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Associate Wealth Manager information

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$48

How much do associate wealth manager jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate wealth manager in Indiana is $24.18, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $28.37 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.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

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.

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 much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible based on experience, certifications, and performance. Entry-level positions may start lower, while experienced associates or those with professional credentials can earn more, often supplemented by bonuses and commissions.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
What are popular job titles related to Associate Wealth Manager jobs in Indiana? For Associate Wealth Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Associate Wealth Manager jobs in Indiana look for? The top searched job categories for Associate Wealth Manager jobs in Indiana are:
What cities in Indiana are hiring for Associate Wealth Manager jobs? Cities in Indiana with the most Associate Wealth Manager job openings:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,302 per year, or $24.2 per hour.

Associate Wealth Advisor

Waverly Advisors, LLC

Lafayette, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are looking to add an Associate Wealth Advisor to our team in our Lafayette, IN office. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service, and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.
Associate Wealth Advisor Responsibilities:
  • Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings.
  • Supports Wealth Advisors in business development while driving their own efforts to generate organic growth.
  • Executes client requests, updates client information, and follows up on open items for advisors and clients.
  • Builds a strong wealth management acumen with an understanding of Waverly's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
  • Prepares client meeting materials and attends client and/or prospect meetings.
  • Collaborates with financial planners and wealth advisors to develop financial plans that assist clients to understand their financial picture and develop strategies to achieve their goals.
  • Monitors clients' asset allocations, rebalancing of portfolios, and trade recommendations by working with Wealth Advisors and our internal trading team.
  • Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed.
  • Provides diligent documentation of client communication and utilizes CRM software.
  • Serves day-to-day client needs and collaborates with team members to ensure the highest level of service.
  • Provides on-demand and scheduled reports to advisors and clients, as requested.
  • Participates in and contributes to team meetings, as assigned.
  • Reviews quarterly reports for accuracy.
  • Tracks and completes any special projects throughout the year as needed.
  • Manages client onboarding processes and facilitates new account paperwork with the client service team.
  • Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed.

Qualifications
  • Bachelor's Degree required preferably in Finance, Business, Economics, or a related field.
  • At least one of the following designations: CFA®, CFP®, or CPA.
  • Two to five years' experience in the financial services industry, preferably at an RIA.
  • Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience, strongly preferred.
  • Proficiency in a CRM such as Salesforce.
  • Experience working with financial custodians such as Schwab, TradePMR, or Fidelity. Schwab preferred.
  • Detail-oriented self-starter with problem solving ability, adaptability, and flexibility.
  • Effective speaking and presentation skills.
  • Excellent writing proficiency.
  • Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously.
  • Coachable with the ability to work in a team environment and independently.
  • Learning and development mindset and drive for continuous improvement.
  • Personal commitment to continuing education for professional development and growth.
  • Proficient with Microsoft Office suite.

Travel:
  • Occasional travel to meet with clients may occur.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization's facilities.

Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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