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Associate Wealth Manager Jobs in Meridian, ID (NOW HIRING)

M&A Associate - AI Trainer

Nampa, ID ยท Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Customer Service Associate I

Kuna, ID ยท On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Nampa, ID ยท On-site

$13.50 - $18.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Boise, ID ยท On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Marsing, ID ยท On-site

$13.25 - $18.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Middleton, ID ยท On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Emmett, ID ยท On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate

Caldwell, ID ยท On-site

$13 - $18/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate

Caldwell, ID ยท On-site

$13 - $18/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

customer associate I

Boise, ID ยท On-site

$14.25 - $15.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

customer associate I

Boise, ID ยท On-site

$14.25 - $15.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate II

Boise, ID

$13.75 - $19/hr

Managing sales transactions while working assigned cash register * Maintaining security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate II

Boise, ID

$13.75 - $19/hr

Managing sales transactions while working assigned cash register * Maintaining security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate II

Boise, ID ยท On-site

$13.75 - $19/hr

Managing sales transactions while working assigned cash register * Maintaining security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate II

Nampa, ID ยท On-site

$14 - $19.25/hr

Managing sales transactions while working assigned cash register * Maintaining security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate II

Nampa, ID ยท On-site

$14 - $19.25/hr

Managing sales transactions while working assigned cash register * Maintaining security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate II

Meridian, ID ยท On-site

$14 - $19.50/hr

Managing sales transactions while working assigned cash register * Maintaining security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Nampa, ID ยท On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Boise, ID ยท On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Showing results 21-40

Associate Wealth Manager information

See Meridian, ID salary details

$11

$24

$48

How much do associate wealth manager jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for associate wealth manager in Meridian, ID is $24.64, according to ZipRecruiter salary data. Most workers in this role earn between $16.78 and $28.89 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 job categories do people searching Associate Wealth Manager jobs in Meridian, ID look for?

The top searched job categories for Associate Wealth Manager jobs in Meridian, ID are:

M&A Associate - AI Trainer

DataAnnotation

Nampa, ID โ€ข Remote

$50 - $100/hr

Contractor

Re-posted 9 days ago


Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance


Working at DataAnnotation

Perks for workers

  • Work From Anywhere

  • Set Your Own Hours

  • Competitive Pay

  • Learn Valuable AI Skills

  • No Meetings. No Commute.

  • Work on Your Schedule

  • Make a Real-World Impact

What to expect from working at DataAnnotation

From DataAnnotation