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Associate Wealth Management Advisor Jobs (NOW HIRING)

Mariner

Associate Wealth Advisor

Vancouver, WA · On-site

$73K - $98K/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 ...

Mariner

Associate Wealth Advisor

Pittsburgh, PA · On-site

$75K - $95K/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 ...

Mariner

Associate Wealth Advisor

Los Angeles, CA · On-site

$83K - $115K/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 ...

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 ...

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 · 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 · 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 ...

IsoTalent

Wealth Management Advisor

Dublin, OH · On-site

$90K - $120K/yr

CFP ® certification required * 5+ years of experience in a financial advisor or wealth management role * Proven ability to develop and manage client relationships/strong book of business * Series 65 ...

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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 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 Advisor

Mariner

Vancouver, WA • On-site

$73K - $98K/yr

Full-time

Posted 11 days ago

Job description

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's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning

Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required

Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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