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Assistant Wealth Management Jobs (NOW HIRING)

Hills Bank

Wealth Management Associate

Marion, IA · On-site

You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations . * Assist customers with establishing new accounts and initiating funding and ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations. * Assist customers with establishing new accounts and initiating funding and ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

$14.50 - $20/hr

You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations . * Assist customers with establishing new accounts and initiating funding and ...

Bank of America

Wealth Management Specialist

Greenwich, CT · On-site

$30 - $45/hr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... They assist with and attend client meetings and discussions covering investment strategy, account ...

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Assistant Wealth Management information

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$29K

$48.4K

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How much do assistant wealth management jobs pay per year?

As of Jul 14, 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.
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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 Management Associate

Wealth Management Associate

Hills Bank

Marion, IA • On-site

Full-time

Re-posted yesterday

Job description

SCHEDULE: Full-time: Typical hours are Monday-Friday 8:00am-5:00pm

LOCATION: 3204 7th Ave, Marion, IA 52302

BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!

SCOPE:

The Hills Bank Trust and Wealth Management department provides a broad range of financial services to help clients manage, grow and protect their wealth.

The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account management. You'll gain valuable hands-on experience working alongside leading professionals in the disciplines of financial planning, retirement planning, investments and trust services.

The primary focus for this position is partnering with Wealth Management Officers in development of new client opportunities, expanding existing relationships (wealth management and overall banking) and retention of current customers. Collaborative teaming and partnering is a necessary requirement of this position to ensure positive perspective and existing customer experiences and demonstrate the depth of the Trust and Wealth Management Department. Wealth Management Associates are expected to support other Trust and Wealth Management Officers with business development and ongoing account administration, including developing and implementing personalized financial plans, monitoring of client investment portfolios managed by the Bank and other client administrative responsibilities to ensure smooth day-to-day client experiences and supporting department and bank growth.

ACCOUNTABILITIES:

Wealth Management and Business Development Support (60%)

  • Solve complex account issues that require extensive analysis while moving through different scenarios and systems. You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations.
  • Assist customers with establishing new accounts and initiating funding and rollover transactions.
  • Communicate directly with customers and internal colleagues to ensure the execution of customer deliverables and progress towards Hills Bank's goals.
  • Assist in the creation and updating of prospect and customer financial plans and investments analyses.
  • Utilize software and tools that facilitate financial planning
  • Gather data and create reports that are utilized by the department and its committees.
  • Enhance and maintain Hills Bank's reputation as an area leader in wealth management.
  • Note and verify significant information as required by Hills Bank policy and procedure. Ensure that Hills Bank procedures are followed.
  • Maintain confidentiality of customer account information.

Account Administration (40%)

  • Administer various wealth management accounts including all types of IRAs and Individual Portfolios as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.
  • Work with investment officers to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
  • Resolve a high volume of customer inquiries in a timely manner while providing exceptional customer service.
  • Perform annual account and investment reviews for each assigned account.
  • Ensure that transactions in accounts under their direct administration are given proper tax codes, have a general knowledge of tax rules.

EDUCATION AND SPECIAL REQUIREMENTS:

  • Associate degree or equivalent combination of education and wealth management experience.
  • Minimum of one year of experience with wealth management, private banking, financial planning, investment or trust administration. 
  • Proficiency in basic office skills, including computer use, communication, and standard office equipment.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABILITY

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