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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:
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 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.
Associate Advisor - BMO Bank

Associate Advisor - BMO Bank

LPL Financial

Sarasota, FL

Full-time

Posted 22 days ago

LPL Financial rating

7.6

Company rating: 7.6 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

106th of 138 rated financial services

Job description

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Sarasota, FL would allow you to join the Investment Program at BMO Bank as an Associate Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions. This position will offer:

  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank's client base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the bank's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with BMO Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Bank.

Tracking # 1-05026674


Pay Range:80,000-120,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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