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Graduate Program Wealth Management Jobs (NOW HIRING)

The Pennsylvania State University

$40K - $58K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The position would support the graduate program in the Department of Biomedical Engineering and ... Manage advisor grad faculty status for committees. * Maintain graduate student records, including ...

TIAA

Wealth Management Advisor

Waltham, MA · Hybrid

$100K - $110K/yr

  • Medical

  • Life

  • Retirement

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by ... Our benefits include a superior retirement program and highly competitive health, wellness and work ...

Coldstream Wealth Management

Associate Wealth Manager

Kenai, AK · On-site

$115K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Are you looking for the right wealth management firm to join? If you want ongoing career ... Licensed individuals can also participate in our New Business Incentive program. As a Best ...

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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 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?

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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.

Senior Wealth Management & Trust Advisor

Bank of the Bluegrass and Trust Co

Lexington, KY • On-site

Full-time, Part-time

Re-posted 17 days ago

Job description

Job Title: Senior Wealth Management & Trust Advisor Job Code: 802
FLSA Status: X_ Exempt Non-Exempt Part-Time X Full-Time
EEO Job Category: 1B Reports to: Director of Wealth Mgmt.
Job Grade: 24 Revision Date: 2026
Supervisory Responsibility: No
General Function: The Wealth Management & Trust Advisor partners with high-net worth clients to identify their financial goals, analyze and develop recommendations that will help them work towards well defined financial objectives. Serve as a trusted advisor with clients, which allows the Wealth Management & Trust Advisor to provide strategic investment advice as well as recommend value-added products and services.
Essential Duties & Tasks:
• Seek new business opportunities to help grow the Wealth Management Department's portfolio of clients.
• Perform as investment agent or trustee or personal representative on behalf of existing and new clients.
• Maintain existing Wealth Management Relationships by performing tasks required within the scope of that relationship.
• Prospect and develop client relationships for new and additional business among existing and new account Wealth Management opportunities.
• Maintain and foster communications with customers and employees.
• Administering Wealth Management accounts, reviewing investments, placing trades, and making distributions.
• Prepare and gather documentation and reports for various committees
• Performance of related clerical account administrative duties while maintaining compliance.
• Maintain ongoing education to maintain certifications.
• Research, develop and schedule sales calling schedule while searching for new business opportunities.
• Ensuring compliance in BSA, OFCA, Privacy, Information Security, and all other regulations as applicable to the position. Failure to ensure compliance can result in Civil and Criminal Penalties, as well as corrective actions up to and including termination.
• Staying knowledgeable on the bank's products and services and looking for opportunities to make recommendations to customers based on need.
• Fostering the spirit of teamwork in supporting the bank's goals and mission statement.
• Attend weekly relationship manager meetings.
• Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
• Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
• Actively participates within professional and community organizations.
• Actively networks and effectively builds relationships internally and externally of the Bank.
• Additional duties as assigned.
Requirements
Minimum Knowledge, Skills and Abilities:
• Bachelor's degree required.
• Graduate degree (JD, MBA) preferred.
• Professional designee (CTFA or similar)
• 5 + years of demonstrated fiduciary client service/sales.
• Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters
Physical & Mental Factors/Requirements:
  • Hearing, seeing, sitting for long periods, standing, operating a computer.
  • Manual dexterity to execute trust and bank documents and files.
  • Ability to stay focused and multi-task.
  • Ability to meet the pressure of deadlines.
  • Ability to communicate on the telephone, write, speak, read, hear and type.
  • Ability to work with little direct supervision.
  • Ability to perform manual tasks.
  • May be required to sit for extended periods of time, paying attention to detail.
  • Requires occasional bending, reaching and stretching.

Working Environment:
• Professional Office Environment. • Some Business Travel is required
EOE/M/F/Vet/Dis

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