Wealth Management Associate Jobs in Pennsylvania
Wealth Management Associate jobs in Pennsylvania are consistently active, concentrated in financial services, private banking, and family office sectors, with openings at every level from entry-level client service to senior relationship management. Philadelphia and Pittsburgh anchor most of the hiring, with Wilmington's Delaware County corridor also drawing Pennsylvania-based candidates, and established firms like Vanguard, Lincoln Financial Group, and PNC Wealth Management among the most recognizable employers in the state. The most in-demand specialties include financial planning support, portfolio administration, and high-net-worth client servicing. Find a role that fits below and apply directly.
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Showing 5 of 48+ Wealth Management Associate jobs
LIVE LIFE DIFFERENTLY - Considering a career in the financial services industry?
At Northwestern Mutual, our team of financial professionals build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our planning process. Our financial professionals seek to understand their clients' goals and dreams in order to develop comprehensive financial solutions at the highest standard, that will help clients reach financial success.
Here, you are backed by a Fortune 100 Company and have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. Be a part of a thriving, inclusive culture supporting every team member on their career path.
Financial Advisor careers provide what many people desire professionally:
- Impact: Helping your client’s live life the way they want by implementing financial strategies to achieve their goals.
- Income: With unlimited earning potential, the career is very rewarding, securing your own financial dreams.
- Inter-dependence: You are in business for yourself, but not by yourself. Building a practice can create the flexibility and independence, balanced with quality services and support from your local office.
Day-to-day:
- Developing your professional network; connecting with clients & client prospects
- Building rapport with prospects to understand in depth their financial goals, needs and concerns
- Developing recommendations and tailoring solutions to each client’s needs
- Collaborating with experts to develop financial acumen and expertise
Career Options:
- Specialize in a certain field or specialty market and build your credentials
- Explore a variety of leadership paths while continuing your personal practice
- Teaming with other financial advisor practices
Desired Skills and Experience
We welcome both entry level and experienced financial advisors to actively develop their client base, credentials, and financial acumen with our firm. We are confident our training, coaching, mentorship, and development programs will get the right fit to succeed to their highest potentials. We are looking for individuals with:
- 4-year College Degree or equivalent experience
- Prior sales and/or business development experience preferred
- Entrepreneurial mindset
- Strong interpersonal management skills required
- Strong communication skills required
COMPENSATION AND BENEFITS
- Exceptional income potential
- Comprehensive & competitive medical coverage
- Two company-funded retirement plans (pension plan and 401k plan)
- Group life and disability income insurance
- Flex Programs
- Childcare/Eldercare
- Maternity/Paternity Leave
COMPANY ACCOLADES
Northwestern Mutual is annually honored as one of the “WORLD’S MOST ADMIRED COMPANIES" in the life insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired" in their industry. 38 times, Northwestern Mutual has earned that distinction.
Ranked among the "TOP 10 INDEPENDENT BROKER-DEALERS" as measured by total revenues by the leading investment industry publications: Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine.
Northwestern Mutual is annually ranked as one of the “50 BEST COMPANIES TO SELL FOR" by Selling Power Magazine and recognized as the best company to sell for in the financial services industry.
Job Type: Full-time
Pay: $80,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Dependent care reimbursement
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Education:
- Bachelor's (Preferred)
Work Location: In person
LIVE LIFE DIFFERENTLY - Considering a career in the financial services industry?
At Northwestern Mutual, our team of financial professionals build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our planning process. Our financial professionals seek to understand their clients' goals and dreams in order to develop comprehensive financial solutions at the highest standard, that will help clients reach financial success.
Here, you are backed by a Fortune 100 Company and have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. Be a part of a thriving, inclusive culture supporting every team member on their career path.
Financial Advisor careers provide what many people desire professionally:
- Impact: Helping your client’s live life the way they want by implementing financial strategies to achieve their goals.
- Income: With unlimited earning potential, the career is very rewarding, securing your own financial dreams.
- Inter-dependence: You are in business for yourself, but not by yourself. Building a practice can create the flexibility and independence, balanced with quality services and support from your local office.
Day-to-day:
- Developing your professional network; connecting with clients & client prospects
- Building rapport with prospects to understand in depth their financial goals, needs and concerns
- Developing recommendations and tailoring solutions to each client’s needs
- Collaborating with experts to develop financial acumen and expertise
Career Options:
- Specialize in a certain field or specialty market and build your credentials
- Explore a variety of leadership paths while continuing your personal practice
- Teaming with other financial advisor practices
Desired Skills and Experience
We welcome both entry level and experienced financial advisors to actively develop their client base, credentials, and financial acumen with our firm. We are confident our training, coaching, mentorship, and development programs will get the right fit to succeed to their highest potentials. We are looking for individuals with:
- 4-year College Degree or equivalent experience
- Prior sales and/or business development experience preferred
- Entrepreneurial mindset
- Strong interpersonal management skills required
- Strong communication skills required
COMPENSATION AND BENEFITS
- Exceptional income potential
- Comprehensive & competitive medical coverage
- Two company-funded retirement plans (pension plan and 401k plan)
- Group life and disability income insurance
- Flex Programs
- Childcare/Eldercare
- Maternity/Paternity Leave
COMPANY ACCOLADES
Northwestern Mutual is annually honored as one of the “WORLD’S MOST ADMIRED COMPANIES" in the life insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired" in their industry. 38 times, Northwestern Mutual has earned that distinction.
Ranked among the "TOP 10 INDEPENDENT BROKER-DEALERS" as measured by total revenues by the leading investment industry publications: Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine.
Northwestern Mutual is annually ranked as one of the “50 BEST COMPANIES TO SELL FOR" by Selling Power Magazine and recognized as the best company to sell for in the financial services industry.
Job Type: Full-time
Pay: $80,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Dependent care reimbursement
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Education:
- Bachelor's (Preferred)
Work Location: In person
See All 48 Wealth Management Associate Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Wealth Management Associate Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
- PNC Financial Services17
- Goldman Sachs3
- RKL2
- TIAA2
- JPMorganChase2
Top Industries Hiring
- Banking & Financial Services
- Insurance
What Pennsylvania Employers Look For
The qualifications that appear most often in wealth management associate jobs across Pennsylvania.
- Active FINRA Series 7 or Series 66 license, or willingness to obtain within a defined period
- Bachelor's degree in finance, economics, business, or a closely related field
- One to three years of experience in financial services, banking, or client advisory support
- Proficiency with CRM platforms and financial planning software such as Salesforce or eMoney
- Strong written and verbal communication skills for client-facing interaction and reporting
- CFP candidacy or progress toward a Certified Financial Planner designation is preferred
Wealth Management Associate Jobs in Pennsylvania: Frequently Asked Questions
How do you become a wealth management associate in Pennsylvania?
The most direct path is earning a bachelor's degree in finance, economics, or business, then passing the FINRA Series 7 and Series 66 exams, both of which are required for most client-facing advisory support roles in Pennsylvania. FINRA oversees registration, and Pennsylvania does not add a separate state licensing layer beyond FINRA registration. Many candidates also pursue the CFP designation through the CFP Board to strengthen long-term candidacy at Philadelphia or Pittsburgh-based wealth management firms.
How much do wealth management associates make in Pennsylvania?
Wealth management associates in Pennsylvania earn a median of about $105,200 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $59,960 for the lowest 10% to over $392,900 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth management associates in Pennsylvania?
Employers hiring wealth management associates in Pennsylvania right now include PNC Financial Services, Goldman Sachs, and RKL, based on current listings on Migrate Mate as of September 2026. Pennsylvania's deep presence of insurance holding companies, regional banks, and independent registered investment advisors creates consistent demand well beyond the nationally recognized names.
Which Pennsylvania cities have the most wealth management associate jobs?
Pittsburgh, Philadelphia, and Wellsboro have the most wealth management associate openings in Pennsylvania. Philadelphia dominates due to its concentration of asset managers, insurance holding companies, and private banks, while Pittsburgh's strength in institutional wealth and regional bank headquarters drives steady hiring there, and suburban markets like Wayne and Malvern attract openings from firms headquartered along the Main Line corridor.
Are there remote wealth management associate jobs in Pennsylvania?
Yes, but they're less common than in purely analytical roles because client relationship work often requires in-person interaction. About 23% of wealth management associate openings tied to Pennsylvania are remote or hybrid as of September 2026, which reflects the client-facing nature of most positions. The tasks most likely to be performed remotely include financial plan preparation, portfolio reporting, and back-office administrative support rather than direct client meetings.
How can I get hired as a wealth management associate in Pennsylvania with little or no experience?
The most realistic entry path is applying to client service associate or operations associate roles at Pennsylvania-based firms, which are designed for candidates without prior advisory experience. Vanguard runs structured new-graduate programs in its Malvern headquarters, and PNC Wealth Management in Pittsburgh hires into rotational associate tracks. Completing the Series 7 exam before applying and beginning CFP coursework signals commitment and gives candidates a measurable edge over those who have not yet started the credentialing process.
Where can I find and apply to wealth management associate jobs in Pennsylvania?
You can find and apply to wealth management associate jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings updated regularly. Find roles that fit your experience and target location, then apply directly to each one without needing to create a profile or sign up first.
See All 48 Wealth Management Associate Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
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