ZipRecruiter

Log In

1

Pwm Associate Jobs (NOW HIRING)

Morgan Stanley

PWM Client Service Associate

New York, NY · On-site

$34K - $90K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

PWM Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

next page

Showing results 1-20

All JobsPwm Associate Jobs

Pwm Associate information

See salary details

$10

$19

$33

How much do pwm associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for pwm 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.

What is the difference between Pwm Associate vs Financial Advisor?

AspectPwm AssociateFinancial Advisor
CredentialsSeries 7, 66, or 63 licenses; relevant degreesSeries 7, 66, or 63 licenses; CFP certification often preferred
Work EnvironmentSupport role within wealth management teams, client serviceClient-facing, providing personalized financial planning
Employer & IndustryFinancial firms, banks, wealth management firmsIndependent or firm-affiliated financial planning firms

While Pwm Associates primarily support senior advisors and handle client service tasks, Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses, but Financial Advisors typically have more client interaction and decision-making responsibilities.

More about Pwm Associate jobs
What cities are hiring for Pwm Associate jobs? Cities with the most Pwm Associate job openings:
What states have the most Pwm Associate jobs? States with the most job openings for Pwm Associate jobs include:
What job categories do people searching Pwm Associate jobs look for? The top searched job categories for Pwm Associate jobs are:
Pwm Associate jobs near you
Infographic showing various Pwm Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 65% Full Time, 33% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.
Client Associate / Team Client Relationship Specialist

Client Associate / Team Client Relationship Specialist

UBS - Experienced professionals - job boards

Orlando, FL • On-site

$37K - $46K/yr

Other

Posted 4 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

Job description

We are seeking a highly motivated Advisor Marketing & Content Associate to support a Private Wealth Management (PWM) team focused on delivering differentiated, high quality client experiences. This role is ideal for a strong writer and organized marketer who enjoys translating complex financial ideas into clear, compelling, and compliant content that helps advisors deepen relationships and grow their business.
The ideal candidate has a strong understanding of financial services, a passion for storytelling, and a desire to partner closely with advisors to elevate their brand, voice, and outreach. This individual will play a hands on role in developing written content, supporting digital and event based marketing initiatives, and ensuring all materials align with UBS brand and regulatory standards.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

UBS logo

About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

View All UBS Jobs

Apply