Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide ...
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Senior Wealth Advisor ($200,000 - $400,000+)
Miami, FL · On-site
$200K - $400K/yr
Design, implement, and manage diversified investment portfolios focused on risk-adjusted returns ... Compensation Why Advisors Choose GWA - Dedicated associates assigned to you - so you focus only on ...
Quick apply
Senior Wealth Advisor ($200,000 - $400,000+)
Miami, FL · On-site
$200K - $400K/yr
Design, implement, and manage diversified investment portfolios focused on risk-adjusted returns ... Compensation Why Advisors Choose GWA - Dedicated associates assigned to you - so you focus only on ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Private Wealth Management Wealth Advisor
Miramar Beach, FL · On-site
$109K - $148K/yr
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client ...
Private Wealth Management Wealth Advisor
Miramar Beach, FL · On-site
$109K - $148K/yr
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client ...
$135K - $192K/yr
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client ...
$135K - $192K/yr
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client ...
Be Seen First
Bilingual Wealth Management Associate
Miami, FL · On-site
$80K - $85K/yr
Position Summary A Miami-based financial services firm is seeking a bilingual Wealth Management Associate to provide dedicated operational and sales support to an assigned financial advisor or team ...
Quick apply
Be Seen First
Bilingual Wealth Management Associate
Miami, FL · On-site
$80K - $85K/yr
Position Summary A Miami-based financial services firm is seeking a bilingual Wealth Management Associate to provide dedicated operational and sales support to an assigned financial advisor or team ...
Registered Wealth Management Client Associate- Bilingual Spanish Fort Lauderdale, Florida To ... Should you be offered a role with Bank of America, your hiring manager will provide you with ...
Registered Wealth Management Client Associate- Bilingual Spanish Fort Lauderdale, Florida To ... Should you be offered a role with Bank of America, your hiring manager will provide you with ...
Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...
Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Associate Wealth Manager information
See Florida salary details
$9.16 - $11.76
16% of jobs
$12.61 is the 25th percentile. Wages below this are outliers.
$11.76 - $14.35
28% of jobs
The median wage is $15.33 / hr.
$14.35 - $16.95
17% of jobs
$16.95 - $19.55
9% of jobs
$20.98 is the 75th percentile. Wages above this are outliers.
$19.55 - $22.14
11% of jobs
$22.14 - $24.74
5% of jobs
$24.74 - $27.34
3% of jobs
$27.34 - $29.93
3% of jobs
$29.93 - $32.53
2% of jobs
$32.53 - $35.13
3% of jobs
$35.13 - $37.72
3% of jobs
$9
$18
$37
How much do associate wealth manager jobs pay per hour?
What are some common challenges faced by associate wealth managers when building client relationships?
What are the key skills and qualifications needed to thrive as an associate wealth manager?
What is the difference between Associate Wealth Manager vs Financial Advisor?
| Aspect | Associate Wealth Manager | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (preferred) |
| Work Environment | Support team, assisting senior managers, client meetings | Client-facing, providing financial planning and investment advice |
| Employer & Industry Usage | Wealth management firms, banks, financial institutions | Independent 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 much does an associate wealth manager earn?
What does an associate wealth manager do?

Asset & Wealth Management, Private Wealth Advisor, Associate - West Palm Beach
West Palm Beach, FL
Full-time
Re-posted 24 days ago
Goldman Sachs rating
8.3
Based on 27 frontline employees who took The Breakroom Quiz
47th of 170 rated banks
Job description
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
We are looking to hire motivated Private Wealth Advisors to complement our very successful team of advisors focused on the Mexico market.
As a Private Wealth Advisor, you will:
- Leverage your unique background and experiences to build a business within Goldman Sachs
- Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential
- Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients
- Provide exceptional client service while maintaining the highest ethical standard in execution
- Curate a network of intermediaries to help best serve clients across complimentary services
- Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network
Required qualifications, skills and experience:
- Record of academic and professional achievement
- Four plus years of private wealth management, financial services, or related professional experience
- Prior sales, fundraising, business development or investing experience preferred
- Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)
- Demonstrated strong connectivity within an established network
- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
- Exceptional client focus, business development, and relationship management skills
- Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
- Creative approach to problem solving and developing innovative solutions for clients
- Self-motivated and able to work in an autonomous, yet collaborative environment
- Commitment to excellence and a high level of integrity
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
The Goldman Sachs Group, Inc. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
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Get the full story on Breakroom
About Goldman Sachs
Sourced by ZipRecruiter
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
New York, NY, US
Year founded
1869