Wealth Advisor
Chattanooga, TN · On-site
HHM Wealth Advisors, LLCIncumbent advisor is expected to utilize our financial planning process ... plans to assist clients in building, distributing, preserving and transferring wealth. The ...
Wealth Advisor
Chattanooga, TN · On-site
HHM Wealth Advisors, LLCIncumbent advisor is expected to utilize our financial planning process ... plans to assist clients in building, distributing, preserving and transferring wealth. The ...
Wealth Advisor
Blue Ash, OH · On-site
Wealth Advisor Job Profile The Wealth Advisor serves as the primary point of contact for clients ... Fostering prospective client introductions from highly satisfied clients * Assist in and ...
Wealth Advisor
Blue Ash, OH · On-site
Wealth Advisor Job Profile The Wealth Advisor serves as the primary point of contact for clients ... Fostering prospective client introductions from highly satisfied clients * Assist in and ...
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
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
THE ROLE This is a Wealth Advisor seat on the firm's flagship team, working directly alongside the ... Understand entity structures, contracts, and operational practices; assist with business ...
THE ROLE This is a Wealth Advisor seat on the firm's flagship team, working directly alongside the ... Understand entity structures, contracts, and operational practices; assist with business ...
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 ...
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 ...
Wealth Advisor
Peoria, 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 ...
Wealth Advisor
Peoria, 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 ...
Wealth Advisor
Cheshire, CT · Hybrid
Wealth Advisor Location: Cheshire, CT Status: Full Time; hybrid (1 day a week WFH) Compensation ... Have a dedicated Client Service Manager to assist you with scheduling appointments, administration ...
Quick apply
Wealth Advisor
Cheshire, CT · Hybrid
Wealth Advisor Location: Cheshire, CT Status: Full Time; hybrid (1 day a week WFH) Compensation ... Have a dedicated Client Service Manager to assist you with scheduling appointments, administration ...
Wealth Advisor
Shelton, CT · Hybrid
Wealth Advisor Location: Cheshire, CT Status: Full Time; hybrid (1 day a week WFH) Compensation ... Have a dedicated Client Service Manager to assist you with scheduling appointments, administration ...
Quick apply
Wealth Advisor
Shelton, CT · Hybrid
Wealth Advisor Location: Cheshire, CT Status: Full Time; hybrid (1 day a week WFH) Compensation ... Have a dedicated Client Service Manager to assist you with scheduling appointments, administration ...
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 ...
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 ...
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 ...
Quick apply
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 ...
Associate Wealth Advisor
Atlanta, GA · On-site
General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...
Associate Wealth Advisor
Atlanta, GA · On-site
General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...
S., we operate as a registered investment advisor (RIA). Your Future Team You will join a ... Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of ...
S., we operate as a registered investment advisor (RIA). Your Future Team You will join a ... Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of ...
Associate Wealth Advisor
Atlanta, GA · On-site
General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...
Associate Wealth Advisor
Atlanta, GA · On-site
General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...
KWA Wealth Advisor
Reno, NV · On-site
$36K - $60K/yr
Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA * Sparks / Reno ... Collaborate with Keystone CPAs and Business Brokers to deliver integrated advice. * Assist in the ...
Quick apply
KWA Wealth Advisor
Reno, NV · On-site
$36K - $60K/yr
Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA * Sparks / Reno ... Collaborate with Keystone CPAs and Business Brokers to deliver integrated advice. * Assist in the ...
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 ...
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 ...
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 ...
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 ...
Associate Wealth Advisor
Westlake, OH · On-site
$50K - $100K/yr
At Kinetic Wealth, we believe the foundation of a successful advisory career is mastery of ... Responsibilities: * Assist advisors in preparing financial plans and client recommendations.
Quick apply
Associate Wealth Advisor
Westlake, OH · On-site
$50K - $100K/yr
At Kinetic Wealth, we believe the foundation of a successful advisory career is mastery of ... Responsibilities: * Assist advisors in preparing financial plans and client recommendations.
Wealth Advisor
Hurricane, WV · On-site
GENERAL We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing ...
Wealth Advisor
Hurricane, WV · On-site
GENERAL We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing ...
Wealth Advisor
Huntington, WV · Remote
GENERAL We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing ...
Wealth Advisor
Huntington, WV · Remote
GENERAL We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing ...
Wealth Advisor
Nashville, TN · On-site
$90K - $130K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a exceptional client experience. * Assist ...
Wealth Advisor
Nashville, TN · On-site
$90K - $130K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a exceptional client experience. * Assist ...
Wealth Advisor Assistant information
See salary details
$28.5K - $34.2K
9% of jobs
$34.2K - $39.9K
14% of jobs
$41K is the 25th percentile. Wages below this are outliers.
$39.9K - $45.5K
13% of jobs
The median wage is $51.2K / yr.
$45.5K - $51.2K
15% of jobs
$51.2K - $56.9K
14% of jobs
$61.5K is the 75th percentile. Wages above this are outliers.
$56.9K - $62.6K
14% of jobs
$62.6K - $68.3K
10% of jobs
$68.3K - $74K
6% of jobs
$74K - $79.6K
3% of jobs
$79.6K - $85.3K
2% of jobs
$85.3K - $91K
1% of jobs
$28.5K
$54.2K
$91K
How much do wealth advisor assistant jobs pay per year?
As of Aug 28, 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 is a wealth advisor assistant?
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 are the day-to-day responsibilities of a wealth advisor assistant?
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 skills and qualifications are needed to thrive as a wealth advisor assistant?
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 is the difference between Wealth Advisor Assistant vs Financial Advisor Assistant?
| Aspect | Wealth Advisor Assistant | Financial Advisor Assistant |
|---|---|---|
| Certifications | Typically requires FINRA Series 7 or 66, CFP certification preferred | Similar certifications, often the same as Wealth Advisor Assistant |
| Work Environment | Supports wealth management teams, high-net-worth client focus | Supports financial planners, broad client base |
| Industry Usage | Common in private banking and wealth management firms | Used across financial planning and investment firms |
| Job Responsibilities | Assists with portfolio management, client communication, and research | Supports 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 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
Chattanooga, TN • On-site
Henderson Hutcherson and McCullough PLLC
Full-time
Re-posted 3 days ago
Job description
HHM Wealth Advisors, LLCIncumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building, distributing, preserving and transferring wealth. The anticipated gr...