Entry Level Wealth Management Consultant Jobs
New grad wealth management consultant jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or client-facing portfolio can carry more weight than years on a resume. Most openings are on-site roles across Banking & Financial Services, Insurance, and Investment & Asset Management, with employers like Bank of America, Equitable Advisors, and JPMorganChase hiring at this level now.
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Showing 5 of 38+ Entry Level Wealth Management Consultant jobs
INTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
ROLE AND RESPONSIBILITIES
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.
- Possesses advanced industry knowledge and an understanding of investment products
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
PREFERRED QUALIFICATIONS
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
SKILLS
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
SHIFT
1st shift (United States of America)
HOURS PER WEEK
37.5
INTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
ROLE AND RESPONSIBILITIES
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.
- Possesses advanced industry knowledge and an understanding of investment products
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
PREFERRED QUALIFICATIONS
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
SKILLS
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
SHIFT
1st shift (United States of America)
HOURS PER WEEK
37.5
See All 38 Entry Level Wealth Management Consultant Jobs
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Find JobsEntry Level Wealth Management Consultant Job Market
Who's Hiring
- Bank of America19
- Equitable Advisors8
- JPMorganChase3
- PNC Financial Services2
- Regions Bank1
Top Industries Hiring
- Banking & Financial Services23
- Insurance9
- Investment & Asset Management4
- Fintech1
Entry Level Wealth Management Consultant Jobs: Frequently Asked Questions
How do I get an entry level wealth management consultant job?
Entry level wealth management consultant roles typically look for candidates with a finance, economics, or business degree, though relevant internship experience or a demonstrated interest in financial planning can be just as compelling. Earning a Series 65 or Series 7 license before you apply signals seriousness to hiring managers. Networking through local financial planning associations and campus recruiting events also gives entry level candidates a measurable edge at this stage.
Which companies hire entry level wealth management consultants?
Companies hiring entry level wealth management consultants right now include Bank of America, Equitable Advisors, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from regional banks, independent registered investment advisors, and large wirehouses that run structured new grad training programs.
Are there remote entry level wealth management consultant jobs?
Yes, though most entry level roles in this field are on-site or hybrid given the client-relationship focus. About 4% of entry level wealth management consultant openings are remote or hybrid as of November 2026, so candidates who prefer flexibility still have real options alongside the larger pool of in-office positions.
Are these new grad wealth management consultant jobs?
Yes, many of these postings are new grad and junior roles that explicitly welcome candidates with zero to two years of experience, recent graduates, and those whose background includes internships or a financial planning portfolio rather than full-time history. A new grad-friendly posting typically omits minimum years requirements and lists licensing support or training programs as part of the offer.
Which industries hire the most entry level wealth management consultants?
Entry Level wealth management consultant roles concentrate in Banking & Financial Services, Insurance, and Investment & Asset Management, based on current listings on Migrate Mate as of November 2026. These sectors drive entry level hiring because they maintain large client books that require associate-level consultants to support relationship managers and handle onboarding for new accounts.