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Entry Level Wealth Management Jobs in Washington

Vertis Wealth

Estate and Document Attorney

Laurel, MD · On-site

$250 - $350/hr

Estate and Business Attorney We are looking for an attorney to assist our tax and wealth management ... Requirements * Must be licensed in the posted state. Entry level attorneys will be considered.

Vertis Wealth

Estate and Document Attorney

Laurel, MD · Remote

$250 - $350/hr

Estate and Business Attorney We are looking for an attorney to assist our tax and wealth management ... Requirements * Must be licensed in the posted state. Entry level attorneys will be considered.

Vertis Wealth

Estate and Document Attorney

Laurel, MD · Remote

... and wealth management teams with estate planning on a non-exclusive basis. You will be working ... Requirements * Must be licensed in the posted state. Entry level attorneys will be considered.

All JobsWealth Management JobsEntry Level Wealth Management JobsEntry Level Wealth Management Jobs in Washington

Entry Level Wealth Management information

See Washington salary details

$28.3K

$54.2K

$77.6K

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

As of Aug 12, 2026, the average yearly pay for entry level wealth management in Washington is $54,173.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $58,900.00 per year, depending on experience, location, and employer.

What is an entry level wealth management?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What are the key skills and qualifications needed to thrive in entry level wealth management?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and managing client accounts. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

Is it hard to get a job in entry level wealth management?

Entry level wealth management positions often require a relevant bachelor's degree, strong communication skills, and sometimes passing licensing exams such as the Series 7 or Series 66. Competition can be high, but gaining internships, certifications, and networking can improve chances of securing an entry-level role.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.
What are the most commonly searched types of Wealth Management jobs in Washington? The most popular types of Wealth Management jobs in Washington are:
What are popular job titles related to Entry Level Wealth Management jobs in Washington? For Entry Level Wealth Management jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Entry Level Wealth Management jobs in Washington look for? The top searched job categories for Entry Level Wealth Management jobs in Washington are:
What cities in Washington are hiring for Entry Level Wealth Management jobs? Cities in Washington with the most Entry Level Wealth Management job openings:
Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $54,173 per year, or $26 per hour.

Estate and Document Attorney

Vertis Wealth

Laurel, MD • On-site

$250 - $350/hr

Contractor

Re-posted 2 days ago

Job description

Estate and Business Attorney
We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team of internal Legal Directors and other professionals.
Principle Duties
  • Receive hand-offs from our Legal Directors to provide estate planning services for our clients.
  • Meet virtually or in-person with clients to confirm estate planning needs.
  • Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
  • Draft estate planning documents using your own methods or use our document templates.
  • Stay up-to-date with the latest state laws.
  • Work with our team of friendly professionals.
  • Work with an established book of business: Households with average client assets from $1 million to $10 million
  • We give you clients because they are already our clients!

Requirements
  • Must be licensed in the posted state. Entry level attorneys will be considered.
  • Excellent written and verbal communication skills
  • Innovative and creative
  • E&O insurance required
  • Ability to lead and be decisive
  • Time management and organization
  • Collaborative skills to accept and turn ideas into strategies with help of tax, business, and financial advisors.

Benefits
  • Compensation: $250-$350 hourly
  • Uncapped earning potential based on client density in your area
  • Not exclusive. You can work with other law firms or continue to build your own. Vertis can be a great referral source to expand your work.
  • Exposure to financial planning
  • Flexible schedule

Apply