Entry Level Wealth Advisor Jobs
New grad wealth advisor jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship record or a demonstrated aptitude for financial planning can matter more than a long resume. Most openings are on-site roles across Banking & Financial Services, Investment & Asset Management, and Consulting & Professional Services, with employers like PNC Financial Services, Charles Schwab, and Mariner hiring at this level now.
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Showing 5 of 23+ Entry Level Wealth Advisor jobs
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.
What you have
Required Qualifications
- Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
- Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.
- Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
- Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
- Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.
Additional Requirements
- Bachelor’s degree
-
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
-
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days
Preferred Qualifications
- CFP® or CFA®
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Share:
- X
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.
What you have
Required Qualifications
- Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
- Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.
- Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
- Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
- Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.
Additional Requirements
- Bachelor’s degree
-
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
-
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days
Preferred Qualifications
- CFP® or CFA®
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Share:
- X
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
See All 23 Entry Level Wealth Advisor Jobs
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Find JobsEntry Level Wealth Advisor Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services11
- Investment & Asset Management7
- Consulting & Professional Services2
- Insurance1
- Accounting & Auditing1
Entry Level Wealth Advisor Jobs: Frequently Asked Questions
How do I get an entry level wealth advisor job?
Focus on completing a relevant internship or obtaining a foundational license such as the Series 65 or Series 7, since most entry level wealth advisor roles value demonstrated client exposure and regulatory readiness over years of experience. A strong academic background in finance, economics, or a related field helps, and candidates who can show comfort with financial planning software or CRM tools gain a clear edge at this stage.
Which companies hire entry level wealth advisors?
Companies hiring entry level wealth advisors right now include PNC Financial Services, Charles Schwab, and Mariner, based on current listings on Migrate Mate as of August 2026. Hiring at this level covers independent registered investment advisors, regional banks, credit unions, and national brokerage firms that run structured junior advisor training programs.
Are there remote entry level wealth advisor jobs?
Yes, though most entry level wealth advisor roles are on-site given the client-facing nature of the work. About 10% of entry level wealth advisor openings are remote or hybrid as of August 2026, with hybrid arrangements more common than fully remote at this stage of the career.
Are these new grad wealth advisor jobs?
Yes, many of the roles listed here are new grad and junior positions that explicitly welcome recent graduates with zero to two years of experience, internship backgrounds, or a portfolio of academic financial projects. A new grad-friendly posting typically does not require prior client books, accepts pre-licensing candidates, and offers mentorship or a structured onboarding track.
Which industries hire the most entry level wealth advisors?
Entry Level wealth advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Consulting & Professional Services, based on current listings on Migrate Mate as of August 2026. These sectors drive hiring at this level because they maintain large retail client bases and rely on junior advisors to support relationship managers, handle client onboarding, and build out financial plans under supervision.