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Assistant Wealth Management Jobs (NOW HIRING)

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 ...

Annex Wealth Management LLC

Tax Manager

Brookfield, WI · Remote

$104K - $136.30K/yr

Annex Wealth Management - Know the Difference Join Our Growing Team at Headquarters in Brookfield ... Client Education: Assist wealth managers and clients with complex individual tax matters related to ...

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 ...

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 ...

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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 May 30, 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 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 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 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.

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 May 2026, with employment types broken down into 97% Full Time, 2% Part Time, and 1% Temporary. Highlights an 97% Physical, and 3% Remote job distribution, with an average salary of $48,396 per year, or $23.3 per hour.
Executive Assistant - Wealth Management Global Sales

Executive Assistant - Wealth Management Global Sales

Northern Trust

Chicago, IL • On-site

$52.80K - $79.20K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Northern Trust rating

7.7

Company rating: 7.7 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Executive Assistant - Wealth Management Global Sales
The Executive Assistant for Wealth Management's Global Sales organization provides essential administrative support to the Head of Global Sales and sales leadership team and contributes to the growth of the business. This entry-level role focuses on executing established procedures, maintaining accurate records, and delivering general administrative support.
Key Responsibilities:
  • Manages complex and heavy daily calendars including meetings, appointments, conferences and outside engagements
  • Coordinates travel arrangements for domestic and international travel and prepares travel itineraries
  • Prepares internal and external correspondences, reports and presentations
  • Coordinates meetings and assignments/events
  • Handles expense reporting
  • May work on special projects, such as gathering, inputting and compiling information for reports
  • May transcribe notes for senior management/executives
  • Maintains and organizes paper and electronic files
  • May greet or assist clients and/or vendors

Knowledge, Skills, and Abilities:
  • Excellent verbal and written communication skills
  • Strong customer-service orientation
  • Working knowledge of Microsoft Office Suite (Word, Excel, Outlook), with the ability to learn new systems and tools
  • Strong organizational skills with the ability to multitask and prioritize effectively
  • High attention to detail and a professional appearance and demeanor
  • Ability to handle sensitive and confidential information with discretion
  • Ability to lift and move boxes weighing up to 10 lbs.; hand trucks or carts may be used

Experience:
  • Previous administrative supportive experience or completion of professional administrative support training is required.

Work Environment
  • This is an in-office position. This person is expected to work onsite Monday-Friday to support effective collaboration, teamwork, and client service delivery.

Salary Range:
$52,800 - 79,200 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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