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Associate Advisor Jobs in Philadelphia, PA (NOW HIRING)

C&N

Associate Wealth Advisor

Doylestown, PA · On-site

At C&N, we're seeking an Associate Wealth Advisor to support our Wealth Advisors while developing the knowledge, experience, and licensure needed to become a trusted financial advisor. In this role ...

C&N

Associate Wealth Advisor

Doylestown, PA · On-site

At C&N, we're seeking an Associate Wealth Advisor to support our Wealth Advisors while developing the knowledge, experience, and licensure needed to become a trusted financial advisor. In this role ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Philadelphia, PA

Associate Advisor information

See Philadelphia, PA salary details

$12

$26

$45

How much do associate advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate advisor in Philadelphia, PA is $26.17, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $30.10 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 Philadelphia, PA? The most popular types of Advisor jobs in Philadelphia, PA are:
What are popular job titles related to Associate Advisor jobs in Philadelphia, PA? For Associate Advisor jobs in Philadelphia, PA, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Philadelphia, PA look for? The top searched job categories for Associate Advisor jobs in Philadelphia, PA are:
What cities near Philadelphia, PA are hiring for Associate Advisor jobs? Cities near Philadelphia, PA with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 29% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,432 per year, or $26.2 per hour.

Associate, Advisor Success

Great Valley Advisor Group

Berwyn, PA • On-site

Full-time

Posted 21 days ago

Job description

Summary:

The Advisor Success Associate serves as a trusted resource for financial advisors by providing outstanding service, operational support, and guidance on GVA's products, services, and processes. This role helps advisors navigate day-to-day business needs, resolve issues efficiently, and maximize the value of GVA's platform.


Essential Job Functions

•    Serve as a primary point of contact for advisors and their staff. 
•    Respond to advisor inquiries regarding operations, technology, products, and firm resources. 
•    Build strong relationships through proactive communication and exceptional service. 
•    Coordinate with internal departments to resolve advisor issues. 
•    Assist advisors with onboarding, transitions, and business growth initiatives. 
•    Educate advisors on available tools, technology, and support resources. 
•    Track advisor requests to ensure timely follow-up and resolution. 
•    Identify opportunities to improve the advisor experience and operational efficiency. 
•    Assist with advisor meetings, webinars, and training events. 
•    Maintain accurate records and documentation within CRM systems. 
•    Participate in special projects and continuous improvement initiatives.


Qualifications, Experience, and Education

•    Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field preferred, or equivalent combination of education and experience.
•    2+ years of experience in financial services, client service, relationship management, or a advisor support.