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Graduate Program Wealth Management Jobs (NOW HIRING)

Hills Bank

Wealth Management Advisor

Iowa City, IA

$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 ...

Royal Bank of Canada

Wealth Management Consultant

Omaha, NE · Hybrid

$90K - $160K/yr

A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such ... WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-06-25 Application Deadline ...

NorthEastern

Graduate Program Coordinator

Boston, MA

$53K - $75K/yr

About the Opportunity Job Summary The Graduate Program Coordinator supports the Multidisciplinary ... Develop and manage initiatives to engage current students and alumni, including newsletters, event ...

Royal Bank of Canada

Wealth Management Consultant

Clive, IA · Hybrid

$90K - $160K/yr

A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such ... WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-06-25 Application Deadline ...

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Graduate Program Wealth Management information

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$25K

$52.4K

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

As of Aug 14, 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 in 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.
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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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $52,360 per year, or $25.2 per hour.

Wealth Management Specialist

Bank of America

Missoula, MT • On-site

Full-time

Re-posted 5 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 527 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
  • Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
  • Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
  • Documents client interactions and provides team members with time sensitive updates
  • Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
  • Provides advice and assists with training for team members

Required Qualifications:
  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  • SAFE ACT Registration; ADV-2B Required
  • Maintain at least one firm approved designation
  • Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management
  • Possess and demonstrate strong communication skills
  • Demonstrate an understanding of how to deliver a strong overall client experience
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
  • Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels
  • Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
  • Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
  • Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth

Skills:
  • Account Management
  • Business Acumen
  • Customer Service Management
  • Client Management
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
40

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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