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

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 ...

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 ...

Aprio

Wealth Advisor

Philadelphia, PA · On-site

$150K - $250K/yr

As a Wealth Advisor at Aprio, you are responsible for driving new client development, while ... Associate and Financial Planner. * Perform investment management tasks such as account review ...

Aprio

Wealth Advisor

Philadelphia, PA · On-site

$150K - $250K/yr

As a Wealth Advisor at Aprio, you are responsible for driving new client development, while ... Associate and Financial Planner. * Perform investment management tasks such as account review ...

TIAA

Wealth Advisor

Philadelphia, PA

$80K - $95K/yr

Manages time and resources efficiently and effectively * Develops and implements strategic and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Truist

Wealth Advisor III

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 ...

Truist

Wealth Advisor III

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 ...

WSFS Bank

Compliance Officer - Wealth

Wilmington, DE · On-site

We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people ...

M&T Bank

Wealth Senior Client Associate

Radnor, PA

$68K - $114K/yr

Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client ...

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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 Sep 3, 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 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 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 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 with experience, certifications, and in certain regions. Compensation may also include bonuses and commissions based on client performance and sales targets.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, financial planning, and investment strategies. They often conduct research, prepare reports, and communicate with clients, requiring knowledge of financial products and tools like CRM software. This role typically involves ongoing learning and certification, such as the CFP designation.

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 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 78% Physical, 2% Hybrid, and 20% Remote job distribution, with an average salary of $51,020 per year, or $24.5 per hour.

Wealth Advisor

Truist

Philadelphia, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Truist rating

8.0

Company rating: 8.0 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

72nd of 174 rated banks

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)Please review the following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions.
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
* Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients
* Self-acquires new business by being active and well connected in the community
* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.
* Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
* Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
* Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
* Thrives in a team based approach to deliver the full suite of Truist Wealth solutions.
* Team and peer group role model for other Wealth Advisors and Wealth Associates
* Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
* Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
* Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
* Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships.
* Using sound judgment on expense and operational efficiency
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree Required
* FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed
* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
* Advanced and proven working knowledge of deposit, credit and investment products
* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful
* Ability to thrive and be an active participate on a team
* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications:
* Bachelor's Degree in Business, Finance or Economics
* CFP preferred or CTFA, CFA, CPA, JD or MBA
* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
* Graduate of a leadership or management development program (Such as LDP, Banking School)

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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About Truist

Sourced by ZipRecruiter

Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

2019

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