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Associate Wealth Advisor Salary Jobs in Decatur, GA

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 ...

Cybercoders

Wealth Advisor

Atlanta, GA

$70K - $120K/yr

... advisors or associates when applicable. Qualifications * Certified Financial Planner (CFP ... Salary $70000 - $120000 USD per year

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA · On-site

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

Waverly Advisors, LLC

Wealth Advisor

Atlanta, GA

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Truist

Wealth Advisor III - Atlanta

Atlanta, GA · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III - Atlanta

Atlanta, GA

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

US Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$140K - $175K/yr

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

U.S. Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$140K - $175K/yr

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

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All JobsAssociate Wealth Advisor Salary JobsAssociate Wealth Advisor Salary Jobs in Decatur, GA

Associate Wealth Advisor Salary information

See Decatur, GA salary details

$37.6K

$65.6K

$109.8K

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

As of Jul 31, 2026, the average yearly pay for associate wealth advisor salary in Decatur, GA is $65,568.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $80,500.00 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.
What job categories do people searching Associate Wealth Advisor Salary jobs in Decatur, GA look for? The top searched job categories for Associate Wealth Advisor Salary jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Associate Wealth Advisor Salary jobs? Cities near Decatur, GA with the most Associate Wealth Advisor Salary job openings:
Associate Wealth Advisor Salary jobs near you
Infographic showing various Associate Wealth Advisor Salary job openings in Decatur, GA as of June 2026, with employment types broken down into 69% Full Time, 29% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $65,568 per year, or $31.5 per hour.

Associate Wealth Advisor

HB Wealth

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary:
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 client recommendations. Working closely with Lead and Secondary Advisors, this role helps identify client needs, prepare and implement financial plans, participate in client meetings, and manage follow-up activities. The Associate Wealth Advisor plays a key role in delivering an exceptional client experience while supporting client retention and long-term relationship growth.
In addition to client-facing responsibilities, this position contributes to team success by reviewing and coordinating work completed by Advisory Associates and Senior Advisory Associates, helping ensure quality and timeliness. The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team.
Job Responsibilities:
General Support
  • Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters as needed.
  • Review work completed by junior team members and provide guidance and feedback to support their development.
  • Leverage the time and expertise of Senior Wealth Advisors by assisting with and, at times, independently executing steps in the client service process.
  • Maintain internal systems with accurate, up-to-date client information, priorities, and activities.
  • Train, coach, and mentor Associates and Senior Advisory Associates.
  • Contribute to Advisory Team initiatives focused on improving efficiency, quality, and controls through system enhancements, training, and process improvement efforts.
Advisory
  • Assist with relationship management activities for new and existing clients by coordinating and overseeing work completed by Advisory Associates, Senior Advisory Associates, and Client Service Associates.
  • Prepare and update financial plans, working with clients to gather information and ensure accurate entry into the firm's financial planning systems.
  • Attend internal client strategy meetings to observe, contribute, and provide support as needed.
  • Participate in client meetings by preparing materials, delivering presentations, and contributing to discussions.
  • Create custom worksheets and analyses to address client questions and research planning topics.
  • Partner with the Client Onboarding Coordinator to ensure a seamless client transition experience.
  • Assist in the development of Investment Policy Statements.
  • Serve as clients' trusted financial advisor, providing guidance on investments, retirement planning, cash flow, taxes, debt management, charitable giving, education funding, insurance, and estate planning.
  • Collaborate, as needed, with clients' external advisors, including accountants and attorneys, to help achieve client goals.

Requirements
  • Advanced knowledge of financial planning.
  • Excellent oral and written communication skills.
  • Effective presentation skills.
  • Successful time management skills; deliver work products on time.
  • Ability to work independently and proactively in a fast-paced and team-oriented environment under tight deadlines with competing priorities and demonstrate grace under pressure.
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility. ?
  • Highly organized with exceptional attention to detail and excellent follow-through.
  • Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment.
  • Positive attitude and strong work ethic.
  • Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
  • Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
  • Analytical capabilities to both retrieve data and understand the implications of that data.
  • Strong desire to learn and advance in the financial industry.

Required Qualifications
  • Bachelor's Degree from an accredited college or university
  • 4-7 years of relevant industry experience
  • Minimum of 3 years of experience supporting client relationships
  • Highly proficient with the Microsoft Office Suite
  • Proficiency with financial planning, CRM, and Portfolio reporting software
  • Professional designation (ex. CFA, CFP) required.
  • Ability to successfully pass criminal background / credit check required

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 40%
  • Cell phone stipend
  • EPP

Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

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