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Associate Advisor Jobs in New York (NOW HIRING)

Simon Quick Advisors

Associate

New York, NY · On-site

Simon Quick Advisors Position: Associate Location: New York, NY (hybrid) Compensation: Starting at 80,000 (based on experience), plus bonus and benefits _____ Company Description Simon Quick Advisors ...

Grant Associates

Career Advisor

Queens, NY · On-site

$24.04 - $26.04/hr

Career Advisor Who We Are Our employees consistently rate Grant Associates as a great place to work, and often recommend open positions to friends. We are a culturally diverse company with ...

TIAA

Advisor Consultant

New York, NY · On-site

The Advisor Consultant will manage a defined territory (set by geography and/or Advisor ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Advisor Consultant

New York, NY · On-site

The Advisor Consultant will manage a defined territory (set by geography and/or Advisor ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Showing results 21-40

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 12, 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 August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $59,014 per year, or $28.4 per hour.

ASSOCIATE FINANCIAL ADVISOR

Ameriprise Financial

Florham Park, NJ • On-site

$60K/yr

Full-time

Dental, Vision, Retirement

Posted 13 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Springbrook Wealth Advisors.
ABOUT THE ROLE
We are looking for a motivated and client-focused person to join our advisory team. As a Associate Financial Advisor, you will work closely with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base. You will play an active role in client relationships, portfolio analysis, and financial plan development while building toward a path to full advisory responsibilities.
KEY RESPONSIBILITIES
Client Experience & Advice:
  • Follow the Springbrook Wealth Advisor service model to support client retention and growth
  • Serve as primary point of contact for assigned clients, handling inquiries and service requests
  • Prepare for and lead client review meetings, including materials and follow-up
  • Proactively identify opportunities to deepen relationships and address new planning needs
  • Onboard new clients: account opening, data gathering, and risk profiling
  • Manage client administrative needs, including estate settlements
  • Participate in client events and networking to help grow the practice
  • Coordinate with clients' accountants and lawyers for comprehensive advice
  • Build financial plans covering retirement, investment, tax, insurance, and estate planning
  • Analyze portfolios and recommend investments aligned with client goals and risk tolerance
  • Model financial scenarios and present findings to clients and lead advisors
  • Monitor client portfolios and flag issues needing attention
  • Review insurance needs and recommend coverage for life, disability, and long-term care
  • Recommend annuity options as needed

Operations:
  • Document all client interactions, transactions, and recommendations per firm policy and regulations
  • Maintain accurate client records in CRM and portfolio management systems
  • Support compliance reviews, audits, and reporting
  • Stay current on regulatory changes affecting advisory services
  • Attend and actively participate in team meetings

QUALIFICATIONS:
Required:
  • Goal driven, growth mindset a must
  • Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire)
  • Bachelor's degree in Finance or a related field
  • 1 or more years of experience in financial planning, asset management, or a related role
  • Proficiency with financial planning software (MoneyGuidePro) and CRM platforms (salesforce)
  • Strong analytical, written, and verbal communication skills
  • High degree of integrity and commitment to fiduciary standards

COMPENSATION & BENEFITS:
  • Competitive base salary commensurate with experience: starting at $60,000
  • Performance-based bonus tied to client satisfaction and business development goals
  • Flex savings, dental, and vision insurance
  • 401(k) with employer match
  • Paid support for continuing education, professional development, and licensure renewal

Base Pay Salary
The salary range will be starting $60,000/ year
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

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Benefits

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Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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