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Associate Wealth Manager Jobs (NOW HIRING)

Sequoia Financial Group Llc

Wealth Advisor

Tampa, FL · On-site

Once a relationship is established, you will assume responsibility for ongoing advice, planning, and relationship management, supported by a dedicated Associate Wealth Advisor, Client Service team ...

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 ...

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 ...

Focus Financial Partners

Associate Wealth Advisor

Boston, MA · On-site

$60K - $125K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations ...

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Associate Wealth Manager information

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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
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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.
Wealth Advisor

Wealth Advisor

Sequoia Financial Group Llc

Tampa, FL • On-site

Full-time

Posted 24 days ago

Job description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

    • Teamwork. We work selflessly to enrich the lives of our clients and our community.
    • Passion. We relentlessly pursue our full potential.
    • Integrity. We act in the best interest of others.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

Sequoia Financial Group is seeking an experienced Wealth Advisor to join our Florida team. This role is focused on delivering an exceptional client experience through comprehensive wealth management, relationship management, and integrated planning. This role is located in our Tampa, FL office.

As a Wealth Advisor, you will serve as the primary advisor for a select group of high-net-worth individuals and families. You will partner closely with Business Development Advisors who are responsible for originating new client relationships. Once a relationship is established, you will assume responsibility for ongoing advice, planning, and relationship management, supported by a dedicated Associate Wealth Advisor, Client Service team, and specialized planning resources.

This role is ideal for an advisor who enjoys working directly with clients, leading planning conversations, coordinating expert resources, and helping families navigate complex financial decisions.

Responsibilities
  • Serve as the primary relationship manager for a select group of high-net-worth individuals and families.
  • Build trusted, multigenerational client relationships through proactive communication, advice, and ongoing engagement.
  • Lead comprehensive wealth management discussions, including investment management, retirement planning, tax strategies, estate planning, risk management, and legacy planning.
  • Develop and oversee the implementation of customized wealth management strategies aligned with each client's goals and circumstances.
  • Participate in prospective client meetings alongside Business Development Advisors and support the transition of new relationships into ongoing advisory engagements.
  • Conduct regular client review meetings to evaluate progress, identify planning opportunities, and adjust strategies as client needs evolve.
  • Supported by Associate Wealth Advisors and Client Service Associates who prepare meetings, execute recommendations, and deliver a consistent client experience.
  • Maintain accurate client records and document recommendations in accordance with firm policies and compliance requirements.
  • Deliver an exceptional client experience that drives long-term client retention, satisfaction, and advocacy.
Qualifications
  • 5+ years of experience managing high-net-worth client relationships in wealth management or financial advisory capacity.
  • Demonstrated success in retaining and growing existing client relationships through exceptional service and advice.
  • Strong knowledge of investment management, retirement planning, estate planning, and tax-efficient wealth strategies.
  • Ability to lead complex client conversations and coordinate multiple planning disciplines.
  • Experience working within a team-based advisory environment.
  • Excellent communication, relationship management, and organizational skills.
  • CFP®, CFA®, CPA, or other advanced professional designation required.
  • Bachelor’s degree required in Economics, Finance or related field
  • Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.
  • Bachelor's Degree required.
  • Clean U-4
What Makes This Role Unique
  • Focus on serving clients and delivering advice—not prospecting.
  • Dedicated Business Development Advisors responsible for sourcing and onboarding new relationships.
  • Access to specialized teams in investments, tax planning, estate planning, retirement planning, and family office services.
  • Supported by Associate Wealth Advisors and Client Service professionals who assist with planning implementation and client service.
  • Opportunity to work with successful individuals and families while leveraging the resources of a nationally recognized fiduciary wealth management firm.