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Associate Advisor Salary Jobs (NOW HIRING)

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 ...

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 ...

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Associate Advisor Salary information

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$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.
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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 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.

Service Advisor | Sindrich & Associates

Kestra Financial Independent Advisor

Denver, CO

Full-time

Medical, Retirement, PTO

Posted 8 days ago

Job description

The Service Advisor supports the delivery of comprehensive financial planning and wealth management services to existing clients while developing toward future Lead Advisor responsibilities. This role partners closely with Lead Advisors to strengthen client relationships, deliver planning recommendations, coordinate implementation, and provide an exceptional client experience.

Key Responsibilities

Client Service & Planning

  • Serve as a secondary advisor for client relationships.
  • Participate in client meetings and present planning recommendations.
  • Coordinate implementation of financial planning strategies.
  • Maintain regular communication with clients and professional partners.
  • Identify planning opportunities and potential risks.

Financial & Investment Planning

  • Analyze retirement, tax, estate, insurance, and business-owner planning strategies.
  • Assist with investment implementation and portfolio reviews.
  • Maintain planning data, meeting notes, workflows, and follow-up actions.

Growth & Development

  • Deepen existing client relationships and support referral opportunities.
  • Participate in firm events, client education initiatives, and business development activities.
  • Pursue ongoing professional education and technical expertise.

Qualifications

Required

  • Bachelor's degree or equivalent experience.
  • 3+ years in financial services.
  • 1+ year in a client-facing advisory role.
  • Strong communication, relationship management, and analytical skills.
  • Proficient in Microsoft office

Preferred

  • CFP, CPA, CFA, or Series 66.
  • Experience with high-net-worth clients and business owners.
  • Very proficient with Microsoft Excel (core to desk)
  • Proficient in use of AI and AI tools

What Success Looks Like

  • High client satisfaction and retention.
  • Consistent implementation of planning recommendations.
  • Strong client relationships and proactive service.
  • Increasing responsibility for client management.
  • Progression toward Lead Advisor responsibilities.
  • Alleviating capacity constraints for Lead Advisors by taking tasks off their desk

Career Path

Associate Advisor Service Advisor Lead Advisor Senior Advisor / Partner

This role is designed for professionals seeking long-term growth as a financial advisor and becoming a future leader within the firm.

Benefits

Compensation & Benefits

Competitive Salary + Incentive Compensation
This exempt position offers a competitive base salary along with a performance-based bonus program that rewards both individual contributions and overall firm profitability.

Health Insurance & HSA Support
  • Eligible on the 1st day of the month following 30 days of employment.
  • Monthly employer subsidy toward health insurance premiums.
  • Any unused portion of the subsidy may be deposited into a Health Savings Account (HSA) for your future healthcare expenses.
Long-Term Disability Coverage
  • 100% employer-paid Long-Term Disability (LTD) insurance.
  • Eligible on the 1st day of the month following 90 days of employment.
  • Provides a 60% income replacement benefit after a 180-day waiting period in the event of a qualifying disability.
401(k) & Profit Sharing
  • Eligible after completing 6 months of employment and 1,000 hours of service.
  • Choice of Traditional (pre-tax) or Roth (after-tax) 401(k) contributions.
  • Employer-funded 3% Qualified Non-Elective Contribution (QNEC) upon eligibility.
  • Opportunity to participate in the firm's discretionary annual profit-sharing program.
Paid Time Off & Holidays
  • 10 days of Paid Time Off (PTO) annually (prorated during the year of hire).
  • Additional PTO accrual based on years of service.
  • 48 hours of paid sick leave annually.
  • 9+ paid holidays each year.
Work Environment
  • Regular office hours: 8:00 a.m. to 4:30 p.m.
  • While extended hours, occasional weekends, and travel are generally limited, they may be required to support client and business needs.

At Sindrich & Associates, we are committed to supporting our team with competitive compensation, meaningful benefits, retirement planning opportunities, and a collaborative work environment focused on long-term growth and success.

Apply