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Wealth Advisor Associate Jobs (NOW HIRING)

BCI - Brokerage Consultants Inc

Wealth Advisor Associate | Burlington or Torrington, CT (hybrid possibility) A client-focused, independent, fee-only financial planning and investment management firm dedicated to helping clients ...

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Waggoner Financial

Wealth Advisor Associate

Lansing, MI · On-site

We are seeking a motivated, detail-oriented Wealth Advisor Associate to join our team at Waggoner Group. This is a genuine career opportunity -- not just a job -- for someone who is passionate about ...

Titan

Wealth Advisor, Associate

New York, NY · On-site

$95K - $140K/yr

We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We ...

HBKS Wealth Advisors

Advisor Associate

Warrendale, PA · On-site

Advisor Associate HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets ...

HBKS Wealth Advisors

Advisor Associate

Warrendale, PA · On-site +1

Advisor Associate HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets ...

Old National Bank

Private Wealth Advisor, Assoc

Eagan, MN · On-site

$42K - $48K/yr

Responsibilities We are currently seeking an Associate Private Wealth Advisor to join a fast-growing team of Senior Wealth Advisors. The candidate will be expected to develop new client relationships ...

HORAN Wealth

Wealth Advisor

Cincinnati, OH

If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at ...

Focus Partners Wealth

Wealth Advisor

Omaha, NE

$125K - $145K/yr

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 ...

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Wealth Advisor Associate information

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$38.5K

$67.2K

$112.5K

How much do wealth advisor associate jobs pay per year?

As of May 28, 2026, the average yearly pay for wealth advisor associate in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a Wealth Advisor Associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a Wealth Advisor Associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

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What cities are hiring for Wealth Advisor Associate jobs? Cities with the most Wealth Advisor Associate job openings:
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Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 96% Full Time, and 3% Part Time. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.
Wealth Advisor Associate

Wealth Advisor Associate

Mission Wealth Management LP

Red Bank, NJ • On-site

$80K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 12 days ago

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a financial professional with hustle and a couple of years of experience working in a wealth management supportive role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your proven success in a demanding, supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP!

As a Wealth Advisor Associate, your service-oriented nature and impeccable attention to detail are critical in supporting a Lead Advisor on business development efforts and two Wealth Advisors who are focused on delivering our comprehensive service model. Interacting with high-net-worth individuals, executives, business owners, and families, you are confident being yourself, and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact on other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as Wealth Advisor Associate:

  • Work with a high-performing & growth-oriented team of advisors who are incentivized to develop your career
  • Provide technical and financial support to clients
  • Create and deliver client presentations
  • Participate in client meetings: Conduct data gathering, case design, and scenario building
  • Manage ongoing client service, create sales presentations, and manage the process of onboarding new clients
  • Speak your mind, have your voice heard, innovate, and streamline existing processes
  • Grow yourself personally and professionally with the support of your team and upper management with the goal of advancing into a Senior Wealth Advisor Associate and then a Wealth Advisor role after succeeding in the supporting Associate position

What You Bring as Wealth Advisor Associate:

  • 1-2 years of proven experience in a financial support role, ideally within wealth management
  • Desire to achieve the Certified Financial Planner or Chartered Financial Analyst designation
  • Excellent attention to detail, multi-tasking, and time management skills
  • Strong written and verbal communication skills required.
  • Strong knowledge base across investments, economics, accounting, and financial planning
  • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
  • Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers
  • Outstanding ability to communicate, present, and influence your team and clients
  • Must have Series 65 OR pass Series 65 exam within 90 days of employment and achieve the AWMA and AAMS designations within 9 months of employment
  • A sincere desire to make a difference not only in your client's lives but in the world, demonstrated through your own volunteer journey

Job Type: Full-time, salaried non-exempt

Location: This position is based out of our office in Red Bank, NJ, or Radnor, PA. This is an in-office position.

Salary: $80,000 base, plus annual bonus paid in quarterly increments

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.