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Associate Wealth Manager Jobs in Exton, PA (NOW HIRING)

Ci

Associate Wealth Advisor

Wayne, PA · On-site

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... ultimately client relationship management and independent decisions * Business process ...

AllianceBernstein

Private Wealth Associate

Philadelphia, PA

$16 - $21.25/hr

Position Overview Bernstein Private Wealth Management is a premier investment management firm ... Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ...

New

UBS

Senior Wealth Strategy Associate

Conshohocken, PA · On-site

Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors in client ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly ...

Truist

Wealth Advisor

Philadelphia, PA · On-site

... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Wilmington Trust

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly ...

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All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Exton, PA

Associate Wealth Manager information

See Exton, PA salary details

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How much do associate wealth manager jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate wealth manager in Exton, PA is $24.53, according to ZipRecruiter salary data. Most workers in this role earn between $16.68 and $28.75 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 Exton, PA? For Associate Wealth Manager jobs in Exton, PA, the most frequently searched job titles are:
What job categories do people searching Associate Wealth Manager jobs in Exton, PA look for? The top searched job categories for Associate Wealth Manager jobs in Exton, PA are:
What cities near Exton, PA are hiring for Associate Wealth Manager jobs? Cities near Exton, PA with the most Associate Wealth Manager job openings:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Exton, PA as of August 2026, with employment types broken down into 1% As Needed, 88% Full Time, 10% Part Time, and 1% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $51,020 per year, or $24.5 per hour.

Client Service Associate (Wealth Management)

Atlantic Group

Philadelphia, PA • On-site

$75K/yr

Other

Re-posted 29 days ago

Job description

  • Location: Philadelphia, PA
  • Type: Perm (Contingency)
  • Job #49046
  • Salary: $75,000
Job Overview - Client Service Associate (Wealth Management)
Location: Philadelphia, PA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Service Associate (Wealth Management) in Philadelphia, PA for our client. This role supports investment advisory operations, client onboarding, account administration, and financial planning activities within a high-net-worth wealth management environment. The ideal candidate has experience supporting financial advisors or clients within a brokerage, RIA, or financial planning firm and thrives in a fast-paced, client-focused setting.
Responsibilities as the Client Service Associate (Wealth Management):
  • Account Administration: Prepare and process account opening documents, transfer paperwork, custodial forms, and account maintenance requests.
  • Client Support: Assist with client servicing activities, respond to administrative requests, and support ongoing advisor-client communications.
  • Custodian Coordination: Work closely with custodians to facilitate account setup, funding activity, and transfer processing.
  • Meeting Preparation: Assemble client review materials, financial reports, and presentation packets for advisor meetings.
  • Record Management: Maintain accurate client records and manage sensitive documents, checks, and time-sensitive correspondence.
  • Operational Support: Coordinate scheduling, mailings, and administrative logistics while supporting day-to-day office operations.
Qualifications for the Client Service Associate (Wealth Management):
  • Education: Bachelor's degree is required.
  • Experience: 1-5 years of client service, operations, or administrative experience within wealth management, brokerage, or financial advisory environments is required.
  • Industry Knowledge: Familiarity with investment advisory operations, custodial platforms, and financial planning support processes is preferred.
  • Technical Skills: Proficiency with Microsoft Office Suite, particularly Excel, and experience working with Schwab, Fidelity, or similar custodial platforms is preferred.
  • Skills & Attributes: Strong organizational skills, attention to detail, communication abilities, professionalism, and the ability to manage multiple priorities are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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