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Associate Wealth Advisor Salary Jobs (NOW HIRING)

Robert Half

Associate Wealth Advisor

Fort Worth, TX · On-site

$90K - $135K/yr

We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort Worth, Texas. In this role, you will collaborate closely with senior leadership to support ...

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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 Sep 5, 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 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 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 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.

Is being an associate wealth advisor hard?

Being an associate wealth advisor can be challenging as it involves developing financial knowledge, building client relationships, and often working long hours. Success typically requires strong communication skills, certifications like the Series 7 and 66, and the ability to handle complex financial data. The role demands continuous learning and adaptability to client needs and market changes.
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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 August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Associate Wealth Advisor

Waverly Advisors, LLC

Cincinnati, OH • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-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 our team in our Cincinnati, OH office. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service, and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.
Associate Wealth Advisor Responsibilities:
  • Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings.
  • Supports Wealth Advisors in business development while driving their own efforts to generate organic growth.
  • Executes client requests, updates client information, and follows up on open items for advisors and clients.
  • Builds a strong wealth management acumen with an understanding of Waverly's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
  • Prepares client meeting materials and attends client and/or prospect meetings.
  • Collaborates with financial planners and wealth advisors to develop financial plans that assist clients to understand their financial picture and develop strategies to achieve their goals.
  • Monitors clients' asset allocations, rebalancing of portfolios, and trade recommendations by working with Wealth Advisors and our internal trading team.
  • Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed.
  • Provides diligent documentation of client communication and utilizes CRM software.
  • Serves day-to-day client needs and collaborates with team members to ensure the highest level of service.
  • Provides on-demand and scheduled reports to advisors and clients, as requested.
  • Participates in and contributes to team meetings, as assigned.
  • Reviews quarterly reports for accuracy.
  • Tracks and completes any special projects throughout the year as needed.
  • Manages client onboarding processes and facilitates new account paperwork with the client service team.
  • Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed.

Qualifications
  • Bachelor's Degree required preferably in Finance, Business, Economics, or a related field.
  • At least one of the following designations: CFA®, CFP®, or CPA, preferred.
  • Five to ten years' experience in the financial services industry, preferably at an RIA.
  • Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience, strongly preferred.
  • Proficiency in a CRM such as Salesforce.
  • Experience working with financial custodians such as Raymond James, Schwab, Pershing, or Fidelity. Raymond James and Schwab preferred.
  • Detail-oriented self-starter with problem solving ability, adaptability, and flexibility.
  • Effective speaking and presentation skills.
  • Excellent writing proficiency.
  • Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously.
  • Coachable with the ability to work in a team environment and independently.
  • Learning and development mindset and drive for continuous improvement.
  • Personal commitment to continuing education for professional development and growth.
  • Proficient with Microsoft Office suite.

Travel:
  • Minimal travel is required.

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 well-being.
  • 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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