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Associate Advisor Salary Jobs (NOW HIRING)

Vertis Wealth

Associate Advisor/Account Manager

Detroit, MI · On-site

$55K - $70K/yr

Ability to communicate impactfully with clients, advisors, and staff * Significant familiarity with ... Salary & Benefits: Rewarding Your Excellence * Salary: $55,000-$70,000 (Based on Experience and ...

Vertis Wealth

Associate Advisor/Account Manager

Chicago, IL · On-site

$55K - $70K/yr

Ability to communicate impactfully with clients, advisors, and staff * Significant familiarity with ... Salary & Benefits: Rewarding Your Excellence * Salary: $55,000-$70,000 (Based on Experience and ...

LPL Financial

Associate Advisor - M&T Bank

Buffalo, NY · On-site

... as an Associate Financial Advisor associated with LPL Financial. Under this model Financial ... Tracking # 1-05026674 Pay Range:70,000-73,000 The salary range is dependent on a number of factors ...

Cetera

Associate Financial Professional

Saint Cloud, MN · On-site

$55K/yr

The Advisor is responsible for working with customers to help determine the best way to serve the ... Base annual salary depends on a wide array of factors, including but not limited to skill set ...

Vertis Wealth

Associate Advisor/Account Manager

Chicago, IL · On-site

$55K - $70K/yr

Ability to communicate impactfully with clients, advisors, and staff * Significant familiarity with ... Salary & Benefits: Rewarding Your Excellence * Salary: $55,000-$70,000 (Based on Experience and ...

Vertis Wealth

Associate Advisor/Account Manager

Detroit, MI · On-site

$55K - $70K/yr

Ability to communicate impactfully with clients, advisors, and staff * Significant familiarity with ... Salary & Benefits: Rewarding Your Excellence * Salary: $55,000-$70,000 (Based on Experience and ...

RIA Recruiting

Associate Financial Advisor

Los Gatos, CA · On-site +1

$120K - $150K/yr

We are seeking an experienced, highly ethical, intellectually curious Associate Advisor who can ... Starting salary of $120,000 - $150,000 based on experience and credentials * 401(k) after 1 year

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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 1, 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.

Central Associate Advisor

B.O.S.S. Retirement Solutions

Lehi, UT • On-site

$70K/yr

Other

Medical, Life, Retirement

Posted yesterday

New

Job description

Job Description:

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability. 

The Central Advisor is part of a centralized team that directly manages a defined portfolio of clients. Interactions will largely be remote through telephone and electronic communications for sales and servicing. Travel between 7 office locations along the Wasatch Front will also be required for some in-person meetings. This position conducts annual reviews, proactively follows through with sales opportunities while providing superior client service. Licenses for both Series 65 and Life & Health are mandatory to complete the duties of the role.

 Duties include, but are not limited to:

·     Conduct regular client annual reviews

·     Execute client service and transaction requests with efficiency and exactness

·     Achieve set production levels through identifying and onboarding off-held assets with clients

·     Continually improve the clients’ retirement plans utilizing The B.O.S.S. Retirement Blueprint

·     Ensuring all aspects of client retirement plans are executed

·     Growing the portfolio of clients through asking for and meeting with referrals


Critical Competencies

·     Federal taxes relating to Roth Conversions

·     Social Security

·     Annuities

·     Securities and portfolio management

·     Excellent customer service

·     Proficient in Microsoft Office

·     Have an understanding of Mac IOS

·     Experience with CRM preferred, not required

·     Excellent written and verbal communication skills


 Minimum Qualifications:

·     Bachelor’s degree preferred

·     2 + years of financial services experience with an emphasis in customer service

·     Utah Life and Health Licensed required

·     Series 65 required (or equivalent)

*This position starts at a base salary of $70,000/year with commissions.

 

Equal Opportunity Employer M/F/D/V

 

 


 

 

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