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Wealth Advisor Assistant Jobs (NOW HIRING)

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 ...

Cresset Capital

DIRECTOR, WEALTH ADVISOR

Dallas, TX · On-site

Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The ... Drive review process for client portfolios and assist in the development, presentation, and ...

Cresset Capital

DIRECTOR, WEALTH ADVISOR

Dallas, TX · On-site

Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The ... Drive review process for client portfolios and assist in the development, presentation, and ...

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 ...

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Berwyn, PA · 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 ...

Weaver

Wealth Advisor

Austin, TX · On-site

The Wealth Advisor will focus on managing relationships including ongoing planning, education ... * Assist in the creation, delivery, and execution of complex financial plans Additionally, the ...

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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 9, 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

KWA Wealth Advisor

Keystone CPAs LLC

Reno, NV • On-site

$36K - $60K/yr

Full-time

Posted 2 days ago

Job description

Description:

Keystone Wealth Advisors

Position: Wealth Advisor / Wealth Advisor Partner Track

Location: San Diego / La Jolla, CA • Sparks / Reno, NV • Henderson / Las Vegas, NV

About Keystone Wealth Advisors

Keystone Wealth Advisors is part of the Keystone Companies, an integrated professional services platform combining Wealth Advisory, Tax & Accounting, and Business Brokerage. Our advisors collaborate closely with Keystone CPAs and Keystone Business Brokers to help clients align their business, financial, and personal goals.

This integrated model allows us to deliver a deeper level of planning and insight than traditional advisory firms. Our clients benefit from coordinated guidance across investments, tax planning, business ownership, risk management, and exit planning. As our firm continues to grow, we are expanding our team of advisors who are passionate about delivering comprehensive, fiduciary-based advice.

Position Overview

We are seeking an ambitious and client-focused Wealth Advisor who is committed to developing expertise in holistic financial planning, investment management, and risk management. This role is well suited for an early-to-mid career advisor who values mentorship, professional development, and the opportunity to build a long-term advisory practice within a collaborative team environment.

Advisors at Keystone work closely with CPAs, business brokers, and other professionals to help clients make better financial decisions and achieve greater clarity around their financial futures.

Key Responsibilities

• Deliver comprehensive financial planning services including retirement, investment, tax-aware, and insurance planning.

• Serve as a trusted advisor to clients by building strong, long-term relationships.

• Collaborate with Keystone CPAs and Business Brokers to deliver integrated advice.

• Assist in the development and implementation of investment strategies aligned with client goals.

• Participate in business development efforts and contribute to the growth of the firm.

• Utilize planning technology and emerging advisory tools to enhance the client experience.

• Maintain the highest fiduciary and ethical standards in all client interactions.

Qualifications

• Series 65 or Series 66 license required.

• Life and Health Insurance license required or ability to obtain.

• CFP® certification, CEPA designation, or other advanced planning credentials are a plus.

• Strong foundation in financial planning and investment principles.

• Excellent communication and relationship management skills.

• Entrepreneurial mindset with motivation to grow a client base.

• Ability to work both independently and within a collaborative team environment.

Compensation Structure

This role offers a modest base salary in the range of $36,000–$60,000, combined with a fee-based and commission-based compensation structure designed to reward performance and long-term client relationships.

A transition and onboarding period of approximately 3–6 months is expected while the advisor becomes fully integrated into the firm's planning processes, systems, and client engagement model. During this period, Keystone provides mentorship, operational support, and resources to help advisors establish and grow their practice.

Why Join Keystone

• Access to an integrated platform combining Wealth Advisory, Tax & Accounting, and Business Brokerage.

• Opportunity to work with business owners and high-net-worth families.

• Collaborative culture focused on delivering exceptional client outcomes.

• Mentorship and professional development opportunities.

• Significant long-term income potential and possible partner-track opportunities.

How to Apply

If you are passionate about financial planning, enjoy helping clients make better financial decisions, and want to grow your career within a collaborative and entrepreneurial firm, we would welcome the opportunity to connect.

Requirements: