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Assistant Wealth Management Jobs (NOW HIRING)

F&M Trust

Wealth Services Specialist

Chambersburg, PA · On-site

$17 - $22.50/hr

Maintain accurate client records and support daily account administration. * Assist with new and existing wealth management accounts, including IMAs, IRAs, and Trust/Guardianship accounts. * Prepare ...

F&M Trust

Wealth Services Specialist

Chambersburg, PA · On-site

$17 - $22.50/hr

Maintain accurate client records and support daily account administration. * Assist with new and existing wealth management accounts, including IMAs, IRAs, and Trust/Guardianship accounts. * Prepare ...

F&M Trust

Wealth Services Specialist

Chambersburg, PA · On-site

$17 - $22.50/hr

Maintain accurate client records and support daily account administration. * Assist with new and existing wealth management accounts, including IMAs, IRAs, and Trust/Guardianship accounts. * Prepare ...

Elevation Wealth Partners

Client Service Associate

$45K - $55K/yr

Client Service Associate (unlicensed) - Wealth Management We are seeking a motivated and detail ... Assist wealth advisors by preparing and organizing client documentation to ensure smooth and ...

TalentLink Solutions

Be Seen First

Administrative Assistant - Wealth Management

Fairfield, CA · On-site

$28 - $35/hr

And we also like to have fun!  As an Administrative Assistant with our firm, you will work ... Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues

hightower

Paraplanner - Natoma Wealth

Folsom, CA

$65K - $80K/yr

Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We ... Assign, monitor and complete tasks in CRM. * Assist clients with questions, requests and/or issues ...

Elevation Wealth Partners

Client Service Associate

$14.75 - $20.50/hr

Description Client Service Associate (unlicensed) - Wealth Management We are seeking a motivated ... Assist wealth advisors by preparing and organizing client documentation to ensure smooth and ...

Hightower

Paraplanner - Natoma Wealth

Folsom, CA · On-site

$65K - $80K/yr

Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We ... Assign, monitor and complete tasks in CRM. * Assist clients with questions, requests and/or issues ...

H Cap Connect, LLC

Administrative Assistant

Gladstone, NJ · On-site

$18.75 - $25.25/hr

Administrative Assistant - Wealth Management Location: Gladstone, NJ Position: Full-Time (on-site) Our client, a well-established and growing wealth management firm, is seeking an Administrative ...

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Assistant Wealth Management information

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$29K

$48.4K

$69.5K

How much do assistant wealth management jobs pay per year?

As of Jul 12, 2026, the average yearly pay for assistant wealth management in the United States is $48,396.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $48,500.00 per year, depending on experience, location, and employer.

What is an Assistant Wealth Management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does a wealth assistant do?

A wealth assistant supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with client communications, data entry, and using financial planning software, requiring strong organizational skills and attention to detail.

What are the key skills and qualifications needed to thrive as an Assistant Wealth Management professional, and why are they important?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What is an entry level job in wealth management?

An entry-level position in wealth management typically includes roles such as Financial Planning Assistant or Client Service Associate, focusing on supporting senior advisors with client communications, data analysis, and administrative tasks. These roles often require strong communication skills, basic financial knowledge, and may lead to certifications like the Series 7 or Series 65 for advancement.

How many financial advisors make $500,000 a year?

In wealth management, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Most financial advisors earn less than this amount, with top earners representing a minority in the profession.

What are typical career progression opportunities for someone in an Assistant Wealth Management role?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is a wealth management assistant job description?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often handle administrative tasks, maintain client records, and use financial software, requiring strong organizational skills and knowledge of financial products. The role typically requires relevant certifications or experience in finance or administration.
More about Assistant Wealth Management jobs
What cities are hiring for Assistant Wealth Management jobs? Cities with the most Assistant Wealth Management job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
What states have the most Assistant Wealth Management jobs? States with the most job openings for Assistant Wealth Management jobs include:
What job categories do people searching Assistant Wealth Management jobs look for? The top searched job categories for Assistant Wealth Management jobs are:
Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $48,396 per year, or $23.3 per hour.
Wealth Services Specialist

Wealth Services Specialist

F&M Trust

Chambersburg, PA • On-site

$17 - $22.50/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Wealth Services Specialist

F&M Trust is seeking a detail-oriented Wealth Services Specialist to join our Wealth Management team. In this role, you will support Wealth Advisors by delivering exceptional administrative and client service support, ensuring a seamless and professional experience for our clients.

You will leverage your expertise to:

  • Maintain accurate client records and support daily account administration.
  • Assist with new and existing wealth management accounts, including IMAs, IRAs, and Trust/Guardianship accounts.
  • Prepare and process disbursements, distributions, RMD notices, and essential client documentation.
  • Monitor account cash flows and alert advisors of unusual activity or overdraft risks.
  • Respond promptly to client and internal inquiries while upholding Reach for MORE service standards.

Comprehensive benefits include:

  • Medical, Dental, and Vision Insurance
  • Paid Time Off and 11 Paid Bank Holidays
  • 401(k) with up to a 6% Match
  • Paid Life Insurance, Short-term Disability, and Long-term Disability
  • And much more!

Minimum qualifications:

  • High school diploma or equivalent (business curriculum preferred).
  • One year of investment and trust experience or equivalent combination of experience and technical education.
  • Strong communication and customer service skills.
  • Proficiency with personal computers and standard office equipment.
  • Ability to organize work, manage priorities, and maintain accuracy.

If this opportunity interests you and you meet the qualifications, we encourage you to apply. We will reach out to the most qualified applicants in the coming weeks to begin interviews.

Comparable job titles:

To help our job title resonate with you, other organizations may title their positions like the following: Financial Advisor Assistant, Investment Advisor Assistant, Wealth Management Client Service Associate, Financial Services Client Support Specialist, Wealth Operations Specialist, and Trust Operations Specialist.

F&M Trust is an Equal Opportunity Employer - Disability/Vet

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