ZipRecruiter

Log In

1

Graduate Program Wealth Management Jobs (NOW HIRING)

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 ...

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 ...

Northwestern Mutual

Be Seen First

Wealth Management Training Program

Pittsburgh, PA · On-site

$60K - $100K/yr

WEALTH MANAGEMENT ADVISOR TRAINING PROGRAM GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally and ...

Northwestern Mutual

Be Seen First

Wealth Management Training Program

Pittsburgh, PA · On-site

$60K - $100K/yr

WEALTH MANAGEMENT ADVISOR TRAINING PROGRAM GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally and ...

next page

Showing results 1-20

All JobsGraduate Program Wealth Management Jobs

Graduate Program Wealth Management information

See salary details

$25K

$52.4K

$90.5K

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

As of Jun 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.

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.
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
Wealth Management Advisor

Wealth Management Advisor

Hills Bank

Iowa City, IA • On-site

$100K/yr

Full-time

Posted 12 days ago

Job description

SCHEDULE: Full-time; Exempt Status

LOCATION: 1401 S Gilbert St, Iowa City, IA 52240

BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!

SCOPE:

This position will be responsible for retention and development of existing and new business opportunities, administration and retention of wealth management business with the objective of profit for the Bank and quality service to the customers. The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and financial planning for their customers.

ACCOUNTABILITIES:

Account Administration: (35%)

  • Ensure positive onboarding experience for customers and Trust and Wealth Management co-workers.
  • Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.
  • Work with investment team to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
  • Perform required annual account and investment reviews for each assigned account.
  • Ensure that transactions in accounts under their direct administration are given proper tax codes, and have a general knowledge of tax rules.
  • Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop or improve the customer's individual and or business estate and financial planning or other trust related business. This may include review of legal documents such as wills or trusts prepared by outside legal counsel where the bank is named in some fiduciary capacity.
  • Maintain a book of business with a minimum direct annual revenue attribution of $100,000.

Business Development: (60%)

  • Sustain and develop relevant relationships with the local market area legal and accounting and professional community to enhance and garner business and referral opportunities.
  • Sustain and develop relevant relationships with Hills Bank employees outside the department to garner referrals and other business opportunities. Participate in training bank wide staff on how referrals can be made.
  • Participate in the Bank's business development activities. Represent the Bank in industry and professional associations, community organizations, local business groups, etc. and promote the Bank's favorable image.
  • Cross-sell commercial, retail and mortgage banking services and products to Trust and Wealth Management customers. Develop joint marketing relationships and strategies with other areas of the Bank.
  • Establish and promote personal and department reputation for exemplary customer service and sound investment strategy and results.
  • Contribute to the annual department sales goals by achieving or exceeding a personal sales goal set by department management.

Departmental Improvement: (5%)

  • Seek ways to improve departmental efficiencies in a proactive and constructive manner.
  • Serve as a peer mentor.
  • Stay current on pertinent market and regulatory developments and identify current and potential markets. 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 Wealth Management Administration.

EDUCATION AND SPECIAL REQUIREMENTS:

  • BA or BS degree required
  • Advanced degree or professional designation(s) such as Certified Financial Planner (CFP®), Certified Retirement Services Professional (CRSP), Certified Trust and Financial Advisor (CTFA) or other related credentials are preferred but not required.
  • One to four years of experience with direct client-facing personal banking, wealth management or financial planning account administration responsibility preferred.
  • Must sign a non-compete.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABILITY


Job Posted by ApplicantPro