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Associate Advisor Salary Jobs in Rockingham, NC (NOW HIRING)

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Associate Advisor Salary information

See Rockingham, NC salary details

$10

$21

$38

How much do associate advisor salary jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for associate advisor salary in Rockingham, NC is $21.83, according to ZipRecruiter salary data. Most workers in this role earn between $15.58 and $25.10 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.

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.

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 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.
Wealth Management Associate - Retirement Benefits Group - Eastern NC (2409)

Wealth Management Associate - Retirement Benefits Group - Eastern NC (2409)

Equitable Advisors

Pinehurst, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 17 days ago


Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz


Job description

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
  • Client Engagement: Cultivate and expand your network within established markets
  • Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
  • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time
  • Location: Working outside the office in local schools and municipalities

Qualifications
Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits
  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859