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Entry Level Wealth Management Advisor Jobs (NOW HIRING)

Vista Wealth Solutions

Wealth Advisor

New Castle, DE · On-site

$70K - $120K/yr

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 ...

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.

Vista Wealth Solutions

Wealth Advisor

New Castle, DE · Remote

$70K - $120K/yr

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 ...

Fifth Third

Wealth Management Advisor II

Dallas, TX

Wealth Management Advisor II 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

Dallas, TX · On-site

Wealth Management Advisor II 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

Chicago, IL · 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 ...

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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
Centralized Wealth Management Advisor

Centralized Wealth Management Advisor

Citadel

West Chester, PA • On-site, Remote

Full-time

Posted 27 days ago

Job description

Job Overview

Be the first call. Be their guide. Be the growth engine behind Citadel Wealth Management’s fastestgrowing Mass Market client segment — all through warm, inbound member engagement with no cold calling.

As a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and fuel Citadel Wealth Management’s advisor pipeline.

This role blends service excellence with early-career advisory development. You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial tools available to them.

Why This Role Matters

Mass Market clients are often at the beginning of their financial journeys. By delivering exceptional service at scale, you will strengthen loyalty, uncover planning opportunities, support the advisory team, create warm handoffs, and help Citadel Wealth Management expand advice delivery.

What You'll Do

Deliver Service that Builds Relationships

  • Serve as primary point of contact for Mass Market clients.
  • Manage and service a centralized, pooled book of business.
  • Handle high-touch support and conduct appointments via phone or virtual channels.

Identify Opportunities through Service

  • Review book to identify changes in financial status or needs.
  • Surface opportunities for deeper planning and investments.
  • Convert inbound leads and nurture centralized leads.
  • Execute targeted drip campaigns.

Develop Your Advisory Skillset

  • Learn core advisory competencies.
  • Gain experience assessing member profiles.
  • Participate in ongoing coaching and development.

What Success Looks Like

  • Members feel supported and confident.
  • Opportunities identified through service grow relationships.
  • The centralized book is organized and growing.
  • You progress toward readiness for a full advisor role.

Who You Are

  • A relationship builder with warmth and professionalism.
  • A clear communicator able to simplify complex topics.
  • A team player who values shared success.
  • A self-starter eager to grow.
  • Comfortable in a phone- and digital-first model.

Qualifications

  • 2+ year experience in financial services or client service.
  • Required: Series 6, 63, PA Health/Life/Variable.
  • Preferred: Series 7 and 65/66 (or obtain within 6 months).
  • Bachelor’s degree preferred.
  • Strong analytical, organizational, and follow-up skills.
  • Proficiency in MS Office and virtual engagement tools.

What We Offer

  • A collaborative advisory team.
  • A platform built around CRM and long-term relationships
  • Access to sophisticated investment framework for scaled advice.
  • Opportunity to create a book of business through Mass Market engagement.
  • Competitive compensation and benefits.

Apply