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

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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

Associate Wealth Manager information

See Wayne, NJ salary details

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How much do associate wealth manager jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for associate wealth manager in Wayne, NJ is $25.21, according to ZipRecruiter salary data. Most workers in this role earn between $17.16 and $29.57 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 Wayne, NJ?

For Associate Wealth Manager jobs in Wayne, NJ, the most frequently searched job titles are:

What job categories do people searching Associate Wealth Manager jobs in Wayne, NJ look for?

The top searched job categories for Associate Wealth Manager jobs in Wayne, NJ are:

What cities near Wayne, NJ are hiring for Associate Wealth Manager jobs?

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

Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Wayne, NJ as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $52,427 per year, or $25.2 per hour.

Associate Wealth Advisor - Egan Wealth Advisors

Hightower

Madison, NJ • On-site

$80K - $95K/yr

Full-time

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

About Egan Wealth Advisors
Egan Wealth Advisors is a private wealth management and financial planning team serving individuals, families, business owners, and retirees throughout New Jersey and New York. We provide personalized investment management, comprehensive financial planning, and long-term wealth strategies that help clients navigate complex financial decisions with confidence. We build our success on trusted relationships, exceptional client service, and a commitment to understanding each client's goals. We take pride in delivering customized solutions that empower clients to build their wealth for generations to come.
The Opportunity
Egan Wealth Advisors is looking for an Associate Wealth Advisor to join our growing team in Madison, NJ. This role is ideal for a client-focused professional who excels in a collaborative environment and is passionate about helping clients achieve their financial goals.
Reporting directly to a Senior Wealth Advisor, you will help support client relationships, financial planning plans, investment management activities, and overall practice operations. We offer exposure to clients and a clear path for professional growth within a wealth management practice.
This position requires an in-office presence five days per week and is located in our Madison, NJ office.
What You'll Do
  • Support the onboarding process for new clients, ensuring a seamless and professional experience.
  • Help prepare for client meetings, including gathering data, developing presentations, and coordinating follow-up activities.
  • Respond promptly and professionally to client service requests and account inquiries.
  • Prepare investment analyses and proposals for client consideration.
  • Support financial planning and wealth management plans across the practice.
  • Collaborate with advisory, planning, operations, and relationship management teams to deliver exceptional client experience.
  • Maintain accurate client records and assist with account administration and documentation.
  • Ensure adherence to regulatory requirements, team policies, and industry best practices.
  • Contribute to process improvement projects that enhance efficiency and client service.

What You Bring
  • 3+ years of experience within the wealth management, investment management, or financial advisory industry.
  • Bachelor's degree in Finance, Economics, Business, or a related field preferred.
  • CFP® certification, active pursuit of CFP® certification, or willingness to obtain certification within three years of employment.
  • Experience with financial planning, investment management, and advisory operations.
  • Strong analytical, problem-solving, and critical thinking skills.
  • Excellent written, verbal, and interpersonal communication skills.
  • Team-oriented mindset with a willingness to support a growing advisory practice.
  • Experience using eMoney, Salesforce, Tamarac, or similar wealth management technology platforms.
  • Previous experience interacting directly with high-net-worth clients.

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • Base salary of $80,000-95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
  • Direct client exposure and hands-on advisory experience
  • Significant opportunities for career growth

AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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