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Junior Wealth Management Jobs (NOW HIRING)

IEQ Capital

Team Lead, Wealth Management

Los Angeles, CA · Hybrid

$135K - $175K/yr

Team Leads actively train, educate, and engage with junior team members to promote growth and ... Client facing experience in wealth management * People management * Leading and developing teams

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... Review work completed by junior team members and provide guidance and feedback to support their ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Review work completed by junior team members and provide guidance and feedback to support their ...

PNC Bank

PNC Wealth Management Summer Intern

Pittsburgh, PA

$17.25 - $22.50/hr

As a Summer Intern within PNC's Wealth Management organization, you will be based in Pittsburgh, PA ... Studies), junior status, Minimum GPA 3.2. PNC Employees take pride in our reputation and to ...

PNC Bank

PNC Wealth Management Summer Intern

Pittsburgh, PA

$17.25 - $22.50/hr

As a Summer Intern within PNC's Wealth Management organization, you will be based in Pittsburgh, PA ... Studies), junior status, Minimum GPA 3.2. PNC Employees take pride in our reputation and to ...

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Junior Wealth Management information

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$19K

$52.5K

$88K

How much do junior wealth management jobs pay per year?

As of Aug 10, 2026, the average yearly pay for junior wealth management in the United States is $52,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $57,500.00 per year, depending on experience, location, and employer.

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

AspectJunior Wealth ManagementFinancial Advisor
CredentialsEntry-level certifications, such as FINRA Series 7 or 66Similar certifications, often with additional licenses or credentials
Work EnvironmentSupportive team within wealth management firms, assisting senior staffClient-facing roles, providing personalized financial advice
Industry UsageCommonly used in wealth management firms, banks, and financial institutionsWidely used across financial planning, investment firms, and banks

Junior Wealth Management roles typically involve supporting senior staff with client portfolios and administrative tasks, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require similar certifications and are integral to the wealth management industry, but they differ in responsibilities and client interaction levels.

What are some common challenges faced by junior wealth management professionals when working with clients?

Junior Wealth Management professionals often face the challenge of building trust and credibility with clients early in their careers. They may also need to quickly adapt to handling a diverse client base with varying financial goals and risk tolerances. Additionally, staying up to date with financial regulations and market trends is crucial, as is learning how to effectively communicate complex investment strategies in a clear and approachable way. Many junior professionals find that strong mentorship and collaboration with senior advisors help them overcome these initial hurdles and grow their client management skills.

What are the key skills and qualifications needed to thrive as a junior wealth management professional?

To thrive as a Junior Wealth Management professional, you need a solid understanding of finance, investment principles, and client relationship management, usually backed by a degree in finance, economics, or a related field. Familiarity with financial planning software, portfolio management systems, and certifications such as the Series 7 or CFA Level I is often expected. Strong analytical skills, attention to detail, and interpersonal communication are essential soft skills for building trust and delivering tailored advice to clients. These competencies are crucial for supporting senior advisors, ensuring regulatory compliance, and helping clients achieve their financial goals.
What cities are hiring for Junior Wealth Management jobs? Cities with the most Junior Wealth Management job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
What states have the most Junior Wealth Management jobs? States with the most job openings for Junior Wealth Management jobs include:
Junior Wealth Management jobs near you
Infographic showing various Junior Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $52,462 per year, or $25.2 per hour.

Team Lead, Wealth Management

IEQ Capital

Los Angeles, CA • Hybrid

$135K - $175K/yr

Full-time

Posted 5 days ago

Job description

Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

The Role

The Team Lead role is designed to centralize managerial responsibilities within a client service team, empowering fellow team members to focus on service and client relationship management and other firm level priorities. The TL is critical to supporting the client-facing team in strategic planning, communication management, and overall team organization. The TL will work in conjunction with the Team Manager to manage the entire coverage team.

Team Leads enhance and manage scaling of individual and teamwide capabilities, with direct reports including team members at the Associate and Senior Associate levels. Team Leads actively train, educate, and engage with junior team members to promote growth and career advancement, specifically on client service and relationship management and investment knowledge.

Team Leads work closely with their client-service teams to manage important elements of day-to-day responsibilities and ensure tasks are prioritized accordingly. This involvement enables proper identification of opportunities for improvement and development and mitigates risks and potential issues. Team Leads will tactically reassign projects or tasks between members of their team to meet deadlines as needed.

This role is designed for those that have experience in:

  • Project management
  • A strong foundation in strategic planning
  • Client facing experience in wealth management
  • People management
  • Leading and developing teams
  • Managing complex workloads

Duties and responsibilities include, but are not limited to:

  • Managing day-to-day team operations, ensuring tasks and projects are appropriately prioritized and executed in a timely manner
  • Help with resource planning, workflow management, and prioritization of teamwide initiatives
  • Identifying opportunities for process improvement and operational efficiency
  • Work with internal teams to promote and launch firmwide initiatives
  • Assigning projects or responsibilities as needed to meet deadlines, balance workloads, and address evolving business needs
  • Interacting with Associates and Senior Associates to support all aspects of client servicing needs:
    • Escalate client items, assist TM in managing follow up communication, managing team members workload, ongoing client projects, and conducting quarterly performance reviews
  • Management and training of junior team members to promote individual and team growth
  • Management of associates and senior associates on the HR side:
    • Approving time off, leading mid-year and year-end reviews, hiring and interviewing new team members
Qualifications
  • 3-5 years of wealth management experience
  • Exceptional organizational skills, attention to detail
  • Exceptional written and verbal communications skills
  • Ability to think critically, anticipate issues and prioritize multiple projects
  • Familiarity with operational aspects of business (new account openings, disbursements, etc.)
  • Exceptional relationship building skills both inside and outside of the organization
  • Ability to work in a fast paced, high-volume, high-pressure environment
  • Experience with Salesforce is a plus
  • Experience with Fidelity Investments is a plus
  • "No task is too small" mentality
  • Bachelor's degree is required
Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.

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