ZipRecruiter

Log In

1

Associate Advisor Salary Jobs (NOW HIRING)

NFP Corp

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... The base salary range for this position is $53,500 - $85,600. The base salary offered will be ...

NFP Corp

Associate, Advisor

Reston, VA · On-site

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match ...

NFP Corp

Associate, Advisor

Reston, VA · On-site

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match ...

NFP Corp

Associate, Advisor

Reston, VA · On-site

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match ...

LPL Financial

Associate Advisor - BMO Bank

Sarasota, FL · On-site

Associate Financial Advisor LPL Financial partners with banks to offer a complete menu of financial ... Pay Range: 80,000 - 120,000 The salary range is dependent on a number of factors, including the ...

LPL Financial

Associate Advisor - BMO Bank

Sarasota, FL · On-site

Associate Financial Advisor LPL Financial partners with banks to offer a complete menu of financial ... Pay Range: 80,000 - 120,000 The salary range is dependent on a number of factors, including the ...

LPL Financial

Associate Advisor - BMO Bank

Tucson, AZ · On-site

... as an Associate Financial Advisor associated with LPL Financial. Under this model Financial ... The salary range is dependent on a number of factors, including the applicant's skill, experience ...

previous pagenext page

Showing results 21-40

All JobsAssociate Advisor Salary Jobs

Associate Advisor Salary information

See salary details

$12

$25

$45

How much do associate advisor salary jobs pay per hour?

As of Aug 11, 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.

What is an associate advisor?

An associate advisor is an entry-level financial professional who assists senior advisors in managing client portfolios, providing financial planning, and conducting research. They typically hold relevant certifications such as the Series 7 or Series 65 and develop skills in financial analysis, client communication, and investment strategies.

What are the key skills and qualifications needed to thrive as an associate advisor?

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 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 relevant certifications or training in finance or related fields.

Do associate advisors make good money?

Associate advisors typically earn a salary that is competitive within the financial services industry, with pay often ranging from $40,000 to $70,000 annually depending on experience, location, and employer. They may also receive bonuses or commissions based on performance and client acquisition, which can increase total compensation. Entry-level positions usually start at the lower end of the salary range, while experienced associates can earn more with additional certifications or skills.

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:
What are the most commonly searched types of Advisor Salary jobs? The most popular types of Advisor Salary jobs are:
What states have the most Associate Advisor Salary jobs? States with the most job openings for Associate Advisor Salary jobs include:
What job categories do people searching Associate Advisor Salary jobs look for? The top searched job categories for Associate Advisor Salary jobs are:
Associate Advisor Salary jobs near you
Infographic showing various Associate Advisor Salary job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Associate, Advisor

NFP Corp

Melville, NY • On-site

$53K - $85K/yr

Full-time

Medical, Retirement, PTO

Re-posted 27 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.
Responsibilities:
  • Provide support to Advisors in all areas of financial planning.
  • Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
  • Create proposals for prospective clients.
  • Create and/or update financial plans for clients.
  • Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
  • Attend client meetings and manage/complete all meeting follow-up activities.
  • Liaise with client's attorneys and accountants as needed.
  • Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed
  • Assist with client data consolidation and maintenance as needed.
  • Assist with special projects as required.

Qualifications:
  • 0-4 years of relevant experience.
  • Completed or pursuing CFP®, CFA or JD.
  • Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
  • Continuously exhibits personal integrity and professional initiative.
  • Reliable, follows through on commitments, self-starter when it comes to new challenges.
  • Must be organized, detail-oriented and able to manage and prioritize tasks.
  • Demonstrates a commitment to accuracy by delivering high quality work.
  • Excellent written and verbal communication.
  • Collaborative and able to work effectively with others
  • Series 65 - or able to successfully complete within 90 days of employment.

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $53,500 - $85,600. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
#Wealthspire

Apply