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Associate Advisor Salary Jobs (NOW HIRING)

WealthCrossing

Associate Advisor

Richmond, VA · On-site

$75K/yr

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... Competitive salary and performance-based bonuses. * Comprehensive benefits package, including ...

WealthCrossing

Associate Advisor

Richmond, VA

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... Competitive salary and performance-based bonuses. * Comprehensive benefits package, including ...

WealthCrossing

Associate Advisor

Richmond, VA

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... Competitive salary and performance-based bonuses. * Comprehensive benefits package, including ...

Burton Enright Welch

Associate Advisor

Walnut Creek, CA · On-site

$85K - $110K/yr

BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a ... Competitive salary based on experience • Quarterly Incentive Bonus program • Comprehensive ...

Raymondjames

Associate Advisor

Gilbert, AZ

The Associate Advisor is an integral part of our team. The ideal candidate has a servant heart and ... salary or wages, and may include components such as additional compensation (cash or equity ...

NFP

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... The base salary range for this position is $60,000 - $70,000. The base salary offered will be ...

NFP

Associate, Advisor

Madison, WI

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... The base salary range for this position is $60,000 - $70,000. The base salary offered will be ...

Raymondjames

Associate Advisor

Arlington, VA

$90K - $120K/yr

As our team grows, we are seeking an Associate Advisor who shares our long-term vision and values ... salary or wages, and may include components such as additional compensation (cash or equity ...

Raymondjames

Associate Advisor

Lexington, KY

As our team grows, we are seeking an Associate Advisor who aligns with our values: collaboration ... salary or wages, and may include components such as additional compensation (cash or equity ...

NFP

Associate, Advisor

Manhattan, NY

$68K - $91K/yr

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire ... The base salary range for this position is $68,000 - $91,000. The base salary offered will be ...

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Associate Advisor Salary information

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$12

$25

$45

How much do associate advisor salary jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for associate advisor salary in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What are the typical career advancement opportunities for an Associate Advisor?

As an Associate Advisor, you can expect a clear path for career growth within most financial advisory firms. Starting in a support or junior role, you will often gain hands-on experience in client servicing, financial planning, and investment management. With consistent performance and the pursuit of professional certifications (such as CFP or CFA), you may advance to roles like Lead Advisor or Senior Advisor, eventually managing your own client portfolio. Many firms also offer mentorship programs and ongoing training to help you transition smoothly into higher-responsibility positions.

Is $50,000 enough to work with a financial advisor?

For an associate advisor, a $50,000 salary may be sufficient depending on the location and cost of living, but it is generally below the industry average for this role. Additional compensation, bonuses, or benefits are often part of the total package, and relevant skills such as client management and financial planning are important for career growth.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a salary of $200,000 is generally considered competitive and sufficient to work with a financial advisor, especially if the advisor's fees are a percentage of assets under management or fixed fees. Clients with higher net worth or complex financial needs may require more comprehensive services, which could involve higher costs. The suitability depends on individual financial goals and the advisor's fee structure.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid grounding in financial planning principles, investment strategies, and client relationship management, usually supported by a bachelor's degree in finance or related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and relevant certifications such as the CFP® or Series 65 can be expected. Excellent communication, active listening, and analytical thinking set top performers apart in this role. These skills ensure that advisors can build trust, provide tailored financial advice, and support clients in achieving their financial goals.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with high-net-worth clients, extensive experience, and successful business development. However, such earnings are typically achieved by top performers in the industry and often involve commissions, bonuses, and a strong client base.

What is the difference between Associate Advisor Salary vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior advisorsClient-facing role, providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and wealth management companiesUsed across similar financial services firms, often with more client responsibility

Typically, Associate Advisors earn less than Financial Advisors due to differences in client responsibility and experience. While both roles require similar licenses, Financial Advisors usually have higher earning potential due to direct client engagement and financial planning responsibilities.

What does an associate advisor do?

An associate advisor supports financial advisors by preparing client reports, conducting research, and assisting with financial planning tasks. They often handle administrative duties, communicate with clients, and use financial software to help develop investment strategies. This role typically requires strong communication skills and basic knowledge of financial products and regulations.

What is the average salary for an Associate Advisor?

The average salary for an Associate Advisor in the United States typically ranges from $50,000 to $75,000 per year, depending on experience, location, and the size of the financial firm. Entry-level positions may start at a lower range, while those with a few years of experience or in high-cost-of-living areas can expect to earn more. Compensation packages may also include bonuses, commissions, or benefits, which can further increase total earnings.
More about Associate Advisor Salary jobs
What cities are hiring for Associate Advisor Salary jobs? Cities with the most Associate Advisor Salary job openings:
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Associate Advisor Salary jobs near you
Infographic showing various Associate Advisor Salary job openings in the United States as of June 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Associate Advisor

WealthCrossing

Richmond, VA • On-site

$75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Title: Associate Advisor
Why work for our firm?
WealthCrossing is a wealth management firm that takes pride in fostering a collaborative, client centered environment. Our team is made up of passionate professionals who are dedicated to simplifying our clients' financial lives and helping them move confidently toward their goals.
Our culture is built on teamwork, accountability, commitment, mutual respect, and excellence in client service. We provide training, mentorship, and continuous learning opportunities to help our team members grow, contribute, and thrive in their careers.
WealthCrossing was named one of Financial Planning's Best RIAs to Work For in 2025, a recognition that reflects the team, culture, and development environment we are intentionally building.
Job Summary
The Associate Advisor is a full time position that provides technical and relationship management support to the Advisors. This role is designed for individuals who already have experience with financial planning fundamentals and are continuing to refine their technical expertise while developing stronger client relationship and presentation skills. Responsibilities include data gathering and analysis, financial and cash flow modeling, scenario building, presentation creation, responding to client questions and requests, and participating in client meetings.
Working closely with the firm's Advisors, the Associate Advisor will continue to deepen their knowledge of comprehensive financial planning, tax planning, investments, and wealth management strategies. This role also focuses on developing confidence in leading portions of client meetings, communicating planning recommendations, identifying planning opportunities, and building long term client relationships.
Duties and Responsibilities
The Associate Advisor will focus on the following areas:
  • Data Management and Client Coordination: Gather, organize, and maintain client data while proactively identifying missing information, planning opportunities, and follow up items. Communicate directly with clients regarding data requests and basic planning needs.
  • Financial Planning and Analysis: Prepare detailed client financial plans, including cash flow, retirement, tax, and scenario analysis with minimal supervision. Review planning outputs for accuracy and identify key planning observations and recommendations for discussion with Advisors.
  • Deliverable Preparation and Planning Support: Prepare and review client deliverables such as tax projections, performance reports, education funding analysis, Social Security analysis, charitable planning strategies, and other financial planning schedules while developing a deeper understanding of their impact on client recommendations.
  • Client Meeting Preparation and Participation: Prepare client meeting agendas, presentations, and deliverables for Advisor review. Participate in client meetings, present portions of planning discussions, document action items, and assist in follow up communication and implementation.
  • Relationship Management Development: Begin developing ongoing client relationship management skills through direct interaction with clients, responsiveness to client requests, and proactive communication alongside Advisors.
  • New Client Onboarding and Investment Integration: Collaborate with Advisors and Operations to ensure seamless onboarding of new client relationships, including transfer of securities, basis reconciliation, account setup, and initial investment implementation according to customized portfolio strategies.

Qualifications
The ideal candidate for the Associate Advisor position will have the following qualifications:
  • Bachelor's Degree from an accredited college or university (Accounting or Finance majors preferred).
  • CPA or CFP® candidate or interest in pursuing CFP® designation.
  • 2+ years of experience working with clients in a comprehensive financial planning environment; RIA experience preferred.
  • Foundational understanding of financial planning concepts, including cash flow planning, retirement planning, tax planning, investments, and estate planning.
  • Ability to prepare and interpret financial planning analysis with increasing independence and accuracy.
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook, along with financial planning and CRM software.
  • Detail-oriented, organized, and able to managed multiple priorities and deadlines effectively.
  • Strong written and verbal communication skills and ability to interact professionally with clients.
  • Self-starter who takes initiative and demonstrates strong problem solving skills.
  • Team player, collaborative, and able to work effectively with others.
  • Desire and ability to work successfully in a collaborative, fast paced small company environment.

What we Offer
  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health, dental, vision, and 401(k) plans.
  • Generous PTO and paid holidays.
  • Professional development opportunities, including continuing education and industry certifications.
  • A supportive and collaborative work environment that values teamwork and client-focused service.

Location
Our office is located downtown Richmond:
1001 Haxall Point, Suite 705, Richmond, VA, 23219
If you are a thoughtful, growth minded professional who enjoys learning, supporting others, and being part of a collaborative team, we encourage you to apply to join WealthCrossing. Together, we help clients make confident financial decisions by delivering excellent service and building meaningful, long-term relationships.

Apply