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Graduate Program Wealth Management Jobs (NOW HIRING)

Cetera

Wealth Management Consultant

San Diego, CA · Remote

$85K - $110K/yr

As a Wealth Management Consultant, you play a vital role in mentoring and supporting financial advisors who drive the success of our program, partnering with and providing tailored services to ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Develop and implement plans and programs to respond to those developments and target desired trust and wealth management markets. * Enhance and maintain department's reputation as an area leader in ...

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Graduate Program Wealth Management information

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$25K

$52.4K

$90.5K

How much do graduate program wealth management jobs pay per year?

As of Jul 25, 2026, the average yearly pay for graduate program wealth management in the United States is $52,360.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $59,500.00 per year, depending on experience, location, and employer.

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

In wealth management, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Most advisors earn less, with top earners representing a minority in the profession.

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

For a Graduate Program in Wealth Management, a $200,000 investment is generally sufficient to work with a financial advisor, as many advisors set minimum investment thresholds ranging from $25,000 to $100,000. The advisor can help develop a tailored investment strategy, and the level of service often depends on the amount invested and the advisor's fee structure, which may include assets under management fees or flat fees. Having a substantial investment allows for more comprehensive financial planning and access to a wider range of investment options.

What can I expect from the mentorship and training components in a Graduate Program for Wealth Management?

Graduate programs in wealth management typically offer structured mentorship and training designed to accelerate your learning curve. You can expect to rotate through various departments, shadow experienced advisors, and participate in workshops covering investment strategies, client relationship management, and regulatory compliance. Mentors will offer personalized feedback and guidance, helping you build both technical skills and professional confidence. This supportive environment fosters networking opportunities and prepares you for client-facing roles or further advancement within the firm.

What are the key skills and qualifications needed to thrive in a Graduate Program in Wealth Management, and why are they important?

To thrive in a Graduate Program in Wealth Management, you need a solid grounding in finance, economics, and investment principles, typically supported by a relevant degree such as finance, business, or economics. Familiarity with financial analysis tools, CRM platforms, and certifications like CFA Level I or progress toward it can be advantageous. Strong interpersonal skills, client focus, analytical thinking, and effective communication set top candidates apart. These skills are crucial for building client trust, delivering tailored financial advice, and excelling in a competitive, client-driven environment.

What is the difference between Graduate Program Wealth Management vs Wealth Advisor?

AspectGraduate Program Wealth ManagementWealth Advisor
Required CredentialsTypically a bachelor's degree; some firms prefer certifications like CFP or CFAOften requires CFP certification; bachelor's degree usually necessary
Work EnvironmentStructured training program within financial firms; rotational or specialized tracksClient-facing role; personalized financial planning and investment advice
Employer & Industry UsageMajor banks, asset management firms, financial advisory companiesPrivate banks, independent advisory firms, wealth management divisions

The Graduate Program Wealth Management is an entry-level training program designed to develop skills in financial services, often including rotations across departments. Wealth Advisors, on the other hand, are client-facing professionals providing tailored financial advice. While both roles require relevant certifications and industry knowledge, the program is more structured and educational, whereas the advisor role focuses on direct client engagement and financial planning.

What is a Graduate Program in Wealth Management?

A Graduate Program in Wealth Management is a structured entry-level training program designed for recent university graduates who are interested in pursuing a career in financial advisory and wealth management services. These programs typically offer rotational placements, mentoring, and professional development opportunities to help participants gain practical experience in investment planning, client relationship management, and financial analysis. Graduates often receive training on regulatory requirements, financial products, and client service skills, preparing them for roles such as wealth managers, financial advisors, or relationship managers within financial institutions.

What can I do with a wealth management degree?

A wealth management degree prepares individuals for roles such as financial advisor, portfolio manager, or client relationship manager. Graduates can work in banks, investment firms, or independent advisory practices, often utilizing skills in financial planning, investment analysis, and client communication.

How to get into wealth management as a graduate?

To enter wealth management as a graduate, candidates typically pursue a bachelor's degree in finance, economics, or related fields and develop strong interpersonal and analytical skills. Gaining relevant experience through internships or entry-level roles and obtaining certifications like the Certified Financial Planner (CFP) can improve job prospects. Networking and applying to graduate programs or training schemes offered by financial firms are common pathways.
More about Graduate Program Wealth Management jobs
What job categories do people searching Graduate Program Wealth Management jobs look for? The top searched job categories for Graduate Program Wealth Management jobs are:
Graduate Program Wealth Management jobs near you
Infographic showing various Graduate Program Wealth Management job openings in the United States as of July 2026, with employment types broken down into 2% As Needed, 77% Full Time, 19% Part Time, and 2% Contract. Highlights an 98% Physical, and 2% Remote job distribution, with an average salary of $52,360 per year, or $25.2 per hour.
Graduate Program Coordinator

Graduate Program Coordinator

University of Kansas

Lawrence, KS

Other

PTO

Posted just now

University Of Kansas rating

8.3

Company rating: 8.3 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

104th of 560 rated colleges and universities

Job description

50%  Manages or coordinates administrative aspects of the graduate program and graduate data
  • Tracks student enrollment, grades, and overall degree progression and verifies that students have fulfilled all program and University requirements for their degree.
  • Submits and tracks forms related to student petitions, milestones, enrollment, awards, exams, and graduation.
  • Maintains current and historical data and records relating to the graduate program and students.
  • Coordinates graduate program events (e.g. prospective student visits, orientation, graduate student awards ceremonies).
  • Manages administrative aspects of the admission process, including collection and tracking of applicant materials, providing data or reports to admission committees, processing admission decisions, and preparing admission and funding letters.
  • Supports development and oversees implementation of programs' communications related to recruitment and outreach.
  • Manages administrative aspects of student employment with the department (e.g. Graduate Teaching or Research Assistants) including tracking course assignments and funding, recording results of teaching evaluations, and submitting hiring forms.
  • Coordinates exams and graduation processes (e.g. schedules exams and thesis/dissertation defenses, tracks students' submission of graduation documents, approves students' applications for graduation)
  • Provides administrative support and collects and compiles data for program reviews, assessment, accreditation, grants, and awards.   
  • Maintains and updates the graduate student handbook and graduate program pages of the department website and academic catalog. 
30% Advises and guides graduate students and faculty on policy, procedures, and best practices related to graduate education
  • Maintains broad expertise on policies, procedures, and best practices related to graduate education at KU. They effectively communicate this information to faculty and students to ensure successful student degree progression, support program initiatives, and provide creative solutions to problems.  
  • Serves as primary contact for prospective students to guide them through the application process.
  • Advises students and faculty regarding University requirements related to student funding (e.g. scholarships, on-campus employment, federal aid)
  • Attends graduate faculty meetings, admissions and awards committee meetings, and annual graduate student review meetings in a policy advising capacity. 
  • Connects students with appropriate opportunities and resources for financial support, professional development, and campus and community engagement.
  • Provides training and technical guidance to department faculty and students on University systems and platforms related to graduate education.
20% Collaborates with department and campus partners on key initiatives related to graduate education
  • Consults regularly with department leadership regarding graduate program activities, initiatives, and student degree progression. 
  • Serves as an advocate and liaison between students, campus offices, faculty, and department leadership to address student questions, issues, or grievances.
  • Collaborates with department stakeholders to collect and interpret data, and provide input to support program initiatives (e.g. recruitment efforts, alumni development). 
  • Supports faculty in developing changes to the academic program and administrative practices to help the program attain its goals and improve student success.
  • Coordinates with department faculty and College governance to submit and usher through requests for modifications to the program's courses or academic requirements.
  • As COGA team member, advises and provides input from a program perspective in order to refine College or University policies and administrative processes and advocate for their program.  
  • Attends and assists with the College of Liberal Arts & Science's Master's Hooding Ceremony and the campus-wide Doctoral Hooding Ceremony. 
,Graduate Program Coordinators in the College of Liberal Arts & Sciences are team members of the College Office of Graduate Affairs (COGA) assigned to specific College academic departments to manage the administrative aspects of the graduate program and to advise graduate students and faculty on policies and processes related to graduate education at KU. 
This graduate program coordinator position reports to the COGA Assistant Director and is assigned to the Department(s) of: 
  • Anthropology
  • Leadership Studies
  • Visual Art
Graduate Program Coordinators work closely with faculty in their assigned academic unit, the COGA office, and other campus partners on key processes and initiatives related to graduate education. They provide students with equitable advising on program policy and requirements, connect them to campus resources, and guide them through the logistics of their graduate degree, from the application process through graduation. 
Graduate Program Coordinators report to COGA, but their offices are located in the campus building of the department they support. They interact primarily with faculty and students day-to-day and build rapport and an understanding of department requirements and culture in order to tailor advising and to meet their departments' needs. 
Graduate program coordinators' work is conducted independently, and they enjoy a high degree of autonomy in how they structure their time and manage projects to meet the requirements of the academic calendar and the needs of their assigned departments. As members of COGA, they also benefit from having a team of colleagues to serve as a resource, share best practices, and build community. 
Education or training in the field of study of the assigned academic units is not required, nor is prior experience in higher education. Graduate program coordinators are provided with comprehensive training to become subject matter experts on policies and processes related to graduate education at KU. Ongoing training and opportunities for additional professional development are also provided to encourage professional growth.  
This position has a hybrid work arrangement of up to two days/week remote and three days/week on-campus during the fall and spring semesters. Additional remote work is available during the summer session and academic breaks. Candidates are also encouraged to review KU's employee benefits packages and paid leave schedule. 

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