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Associate Wealth Investment Advisor Jobs (NOW HIRING)

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... The Associate Wealth Advisor also provides coaching and guidance on financial planning ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... The Associate Wealth Advisor also provides coaching and guidance on financial planning ...

Ci

Associate Wealth Advisor

Garden City, NY

$97K - $127K/yr

Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth ... Advanced capability of all wealth, investment, and financial planning processes * Begins to prepare ...

Focus Partners Wealth

$125K - $140K/yr

The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric ... Create holistic investment strategy for each client, monitor risk tolerance over time as needed

Focus Partners Wealth

$75K - $85K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Create holistic investment strategy for each client, monitor risk tolerance over time as needed.

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 and relationship management support to a senior advisor or team of advisors, including any and all ...

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 and relationship management support to a senior advisor or team of advisors, including any and all ...

HORAN Wealth

Wealth Advisor

Cincinnati, OH

HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing ... Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter ...

ECG Resources

Associate Wealth Advisor

Boston, MA

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join ... Create holistic investment strategies tailored to each client and monitor risk tolerance ...

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Associate Wealth Investment Advisor information

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$22K

$97.1K

$213.5K

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

As of Sep 11, 2026, the average yearly pay for associate wealth investment advisor in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

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

AspectAssociate Wealth Investment AdvisorWealth Investment Advisor
CertificationsCFP, Series 7/66 (entry-level)CFP, Series 7/66 (more experienced)
Work EnvironmentSupport team, assisting senior advisorsClient-facing, managing portfolios
ResponsibilitiesResearch, client support, preparing reportsDeveloping financial plans, advising clients

The Associate Wealth Investment Advisor typically supports senior advisors with research and client support, while the Wealth Investment Advisor directly manages client portfolios and provides financial advice. The roles differ mainly in experience level and client interaction scope, with the associate position serving as a stepping stone to becoming a full advisor.

What are popular job titles related to Associate Wealth Investment Advisor jobs?

For Associate Wealth Investment Advisor jobs, the most frequently searched job titles are:

Infographic showing various Associate Wealth Investment Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Senior Wealth Investment Advisor Associate

New York, NY • On-site

Wilmington Trust
See more jobs at Wilmington Trustexternal

$85K - $143K/yr

Full-time

Re-posted 16 days ago

Job description

Overview:

Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.

Primary Responsibilities:
  • Support assigned Investment Advisor(s) in preparing for client meetings and providing support.
  • Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews.
  • Develop and maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships.
  • Participate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners.
  • Develop an understanding of changes in the industry including Federal and state specific and various government regulations.
  • Participate in sales effort. Identify and develop additional opportunities with existing clients.
  • Maintain positive working relationships. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Scope of Responsibilities:

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients and their representatives.

Supervisory/Managerial Responsibilities:Education and Experience Required:

Bachelor's degree, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience

General understanding of stocks and bonds

Experience reading, analyzing, and interpreting general business periodicals, professional journals, and technical procedures

Proficient personal computer skills with solid knowledge of pertinent office software

Demonstrated verbal and written communication skills

Demonstrated presentation skills

Strong customer focus

Proven experience working effectively within a team environment

Education and Experience Preferred:

Bachelor's degree in Finance, Accounting, Economics, or related field

#LI-WR1

#WilmingtonTrust

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $85,800.00 - $143,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:New York, New York, United States of America

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