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Associate Wealth Management Advisor Jobs (NOW HIRING)

Sequoia Financial Group Llc

Wealth Advisor

Tampa, FL · On-site

Once a relationship is established, you will assume responsibility for ongoing advice, planning, and relationship management, supported by a dedicated Associate Wealth Advisor, Client Service team ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

Oversee Associate Wealth Architects on the following: * Review Daily Transaction Summary (ensure ... Execute and ensure execution of day-to-day management of client relationships across Advisor Team ...

CMC Recruiting

Wealth Management Advisor

Leawood, KS · On-site

$100K - $200K/yr

Wealth Management Advisor (CFP ® ) Location: Leawood, KS | Greater Kansas City Area Work Model: Primarily On-Site Compensation: $100,000-$150,000 base salary plus performance-based bonus Total ...

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

As of Jun 29, 2026, the average yearly pay for associate wealth management advisor 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.

Is 200,000 enough to work with a financial advisor?

For an Associate Wealth Management Advisor, having $200,000 in assets can be sufficient to establish a client-advisor relationship, as many advisors set minimum investment thresholds ranging from $50,000 to $250,000. The advisor's services, fee structures, and client requirements vary, so the adequacy depends on the specific advisor's policies and the scope of financial planning needed.

What are the key skills and qualifications needed to thrive as an Associate Wealth Management Advisor, and why are they important?

To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Associate Wealth Management Advisor vs Financial Advisor?

AspectAssociate Wealth Management AdvisorFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, sometimes a CFP designationOften holds Series 7, 66, and CFP or CFA certifications
Work EnvironmentSupports senior advisors, works in banks, investment firms, or financial planning companiesProvides comprehensive financial planning and investment advice directly to clients
Employer & Industry UsageCommonly employed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and financial planning practices

While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.

What does an associate wealth advisor do?

An associate wealth management advisor supports senior advisors by preparing financial plans, conducting research, and managing client accounts. They assist with investment strategies, client communication, and may pursue certifications like the CFP to advance in the field.

What are the typical responsibilities of an Associate Wealth Management Advisor in supporting senior advisors and clients?

As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.

How many financial advisors make $500,000 a year?

While some top-performing associate wealth management advisors can earn $500,000 or more annually, such high earnings are typically achieved through a combination of base salary, commissions, and bonuses, often reflecting extensive experience, a large client base, and advanced certifications like the CFP or CFA. Most advisors earn a median income significantly lower, with top earners representing a small percentage of the profession.

What does an Associate Wealth Management Advisor do?

An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.

Is 500,000 enough to work with a financial advisor?

As an Associate Wealth Management Advisor, working with a client who has $500,000 in assets is common, and many advisors set minimum investment thresholds around this amount. However, the suitability of working with a financial advisor depends on individual financial goals, complexity, and the advisor's policies, not solely on the asset amount. Clients with $500,000 can typically access comprehensive financial planning and investment management services.
What cities are hiring for Associate Wealth Management Advisor jobs? Cities with the most Associate Wealth Management Advisor job openings:
What are the most commonly searched types of Wealth Management Advisor jobs? The most popular types of Wealth Management Advisor jobs are:
What states have the most Associate Wealth Management Advisor jobs? States with the most job openings for Associate Wealth Management Advisor jobs include:
Associate Wealth Management Advisor jobs near you
Infographic showing various Associate Wealth Management Advisor job openings in the United States as of June 2026, with employment types broken down into 59% Full Time, 39% Part Time, and 2% Temporary. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Associate Wealth Management Advisor

Claire Myers Consulting

Kansas City, KS • Hybrid

$70K - $90K/yr

Full-time

Posted 24 days ago

Job description

Compensation: $70k-90K base plus quarterly bonuses (depending on experience)



Our client, a successful wealth management firm, is seeking an Associate Wealth Management Advisor to support senior advisors in delivering comprehensive financial planning and wealth management services to affluent individuals and families. This role plays a key part in preparing financial planning work, supporting client relationships, and ensuring client service and operational tasks are handled efficiently.



This position is ideal for someone who enjoys the analytical and service aspects of wealth management, thrives in a collaborative team environment, and takes pride in keeping client deliverables organized and on track. The role offers strong exposure to financial planning, client service, and advisor support while working closely with experienced advisors.



Key Responsibilities:


Financial Planning & Analysis:


  •  Prepare financial plans and planning materials for client meetings
  •  Collect and organize client financial data and planning inputs
  •  Analyze client financial information to identify planning opportunities
  •  Assist in developing strategies aligned with client goals



Client Service & Relationship Management:


  •  Serve as a primary point of contact for client inquiries and service requests
  •  Build and maintain strong client relationships
  •  Support new client onboarding, including account opening and asset transfers
  •  Assist with account servicing requests and trading activity
  •  Maintain strict confidentiality of client information



Advisor Support & Collaboration:


  •  Work closely with lead advisors to resolve complex client situations
  •  Attend client meetings to gather information and support planning discussions
  •  Help coordinate client follow-ups and track deliverables
  •  Manage multiple projects and priorities with strong attention to detail



Qualifications:


  • Bachelor’s degree or equivalent work experience
  •  Series 7 & 63 required (or obtained within 180 days)
  •  Life & Health Insurance License required (or obtained within 90 days)
  •  Experience in financial services or the insurance industry is preferred
  •  Strong organizational and problem-solving skills
  •  Ability to manage multiple priorities and work independently



Core Competencies:


  • Strong interpersonal and client relationship skills
  •  Excellent written and verbal communication abilities
  •  Analytical mindset with attention to detail
  •  Ability to solve problems and think critically
  •  Strong organizational and time management skills
  •  Proficiency in Microsoft Office Suite
  •  Collaborative team player with intellectual curiosity and a desire to learn



Firm Environment:


  • Small, collaborative team environment
  •  High level of individual accountability and ownership
  •  Work hard, play hard culture
  •  Emphasis on delivering exceptional client service
  •  Flexibility that supports work-life balance
  •  Opportunity to play an integral role in the firm’s continued growth and success