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Associate Advisor Jobs in New York (NOW HIRING)

NFP Corp

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors ...

NFP Corp

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors ...

NFP Corp

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors ...

Aon

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors ...

Brighton Jones

Advisor - Morristown

Morristown, NJ

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

Brighton Jones

Advisor - Morristown

Morristown, NJ · On-site

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

Brighton Jones

Advisor - Morristown

Morristown, NJ · On-site

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

Farther

Senior Talent Partner (Advisor Practice)

New York, NY · On-site +1

$149K - $149K/yr

Associate Advisors, Advisor Support Staff, and proactive roles supporting the RIA. You'll work directly with Advisor Principals & Team Leads to understand their business, translate hiring needs into ...

Ci

Associate Wealth Advisor

Garden City, NY

$97K - $127K/yr

Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth Advisors will prepare wealth plans and financial updates including ...

Bessemer Trust Inc.

Associate Client Advisor

Manhattan, NY · On-site

$80K - $100K/yr

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in New York

Associate Advisor information

See New York salary details

$13

$28

$49

How much do associate advisor jobs pay per hour?

As of Aug 4, 2026, the average hourly pay for associate advisor in New York is $28.37, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $32.60 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in New York? The most popular types of Advisor jobs in New York are:
What are popular job titles related to Associate Advisor jobs in New York? For Associate Advisor jobs in New York, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in New York look for? The top searched job categories for Associate Advisor jobs in New York are:
What cities in New York are hiring for Associate Advisor jobs? Cities in New York with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in New York as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $59,014 per year, or $28.4 per hour.

Associate, Advisor

NFP Corp

Melville, NY • On-site

$53K - $85K/yr

Full-time

Medical, Retirement, PTO

Re-posted 19 days ago

Job description

Posting 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 services-empowering 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 first-our 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: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.
Responsibilities:
  • Provide support to Advisors in all areas of financial planning.
  • Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
  • Create proposals for prospective clients.
  • Create and/or update financial plans for clients.
  • Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
  • Attend client meetings and manage/complete all meeting follow-up activities.
  • Liaise with client's attorneys and accountants as needed.
  • Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed
  • Assist with client data consolidation and maintenance as needed.
  • Assist with special projects as required.

Qualifications:
  • 0-4 years of relevant experience.
  • Completed or pursuing CFP®, CFA or JD.
  • Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
  • 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
  • Series 65 - or able to successfully complete within 90 days of employment.

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:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $53,500 - $85,600. 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 and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
#Wealthspire
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