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Wealth Advisor Assistant Jobs (NOW HIRING)

Focus Partners Wealth

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing ... * Assist with client billing reviews to ensure fees are collected in a timely manner

Focus Financial Partners

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing ... * Assist with client billing reviews to ensure fees are collected in a timely manner

Focus Financial Partners

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals ... * Assist with client billing reviews to ensure fees are collected in a timely manner

Fullerton Financial Planning

Wealth Advisor

Scottsdale, AZ · On-site

$80K - $100K/yr

A successful Wealth Advisor connects and builds rapport with leads, prospects, and clients in order to better assist the Lead Advisor and maintain the relationships that the firm has worked hard to ...

Regal Securities, Inc.

Wealth Advisor

Glenview, IL · On-site

We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business. Our Vision is to be THE Trusted Advisor for our clients. Our Mission is to empower our team ...

Regal Securities, Inc.

Wealth Advisor

Glenview, IL · On-site

We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business. Our Vision is to be THE Trusted Advisor for our clients. Our Mission is to empower our team ...

Northern Trust

Senior Wealth Advisor

Houston, TX · On-site

Collaborate with the Regional Wealth Advisor in the design and modeling of wealth plans for ... Actively assist in the sales process and identify opportunities to expand client relationships ...

KEYSTONE CPAS LLC

KWA Wealth Advisor

Reno, NV · On-site

$36K - $60K/yr

Description Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track ... Collaborate with Keystone CPAs and Business Brokers to deliver integrated advice. Assist in the ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

Job Responsibilities General Support * Assist with planning, analysis, investment, and other decisions that affect client relationships, consulting with the Secondary/Lead Advisor and Wealth ...

Northern Trust

Senior Wealth Advisor

Houston, TX · On-site

Collaborate with the Regional Wealth Advisor in the design and modeling of wealth plans for ultra ... Actively assist in the sales process and identify opportunities to expand client relationships ...

Keystone CPAs LLC

KWA Wealth Advisor

Reno, NV · On-site

$36K - $60K/yr

Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San ... Assist in the development and implementation of investment strategies aligned with client goals ...

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Wealth Advisor Assistant information

See salary details

$28.5K

$54.2K

$91K

How much do wealth advisor assistant jobs pay per year?

As of Jun 8, 2026, the average yearly pay for wealth advisor assistant in the United States is $54,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,000.00 per year, depending on experience, location, and employer.

What are Wealth Advisor Assistants?

Wealth Advisor Assistants are professionals who support wealth advisors or financial planners in delivering financial services to clients. Their responsibilities typically include administrative tasks, preparing client documents, scheduling meetings, conducting research, and helping with client communications. They play a vital role in ensuring that the wealth management process runs smoothly and efficiently, allowing wealth advisors to focus more on client relationships and strategic planning. Wealth Advisor Assistants often possess strong organizational skills, attention to detail, and a basic understanding of financial concepts.

What is the difference between Wealth Advisor Assistant vs Financial Advisor Assistant?

AspectWealth Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, CFP certification preferredSimilar certifications, often the same as Wealth Advisor Assistant
Work EnvironmentSupports wealth management teams, high-net-worth client focusSupports financial planners, broad client base
Industry UsageCommon in private banking and wealth management firmsUsed across financial planning and investment firms
Job ResponsibilitiesAssists with portfolio management, client communication, and researchSupports financial planning, client meetings, and documentation

Both roles involve supporting financial professionals, but Wealth Advisor Assistants typically focus on high-net-worth clients and wealth management tasks, while Financial Advisor Assistants may work with a broader client base. The certifications and work environment are quite similar, making these roles closely related in the financial industry.

What are the most common day-to-day responsibilities for a Wealth Advisor Assistant, and how do they support the advisory team?

Wealth Advisor Assistants typically handle a variety of tasks including preparing client meeting materials, managing account paperwork, scheduling appointments, and responding to client inquiries. They play a crucial role in maintaining accurate records, processing transactions, and ensuring compliance with industry regulations. By managing these administrative and operational tasks, they free up Wealth Advisors to focus more on client relationships and financial planning. Additionally, assistants often collaborate closely with advisors and other support staff, fostering a team-oriented environment.

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

To thrive as a Wealth Advisor Assistant, you need strong organizational skills, attention to detail, and a solid understanding of financial products and services, often supported by a degree in finance or a related field. Familiarity with CRM systems, portfolio management software, and financial planning tools is typically required, along with FINRA Series 7 or 66 certifications in some firms. Exceptional communication, discretion, and client service skills help build trust and facilitate smooth interactions with clients and advisors. These skills are essential for ensuring accurate account management, effective client support, and maintaining the professional reputation of the advisory team.
What cities are hiring for Wealth Advisor Assistant jobs? Cities with the most Wealth Advisor Assistant job openings:
What are the most commonly searched types of Wealth Advisor jobs? The most popular types of Wealth Advisor jobs are:
What states have the most Wealth Advisor Assistant jobs? States with the most job openings for Wealth Advisor Assistant jobs include:
Wealth Advisor Assistant jobs near you

Wealth Advisor

Focus Partners Wealth

Omaha, NE • On-site

$125K - $145K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 23 days ago

Job description

Position Summary

Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals. They do this by first listening to and understanding each client's unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client's financial life including goals-based planning, taxation, estate planning, and retirement.

Primary Responsibilities 

Leadership

  • Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team's business plan.
  • Have both a tactical (short term) and strategic (long term) approach to team development and growth
  • Establishes the optimal client experience and collaborates with team members to ensure the highest level of service
  • Provides feedback and opportunities for development of Associate Wealth Advisors
  • Takes ownership and accountability for client issues that arise
  • Leads by example and actively participates in firm initiatives and carries forth the core values of the firm

Client Experience 

  • Serve as Primary advisor on 50%+ of client relationships
  • Proficient in all areas of planning and implementing financial plans for clients
  • Develops a mastery of Focus Partner Wealth's (FPW) investment philosophy
  • Active utilization of FPW's client experience framework
  • Conducts Client Discovery and Wealth Planning Conversations
  • Identify advanced planning opportunities and develop internal best practices
  • Create, edit, and present financial plans through planning software
  • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Assist with client billing reviews to ensure fees are collected in a timely manner
  • Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.
  • The ability to meet with clients in person. Some travel may be required

Business Development

  • Consistently meets and exceeds revenue and growth goals
  • Develops multiple Centers of Influences which are active client referral sources
  • Ability to develop new business independently and in a team environment
  • Manage individual and team prospect pipeline, including the onboarding of new clients

Qualifications

  • Bachelor's Degree
  •  7+ years of advisory experience in the wealth management industry
  • CFP or equivalent (ChFC or CPA + PFS) required
  •  Proven Business Development Skillset
  •  Mastery of investment strategies, risk management, tax planning, and estate planning
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
  • Team-oriented approach
  • Knowledge of financial services industry, financial products, and financial planning concepts
  • Clean U4

This is an exempt position. The annualized base pay for this role is expected to be $125,000 - $145,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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