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Associate Wealth Advisor Salary information

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$38.5K

$67.2K

$112.5K

How much do associate wealth advisor salary jobs pay per year?

As of Jul 27, 2026, the average yearly pay for associate wealth advisor salary in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 per year, depending on experience, location, and employer.

What does an associate wealth advisor do?

An associate wealth advisor supports senior advisors by preparing financial plans, analyzing client portfolios, and conducting research on investment options. They assist in developing strategies to help clients achieve their financial goals and often use financial planning software. This role typically requires strong analytical skills, knowledge of financial products, and relevant certifications such as the Series 7 or 66.

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

To thrive as an Associate Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and client relationship management, typically supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM systems, and industry certifications like the CFP or Series 65 is highly valued. Exceptional communication, attention to detail, and the ability to build trust with clients are crucial soft skills in this role. These skills are essential for delivering personalized financial advice, maintaining regulatory compliance, and supporting long-term client satisfaction and retention.

How much does a wealth advisor earn?

A wealth advisor's salary typically ranges from $70,000 to $150,000 annually, with experienced professionals earning higher compensation including bonuses and commissions. Salaries depend on factors such as experience, client base, location, and firm size, and often include certifications like the Certified Financial Planner (CFP) credential.

Can financial advisors make $500,000 a year?

Associate wealth advisors typically earn salaries that range from $60,000 to $120,000 annually, with top earners in senior or highly successful roles potentially making over $200,000. Achieving a $500,000 annual income usually requires extensive experience, a large client base, and often additional compensation such as bonuses or commissions. Such high earnings are more common among senior advisors or those managing substantial assets.

What is the difference between Associate Wealth Advisor Salary vs Wealth Advisor Salary?

AspectAssociate Wealth AdvisorWealth Advisor
Average Salary$60,000 - $80,000$80,000 - $150,000+
Required CredentialsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (often required)
Work EnvironmentSupport role, assisting senior advisorsClient-facing, managing portfolios
Job ResponsibilitiesResearch, client support, administrative tasksFinancial planning, client advising, portfolio management

Typically, Associate Wealth Advisors earn less than Wealth Advisors due to their support role and entry-level position. As they gain experience and certifications, they often transition into full Wealth Advisor roles with higher earning potential.

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

For an Associate Wealth Advisor, a $200,000 client portfolio can be sufficient to build a client base, depending on the advisor's fee structure and service offerings. Typically, financial advisors work with clients who have a minimum of $100,000 to $250,000 in assets, and effective communication of investment strategies and financial planning is essential. The adequacy of this amount also depends on the advisor's experience, certifications, and the complexity of client needs.

What are the typical career advancement opportunities for an Associate Wealth Advisor?

As an Associate Wealth Advisor, you can expect a well-defined career path that often leads to roles such as Wealth Advisor, Senior Advisor, or Portfolio Manager. Advancement typically depends on your ability to build client relationships, meet performance benchmarks, and gain additional certifications such as the CFP or CFA. Many firms offer mentorship, ongoing training, and the opportunity to take on more complex client portfolios as you gain experience. Collaborating with senior advisors and demonstrating initiative can accelerate your progression within the team or firm.

What is the average salary for an Associate Wealth Advisor?

The average salary for an Associate Wealth Advisor in the United States typically ranges from $60,000 to $85,000 per year, depending on factors such as location, experience, and the size of the firm. Entry-level positions may start at the lower end, while those with a few years of experience or working in high-cost living areas can expect to earn more. In addition to base salary, Associate Wealth Advisors may also receive bonuses and commissions based on performance and client acquisition.
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Associate Wealth Advisor Salary jobs near you
Infographic showing various Associate Wealth Advisor Salary job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Associate Wealth Advisor

Focus Partners Wealth

Needham, MA

$60K - $125K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 9 days ago

Job description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Knowledge of tax, estate, and insurance planning
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Mastery of technology stack offered, including CRM system and custodian websites
  • Resource and collaboration with other Associate Wealth Advisors (AWAs)
  • Ability to independently lead client communications and interactions
  • Diligent recording of client communication and information within client relationship management platform
  • Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
  • Complete client billing reviews and ensure compliance for the advisory team
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities
  • The ability to meet with clients in person. Some travel may be required

Qualifications

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days of employment
  • 2+ years of financial service experience
  • Strong interpersonal skills; team-orientated approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Excellent analytical skills and attention to detail
  • Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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