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$19K

$52.5K

$88K

How much do junior wealth management jobs pay per year?

As of Sep 3, 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 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 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 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 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, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $52,462 per year, or $25.2 per hour.

Sr. Financial Advisor - Citadel Wealth Management

Citadel

Philadelphia, PA

Full-time

Posted 15 days ago

Job description

Job Overview

Be a strategist. Be a guide. Be the difference.

Why This Role Matters

Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won’t just manage portfolio, you’ll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth.

This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.

You’ll be trusted to shape strategy, grow a sophisticated book of business, and serve as a mentor and thought partner to clients and teammates alike.

What You’ll Do

At Citadel Wealth Management, putting clients’ needs first is at the heart of everything we do, guiding every recommendation, plan, and interaction.

  • Design futures, not just financial plans. You will translate life goals into actionable strategies across investments, retirement, tax, estate, insurance, and legacy planning.
  • Be the primary trusted advisor. You will own long-term relationships with high-value clients and guide them through every stage of wealth.
  • Grow what matters. You will expand your book through referrals, partnerships, and our deep roots in the communities we serve.
  • A holistic wealth management planning approach. You will collaborate with branch partners, lending, insurance and business banking to deliver full-picture solutions.
  • Navigate complexity. You will provide steady guidance and expertise through changing markets, life transitions, and major financial decisions.

What Success Looks Like

  • Clients see you as their first call for any financial decision or life change\
  • Your book grows through loyalty, referrals, and trust
  • Financial plans become personalized strategies aligned with client’s values, not static documents
  • Junior advisors seek you out for insight and coaching
  • You elevate both client outcomes and the advisor practice

Who You Are

  • An experienced advisor who combines expertise with genuine care for clients
  • A clear and confident communicator who makes complex strategies simple and actionable
  • A relationship builder who values trust and long-term partnerships over transactions
  • A strategic thinker who thrives on creating personalized plans while enjoying meaningful client conversations
  • A fiduciary professional committed to the highest standards of integrity and client-first service

 What We Are Looking For

  • 5+ years in financial advisory or wealth management roles
  • Active securities licensing (Series 7 & 66 or equivalent)
  • CFP®, CFA®, ChFC®, or similar designation strongly preferred
  • Proven success growing and retaining a book of business
  • Deep experience in holistic financial planning
  • A collaborative mindset and a natural coaching presence

What We Offer

  • A platform built for sophisticated planning and long-term relationships
  • Competitive compensation with strong growth upside
  • Marketing, operational, and leadership support
  • Access to modern planning and portfolio tools
  • The opportunity to shape the future of our advisory practice

Apply