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Associate Benefit Advisor Jobs (NOW HIRING)

WealthCrossing

Associate Advisor

Richmond, VA · On-site

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... Comprehensive benefits package, including health, dental, vision, and 401(k) plans. * Generous PTO ...

WealthCrossing

Associate Advisor

Richmond, VA · On-site

$75K/yr

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... Comprehensive benefits package, including health, dental, vision, and 401(k) plans. * Generous PTO ...

WealthCrossing

Associate Advisor

Richmond, VA

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... Comprehensive benefits package, including health, dental, vision, and 401(k) plans. * Generous PTO ...

Raymondjames

Associate Advisor

Gilbert, AZ

The Associate Advisor is an integral part of our team. The ideal candidate has a servant heart and ... Eligibility for benefits and specific offerings may vary based on position and employment status.

Transitions Wealth Advisors

Be Seen First

Associate Advisor

San Jose, CA · On-site

$95K - $120K/yr

Minimum 2-3 years experience working as an Associate Advisor on client relationships * Series 7 and ... Benefits package includes 15 paid holidays, PTO based on tenure, 401k (with a company match ...

Frost Bank

Associate Advisor

Alamo Heights, TX · On-site

If so, the Associate Advisor role might be for you! At Frost, it's about more than a job. It ... Proficient in Microsoft computer applications Our Benefits At Frost, we care about your health ...

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Associate Benefit Advisor information

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How much do associate benefit advisor jobs pay per hour?

As of May 29, 2026, the average hourly pay for associate benefit advisor in the United States is $22.27, according to ZipRecruiter salary data. Most workers in this role earn between $15.62 and $25.00 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Associate Benefit Advisor, and why are they important?

To thrive as an Associate Benefit Advisor, you need a solid understanding of employee benefits, insurance products, and relevant regulations, typically supported by a bachelor’s degree in business or a related field. Familiarity with benefits administration software, HRIS systems, and, in some cases, state insurance licensing is often required. Strong communication, problem-solving, and interpersonal skills help you effectively guide clients and address their concerns. These competencies are crucial for ensuring clients receive accurate information and support, fostering trust and satisfaction in benefits management.

What are some typical challenges an Associate Benefit Advisor might face when assisting employees with their benefit selections?

Associate Benefit Advisors often encounter challenges such as explaining complex benefit options in simple terms, addressing unique employee concerns, and staying updated on frequent policy changes. They must handle high volumes of inquiries during open enrollment periods while maintaining accuracy and empathy. Additionally, they collaborate with HR teams and insurance providers to resolve issues efficiently, requiring strong communication and problem-solving skills.

What are Associate Benefit Advisors?

Associate Benefit Advisors are professionals who assist employees or clients in understanding, selecting, and managing their employee benefits, such as health insurance, retirement plans, and other workplace perks. They typically work for insurance companies, benefits consulting firms, or within the HR departments of large organizations. Their role includes explaining benefit options, enrolling individuals in plans, resolving issues, and ensuring compliance with relevant laws and company policies. Associate Benefit Advisors also help educate employees on how to maximize their benefits and act as a resource for benefits-related questions.

What is the difference between Associate Benefit Advisor vs Benefits Coordinator?

AspectAssociate Benefit AdvisorBenefits Coordinator
Required CredentialsTypically a bachelor's degree, insurance licensesHigh school diploma or equivalent, insurance licenses often preferred
Work EnvironmentOffice setting, client meetings, insurance firmsOffice environment, HR departments, insurance companies
Employer & Industry UsageInsurance agencies, benefits consulting firmsCorporate HR departments, insurance providers
Common Search & ComparisonYesYes

The Associate Benefit Advisor and Benefits Coordinator roles share similarities in working with employee benefits and insurance products. However, the Associate Benefit Advisor often focuses on client consultations, sales, and benefit plan recommendations, requiring licenses and sales skills. The Benefits Coordinator typically handles administrative tasks, benefits enrollment, and employee communication within a company. Both roles are essential in the benefits industry but differ in responsibilities and work environment.

More about Associate Benefit Advisor jobs
What cities are hiring for Associate Benefit Advisor jobs? Cities with the most Associate Benefit Advisor job openings:
What are the most commonly searched types of Benefit Advisor jobs? The most popular types of Benefit Advisor jobs are:
What states have the most Associate Benefit Advisor jobs? States with the most job openings for Associate Benefit Advisor jobs include:
What job categories do people searching Associate Benefit Advisor jobs look for? The top searched job categories for Associate Benefit Advisor jobs are:
Associate Benefit Advisor jobs near you
Infographic showing various Associate Benefit Advisor job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 94% Full Time, 3% Part Time, and 2% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $46,329 per year, or $22.3 per hour.
Associate Wealth Advisor

Associate Wealth Advisor

Waverly Advisors, LLC

Jackson, MS • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are looking to add an Associate Wealth Advisor to the team in our Jackson, MS office. The Associate Wealth Advisor is an essential part of the overall client experience. As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. This role regularly assists in the development and delivery of financial planning services through a comprehensive financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.
Associate Wealth Advisor Responsibilities:
  • Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.
  • Develop personalized financial plans and budgets based on clients' needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.
  • Evaluate clients' financial documents including their income, expenses, and liabilities to complete planning work with an advisor's direction. This includes gathering, building and summarizing financial planning deliverables using financial planning software.
  • Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as needed.
  • Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.
  • Build and maintain strong client relationships through regular communication and proactive support.
  • Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.
  • Collaborate with other team members to deliver holistic financial planning solutions to clients.

Travel:
  • Occasional travel to meet with clients may occur.

Required Qualifications and Skills:
  • Bachelor's degree in Finance, Financial Planning, Business, or a related field.
  • Three to five years' experience performing financial planning in the financial services industry, preferably in an RIA or broker/dealer.
  • Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience strongly preferred.
  • CFP Certification, strongly preferred.
  • Experience with Salesforce, Orion, and Schwab is strongly preferred.
  • Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
  • Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • High level of professionalism and integrity.
  • Outstanding attention to detail, organizational skills, and problem-solving abilities.
  • Ability to analyze large amounts of financial data and comply with regulations.
  • Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
  • Empathy and a strong desire to serve external clients and internal team members.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization's facilities.

Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall wellbeing.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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