Wealth Management Assistant Jobs
Wealth Management Assistant jobs are open across private banks, brokerage firms, registered investment advisors, and family offices, from entry-level support roles to senior client associate positions, with specializations in portfolio administration, client onboarding, and financial planning support. Scan the live roles below and apply to whichever ones fit.
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Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
We are seeking a Associate Advisor based on the East Coast to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
- Serve on the client service team to assist in managing client relationships.
- Involvement in client and prospect meetings as well as networking opportunities.
- Develop competency with our eMoney financial planning software to assist in developing financial plans.
- Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
- Develop competency in our CRM, manage workflows and related documentation requirements.
- Facilitate best practices and assist in monitoring and satisfying compliance requirements.
Basic Qualifications:
- Undergraduate Degree, preferably in a business-related field
- Minimum of 2-3 years in the Wealth Management/Financial Services industry
- Eligible to obtain the series 65 license
- Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
- Excellent verbal and written communication skills for working with prospects, clients, and team members
- Ability to work efficiently, effectively, and independently to see projects through to conclusion
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Basic knowledge of income taxes and effects of portfolio transactions on income taxes
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
We are seeking a Associate Advisor based on the East Coast to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
- Serve on the client service team to assist in managing client relationships.
- Involvement in client and prospect meetings as well as networking opportunities.
- Develop competency with our eMoney financial planning software to assist in developing financial plans.
- Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
- Develop competency in our CRM, manage workflows and related documentation requirements.
- Facilitate best practices and assist in monitoring and satisfying compliance requirements.
Basic Qualifications:
- Undergraduate Degree, preferably in a business-related field
- Minimum of 2-3 years in the Wealth Management/Financial Services industry
- Eligible to obtain the series 65 license
- Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
- Excellent verbal and written communication skills for working with prospects, clients, and team members
- Ability to work efficiently, effectively, and independently to see projects through to conclusion
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Basic knowledge of income taxes and effects of portfolio transactions on income taxes
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Wealth Management Assistant Jobs by Experience Level
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Find JobsWealth Management Assistant Job Market
Who's Hiring
- JPMorganChase431
- Bank of America123
- PNC Financial Services117
- U.S. Bank66
- Morgan Stanley39
Top Industries Hiring
- Banking & Financial Services49
- Investment & Asset Management19
- Insurance17
- Fintech5
- Law & Legal Services1
What Employers Look For
The qualifications that appear most often in wealth management assistant jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Active Series 7 and Series 66 licenses or willingness to obtain them
- Experience with portfolio management or financial planning software such as Salesforce or Orion
- Strong client communication skills and ability to manage high-net-worth relationships
- Proficiency in Microsoft Excel for account reporting and data reconciliation
- Minimum one to three years of experience in a financial services or brokerage support role
Tips for Your Wealth Management Assistant Job Search
Tailor your resume for client service
Wealth management assistants split their time between client communication and back-office tasks. Quantify both: how many client accounts you supported, how many reports you prepared, or how accurately you processed transactions, so hiring managers see the operational side alongside the relationship side.
List every industry-relevant license you hold
Series 7, Series 65, Series 66, and SIE licenses appear in a majority of wealth management assistant postings. Put them in a dedicated credentials section near the top of your resume so ATS systems and recruiters flag your application before reading your work history.
Apply early to roles that fit
Migrate Mate lists wealth management assistant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by firm type, not just job title
Day-to-day duties differ sharply between wirehouses, independent RIAs, and trust companies. When searching, narrow by firm type to find openings where your specific experience, whether it is brokerage operations or estate administration support, maps directly to what the team actually needs.
Prepare for a compliance knowledge screen
Many firms include a short compliance or regulatory scenario early in the interview process. Review suitability rules, Reg BI basics, and your prior firm's procedures for documenting client interactions so you can answer practical questions without hesitation.
Negotiate your study support, not just your base pay
If you lack a Series license, ask during the offer stage whether the firm covers exam fees and study materials. This is standard at most wirehouses and many RIAs, and securing it upfront saves you a significant personal cost while signaling you plan to stay long enough to earn the credential.
Wealth Management Assistant Jobs: Frequently Asked Questions
Which companies are hiring the most wealth management assistants?
The companies hiring the most wealth management assistants right now include JPMorganChase, Bank of America, and PNC Financial Services, with the largest share of openings in New York, Texas, and Illinois, based on current listings on Migrate Mate as of November 2026. Demand is especially concentrated at wirehouse branches and independent RIA firms managing high-net-worth client books.
How many wealth management assistant jobs are remote?
About 51% of wealth management assistant openings are fully remote or hybrid as of November 2026, though fully remote roles remain less common than in many other finance support positions. Sub-specialties with the most remote flexibility tend to be financial planning support, portfolio reporting, and client onboarding documentation rather than front-facing client service roles.
How do you become a wealth management assistant?
Start by completing a bachelor's degree in finance, economics, business, or accounting. Then obtain entry-level FINRA licenses, beginning with the Securities Industry Essentials exam, followed by the Series 7 and Series 66 or 65. Build hands-on experience through internships at brokerage firms or RIAs, and develop proficiency in CRM and portfolio reporting tools commonly used at wealth management firms.
Can you get a wealth management assistant job with little experience?
Yes, many wealth management assistant roles are designed as entry points into financial services. Firms often prioritize candidates who have passed at least the SIE exam, demonstrate strong attention to detail, and show comfort with client communication. Internship experience at a brokerage or bank, even part-time, meaningfully strengthens an application when formal work history is limited.
What does the wealth management assistant interview process look like?
The process typically starts with a phone screen focused on your background and licensing status, followed by a first-round interview covering client service scenarios and your familiarity with financial products. Final rounds often include a compliance or scenario-based assessment and a conversation with a senior advisor or branch manager who evaluates cultural fit and communication style with clients.
Where can I find and apply to wealth management assistant jobs?
You can find and apply to wealth management assistant jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level, licensing status, and preferred firm type, then apply directly to each listing that fits your background.
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