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Entry Level Wealth Management Marketing Jobs (NOW HIRING)

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Independence, OH · On-site

$90K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

GENERAL The Wealth Advisor serves as the primary advisor and relationship manager for an assigned ... Partner with Business Development and Marketing teams to deliver presentations, client events, and ...

Sagient

Wealth Manager

Manhattan Beach, CA · Remote

$200K - $500K/yr

... management, and financial planning domains. If you're driven by a commitment to delivering ... Full marketing, prospecting, and technical support * Robust technology platform, including ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ

$15 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a robust tax ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ

$13.75 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a robust tax ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$13.75 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a part-time, fall semester Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a robust tax ...

Cardata

Associate, Advisor Marketing

Dallas, TX · On-site

  • Medical

  • Retirement

  • PTO

We're looking for a Marketing Associate who thrives on building relationships and managing multiple ... Join our team and be a key contributor in shaping the future of wealth management. Your Impact

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Support evaluation, research, and analysis to provide recommendations related to new and existing product offerings and partnerships. * Assist in execution of Wealth Management strategic marketing ...

Redwood Credit Union

Wealth Manager

Napa, CA

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Support evaluation, research, and analysis to provide recommendations related to new and existing product offerings and partnerships. Assist in execution of Wealth Management strategic marketing ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Management strategic marketing plans in coordination with the Marketing & Communications Department. • Assist in execution of strategies to support growth of Wealth Management as well as all other ...

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All JobsWealth Management Marketing JobsEntry Level Wealth Management Marketing Jobs

Entry Level Wealth Management Marketing information

See salary details

$29.5K

$49.6K

$60K

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

As of Aug 14, 2026, the average yearly pay for entry level wealth management marketing in the United States is $49,574.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $54,500.00 per year, depending on experience, location, and employer.

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

AspectEntry Level Wealth Management MarketingEntry Level Financial Advisor
CredentialsMarketing or finance degree, certifications like CFP or Series 7 not requiredFinance degree, CFP or Series 7 certifications often required
Work EnvironmentMarketing departments, financial firms, client-facing and analytical tasksClient meetings, financial planning, investment advice
Employer & Industry UsageFinancial services firms, marketing agencies specializing in financeBanking, investment firms, independent advisory practices
Search & Comparison IntentUnderstanding marketing roles in wealth managementStarting a career in financial advising

Entry Level Wealth Management Marketing focuses on promoting financial services and client engagement through marketing strategies, often requiring a background in marketing or finance. In contrast, Entry Level Financial Advisors directly provide financial planning and investment advice to clients, typically needing relevant certifications. Both roles are essential in the wealth management industry but serve different functions and skill sets.

What cities are hiring for Entry Level Wealth Management Marketing jobs?

Cities with the most Entry Level Wealth Management Marketing job openings:

What are the most commonly searched types of Wealth Management Marketing jobs?

The most popular types of Wealth Management Marketing jobs are:

What states have the most Entry Level Wealth Management Marketing jobs?

States with the most job openings for Entry Level Wealth Management Marketing jobs include:

Entry Level Wealth Management Marketing jobs near you

Wealth Advisor

MAI WEALTH MANAGEMENT, INC.

Independence, OH • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 17 days ago

Job description

GENERAL JOB DESCRIPTION

The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Wealth Advisor embodies MAI’s unified culture—collaborating across regions, specialties, and functions to ensure each client receives comprehensive advice and exceptional service.



MAJOR DUTIES AND RESPONSIBILITIES

Client Relationship Management

  • Serve as the trusted advisor and main point of contact for a defined set of clients and families.
  • Develop a deep understanding of clients’ goals, values, and financial priorities.
  • Lead regular client review meetings, proactively identifying opportunities for additional value and consolidation.
  • Collaborate with internal specialists (planning, investments, insurance, tax, estate, philanthropy) to ensure holistic wealth strategies.


Financial Planning and Investment Management

  • Create, monitor, and update comprehensive financial plans using firm-approved tools and methodologies.
  • Develop customized investment strategies aligned with client objectives and MAI’s investment philosophy.
  • Oversee portfolio construction, rebalancing, and risk management in coordination with the Investment Team.
  • Deliver ongoing education to clients on market dynamics and financial strategies.

Growth and Retention

  • Drive organic growth through client referrals, relationship deepening, and consolidation of external assets.
  • Partner with Business Development and Marketing teams to deliver presentations, client events, and educational content.
  • Actively participate in cross-regional collaboration to enhance client outcomes and referral flow.


EXPERIENCE/CREDENTIALS

  • Bachelor’s degree required; advanced degree or CFP®, CFA®, or CPA designation strongly preferred.
  • Minimum 3 years of client-facing wealth management or financial advisory experience.
  • Strong financial planning acumen and investment literacy.
  • Exceptional communication, presentation, and relationship management skills.
  • Proven track record of delivering superior client service and measurable growth.
  • Team-oriented mindset with commitment to MAI’s “One Firm” culture and continuous improvement.

COMPETENCIES

  • Working knowledge of planning strategies and solutions.
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives.
  • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • High attention to detail.
  • Strong written and oral communication.


FEATURED BENEFITS:

  • Dental Insurance
  • Medical Insurance
  • Vision Insurance
  • Annual Bonus
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement