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Entry Level Wealth Management Jobs (NOW HIRING)

Equitable Advisors

Be Seen First

Wealth Management Advisor (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

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

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

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

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

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

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 ...

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 ...

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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 Jul 2, 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.

Is $200,000 enough to work with a financial advisor?

For an entry level wealth management role, $200,000 in assets can be sufficient to work with a financial advisor, as many advisors have minimum investment requirements ranging from $1,000 to $100,000. However, the specific minimums vary by firm and service type, and some advisors may offer services tailored to clients with lower assets, especially if they focus on financial planning or fee-based models.

How many financial advisors make $500,000 a year?

Entry level wealth management advisors typically do not earn $500,000 annually; such high earnings are usually achieved by experienced financial advisors with established client bases, strong sales skills, and often involve commissions and bonuses. Most financial advisors earn between $60,000 and $150,000 at the start of their careers, with top earners reaching higher levels after years of experience and building a large client portfolio.

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 is an entry level job in wealth management?

An entry level job in wealth management typically involves supporting financial advisors with client account management, research, and administrative tasks. 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.

How to begin a career in wealth management?

To start a career in wealth management, individuals typically pursue a bachelor's degree in finance, economics, or related fields and gain relevant experience through internships or entry-level financial roles. Earning certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance credibility and job prospects in the field.
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Entry Level Wealth Management jobs near you
Executive Assistant - Wealth Management Global Sales

Executive Assistant - Wealth Management Global Sales

Northern Trust

Chicago, IL • On-site

$61K - $98K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Northern Trust rating

8.1

Company rating: 8.1 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Executive Assistant - Wealth Management Global Sales
The Executive Assistant for Wealth Management's Global Sales organization provides essential administrative support to the Head of Global Sales and sales leadership team and contribu tes to the growth of the business. This entry-level role focuses on executing established procedures, maintaining accurate records, and delivering general administrative support .
Key Responsibilities:
  • Manages complex and heavy daily calendar s including meetings, appointments, conferences and outside engagements"
  • Coordinates travel arrangements for domestic and international travel and prepares travel itineraries
  • Prepares internal and external correspondences, reports and presentations
  • Coordinates meetings and assignments/events
  • Handles expense reporting
  • May work on special projects, such as gathering, inputting and compiling information for reports
  • May transcribe notes for senior management/executives
  • Maintains and organizes paper and electronic files
  • May greet or assist clients and/or vendors
Knowledge, Skills, and Abilities:
  • Excellent verbal and written communication skills
  • Strong customer-service orientation
  • Working knowledge of Microsoft Office Suite (Word, Excel, Outlook), with the ability to learn new systems and tools
  • Strong organizational skills with the ability to multitask and prioritize effectively
  • High attention to detail and a professional appearance and demeanor
  • Ability to handle sensitive and confidential information with discretion
  • Ability to lift and move boxes weighing up to 10 lbs.; hand trucks or carts may be used
Experience:
  • Previous administrative supportive experience or completion of professional administrative support training is required .
Work Environment
  • This is an in-office position. This person is expected to work onsite Monday-Friday to support effective collaboration, teamwork, and client service delivery.
Salary Range:
$61,500 - 98,300 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com , or alternatively you can discuss your individual requirements with the recruiter you are working with.

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