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Associate Wealth Management Advisor Jobs (NOW HIRING)

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

$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 ...

TIAA

Wealth Management Advisor

Dallas, TX · Hybrid

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Management Advisor

Waltham, MA · Hybrid

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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All JobsAssociate Wealth Management Advisor Jobs

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 Jul 22, 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
Infographic showing various Associate Wealth Management Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.
Associate Wealth Advisor

Associate Wealth Advisor

Boutique Recruiting

San Diego, CA • On-site

$110K - $120K/yr

Full-time

Medical, PTO

Posted 14 days ago

Job description

Position Title: Associate Wealth Advisor
The Associate Wealth Advisor role offers an opportunity for individuals passionate about financial planning and client interaction. The ideal candidate will engage with high-net-worth clients, providing tailored financial advice and support. The position emphasizes proactive problem-solving and innovative thinking, essential for navigating complex client needs. Candidates should be eager to learn and grow within a collaborative environment that values teamwork and mutual success. This is an excellent chance for those seeking a dynamic career path in wealth management.
Salary Range: $110,000 - $120,000 / Year DOE
Associate Wealth Advisor Responsibilities:
  • First 90 days: Learn the operational side of the business, including securities trading, wire transfers, opening new accounts, and daily operations.
  • Support financial planning and investment modeling efforts for current clients.
  • Assist in expanding planning and financial modeling capabilities for existing clients.
  • Receive training in operations, securities trading, and investment management.
  • Progress into supporting client meetings and financial plan reviews.
  • Answer client questions and assist with ongoing client service needs.
  • Over time, work directly with clients independently and as part of the advisory team.
  • Conduct approximately 20-25 quarterly client meetings (primarily in person) to review financial plans.
  • Articulate the company's investment strategy and value proposition to existing and prospective clients.
  • Develop networking and business development skills to help attract new clients.
  • Transition into a full client-facing Financial Advisor role over time.
  • Benefit from mentorship and professional development under a partner with CFP®, CFA®, and CPA credentials.

Associate Wealth Advisor Requirements:
  • 3-5 years of experience in financial services, with a focus on client-facing roles and financial planning
  • CFP certification or nearing completion within 6 to 12 months
  • Proficiency in Microsoft Office, particularly Excel (intermediate skills required)
  • Bachelor's degree in financial planning, accounting, or economics is required
  • Experience with MoneyGuide Pro for planning is preferred

Benefits:
  • Medical coverage with a high deductible health plan, covering 60% of the premium for employees and dependents after 90 days
  • 15 days of PTO, with potential for negotiation
  • Access to New York Stock Exchange holidays and additional time off during the holiday season
  • Free on-site parking
  • Opportunity for profit-sharing and bonuses based on company performance
  • Reimbursement for licensing and continuing education expenses

If you are an Associate Wealth Advisor looking to take the next step in your career, apply now!
#LI-SB1 #LI-KR1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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