ZipRecruiter

Log In

1

Associate Wealth Manager Jobs (NOW HIRING)

Mariner Finance

Wealth Manager

Pittsburgh, PA · On-site

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 ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

... Analyst or Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients, as well as provide ongoing guidance and advice to clients throughout the year.

Wealth Architects

Associate Wealth Architect

Mountain View, CA · On-site

$21.75 - $25/hr

The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with wealth management and financial planning. This position is responsible for providing support to and ...

Focus Partners Wealth

Associate Wealth Advisor

Richmond, VA · On-site

$60K - $70K/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 ...

Mariner Finance

Associate Wealth Advisor

Brooklyn, NY · On-site

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 ...

Mariner

Associate Wealth Advisor

Pittsburgh, PA · On-site

$75K - $95K/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

New York, NY · On-site

$115K - $160K/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 Finance

Associate Wealth Advisor

Brooklyn, NY · On-site

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 ...

next page

Showing results 1-20

People also search for

All JobsAssociate Wealth Manager Jobs

Associate Wealth Manager information

See salary details

$12

$25

$50

How much do associate wealth manager jobs pay per hour?

As of Jun 5, 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 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.

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 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.

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.

More about Associate Wealth Manager jobs
What cities are hiring for Associate Wealth Manager jobs? Cities with the most Associate Wealth Manager job openings:
What states have the most Associate Wealth Manager jobs? States with the most job openings for Associate Wealth Manager jobs include:
What job categories do people searching Associate Wealth Manager jobs look for? The top searched job categories for Associate Wealth Manager jobs are:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in the United States as of May 2026, with employment types broken down into 3% As Needed, 20% Full Time, 74% Part Time, and 3% Temporary. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $52,863 per year, or $25.4 per hour.
Wealth Manager

Wealth Manager

Mariner Finance

Pittsburgh, PA • On-site

Full-time

Posted 17 days ago

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

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
#LI-MK1
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.
EOE M/F/D/V
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.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
EOE M/F/D/V

What Mariner Finance employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply