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Wealth Advisor Associate information

See Arkansas salary details

$31.8K

$55.5K

$93K

How much do wealth advisor associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for wealth advisor associate in Arkansas is $55,532.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,100.00 and $68,200.00 per year, depending on experience, location, and employer.

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 are the key skills and qualifications needed to thrive as a wealth advisor associate?

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 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.

What are popular job titles related to Wealth Advisor Associate jobs in Arkansas?

For Wealth Advisor Associate jobs in Arkansas, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor Associate jobs in Arkansas look for?

The top searched job categories for Wealth Advisor Associate jobs in Arkansas are:

What cities in Arkansas are hiring for Wealth Advisor Associate jobs?

Cities in Arkansas with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Arkansas as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $55,532 per year, or $26.7 per hour.

Wealth Management Client Associate

Tekton Wealth Advisors

Lowell, AR • On-site

Full-time

PTO

Posted 8 days ago

Job description

At Tekton Wealth Advisors, we believe that managing wealth is about much more than numbers, it is about the people we serve and the trust we build every day. Based in the heart of Northwest, Arkansas, our office serves as a sanctuary where our clients feel heard, valued, and understood. As a Client Services Associate, you will be the heartbeat of our practice, playing a vital role in ensuring that every person who walks through our doors or calls our office feels genuinely welcomed. Were looking for someone who already knows their way around the financial services world, comfortable with industry processes, compliance basics, and the day-to-day workflows of a wealth management office, so they can hit the ground running as the thread that connects our advisors to our clients.


Benefits

Annual Base Salary + Bonus Opportunities

Mon-Fri Schedule

Paid Time Off (PTO)

Career Growth Opportunities

Team Building Activities

Personal Development

Hands on Training


Responsibilities
  • Manage daily office operations, including scheduling appointments and coordinating client meetings to ensure a seamless client experience.
  • Process new account applications, transfers, and account maintenance requests accurately and in a timely manner, applying a solid understanding of industry compliance requirements. Communicate status to clients.
  • Serve as the primary point of contact for clients, ensuring every interaction is warm, welcoming, and efficient.
  • Maintain accurate client files and documentation while upholding strict confidentiality standards.
  • Prepare meeting materials, reports, and presentations for advisors to ensure they are ready for every client conversation.
  • Coordinate follow-up tasks and administrative actions resulting from advisor-client meetings to keep projects moving forward.
  • Proactively anticipate the needs of both the advisors and our clients to create a seamless service experience.




Requirements
  • Solid working knowledge of financial services industry processes, workflows, and compliance basics.
  • Professional experience in a high-touch administrative or client support capacity, ideally within a financial services or wealth management setting.
  • Advanced proficiency in Google Suite and client relationship management (CRM) software such as Wealthbox, LeadCenter, etc.
  • Familiarity with industry custodian platforms such as Schwab, Altruist, Orion.
  • Exceptional organizational skills with a keen eye for detail and data accuracy.
  • Associate degree or higher, or equivalent combination of relevant work experience.
  • Ability to remain composed and solution-oriented in a busy office environment.
  • Strong written and verbal communication skills with excellent attention to detail.