The Role We are looking for an Associate Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving ...
The Role We are looking for an Associate Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving ...
Wealth Planning Associate
Dallas, TX · Hybrid
The Opportunity As a Wealth Planning Associate with RBC Wealth Management, you will join a ... You will support Financial Advisors and client teams in delivering holistic, goals-based wealth ...
Wealth Planning Associate
Dallas, TX · Hybrid
The Opportunity As a Wealth Planning Associate with RBC Wealth Management, you will join a ... You will support Financial Advisors and client teams in delivering holistic, goals-based wealth ...
Wealth Planning Associate
Dallas, TX · On-site
The Opportunity As a Wealth Planning Associate with RBC Wealth Management, you will join a ... You will support Financial Advisors and client teams in delivering holistic, goals-based wealth ...
Wealth Planning Associate
Dallas, TX · On-site
The Opportunity As a Wealth Planning Associate with RBC Wealth Management, you will join a ... You will support Financial Advisors and client teams in delivering holistic, goals-based wealth ...
Advisor Service Associate
Dallas, TX · On-site
$15.50 - $20.75/hr
Hilltop Securities is currently seeking an Advisor Service Associate to support its Momentum Independent Network (MIN) team with daily administrative tasks and special projects. Hilltop Securities ...
Advisor Service Associate
Dallas, TX · On-site
$15.50 - $20.75/hr
Hilltop Securities is currently seeking an Advisor Service Associate to support its Momentum Independent Network (MIN) team with daily administrative tasks and special projects. Hilltop Securities ...
Advisor Service Associate
Dallas, TX · On-site
$15.50 - $20.75/hr
Hilltop Securities is currently seeking an Advisor Service Associate to support its Momentum Independent Network (MIN) team with daily administrative tasks and special projects. Hilltop Securities ...
Advisor Service Associate
Dallas, TX · On-site
$15.50 - $20.75/hr
Hilltop Securities is currently seeking an Advisor Service Associate to support its Momentum Independent Network (MIN) team with daily administrative tasks and special projects. Hilltop Securities ...
HR Advisor
Richardson, TX · On-site
Role Overview The Associate Relations Advisor serves as a trusted advisor to managers and leaders, providing consultation and guidance on employee relations matters, including performance management ...
HR Advisor
Richardson, TX · On-site
Role Overview The Associate Relations Advisor serves as a trusted advisor to managers and leaders, providing consultation and guidance on employee relations matters, including performance management ...
HR Advisor
Richardson, TX · On-site
Role Overview The Associate Relations Advisor serves as a trusted advisor to managers and leaders, providing consultation and guidance on employee relations matters, including performance management ...
HR Advisor
Richardson, TX · On-site
Role Overview The Associate Relations Advisor serves as a trusted advisor to managers and leaders, providing consultation and guidance on employee relations matters, including performance management ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... Essential Duties and Responsibilities Support Advisors of a growing book of business, requiring the ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... Essential Duties and Responsibilities Support Advisors of a growing book of business, requiring the ...
Admissions Advisor ACC
Richardson, TX · On-site
$17.25 - $23.25/hr
Job Posting Title Admissions Advisor ACC Choose To Make A Difference As an Admissions Advisor for a ... Our associates are united behind that purpose and share a deep commitment to our values of teamwork ...
Admissions Advisor ACC
Richardson, TX · On-site
$17.25 - $23.25/hr
Job Posting Title Admissions Advisor ACC Choose To Make A Difference As an Admissions Advisor for a ... Our associates are united behind that purpose and share a deep commitment to our values of teamwork ...
Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring ... Associate's degree required • Previous experience in financial services a plus
Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring ... Associate's degree required • Previous experience in financial services a plus
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... Support Advisors of a growing book of business, requiring the handling of all administrative ...
Quick apply
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... Support Advisors of a growing book of business, requiring the handling of all administrative ...
Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring ... Associate's degree required • Previous experience in financial services a plus
Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring ... Associate's degree required • Previous experience in financial services a plus
Financial Advisor
Flower Mound, TX · On-site
We expect our associates at all levels to: * Grow professionally and inspire others to do the same ... Our advisers take ownership -- of their results, their client relationships, and their professional ...
Quick apply
Financial Advisor
Flower Mound, TX · On-site
We expect our associates at all levels to: * Grow professionally and inspire others to do the same ... Our advisers take ownership -- of their results, their client relationships, and their professional ...
Financial Advisor
Flower Mound, TX · On-site
We expect our associates at all levels to: * Grow professionally and inspire others to do the same ... Our advisers take ownership -- of their results, their client relationships, and their professional ...
Quick apply
Financial Advisor
Flower Mound, TX · On-site
We expect our associates at all levels to: * Grow professionally and inspire others to do the same ... Our advisers take ownership -- of their results, their client relationships, and their professional ...
We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding ...
We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding ...
Personal Risk Advisor
Dallas, TX · On-site
The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating ... We invest heavily in our associates, and we take pride in celebrating their growth and success ...
Personal Risk Advisor
Dallas, TX · On-site
The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating ... We invest heavily in our associates, and we take pride in celebrating their growth and success ...
Admissions Advisor ACC
Richardson, TX · On-site
$17.25 - $23.25/hr
Job Posting TitleAdmissions Advisor ACCChoose To Make A Difference As anAdmissionsAdvisorfor a ... Our associates are united behind that purpose and share a deep commitment to our values of teamwork ...
Admissions Advisor ACC
Richardson, TX · On-site
$17.25 - $23.25/hr
Job Posting TitleAdmissions Advisor ACCChoose To Make A Difference As anAdmissionsAdvisorfor a ... Our associates are united behind that purpose and share a deep commitment to our values of teamwork ...
Service Advisor
Mckinney, TX · On-site
$75K - $90K/yr
The Service Advisor's primary responsibility and accountability is to provide an exceptional and ... We are looking for a reliable and detail-oriented Parts Associate to join our team and support ...
Quick apply
Service Advisor
Mckinney, TX · On-site
$75K - $90K/yr
The Service Advisor's primary responsibility and accountability is to provide an exceptional and ... We are looking for a reliable and detail-oriented Parts Associate to join our team and support ...
Wealth Advisor
Frisco, TX · On-site
$80K - $95K/yr
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Wealth Advisor
Frisco, TX · On-site
$80K - $95K/yr
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Financial Planning Advisor-Lexington, KY
$84K - $110K/yr
Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Financial Planning Advisor-Lexington, KY
$84K - $110K/yr
Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Associate Advisor information
See Allen, TX salary details
$11.18 - $14.01
6% of jobs
$14.01 - $16.83
15% of jobs
$17.42 is the 25th percentile. Wages below this are outliers.
$16.83 - $19.66
19% of jobs
The median wage is $21.45 / hr.
$19.66 - $22.48
16% of jobs
$22.48 - $25.31
15% of jobs
$26.51 is the 75th percentile. Wages above this are outliers.
$25.31 - $28.13
11% of jobs
$28.13 - $30.96
7% of jobs
$30.96 - $33.78
5% of jobs
$33.78 - $36.61
2% of jobs
$36.61 - $39.44
2% of jobs
$39.44 - $42.26
2% of jobs
$11
$24
$42
How much do associate advisor jobs pay per hour?
What is the difference between Associate Advisor vs Financial Advisor?
| Aspect | Associate Advisor | Financial Advisor |
|---|---|---|
| Required Credentials | Typically a bachelor's degree; may need licenses like Series 7 or 66 | Same as Associate Advisor, often with additional certifications like CFP |
| Work Environment | Support role within financial firms, assisting senior advisors | Client-facing role providing personalized financial planning |
| Employer & Industry Usage | Used in financial services firms, banks, and advisory firms | Used across similar firms, often with more client responsibility |
| Search & Comparison Intent | Commonly compared for entry-level roles or career progression | Viewed 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?
What is an associate advisor?
What are the key skills and qualifications needed to thrive as an associate advisor?

Full-time
Medical, Dental, Vision, Retirement
Posted 29 days ago
Job description
Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
The Role
We are looking for an Associate Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, a proactive learner who performs at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Senior Wealth Advisor.
You have strong professional communication and interpersonal skills. You can motivate yourself to manage a variety of tasks and solve problems with little oversight. You will have experience and attributes in the following areas:
- Strong organizational skills and follow-through to monitor progress
- Introductory understanding of financial planning concepts, advisory operations, and client paperwork
- Education or work experience in the wealth management field
What You'll Do
- Onboard new clients
- Help with preparation for and follow-up from client reviews
- Respond to client service requests
- Prepare investment proposals
- Support multiple roles across the practice – advisory, financial planning, operations, and relationship management – through a variety of tasks
- Follow and have knowledge of regulatory requirements
What You'll Bring
- 3 or more years of experience in investment management business
- CFP® certification or on track to obtain certification
- Securities representative licenses, Series 65 or 66
- Introductory knowledge of different financial planning and investment concepts
- Demonstrated analytical and problem-solving skills
- Able to handle multiple undertakings at once, ranging from analytical to relational tasks
- Team-oriented to support a growing advisory practice
- Experience with eMoney, Salesforce, and Tamarac a plus
What We Offer
- Coverage on the first day of employment for Medical, Dental, and Vision insurance
- Paid parental leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
- 401k Matching plan
- HSA Employer contributions
- Student loan assistance
- Pet insurance
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.