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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 Management Advisor II

Fresno, CA

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 ...

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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 Aug 8, 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?

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
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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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Management Advisor

Strategic Financial Group

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 12 days ago

Job description

Job Description
Some of the best financial professionals we know didn't start in finance. They came from education, real estate, healthcare, sales, or the military. What they had in common: people trusted them, and they were ready to build something of their own.
That's exactly who we're looking for at Strategic Financial Group. This is a business-building opportunity, not a desk job. You'll work with clients to protect what they've built and help them grow long-term wealth, using relationships you've already spent years earning. We run a non-captive model backed by MassMutual - meaning you're not limited to a single company's products, and you keep your independence while gaining access to world-class resources.
The Opportunity
  • Leverage Your Network: Build a business rooted in relationships you already have, helping people you know make informed, confident financial decisions.
  • Client Ownership from Day One: Unlike many firms, you build and retain ownership of your client relationships from the start, establishing real long-term equity in the business you build.
  • Income Support & Performance Upside: A 2-year training stipend plus commission model supports your transition into the role while you build your book - so your success and effort directly drive your income.
  • A Structured Path into Advising: Structured onboarding, mentorship, and training help you make a confident transition into financial services, whatever your background.
  • Comprehensive Support: You're backed by a dedicated in-house team across marketing, financial planning, product solutions, and compliance - so you can stay focused on the relationships that got you here.
  • Collaborative, Entrepreneurial Culture: A team-oriented environment where advisors are supported, challenged, and celebrated as they grow their careers.

About Us
Strategic Financial Group (SFG) is a full-service financial planning firm that's served the Houston community since 1903 - helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. Our advisors provide holistic guidance across wealth management, retirement, risk management, business planning, and special needs planning, always with a people-first approach. We combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact - offering a clear path into financial services through licensing support, training, and hands-on experience.
Skills & Experience
  • A strong personal or professional network built through prior experience in fields like sales, real estate, healthcare, education, or the military
  • Willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses (sponsorship provided)
  • Strong communicator, comfortable building relationships and clearly expressing ideas with clients and team members
  • Motivated, collaborative, and coachable, with a genuine interest in helping others reach their goals
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Must be legally authorized to work in the United States

Featured Benefits
  • 2-year training stipend + commission
  • Licensing & Certification Support
  • Medical, Dental, Vision Insurance
  • 401(k)

Ready to build a business on relationships you've already earned? Apply today.
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