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Associate Wealth Manager Jobs (NOW HIRING)

Mariner

Associate Wealth Advisor

Vancouver, WA · On-site

$73K - $98K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner

Associate Wealth Advisor

Los Angeles, CA · On-site

$83K - $115K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Focus Partners Wealth

Associate Wealth Advisor

Bethesda, MD · On-site

$70K - $80K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Responsibilities include creating and implementing strategies in retirement, risk management, tax ...

Focus Partners Wealth

Associate Wealth Advisor

Needham, MA · On-site

$60K - $125K/yr

Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. * Resource and collaboration with other Associate Wealth Advisors (AWAs)

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How much do associate wealth manager jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for associate wealth manager in the United States is $25.41, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $29.81 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.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced professionals with certifications like the Certified Financial Planner (CFP) can earn higher salaries, especially when managing high-net-worth clients.

What are the key skills and qualifications needed to thrive as an Associate Wealth Manager, and why are they important?

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.

Is $50,000 enough to work with a financial advisor?

For an Associate Wealth Manager, $50,000 is typically considered a starting salary rather than an investment amount. Clients usually need a higher net worth to access comprehensive wealth management services, which often require minimum investments or fees. The salary level does not directly determine the ability to work with a financial advisor but may influence the scope of personal financial planning services you can afford or access.

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 many financial advisors make $500,000 a year?

Associate Wealth Managers and other financial advisors can earn $500,000 or more annually, primarily through a combination of base salary, commissions, and bonuses. Achieving this level typically requires extensive experience, a strong client base, and advanced certifications such as the CFP or CFA. Such high earnings are more common among top-performing advisors in large firms or those managing high-net-worth clients.

Is 200,000 enough to work with a financial advisor?

As an Associate Wealth Manager, working with a client with $200,000 in assets is common, and many financial advisors consider this a sufficient starting point for personalized financial planning. However, the level of service and fee structure can vary based on the advisor's policies and the complexity of the client's financial situation.

What does an Associate Wealth Manager do?

An Associate Wealth Manager assists senior wealth managers in managing clients’ investment portfolios, providing financial planning, and conducting market research. They help prepare client reports, execute trades, and maintain client relationships by addressing questions and supporting their financial goals. The role also involves staying updated on market trends and compliance regulations to ensure high-quality service. This position serves as a stepping stone to becoming a lead wealth manager.
More about Associate Wealth Manager jobs
What cities are hiring for Associate Wealth Manager jobs? Cities with the most Associate Wealth Manager job openings:
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Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in the United States as of June 2026, with employment types broken down into 66% Full Time, 32% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $52,863 per year, or $25.4 per hour.

Associate Wealth Advisor

Mariner

Vancouver, WA • On-site

$73K - $98K/yr

Full-time

Posted 11 days ago

Job description

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning

Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required

Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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