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Associate Wealth Advisor Salary Jobs (NOW HIRING)

LPL Financial

Associate Wealth Advisor

Bay City, TX · On-site

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment ... 000 The salary range is dependent on a number of factors, including the applicant's skill ...

New

LPL Financial

Associate Wealth Advisor

Freeport, TX · On-site

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment ... 000 The salary range is dependent on a number of factors, including the applicant's skill ...

New

Boutique Recruiting

Associate Wealth Advisor

San Diego, CA · On-site

$110K - $120K/yr

Salary Range: $110,000 - $120,000 / Year DOE Associate Wealth Advisor Responsibilities: * First 90 days: Learn the operational side of the business, including securities trading, wire transfers ...

LPL Financial

Associate Wealth Advisor

Brazoria, TX

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment ... 000 The salary range is dependent on a number of factors, including the applicant's skill ...

New

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client ...

Ci

Associate Wealth Advisor

Garden City, NY

$97K - $127K/yr

Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth ... Salary offers are determined based on final candidate qualifications and experience. Physical ...

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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 Aug 7, 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 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.

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.

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.
More about Associate Wealth Advisor Salary jobs
What cities are hiring for Associate Wealth Advisor Salary jobs? Cities with the most Associate Wealth Advisor Salary job openings:
What states have the most Associate Wealth Advisor Salary jobs? States with the most job openings for Associate Wealth Advisor Salary jobs include:
What job categories do people searching Associate Wealth Advisor Salary jobs look for? The top searched job categories for Associate Wealth Advisor Salary jobs are:
Associate Wealth Advisor Salary jobs near you
Infographic showing various Associate Wealth Advisor Salary job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Associate Wealth Advisor

LPL Financial Holdings, Inc.

Bay City, TX • On-site

$58K - $70K/yr

Full-time

Posted 3 days ago

New

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 70 frontline employees who took The Breakroom Quiz

116th of 150 rated financial services

Job description

Associate Wealth Advisor
The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior advisor will be responsible for the development of the Associate Wealth Advisor. The Associate Wealth Advisor helps the advisor maintain his or her practice and contribute to the business development, as well as manage a portion of the client book of business. The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business.
The ideal candidate will have a strong attention to detail, excellent customer services skills and a proven ability to adapt to a changing work environment.
Responsibilities:
  • Support and manage a portion of client relationships in advisor team book of business
  • Effectively deliver and launch sales process discipline, helping to prospect for new business and expand client relationships
  • Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning
  • Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients
  • Provide support for overall client relationship building, business development activities, and effective service model execution
  • Perform business analytics as needed to support financial advisors in the growth of the business
  • Participate in portfolio performance reviews; analyze and interpret portfolio performance and make recommendations to financial advisors for potential change
  • Attend sales meetings and assist with client prospecting and marketing
  • Attend coaching sessions and training events to improve sales skills and industry knowledge

Qualifications:
  • Proactive self-starter that is organized with a strong attention to detail and problem-solving skills. Strong time management with competing priorities
  • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
  • Ability to analyze and research information with a logical approach to problem solving
  • Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint
  • 3 years of experience in client service, within the finance sector preferred
  • Bachelor's degree or equivalent in Finance or Business Administration preferred

Licenses Required: Series 7, Series 66 (or Series 63/65). Life & Health Insurance License or obtain Licenses in +/-120 days based on the number of licenses needed
Pay Range:$58,500 - $70,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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