ZipRecruiter

Log In

1

Graduate Wealth Management Jobs (NOW HIRING)

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in ... Master's or Graduate degree strongly preferred (Masters in Finance, JD, MBA) * Five or more years ...

Willis Johnson Wealth

Associate Wealth Manager

Houston, TX · On-site

$80K - $125K/yr

... Wealth Management meetings and bi-monthly Investment Team meetings. Qualifications * Bachelor's degree in Finance, Business, Accounting or Financial Planning required * Master's or Graduate degree ...

NFP

Wealth Management Intern

Manhattan, NY

$20 - $27/hr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned ...

next page

Showing results 1-20

People also search for

All JobsGraduate Wealth Management Jobs

Graduate Wealth Management information

See salary details

$75K

$97.7K

$117K

How much do graduate wealth management jobs pay per year?

As of May 31, 2026, the average yearly pay for graduate wealth management in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Graduate Wealth Management professional, 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 systems, and industry certifications like CFA Level I or CISI are commonly expected. Exceptional interpersonal skills, analytical thinking, and strong communication help you build client relationships and deliver tailored financial advice. These skills and qualities are vital for managing client portfolios effectively and establishing trust in a highly competitive financial services environment.

What are the typical responsibilities of a graduate in wealth management during their first year on the job?

As a graduate in wealth management, your first year typically involves supporting senior advisors with client portfolio reviews, conducting market research, and preparing investment proposals. You'll also be expected to assist with administrative tasks, attend client meetings for note-taking and learning, and complete regulatory or compliance documentation. This hands-on experience provides a strong foundation in investment products, financial planning, and client relationship management, while also offering opportunities to learn from experienced professionals in a collaborative team environment.

What is graduate wealth management?

Graduate wealth management refers to entry-level positions or training programs designed for recent university graduates who want to start a career in wealth management. These roles typically involve working under the guidance of experienced advisors to learn how to help clients manage their finances, investments, and long-term financial planning. Graduate programs often include rotations across different departments, formal training, and opportunities to develop client relationship and analytical skills. The goal is to prepare graduates for future roles as financial advisors or wealth managers within financial institutions.

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

AspectGraduate Wealth ManagementFinancial Advisor
Required CredentialsTypically a bachelor's degree; certifications like CFP or CFA are preferred but not always requiredOften required to hold certifications such as CFP, CFA, or Series 7/66
Work EnvironmentEntry-level, training-focused roles within financial firms or banksClient-facing roles, working directly with individuals or institutions to manage finances
Employer & Industry UsageUsed by banks, asset management firms, and financial institutions for training new talentUsed across financial planning firms, banks, and independent practices for client advisory

Graduate Wealth Management roles are typically entry-level positions aimed at training recent graduates, often without requiring extensive certifications. Financial Advisors, on the other hand, usually work directly with clients and often hold professional certifications. While both roles operate within the financial industry, they differ mainly in experience level, responsibilities, and certification requirements.

What states have the most Graduate Wealth Management jobs? States with the most job openings for Graduate Wealth Management jobs include:
Graduate Wealth Management jobs near you
Infographic showing various Graduate Wealth Management job openings in the United States as of May 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.
Senior Wealth Management & Trust Advisor

Senior Wealth Management & Trust Advisor

BANK OF THE BLUEGRASS & TRUST COMPANY

Lexington, KY

Other

Posted 3 days ago

Job description

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

Apply