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Entry Level Wealth Management Jobs (NOW HIRING)

Bankers Life

Wealth Management Trainee

Los Angeles, CA · On-site

... wealth management. * Income support to get you started on top of your commissions and bonuses ... This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA ...

Bankers Life

Wealth Management Trainee

Spokane, WA

$43K - $52K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

Bankers Life

Wealth Management Trainee

Kennewick, WA · On-site

$43K - $52K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

Bankers Life

Wealth Management Trainee

Billings, MT

$41K - $51K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

Bankers Life

Wealth Management Trainee

Missoula, MT

$42K - $51K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

Equitable Advisors

Be Seen First

Wealth Management Associate (Entry-Level Training Provided)

New York, NY · On-site

$34K - $125K/yr

If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Modera Wealth Management

Advisory Manager

Wayne, PA · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Modera Wealth Management

Advisory Manager

Annapolis, MD · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Modera Wealth Management

Advisory Manager

Atlanta, GA · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Modera Wealth Management

Advisory Manager

New York, NY · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Modera Wealth Management

Advisory Manager

Charlotte, NC · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Modera Wealth Management

Advisory Manager

Westwood, NJ · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Modera Wealth Management

Advisory Manager

Mclean, VA · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Modera Wealth Management

Advisory Manager

Boston, MA · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

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Entry Level Wealth Management information

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$25K

$47.8K

$68.5K

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

As of Jun 10, 2026, the average yearly pay for entry level wealth management in the United States is $47,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $52,000.00 per year, depending on experience, location, and employer.

What is an Entry Level Wealth Management job?

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 the Entry Level Wealth Management position, and why are they important?

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 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.

More about Entry Level Wealth Management jobs
What cities are hiring for Entry Level Wealth Management jobs? Cities with the most Entry Level Wealth Management job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
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What job categories do people searching Entry Level Wealth Management jobs look for? The top searched job categories for Entry Level Wealth Management jobs are:
Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 80% Full Time, and 19% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,831 per year, or $23 per hour.
Wealth Management Trainee

Wealth Management Trainee

Bankers Life

Los Angeles, CA • On-site

Other

Medical, Life

Posted 10 days ago

Job description

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today.


We support you every step of the way:


  • No finance background? No problem—sales, service, or people-facing experience is a big plus!
  • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
  • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
  • Award winning mentorship and training programs that support your move into sales leadership and wealth management.
  • Income support to get you started on top of your commissions and bonuses.


*This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.


Why Join Us?


  • Top-tier training with mentors and resources to help you succeed at every level.
  • Your career, your pace by moving into a leadership role in as little as 12 months.
  • Continuous support with tech tools, marketing leads, and team collaboration.
  • Unlimited income streams with uncapped commissions, renewals, and bonuses.
  • Live life with exciting awards trips, lasting friendships and true work-life integration.


Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.


Please visit our career site to learn more and apply: https://careersatbankerslife.com


Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

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