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Associate Advisor Jobs (NOW HIRING)

Shift HR

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor | Wealth Management A meaningful next step for an investment professional who wants to be closer to the client, the portfolio, and the decision-making. We are looking for an ...

Shift HR

Associate Advisor

Bluffton, SC · On-site

Associate Advisor | Wealth Management A meaningful next step for an investment professional who wants to be closer to the client, the portfolio, and the decision-making. We are looking for an ...

Dividend Assets Capital

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor | Wealth ManagementA meaningful next step for an investment professional who wants to be closer to the client, the portfolio, and the decision-making.We are looking for an Associate ...

Shift HR

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor Wealth Management A meaningful next step for an investment professional who wants to be closer to the client, the portfolio, and the decision-making. We are looking for an Associate ...

Allworth Financial

Associate Advisor

Lynnfield, MA · On-site

$75K - $90K/yr

SUMMARY The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical ...

Blue Trust Inc

Associate Advisor

Deerfield, IL · On-site

$85K - $120K/yr

Description The Associate Advisor supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an ...

Ronald Blue Trust

Associate Advisor

Tempe, AZ · On-site

An Associate Advisor Supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an advisor-in ...

Allworth Financial

$75K - $90K/yr

SUMMARY The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical ...

Allworth Financial

Associate Advisor

Lynnfield, MA · On-site

$75K - $90K/yr

SUMMARY The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical ...

Blue Trust Inc

Associate Advisor

Tempe, AZ · On-site

An Associate Advisor Supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an advisor-in ...

Ronald Blue Trust

Associate Advisor

Deerfield, IL · On-site

$85K - $120K/yr

Job Type Full-time Description The Associate Advisor supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial ...

Retirement Resource Center, LLC.

Catalyst Retirement Advisors is an independent, retirement-focused firm in Denver seeking an Associate Advisor ready to build a career in financial planning. You will work directly alongside an ...

Allworth Financial

Associate Advisor

Norwood, MA · On-site

$75K - $90K/yr

SUMMARY The Associate Advisor plays a critical role in supporting Financial Advisors and the broader planning team by delivering high-quality financial planning, client service, and analytical ...

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Associate Advisor information

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How much do associate advisor jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for associate advisor 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 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 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 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.

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Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Associate Advisor - Catalyst Retirement Advisors

Denver, CO • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

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Medical, Retirement, PTO

Re-posted yesterday

Job description

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.

Responsibilities
  • Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
  • Actively participate in the development and implementation of financial plans.
  • Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
  • Research and analyze investment opportunities, provide market insights to advisors and clients.
  • Build and maintain strong relationships with clients and act as a point of contact.
  • Monitor and review client accounts, ensure that they are aligned with their financial objectives.
  • Stay up-to-date on industry trends and best practices and share this knowledge with the team.
  • Bachelor’s degree in finance, business, or a related field.
  • Desire to earn CFP designation in 2-3 years
  • A minimum of 2 years of experience in the financial services industry.
  • Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
  • Strong knowledge of financial products, markets, and procedures.
  • Excellent communication and interpersonal skills.
  • Detail-oriented and able to multi-task in a fast-paced environment.
  • A passion for helping clients achieve their financial goals.
  • Compensation will be based on experience and qualifications
  • Quarterly bonus/Revenue share
  • Retirement plan with company matchUnlimited vacation
  • Health insurance offered
  • Disability coverage
  • Educational allowance for pursuing CFP designation
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