ZipRecruiter

Log In

1

Associate Wealth Management Advisor Jobs (NOW HIRING)

TIAA

Wealth Management Advisor

New York, NY · 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 ...

Mariner

Wealth Advisor

New York, NY · On-site

$120K - $145K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$90K - $135K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

TIAA

Wealth Management Advisor

New York, NY · On-site

$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 · On-site

$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 ...

next page

Showing results 1-20

All JobsAssociate Wealth Management Advisor Jobs

Associate Wealth Management Advisor information

See salary details

$38.5K

$67.2K

$112.5K

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

As of Jul 23, 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

Focus Partners Wealth

Southfield, MI

$85K - $100K/yr

Other

Posted 16 days ago

Job description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Primary Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Ability to create and deliver tax, estate, and insurance planning
  • Identify advanced planning opportunities and develop internal best practices
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Resource and collaboration with other Associate Wealth Advisors (AWAs)
  • Mastery of technology stack offered, including CRM system and custodian websites
  • Ability to independently lead client communications and interactions
  • Diligent recording of client communication and information within client relationship management platform
  • Independently interact and communicate with clients through emails, calls, and client presentations
  • Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service
  • Complete client billing reviews and ensure compliance for the advisory team
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities.
  • Ability to business develop in a team environment.  
  • Lead a select number of client relationships
  • Lead the development of financial planning recommendations to clients

Qualifications

  • Bachelor's Degree
  • Series 65 or equivalent
  • 4+ years of financial service experience
  • CFP or equivalent (ChFC or CPA + PFS) preferred
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong understanding of investment strategies, risk management, tax planning, and estate planning
  • Excellent analytical skills and attention to detail
  • Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients 
  • Team-orientated approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Proficiency in financial software and tools for modeling and analysis, as well as CRM tools

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $85,000 - 100,000/year.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Apply