ZipRecruiter

Log In

2

Entry Level Wealth Management Advisor Jobs (NOW HIRING)

Amerantbank

Wealth Management Advisor

Miami, FL · On-site

The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation.

Fifth Third

Wealth Mangement Advisor I

Akron, OH

Wealth Mangement Advisor I 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 ...

Fifth Third Bank

Wealth Mangement Advisor I

Akron, OH · On-site

Wealth Mangement Advisor I 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 ...

Fifth Third

Wealth Management Advisor II

Toledo, OH

Wealth Management Advisor II Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the ...

Fifth Third

Wealth Management Advisor II

Chicago, IL

Wealth Management Advisor II Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the ...

Fifth Third

Wealth Management Advisor II

Fresno, CA · On-site

Wealth Management Advisor II Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the ...

next page

Showing results 1-20

All JobsEntry Level Wealth Management Advisor Jobs

Entry Level Wealth Management Advisor information

See salary details

$47K

$103.1K

$148.5K

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

As of Jun 23, 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:
What states have the most Entry Level Wealth Management Advisor jobs? States with the most job openings for Entry Level Wealth Management Advisor jobs include:
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

Wealth Management Advisor

Park National Bank

Spartanburg, SC • On-site

Full-time

Posted 2 days ago

Park National Bank rating

6.9

Company rating: 6.9 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

110th of 141 rated banks

Job description

***Sponsorship not available for role.
Open to Wealth Management Advisor I or II based on level of experience.
RESPONSIBILITIES
  • Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc.
  • Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services
  • Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures
  • Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products
  • Respond in a timely manner to trust related and banking issues
  • Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
  • Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services
  • Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
  • Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
  • Deliver a consistent, high level of service within our Serving More standards
  • Other duties as assigned

COMPETENCIES
  • Interpersonal/Customer Service Skills
  • Written and Verbal Communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic Computer Skills
  • Organizational Skills/Detail Oriented
  • Able to Multi-Task or Juggle Priorities
  • Ability to build collaborative relationships
  • Ability to work as part of a team

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
Bachelor's degree in business or equivalent combination of education and work experience required
2-4 years related work experience required
SCHEDULE
Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week.
A flexible work arrangement may be available for this position. Please speak to the hiring manager for more information.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

What Park National Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply