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Associate Advisor Jobs (NOW HIRING)

Brighton Jones

In this role, Associate Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational ...

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LPL Financial

Associate Advisor - BMO Bank

Tucson, AZ · On-site

This employment opportunity at BMO Bank in Tucson, AZ would allow you to join the Investment Program at BMO Bank as an Associate Financial Advisor associated with LPL Financial. Under this model ...

Brady Financial

Financial Advisor

Miami, FL · On-site

$100K/yr

The Associate Advisor provides support to the Lead Advisor and works to provide excellent client service to existing and onboarding clients. The focus of the position is to work directly with clients ...

LPL Financial

Associate Advisor - BMO Bank

Sarasota, FL · On-site

This employment opportunity at BMO Bank in Sarasota, FL would allow you to join the Investment Program at BMO Bank as an Associate Financial Advisor associated with LPL Financial. Under this model ...

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Associate Advisor - Wealth Management

Conroe, TX · On-site

$60K - $75K/yr

We are an independent wealth management firm, seeking an Associate Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the ...

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Associate Advisor information

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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.
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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:
What states have the most Associate Advisor jobs? States with the most job openings for Associate Advisor jobs include:
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 Advisor Training Specialist

Cetera

San Diego, CA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

The Senior Advisor Training Associate within our Financial Planning team supports advisor success by providing guidance, training, and real-time assistance across financial planning tools and workflows. This role partners closely with advisors to help them effectively build, deliver and refine financial plans, troubleshoot challenges, and increase overall confidence in planning capabilities. It combines hands on support, training delivery, and development of scalable best practices to improve advisor adoption and outcomes. This role is a HYBRID position, which will required to be in the office location (Wed, Thurs and 2nd & 4th Friday of the month).

What you will do: 

  • Provide real time support to advisors through phone, email, and 1:1 consultation 
  • Answer questions related to financial planning tools, scenario modeling, and plan development 
  • Assist advisors in navigating platforms such as eMoney, MoneyGuide, AdvicePay, and similar tools 
  • Troubleshoot issues and remove barriers to enable continued plan progress 
  • Serve as a first line resource and escalate complex cases as needed  
  • Reinforce best practices that improve plan quality, consistency, and client readiness  
  • Deliver virtual and in person training sessions, including webinars, bootcamps, and group sessions 
  • Build advisor proficiency and confidence in planning tools and workflows 
  • Identify common challenges and incorporate them into training design and delivery 
  • Translate real-world advisor needs into practical, skill-building learning experiences 
  • Create and maintain training materials, job aids, and best practice guides 
  • Translate recurring advisor questions into scalable resources 
  • Ensure content reflects practical and effective use of financial planning tools  
  • Continuously refine content to align with evolving planning strategies and advisor needs 
  • Organize and curate content for knowledge base and AI enabled search tools 
  • Identify trends in advisor inquiries to inform support strategies and content development 
  • Support the development of scalable, self-service resources for advisors 
  • Act as a subject matter expert across key planning tools (e.g., eMoney, MoneyGuide, AdviceWorks, Fee-for-Service & more), including new features and enhancements 
  • Play a key role in supporting software releases by testing, translating updates into advisor-facing guidance, training, and best practices 

What you need to have: 

  • Strong understanding of financial planning workflows, including plan development and scenario modeling 
  • Hands on experience with financial planning tools such as eMoney, MoneyGuide, or similar platforms 
  • Ability to operate effectively in a fast paced, high volume, advisor facing support environment 
  • Strong problem solving and troubleshooting skills across technical and planning-related issues 
  • Ability to communicate complex concepts clearly in a practical, easy to understand manner 
  • Experience delivering training, coaching, or group facilitation preferred  
  • Bachelor's degree in Finance, Financial Planning, Business, or a related field (or equivalent experience) 
  • Relevant financial services licenses required, Series 7 and 65/66 
  • CFP, CPWA, Paraplanner certification, or similar credential preferred 
  • Minimum 3 years of experience in financial planning, wealth management, or advisor-facing support role 

Travel Requirements: 15%  

Compensation Range: 

The base annual salary range for this role is $55,000 - $86,000, plus a competitive incentive-based bonus.  Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

About Us

What we give you in return:

Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

  • Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and fostering.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
  • Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
  • Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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