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Associate Wealth Management Advisor Jobs (NOW HIRING)

TIAA

Wealth Management Advisor

Rochester, NY · On-site

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and ...

Hills Bank

Wealth Management Advisor

Iowa City, IA

$100K/yr

The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and ...

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 ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Advisors with retirement and ...

Wealth Architects

Associate Wealth Architect

Mountain View, CA · On-site

$21.75 - $25/hr

The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with ... Maintain client records (Worldox, CRM, Advisor View, etc.). * Update balance sheets. * Gather data ...

Mariner Finance

Associate Wealth Advisor

Brooklyn, NY · On-site

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 ...

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Associate Wealth Management Advisor information

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$38.5K

$67.2K

$112.5K

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

As of Jun 9, 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.

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 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.

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.
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

Wealth Management Advisor II

Sunflower Bank NA

Los Angeles, CA • On-site

$106K - $157K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Job Type
Full-time
Description
At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission; it's what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com .
Sunflower Bank, N.A./ First Foundation Advisors is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Management Advisor II at our Los Angeles, CA Location.
The salary range for this position is $106,200 to $157,200 depending onknowledge, skills, abilities, experience, and location
Summary:
The Wealth Management Advisor II is responsible for collaborating and co-managing with the Managing Director in the maintenance of a high-net-worth client base. They will collaborate with the team and independently manage client portfolios while maintaining active contact with existing clients. The Wealth Management Advisor II will also act as a liaison between the client and the rest of the organization for purposes of expanding client relationships across the enterprise's wealth offerings. The Wealth Management Advisor II will be engaged in asset allocation, investment strategy, and financial planning solutions with the client using discretionary and independent judgment. While continuing the work with the Managing Director, the Wealth Management Advisor II may begin co-managing client relationships.
Responsibilities:
  • Support Managing Directors in business development activities and in determining client wealth management needs
  • Work with the Managing Director to maintain and expand client relationships
  • Work independently and alongside the Wealth Planning department to provide and present financial planning solutions
  • Manage client requests including account setup/paperwork, daily maintenance, execution of service requests, and resolution of service issues
  • Attend and participate in client and/or prospect meetings, and conference calls with clients and the Managing Director
  • Prioritize and take ownership of client post-meeting action items
  • Document client correspondence utilizing the company CRM system and maintaining client databases according to firm processes and compliance requirements
  • Work with the team to prepare for client and prospect meetings by compiling portfolio allocation and performance reports, ensuring accuracy, and providing status updates on all client wealth management issues
  • Prepare investment proposals to address the complex needs of prospective clients
  • Responsible for working both independently and with the trading desk to accurately and properly invest, rebalance, and maintain client portfolios relative to their identified and documented investment strategy.
  • Required to be familiar with investment solutions, trade rationale, and market activity and be able to relay or answer client questions when necessary.
  • Responsible for working with the Trust Department to perform annual portfolio reviews.
  • Actively participate in department discussions to improve the client service model and enhance client experience
  • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
  • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
  • Understand and participate in the Bank's Community Reinvestment Act program.
  • Perform other duties as assigned.

Education / Experience Preferred:
  • Bachelor's degree and/or MBA required in Finance
  • Series 65 required
  • Certified Financial Planner (CFP) designation preferred
  • Minimum of 7-10 years of strong investment management experience
  • Must possess strong sales skills, the ability to recognize sales opportunities, and the drive to pursue them vigorously.
  • Must possess a high level of emotional intelligence and the ability to read situations accurately.
  • Must possess business development, COI development, and creative networking skills.
  • Must have a professional appearance and manner.
  • Must be self-motivated and able to develop a sales culture.
  • Expected to participate in ongoing Sunflower Bank, N.A. seminars and training dealing with Wealth Management sales, marketing, and compliance.
  • Experience analyzing and assessing personal financial planning and investment strategy
  • Must be able to work flexible hours.
  • Must be bondable

Pay is dependent on knowledge, skills, abilities, experience, and location.
Working Conditions
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits
People choose to "bank" with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
  • Rooted in Strength
  • Propelled by Growth
  • Individuals in a Great Whole
  • Creating Possibility
  • Community Focused

Associates enjoy outstanding benefits, including:
  • 401(k) Plan with 6% Match
  • Health/Dental/Vision Insurance
  • Company-paid Life Insurance
  • Tuition Reimbursement
  • Fitness Reimbursement
  • Paid Time Off
  • Volunteer Leave
  • Paid Holidays
  • Plus many more associate perks & incentives!

If you qualify, apply online at www.sunflowerbank.com/careers .
You've never worked anyplace like Sunflower Bank!
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available in our privacy policy .

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