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Associate Advisor Jobs (NOW HIRING)

NFP Corp

Associate, Advisor

Manhattan, NY · On-site

$68K - $91K/yr

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

NFP Corp

Associate, Advisor

Manhattan, NY · On-site

$68K - $91K/yr

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Job Title: Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or ...

Farther

Associate, Advisor Marketing

Dallas, TX

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 ...

NFP Corp

Sr. Associate, Advisor

San Rafael, CA · On-site

$85K - $110K/yr

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors, to help provide the highest levels of service to the firm's clients. Job Responsibilities: * Create ...

Farther

Associate, Advisor Marketing

Dallas, TX · On-site +1

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 ...

Farther

Associate, Advisor Marketing

Dallas, TX

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 ...

NFP Corp

Sr. Associate, Advisor

San Rafael, CA · On-site

$85K - $110K/yr

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors, to help provide the highest levels of service to the firm's clients. Job Responsibilities: * Create ...

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All JobsAssociate Advisor Jobs

Associate Advisor information

See salary details

$12

$25

$45

How much do associate advisor jobs pay per hour?

As of Jul 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 adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

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.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

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 does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

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, and why are they important?

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.
More about Associate Advisor jobs
What cities are hiring for Associate Advisor jobs? Cities with the most Associate Advisor job openings:
What are the most commonly searched types of Advisor jobs? The most popular types of Advisor jobs are:
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What job categories do people searching Associate Advisor jobs look for? The top searched job categories for Associate Advisor jobs are:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Associate Wealth Advisor

Associate Wealth Advisor

International Search Consultants

Seattle, WA

Full-time

Posted 5 days ago

Job description

Associate Advisor

Greater Seattle Area

ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.

Our client is seeking an Associate Advisor to support the delivery of high-touch, family office-level service to sophisticated clients. Working alongside Advisors and Senior Advisors, this individual will play a key role in financial planning, investment analysis, client meeting preparation, and ongoing relationship management.

This position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. This is an exceptional opportunity for an ambitious wealth management professional seeking direct client exposure and a clear path toward becoming a trusted advisor.

Responsibilities

  • Partner with Advisors and Senior Advisors to deliver wealth management services to ultra-high-net-worth clients.
  • Assist with financial planning, investment analysis, and portfolio reviews.
  • Analyze client holdings, investments, and forecasting scenarios.
  • Conduct investment research on markets, asset classes, and securities.
  • Evaluate portfolio allocations and investment strategies.
  • Execute investment programs and place trades under senior advisor direction.
  • Prepare customized reports, client presentations, and investment analyses.
  • Support estate planning and wealth transfer discussions through presentation development and analysis.
  • Maintain current knowledge of investment markets, industry trends, and financial planning strategies.

Qualifications

  • 3+ years of experience supporting ultra-high-net-worth clients within wealth management, private wealth, family office, or investment advisory environments.
  • Bachelor's degree required.
  • Progress toward CFP®, CFA®, CIMA®, CAIA®, or similar professional designation preferred.
  • Strong analytical, quantitative, and problem-solving skills.
  • Excellent written and verbal communication abilities.
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
  • Ability to quickly learn and utilize financial planning, portfolio reporting, CRM, and data analytics systems.
  • Highly organized with exceptional attention to detail and a client-first mindset.