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Associate Wealth Manager Jobs (NOW HIRING)

LPL Financial

Associate Wealth Advisor

Freeport, TX

$58K - $70K/yr

The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business. The ideal candidate will have a strong attention to detail, excellent customer ...

Mariner

Associate Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/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 ...

LPL Financial

Associate Wealth Advisor

Bay City, TX

$58K - $70K/yr

The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business. The ideal candidate will have a strong attention to detail, excellent customer ...

LPL Financial

Associate Wealth Advisor

Brazoria, TX

$58K - $70K/yr

The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business. The ideal candidate will have a strong attention to detail, excellent customer ...

Focus Financial Partners

Wealth Manager

Seattle, WA · Hybrid

$150K - $250K/yr

The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client's team, including the financial planner, associate wealth manager, and ...

Focus Financial Partners

Wealth Manager

Seattle, WA · On-site

$150K - $250K/yr

The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client's team, including the financial planner, associate wealth manager, and ...

Mariner

Associate Wealth Advisor (AWA)

Cincinnati, OH · On-site

$75K - $100K/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 ...

New

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

The Wealth Architect is primarily responsible for the ongoing management and retention of existing client relationships. This position also serves as a coach to develop the Associate Wealth ...

Mariner

Associate Wealth Advisor (AWA)

Mcminnville, OR · On-site

$83K - $100K/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 ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

The Wealth Architect is primarily responsible for the ongoing management and retention of existing client relationships. This position also serves as a coach to develop the Associate Wealth ...

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Associate Wealth Manager information

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How much do associate wealth manager jobs pay per hour?

As of Aug 8, 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.

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 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 based on experience, certifications, and performance. Entry-level positions may start lower, while experienced associates or those with professional credentials can earn more, often supplemented by bonuses and commissions.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
More about Associate Wealth Manager jobs
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Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $52,863 per year, or $25.4 per hour.

Associate Wealth Advisor

LPL Financial

Freeport, TX

$58K - $70K/yr

Full-time

Posted 4 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 70 frontline employees who took The Breakroom Quiz

114th of 150 rated financial services

Job description

Associate Wealth Advisor

The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior advisor will be responsible for the development of the Associate Wealth Advisor. The Associate Wealth Advisor helps the advisor maintain his or her practice and contribute to the business development, as well as manage a portion of the client book of business. The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business.

The ideal candidate will have a strong attention to detail, excellent customer services skills and a proven ability to adapt to a changing work environment.

Responsibilities:

  • Support and manage a portion of client relationships in advisor team book of business
  • Effectively deliver and launch sales process discipline, helping to prospect for new business and expand client relationships
  • Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning
  • Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients
  • Provide support for overall client relationship building, business development activities, and effective service model execution
  • Perform business analytics as needed to support financial advisors in the growth of the business
  • Participate in portfolio performance reviews; analyze and interpret portfolio performance and make recommendations to financial advisors for potential change
  • Attend sales meetings and assist with client prospecting and marketing
  • Attend coaching sessions and training events to improve sales skills and industry knowledge

Qualifications:

  • Proactive self-starter that is organized with a strong attention to detail and problem-solving skills. Strong time management with competing priorities
  • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
  • Ability to analyze and research information with a logical approach to problem solving
  • Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint
  • 3 years of experience in client service, within the finance sector preferred
  • Bachelor's degree or equivalent in Finance or Business Administration preferred

Licenses Required: Series 7, Series 66 (or Series 63/65). Life & Health Insurance License or obtain Licenses in +/-120 days based on the number of licenses needed


Pay Range:$58,500-$70,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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