

In the Entity Advisor role, we provide the resources needed to jump-start your career as a Wealth Management Advisor. This role is supported by extensive training, hands-on experience, mentorship ...

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 ...

Fifth Third

Wealth Management Advisor

Dallas, TX · On-site

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 ...

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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 Jun 22, 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.
More about Entry Level Wealth Management Advisor jobs
What cities are hiring for Entry Level Wealth Management Advisor jobs? Cities with the most Entry Level Wealth Management Advisor job openings:
What are the most commonly searched types of Wealth Management Advisor jobs? The most popular types of Wealth Management Advisor jobs are:
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What job categories do people searching Entry Level Wealth Management Advisor jobs look for? The top searched job categories for Entry Level Wealth Management Advisor jobs are:
Entry Level Wealth Management Advisor jobs near you
Infographic showing various Entry Level Wealth Management Advisor job openings in the United States as of June 2026, with employment types broken down into 51% Full Time, 46% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Management Advisor

Vista Wealth Solutions

Wayne, PA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 9 days ago

Job description

Wealth Management Advisor

Why Join Us?

If you’ve built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation—we offer a genuine competitive advantage.

VISTA was built specifically around the needs of experienced advisors. Our model is straightforward: you bring relationships; we provide the infrastructure, resources, and operational support to help you serve those clients better and grow your practice faster than you could alone.

Here’s what that looks like in practice:

• Dedicated support teams that handle operational and administrative work so you can stay focused on clients

• An open-architecture investment platform that preserves your independence and lets you recommend solutions objectively, without product pressure

• Access to institutional-grade financial planning, portfolio management, and CRM tools—including RightCapital, MoneyGuidePro, and Wealthscape

• Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines, so you can deliver truly integrated advice

• Backed by the strength of MassMutual, compliance framework, and resources through MML Investors Services, LLC (Broker-Dealer)—with the autonomy of a boutique firm


The Role

As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages. You’ll have the freedom to run your practice the way you see fit—with the resources of a well-supported firm behind you.


What You’ll Do

You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.


What You Bring

Required

• Active Series 7, Series 66, and Life, Accident & Health licenses

• Minimum of 3 years of experience in wealth management or financial services

• Demonstrated experience in financial planning and investment portfolio management


Skills & Attributes

• Proven ability to build trust and sustain long-term client relationships

• Strong analytical mindset with sound judgment and a results-driven approach

• Clear, confident communicator—able to translate complex financial concepts for clients at any level of financial sophistication

• Uncompromising commitment to integrity, ethical standards, and regulatory compliance


Compensation

We offer a competitive compensation structure designed to reward performance and recognize the value of an established practice:

• Competitive commission structure with performance-based bonuses

• Practice allowances to support your transition and ongoing operations

• Compensation structured to reflect the strength and scale of the book of business you bring

Benefits

• Medical insurance

• Vision insurance

• Dental insurance

• 401(k)

• Disability insurance



Ready to make a move?

If you’ve outgrown your current platform and are looking for the infrastructure, support, and collaborative environment to take your practice to the next level, we’d like to talk. Reach out to learn more about what a transition to our firm could look like for you.


**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.


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