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Associate Advisor Salary Jobs (NOW HIRING)

NFP

Senior Associate, Advisor

San Rafael, CA · On-site

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors ... The base salary range for this position is $85,000 to $110,000. The base salary offered will be ...

NFP

Senior Associate, Advisor

San Rafael, CA · On-site

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors ... The base salary range for this position is $85,000 to $110,000. The base salary offered will be ...

NFP

Senior Associate, Advisor

San Francisco, CA · On-site

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors ... The base salary range for this position is $85,000 to $110,000. The base salary offered will be ...

Stratos Wealth Partners

Associate Advisor

Scottsdale, AZ · On-site

$70K - $75K/yr

Work with the Lead Advisor to deliver impactful client meetings. This will entail preparation for ... Competitive salary and potential growth bonus structure offered * Minimum of two years related ...

Vaco LLC

M&A Associate Advisor

Greenville, SC

The M&A Associate Advisor serves as a key financial and transactional partner within the firm ... With that said, as required by local law in geographies that require salary range disclosure, Vaco ...

Choreo

Associate Advisor, Wealth Management

Peoria, IL · On-site

Our Peoria, IL office is seeking an Associate to assist clients, wealth advisors, and other team ... Competitive salary and bonus plan * Competitive medical, dental, and vision plans * Basic life and ...

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Associate Advisor Salary information

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How much do associate advisor salary jobs pay per hour?

As of May 29, 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 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 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 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.

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.

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:
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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 May 2026, with employment types broken down into 79% Full Time, 19% Part Time, 1% Temporary, and 1% Contract. Highlights an 67% Physical, 20% Hybrid, and 13% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Senior Associate, Advisor

Senior Associate, Advisor

National Financial Partners

San Francisco, CA • On-site

Full-time

Retirement, PTO

Posted 9 days ago

Job 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 servicesempowering 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 firstour 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:
We are seeking an experienced Senior Advisor Associate. This position will be involved in all aspects of wealth management for clients of the firm. The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors, to help provide the highest levels of service to the firm's clients.
Job Responsibilities:
  • Create and execute investment plans, RMD (Required Minimum Distributions) calculations and distributions, tax loss harvesting coordination, etc.
  • Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of clients
  • Handle all client matters in a timely and efficient manner
  • Provide administrative support to team members including the preparation of correspondence, meeting materials, files, presentations and literature as directed
  • Create and supply data for reports at the direction of the advisors and directors
  • Develop working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
  • Research client issues as directed and present data
  • Be a positive team player who works effectively within an entrepreneurial environment
  • Actively service client accounts by processing paperwork for accounts, track and monitor account/asset transfers, and process transaction requests as directed

Requirements:
  • 3-6 years of relevant experience
  • Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
  • Completed or willing to pursue CFP®
  • Series 65 or able to successfully complete within 90 days of employment
  • 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

Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
  • Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
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:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $85,000 to $110,000. 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 is an inclusive Equal Employment Opportunity employer.

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