ZipRecruiter

Log In

1

Associate Wealth Manager Jobs (NOW HIRING)

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 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 Partners Wealth

Associate Wealth Advisor

Chicago, IL · On-site

$75K - $85K/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 ...

next page

Showing results 1-20

All JobsAssociate Wealth 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 Jul 19, 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, 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 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.

What does a wealth manager get paid?

The average salary for a wealth manager varies based on experience, location, and client base, but typically ranges from $70,000 to $150,000 annually. Many wealth managers also earn commissions or bonuses based on client assets and performance. Certifications like the Certified Financial Planner (CFP) can influence earning potential.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including associate wealth managers with extensive experience and high-net-worth clients, earn $500,000 or more annually. Achieving this level typically requires advanced certifications, a strong client base, and a focus on high-value financial planning. Most advisors earn less, with top earners representing a minority in the industry.

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

For an Associate Wealth Manager, a client with $200,000 in assets is typically considered to be in the mid-range for wealth management services. Many advisors set minimum account sizes that can range from $50,000 to $250,000, depending on their firm and service offerings, making $200,000 a common starting point for personalized financial planning and investment management. Skills in financial analysis and certifications like the CFP can help advisors serve clients with this level of assets effectively.

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
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 July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. 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.

Associate Wealth Advisor

Focus Partners Wealth

Southfield, MI

$85K - $100K/yr

Other

Re-posted 12 days ago

Job description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Primary Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Ability to create and deliver tax, estate, and insurance planning
  • Identify advanced planning opportunities and develop internal best practices
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Develop an understanding of the fundamentals of trading. 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)
  • Mastery of technology stack offered, including CRM system and custodian websites
  • Ability to independently lead client communications and interactions
  • Diligent recording of client communication and information within client relationship management platform
  • Independently interact and communicate with clients through emails, calls, and client presentations
  • Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service
  • Complete client billing reviews and ensure compliance for the advisory team
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities.
  • Ability to business develop in a team environment.  
  • Lead a select number of client relationships
  • Lead the development of financial planning recommendations to clients

Qualifications

  • Bachelor's Degree
  • Series 65 or equivalent
  • 4+ years of financial service experience
  • CFP or equivalent (ChFC or CPA + PFS) preferred
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong understanding of investment strategies, risk management, tax planning, and estate planning
  • Excellent analytical skills and attention to detail
  • Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients 
  • Team-orientated approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Proficiency in financial software and tools for modeling and analysis, as well as CRM tools

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $85,000 - 100,000/year.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Apply