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How much do private wealth associate jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for private wealth associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

How does a Private Wealth Associate typically collaborate with financial advisors and clients on a daily basis?

Private Wealth Associates work closely with financial advisors to prepare client presentations, handle account administration, and ensure a seamless client experience. They frequently interact with clients to address service requests, gather documentation, and provide updates on account activities. This role acts as a liaison between the client and the wealth management team, requiring strong communication and organizational skills to manage multiple priorities efficiently. Collaboration is key, as associates often coordinate with portfolio managers, compliance teams, and other specialists to deliver tailored solutions for high-net-worth individuals.

What do private wealth associates do?

Private wealth associates support high-net-worth clients by providing financial planning, investment management, and estate planning services. They analyze client portfolios, prepare reports, and collaborate with senior advisors to develop personalized strategies, often using financial software and maintaining client relationships. Strong communication skills and relevant certifications like the CFP are typically required.

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

Private Wealth Associates and other financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, strong sales skills, and relevant certifications like the CFP or CFA. High earnings are typically associated with experience, performance, and the size of the client base, often in a commission-based or fee-based environment.

What are the key skills and qualifications needed to thrive as a Private Wealth Associate, and why are they important?

To thrive as a Private Wealth Associate, you need a strong understanding of financial markets, investment products, and client relationship management, often supported by a degree in finance or a related field. Familiarity with portfolio management systems, CRM software, and relevant certifications such as the Series 7 or 66 is typically required. Excellent interpersonal skills, discretion, and attention to detail help build client trust and deliver tailored solutions. These competencies are vital for supporting high-net-worth clients, ensuring compliance, and contributing to the growth and reputation of the wealth management team.

What are Private Wealth Associates?

Private Wealth Associates are professionals who support private wealth advisors in managing the financial affairs of high-net-worth clients. Their responsibilities typically include preparing financial reports, coordinating client meetings, assisting with investment research, and ensuring compliance with regulatory requirements. They play a key role in maintaining client relationships and ensuring that clients receive high-quality service. Private Wealth Associates often work in private banks, wealth management firms, or investment advisory companies.

Is private wealth a good career?

A career as a Private Wealth Associate involves providing financial planning and investment management services to high-net-worth clients, often requiring strong interpersonal skills and financial knowledge. It can be a rewarding field with opportunities for advancement and high earning potential, especially with relevant certifications like the CFP or CFA. However, it often demands long hours and high-pressure environments.
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Private Wealth Associate jobs near you

Private Wealth Associate - Crest Capital Advisors

Hightower

San Diego, CA • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 2 days ago

Job description

Your Future Team
Crest Capital Advisors, a member of the Hightower community, based in San Diego, CA. Since 2012, Crest Capital has flipped the traditional wealth management model on its head by putting service first to ensure its leaders can remain focused on their clients endeavors. Founded by 30-year industry specialists, Crest Capital has delivered full family office services to a select group of clientele around the country. As clients and their families have grown into more complex personal scenarios, the business has continually developed its suite of service offerings.
Please note that at Crest Capital Advisors we are in the office Monday-Friday.
We are looking for a Private Wealth Associate who is a multi-tasker with strong communication skills, attention to detail, and ability to excel in a fast-paced and evolving practice. You are thorough, organized, an excellent time manager, and are driven to develop and grow in your role. You will report to the Managing Director. #LI-Onsite
What You'll Do
  • Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement
  • Produce client balance sheet, meeting materials, interface with clients with all aspects of money movement and asset / liability management
  • Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts
  • Onboard new client accounts through collection of client information and necessary documentation
  • Establish new investment accounts - drafting letters, preparing customer welcome packets
  • Respond to questions regarding accounts, policies, and procedures
  • Review daily activity and reconcile current client activity, fund transfers and previous day activities to ensure accuracy
  • Process client requests (wires, checks, journals, etc.)
  • Assist clients with establishing online access for statements and confirm
  • Maintain client files

What You'll Bring
  • 3+ years of experience in Financial Services
  • 1+ years of experience in customer service
  • Work with clients in person and over the phone in a professional manner
  • BA/BS degree in business, finance or related field preferred
  • Experience in MS Office applications, such as Word, Excel, and Outlook
  • Acquire a working knowledge of the portfolio of accounts
  • High level client service skills
  • Ability to work effectively in a team environment or independently
  • Series 7/66 or 63/65 required

What We Offer
  • Annual base salary of $100,000-$150,000 based on qualifications and experience
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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