Entry Level Sales and Marketing Advisor Jobs
New grad sales and marketing advisor jobs attract recent graduates and entry level candidates with zero to two years of experience, where a strong portfolio or internship work can matter more than a long resume. Most openings are on-site roles across Banking & Financial Services, Investment & Asset Management, and Fintech, with employers like JPMorganChase, First Command Financial Services, and Bank of America hiring at this level now.
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Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently in search of a dedicated Associate Wealth Advisor to join our team of bank partners in the Denver Metro Area marketplace .
Essential Functions:
Working closely with the Sr Wealth Advisors and Regional Wealth Advisors to help develop tailored client solutions, support the delivery of comprehensive wealth management strategies and will train to gradually assume greater client relationship responsibilities.
Partners closely with regional leadership, business development teams, internal referral partners and lines of business to identify opportunities and strengthen relationships.
Responsibilities include but are not limited to preparing client presentations, proposals, performance reports, meeting summaries, assisting with client onboarding, account maintenance, documentation requirements, supporting financial planning activities such as cash flow analysis, retirement projections, education funding strategies, scenario planning, proactive client outreach, prospect research, new business proposal development, data quality initiatives, reporting accuracy, and workflow efficiency.
The role actively participates in structured training, mentorship programs, and professional development opportunities, including shadowing and participating in client meetings to build advisory and relationship management capabilities.
Additional responsibilities may include conducting client meetings and maintaining accurate client records within CRM and workflow systems.
May be expected to assist and help Regional Advisors partner with both Planning Engagements and Portfolio Management as required by client engagement demands.
Other duties may be assigned as needed.
Qualifications:
Requires a Bachelor's degree in Finance, Economics, Business, Accounting, Financial Planning, or a related field and 2+ years of experience in wealth management, banking, asset management, financial planning, investment management, or a related financial services role. A combination of education and experience may meet requirements.
Securities and Insurance licenses required--Series 65, 63 and 7.
Opportunity to have licensing sponsored if completed successfully within 180 days.
Working knowledge of investments, portfolio construction, financial planning concepts, and client relationship management.
Experience using CRM platforms and financial planning or portfolio management software.
Exposure to client meetings, investment research, or advisor support activities. Strong analytical, organizational, and problem-solving skills.
Excellent attention to detail and ability to manage multiple priorities.
Strong written and verbal communication skills. Proficiency with Microsoft Excel, PowerPoint, and other business applications.
Demonstrated professionalism, intellectual curiosity, and commitment to continuous learning.
Pay Range:
$75,000 to $120,000 plus annual discretionary bonus (based upon relatable skills/experience).
This position is in-office, on-site work is an essential function of the Associate Wealth Advisor position and is not eligible for hybrid or remote work arrangements.
Benefits:
Medical, Dental and Vision Insurance – START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits, including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
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Find JobsEntry Level Sales and Marketing Advisor Job Market
Who's Hiring
- JPMorganChase339

- First Command Financial Services118

- Bank of America38

- Warby Parker25

- Asbury Automotive25

Top Industries Hiring
- Banking & Financial Services482
- Investment & Asset Management419
- Fintech277
- Automotive50
- Insurance48
Entry Level Sales and Marketing Advisor Jobs: Frequently Asked Questions
How do I get an entry level sales and marketing advisor job?
Entry level sales and marketing advisor roles go to candidates who can show results, even from internships, class projects, or freelance work. Employers at this level look for communication skills, comfort with CRM tools, and a basic understanding of the sales funnel. A portfolio with one or two real campaigns or client interactions gives you a concrete edge over candidates who can only list coursework.
Which companies hire entry level sales and marketing advisors?
Companies hiring entry level sales and marketing advisors right now include JPMorganChase, First Command Financial Services, and Bank of America, based on current listings on Migrate Mate as of November 2026. At this experience level, you'll find openings across a mix of fast-growing startups, regional service firms, and larger companies that run structured new grad hiring programs.
Are there remote entry level sales and marketing advisor jobs?
Yes, though most entry level roles still favor on-site or hybrid arrangements. About 4% of entry level sales and marketing advisor openings are remote or hybrid as of November 2026, so options exist if you need location flexibility. Fully remote postings at this level are less common, since many employers prefer new advisors to work alongside senior team members early on.
Are these new grad sales and marketing advisor jobs?
Yes, the listings here include new grad, recent graduate, and junior sales and marketing advisor roles. A new grad friendly posting typically welcomes zero to two years of experience and counts internships, college projects, or a strong portfolio in place of full-time history. If a job description lists a degree as a plus rather than a requirement and doesn't ask for prior client revenue targets, it's a good signal the role is open to candidates just starting out.
Which industries hire the most entry level sales and marketing advisors?
Entry Level sales and marketing advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors tend to drive entry level hiring because they run high-volume sales operations, regularly onboard new advisors through training programs, and need junior talent to support growing customer acquisition and marketing outreach teams.