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Associate Wealth Manager Jobs (NOW HIRING)

Willis Johnson Wealth

Associate Wealth Manager

Houston, TX · On-site

$80K - $125K/yr

The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

... Analyst or Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients, as well as provide ongoing guidance and advice to clients throughout the year.

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 wealth management and financial planning. This position is responsible for providing support to and ...

Focus Partners Wealth

Associate Wealth Advisor

Chicago, IL · On-site

$75K - $85K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Responsibilities include creating and implementing strategies in retirement, risk management, tax ...

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 ...

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Associate Wealth Manager information

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How much do associate wealth manager jobs pay per hour?

As of Jun 28, 2026, the average hourly pay for associate wealth manager in the United States is $25.41, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $29.81 per hour, depending on experience, location, and employer.

What are some common challenges faced by Associate Wealth Managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced professionals with certifications like the Certified Financial Planner (CFP) can earn higher salaries, especially when managing high-net-worth clients.

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

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

Is $50,000 enough to work with a financial advisor?

For an Associate Wealth Manager, $50,000 is typically considered a starting salary rather than an investment amount. Clients usually need a higher net worth to access comprehensive wealth management services, which often require minimum investments or fees. The salary level does not directly determine the ability to work with a financial advisor but may influence the scope of personal financial planning services you can afford or access.

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

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

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

Associate Wealth Managers and other financial advisors can earn $500,000 or more annually, primarily through a combination of base salary, commissions, and bonuses. Achieving this level typically requires extensive experience, a strong client base, and advanced certifications such as the CFP or CFA. Such high earnings are more common among top-performing advisors in large firms or those managing high-net-worth clients.

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

As an Associate Wealth Manager, working with a client with $200,000 in assets is common, and many financial advisors consider this a sufficient starting point for personalized financial planning. However, the level of service and fee structure can vary based on the advisor's policies and the complexity of the client's financial situation.

What does an Associate Wealth Manager do?

An Associate Wealth Manager assists senior wealth managers in managing clients’ investment portfolios, providing financial planning, and conducting market research. They help prepare client reports, execute trades, and maintain client relationships by addressing questions and supporting their financial goals. The role also involves staying updated on market trends and compliance regulations to ensure high-quality service. This position serves as a stepping stone to becoming a lead wealth manager.
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Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in the United States as of June 2026, with employment types broken down into 66% Full Time, 32% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $52,863 per year, or $25.4 per hour.
Associate Wealth Manager - Brookfield

Associate Wealth Manager - Brookfield

Annex Wealth Management LLC

Brookfield, WI

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

Description

Associate Wealth Manager(Path to Wealth Manager)


Annex Wealth Management - Know the Difference


Join Our Growing Team at our Headquarters location!


Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!


Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.


Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.


At Annex Wealth Management, our values aren't just words - they guide how we work every day:

  • Knowledge
  • Accountability
  • Integrity
  • Courage
  • Respect
  • Ownership

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we'd love to hear from you.



About the Role


Unlock your future in wealth management: The Associate Wealth Manager role is your direct pipeline to potentially becoming a Wealth Manager at our firm!


The purpose of the Associate Wealth Manager is to ensure seamless delivery of high-quality financial advisory services by supporting Wealth Managers and enhancing the overall client experience. This role is responsible for preparing client materials, attending meetings, coordinating across departments, and maintaining accurate records-all without any business development or sales responsibilities. The Associate Wealth Manager will embody professionalism, a client-first mindset, and strong collaboration skills to help execute strategic financial plans and maintain operational excellence. In this dynamic position, the Associate Wealth Manager will build foundational experience in advisory processes, client relationships, and operations-gaining valuable skills that support long-term professional growth.


Key Responsibilities

  • Accurate & Timely Client Meeting Preparation: Ensure all financial data, reports, and supporting materials are organized and prepared before scheduled client meetings.
  • In-Meeting Support & Documentation: Attend client meetings alongside the Wealth Manager, capture accurate notes, and track follow-up tasks for implementation.
  • Client Request Management: Respond to client inquiries and requests promptly while maintaining a high level of service and accuracy.
  • Portfolio Review Support: Assist in ongoing portfolio reviews and strategy alignment to support long-term client goals.
  • Cross-Functional Collaboration: Work alongside financial planning, investment, and tax teams to deliver integrated advisory services to clients. Actively communicating with the Investment team to effectively manage financial accounts and meet client needs.
  • Compliance & Record Maintenance: Maintain accurate, up-to-date client files in accordance with regulatory standards and internal processes.
  • Advisory Implementation Coordination: Facilitate the timely execution of financial recommendations and action items by coordinating with appropriate internal teams.
  • Proactive Client Engagement: Conduct comprehensive meeting preparation, including pre-call planning and data management for financial planning input. Execute post-meeting follow-ups both internally and with clients and conduct proactive client outreach.
  • Annex Event Engagement: Support Annex events annually through active attendance and participant follow-up.

Requirements

What You'll Need to Succeed

  • Education and Certifications: Bachelor's degree in Finance, Business, Economics, or related field. Series 65 or equivalent within 6 mos. (Working towards CFP).
  • Experience: 2+ years in financial services, wealth management, or client advisory support roles.
  • Financial Planning & Investment Knowledge: Familiarity with financial planning strategies, portfolio management principles, and investment fundamentals.
  • Client-Focused Communication: Excellent communication skills and a client-first mindset, especially in high-touch service environments.
  • Organizational Excellence: Proven ability to manage multiple priorities and deliver timely, accurate results in a fast-paced advisory setting.
  • Team-Based Collaboration: Comfortable working cross-functionally with internal experts to support client strategy and execution.
  • Technology Proficiency: Skilled in CRM platforms, wealth management tools, and financial reporting software.

Comprehensive Benefits

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This includes a comprehensive suite of:

  • Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
  • Life & Disability Insurance
  • Paid Time Off (PTO)
  • 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
  • Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
  • Opportunities for professional growth and development
  • Summer hours

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

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