ZipRecruiter

Log In

1

Associate Wealth Manager Jobs in Warren, NJ (NOW HIRING)

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

Serve as primary advisor and relationship manager on key client relationships providing wealth ... Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on ...

Mariner

Wealth Advisor

New York, NY · On-site

$120K - $145K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Ci

Wealth Advisor

Morristown, NJ

$125K - $150K/yr

Serve as primary advisor and relationship manager on key client relationships providing wealth ... Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on ...

Northern Trust

Wealth Advisor

New York, NY · On-site

$189K - $331K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Serve as a mentor to Associate Wealth Advisors and Wealth Advisors. 7.Actively engage in ...

Northern Trust

Wealth Advisor

New York, NY · On-site

$189K - $331K/yr

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.7.Actively engage in cultivation ...

next page

Showing results 1-20

All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Warren, NJ

Associate Wealth Manager information

See Warren, NJ salary details

$12

$26

$52

How much do associate wealth manager jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for associate wealth manager in Warren, NJ is $26.39, according to ZipRecruiter salary data. Most workers in this role earn between $17.98 and $30.96 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 cities near Warren, NJ are hiring for Associate Wealth Manager jobs?

Cities near Warren, NJ with the most Associate Wealth Manager job openings:

Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Warren, NJ as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $54,898 per year, or $26.4 per hour.

Senior Associate Wealth Advisor

Novi Wealth Partners

Princeton, NJ • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Job description

Make a Meaningful Impact With Your Financial Planning Career

Are you passionate about using your financial planning expertise to help others live more fulfilling lives without being pressured to "sell" products? AtNovi Wealth Partners, we believe in delivering life-changing advice through deep relationships and client-centered planning-not pushing products or chasing trends.


As a fee-only, independent wealth management firm, we place integrity, education, and empathy at the heart of our client work. We are seeking an Associate Wealth Advisor with a strong foundation in financial planning. Someone who thrives in a collaborative team environment and is looking for a long-term career path.


What Makes Novi Different?

  • Client-first culture: We don't sell products. We deliver trusted advice.
  • Collaborative team: Work alongside experienced advisors who support one another.
  • Flexible environment: Hybrid work model designed to support professional excellence and personal well-being.
  • Path to growth: We actively promote from within. Our Associate Advisors are supported and encouraged to become Wealth Advisors.

Key Responsibilities

  • Client Engagement
    • Serve as a lead or supporting advisor in client meetings.
    • Translate client conversations into actionable plans and follow-ups.
    • Manage ongoing client communication and financial planning deliverables.
  • Financial Planning & Analysis
    • Build and maintain comprehensive client files.
    • Create and update core planningdeliverables such ascash flow projections, beneficiary reviews, tax analyses, investment plans, etc.
    • Partner withother advisors to develop and refine advanced planning strategies.
  • Investment Strategy
    • Prepare and present Investment Policy Statements (IPS).
    • Monitor client portfolios andprepare trades for approval as needed.
    • Analyze existing investment portfolios and provide recommendations for new investment accounts.
  • Cross-Team Collaboration
    • Work closely with client attorneys, accountants, and our operations team to ensure timely and accurate implementation of recommendations.
    • Participate in internal committees and planning meetings.
    • Provide backup support for incoming client calls and customer service issues to ensure a seamless client experience.

What We're Looking For

  • Bachelor's degree required
  • CFP designation
  • 1-3 yearsof experience working in financial services (client advisory or paraplanner roles preferred)
  • Strong communication, analytical, and relationship-management skills
  • A mindset rooted in humility, curiosity, and lifelong learning

Compensation & Benefits

  • Competitive Salary
  • Incentive Bonus: Performance-based, tied to firm and individual goals
  • Benefits include:
    • 401(k) with generous firm contribution
    • Health, dental, and vision insurance
    • Paid Time Off (PTO) and parental leave
    • Tuition reimbursement and support for CFP certification/continuing education


Whether you're returning to the profession, looking to grow your advisory career, or seeking a firm that aligns with your values, we invite you to explore a future with Novi Wealth.


"Empowering all to find their definition of wealth, while providing the confidence to achieve it."


Apply