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Associate Advisor Salary Jobs (NOW HIRING)

The Well

Associate Wealth Advisor

Dayton, OH · On-site

$55K/yr

Base Salary * Starting base: $40,000/year, paid on the 15th and 30th of each month * Upon obtaining ... Associate Advisor-in-Training Role * Participation in the team BIP based on new assets gathered ...

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 ...

LPL Financial

Associate Advisor - BMO Bank

Sarasota, FL · On-site

... as an Associate Financial Advisor associated with LPL Financial. Under this model Financial ... Tracking # 1-05026674 Pay Range:80,000-120,000 The salary range is dependent on a number of factors ...

LPL Financial

Associate Advisor - BMO Bank

Tucson, AZ · On-site

... as an Associate Financial Advisor associated with LPL Financial. Under this model Financial ... Tracking # 1-05026674 Pay Range:100,000-140,000 The salary range is dependent on a number of ...

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 ...

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Associate Advisor Salary information

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How much do associate advisor salary jobs pay per hour?

As of Sep 2, 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 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 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 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 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 such as the Series 7 or Series 65.

What is an associate advisor?

An associate advisor is an entry-level or supporting financial advisor who assists clients with investment planning, financial strategies, and product recommendations. They often work under the supervision of a senior advisor and may hold certifications such as the Series 7 or Series 65 to provide financial advice. Strong communication skills and knowledge of financial tools are essential for this role.
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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 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Associate Wealth Advisor

The Well

Dayton, OH • On-site

$55K/yr

Other

Medical, Retirement, PTO

Posted 4 days ago

Job description

Associate Wealth Advisor – Independent Wealth Management Firm


Location: Dayton, Ohio (On-site)

Work Environment: Full-time | On-site



Our client is a growing independent wealth management firm in Dayton, Ohio—and we’re hiring an Associate Wealth Advisor to join their team.


They’re a relationship-first, veteran-founded RIA with a clear mission: help good people make great decisions so they can enjoy an amazing retirement. If you’ve got a foundation in financial services and you’re hungry to grow into a full advisory role, we want to talk.


Why This Role?

  • Structured path from Associate Advisor-in-Training to full Advisor—with clear milestones and comp tied to your progress
  • Work directly alongside experienced advisors and firm leadership in a collaborative, high-energy environment
  • Serve meaningful client relationships—this is a relationship-driven role, not a transactional one
  • Join a culture that closes the office at noon on Fridays and actually means it
  • Get in at a high-growth moment with a firm that is locally owned, independent, and built for the long haul


What You’ll Do

  • Serve as a lead advisor for existing client relationships, delivering exceptional service at every touchpoint
  • Conduct client progress reviews via in-person meetings, Zoom, and phone calls
  • Assist clients with retirement income planning and holistic financial strategies
  • Build trust and long-term relationships with both current and prospective clients
  • Participate in educational workshops, events, and lead generation opportunities
  • Connect with prospective clients through digital lead channels and referrals
  • Complete all meeting preparation and follow-up to ensure a seamless client experience
  • Maintain accurate, timely documentation within CRM systems
  • Collaborate across operations, client experience, and leadership teams
  • Participate in weekly pipeline and strategy meetings


What You Bring

  • Experience in financial services, advising, sales, or relationship management
  • Active Ohio Life & Health Insurance License required; Series 65 or 66 required
  • Strong relationship-building and communication skills—you can simplify complex concepts for clients
  • High emotional intelligence, professionalism, and a genuine passion for client service
  • Entrepreneurial mindset with strong personal accountability and detail orientation
  • Coachable, growth-minded, and quick on the uptake
  • Comfortable balancing structure with flexibility in a fast-paced environment
  • Bachelor’s degree preferred


Compensation

This role offers a transparent, milestone-based compensation structure designed to reward your growth:


Base Salary

  • Starting base: $40,000/year, paid on the 15th and 30th of each month
  • Upon obtaining your Ohio Life & Health, Series 7, and Series 66 licenses: base increases to $50,000/year
  • Upon earning your CFP designation: base increases to $55,000/year


Bonus Incentive Program (BIP) – While in Associate Advisor-in-Training Role

  • Participation in the team BIP based on new assets gathered each quarter
  • Divided among all non-advisor full-time team members; calculated after each quarter-end
  • Historically averages $5,000–$8,000 annually
  • Formula is open source and available for teammates to review


Advisor Bonus Compensation (ABC) – Upon Transition to Associate Advisor Role

  • $3,000 per $1 million in new assets placed (assets the firm earns revenue from)
  • Example: $10M in new assets in a year = $30,000 in additional compensation
  • Calculated shortly after each quarter and advanced to you
  • Investment-agnostic—you act in the best interest of the client


What We Offer

  • 401(k)/Roth 401(k) with company match
  • Health insurance with nearly 100% of premiums covered by the firm
  • Firm contributions to HSA
  • Generous PTO schedule
  • Short-term disability coverage
  • Monthly cell phone and gym reimbursement
  • Professional and personal development opportunities
  • Team lunches, events, and incentive trips
  • Friday office close at noon


Sound like you?


This isn’t a rigid corporate environment—it’s a place where talented people are trusted, supported, and empowered to grow. If you’re humble, hungry, emotionally intelligent, and ready to build something meaningful alongside a team that genuinely cares, let’s talk.

Apply