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Associate Wealth Advisor Salary Jobs (NOW HIRING)

Mariner

Associate Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

CBIZ

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Competitive salary with performance-based incentives. * Comprehensive benefits package, including ...

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Competitive salary with performance-based incentives. * Comprehensive benefits package, including ...

Raymondjames

Associate Wealth Advisor

Brea, CA

$80K - $110K/yr

The Associate Wealth Advisor will manage day-to-day client relationships and requests, have a ... Salary: $80,000 - $110,000 Benefits: Medical, Retirement + Profit Sharing, Annual Discretionary ...

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All JobsFinance and Insurance JobsAssociate Wealth Advisor Salary Jobs

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 18, 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 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

Coastal Bridge Advisors

Charlotte, NC • On-site

$75K - $95K/yr

Full-time

Posted 4 days ago

Job description

The Associate Wealth Advisor is a key member of our wealth advisory team, partnering with experienced Wealth Advisors to deliver comprehensive advice and an exceptional client experience.

This individual will assist with financial planning, client meeting preparation and follow-up, portfolio and account reviews, and ongoing relationship management. The ideal candidate is analytical, proactive, and eager to grow into increasing levels of client and advisory responsibility.

Key Responsibilities


Client & Advisory Support

  • Partner with Wealth Advisors to support relationships with high-net-worth individuals and families.
  • Prepare for and participate in client meetings, documenting recommendations and coordinating follow-up.
  • Assist in developing and updating financial plans, analyses, and client presentations.
  • Research and respond to client planning and account-related needs.
  • Coordinate with investment, tax, estate, and other professionals as appropriate.
  • Build trusted client relationships through responsive, thoughtful, and proactive service.

Financial Planning & Relationship Management

  • Gather and analyze client financial information, goals, and planning needs.
  • Support planning across retirement, cash flow, investments, tax, estate, insurance, and other wealth-management considerations.
  • Monitor client plans and identify changes or opportunities requiring advisor attention.
  • Work collaboratively across the firm to ensure client recommendations are implemented accurately and efficiently.

Qualifications

  • Bachelor's degree in finance, financial planning, economics, accounting, or a related field.
  • Experience in wealth management, financial planning, investment management, or a related financial-services environment preferred.
  • Strong analytical, organizational, and communication skills.
  • Exceptional attention to detail and follow-through.
  • Ability to build relationships and communicate effectively with clients and colleagues.
  • CFP designation, progress toward the CFP, or interest in pursuing the designation is preferred.
  • Experience with eMoney, Salesforce, Orion, Addepar, and custodian platforms is a plus.