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Associate Wealth Manager Jobs (NOW HIRING)

ECG Resources

Associate Wealth Advisor

Boston, MA

The Associate Wealth Advisor supports the development and implementation of comprehensive strategies across retirement, risk management, tax, estate, and investment planning. We offer a hybrid work ...

CBIZ

Associate Wealth Advisor

Cleveland, OH

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Working closely with a managing wealth advisor leading relationships with individuals, families and ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

The Associate Wealth Advisor supports the development and implementation of comprehensive strategies across retirement, risk management, tax, estate, and investment planning. We offer a hybrid work ...

CX Institutional LLC

Wealth Manager

Minneapolis, MN · On-site

The Wealth Manager works alongside a Wealth Advisor, Financial Planner, Client Service Associate, and Client Care Coordinator serving the same clients with $250,000 and above on platform with the ...

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Working closely with a managing wealth advisor leading relationships with individuals, families and ...

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How much do associate wealth manager jobs pay per hour?

As of Aug 9, 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.
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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

ECG Resources

Boston, MA

Full-time

Re-posted 15 days ago

Job description

Associate Wealth Advisor

Position Summary

Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s unique goals and aspirations.

This role offers the opportunity to partner closely with Wealth Advisors to maintain and strengthen client relationships through active participation in the financial planning process. The Associate Wealth Advisor supports the development and implementation of comprehensive strategies across retirement, risk management, tax, estate, and investment planning.

We offer a hybrid work model: 3 days per week in-office and 2 days remote, or as directed by the team leader.

Primary Responsibilities

  • Develop, revise, and present comprehensive financial plans using planning software

  • Apply knowledge of tax, estate, and insurance planning concepts

  • Develop mastery of the firm’s investment philosophy

  • Create holistic investment strategies tailored to each client and monitor risk tolerance over time

  • Develop foundational knowledge of trading and partner with the Portfolio Management team to:

    • Approve and execute portfolios

    • Implement trade recommendations

    • Conduct tax-loss harvesting strategies

  • Master the firm’s technology stack, including CRM systems and custodian platforms

  • Collaborate with other Associate Wealth Advisors to share knowledge and best practices

  • Independently lead client communications and interactions

  • Diligently document all client communications within the CRM system

  • Serve as the day-to-day contact for client needs, ensuring exceptional service delivery

  • Conduct client billing reviews and support advisory team compliance efforts

  • Participate in advisory team business planning and support firm strategic initiatives

  • Meet with clients in person as needed; limited travel may be required

Qualifications

  • Bachelor’s degree required

  • Series 65 (or equivalent) within 120 days of employment

  • 2+ years of financial services experience

  • Strong interpersonal skills with a collaborative, team-oriented mindset

  • Working knowledge of financial industry products and financial planning concepts

  • Excellent analytical skills and attention to detail

  • Clean U4 record

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