The Wealth Management Associate Program is designed to prepare motivated professionals for a career as a Financial Advisor. Working closely with a senior advisor, you'll support client service ...
The Wealth Management Associate Program is designed to prepare motivated professionals for a career as a Financial Advisor. Working closely with a senior advisor, you'll support client service ...
Senior Regional Manager, Schwab Wealth Advisory
Saint Louis, MO · On-site
$185 - $245/hr
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base ...
Senior Regional Manager, Schwab Wealth Advisory
Saint Louis, MO · On-site
$185 - $245/hr
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...
Wealth Solutions Advisor
Ballwin, MO · Remote
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...
Wealth Solutions Advisor
Ballwin, MO · Remote
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...
... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services ...
Client Services Associate
Saint Louis, MO · On-site
$45 - $47/hr
Client Services Associate Immediate need for a talented Client Services Associate. This is a 09 ... Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.
Client Services Associate
Saint Louis, MO · On-site
$45 - $47/hr
Client Services Associate Immediate need for a talented Client Services Associate. This is a 09 ... Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.
Associate Tax Manager
Chesterfield, MO · Hybrid
$75K - $105K/yr
Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax ... wealth advisors, and delivering thoughtful tax strategies that support our clients' broader ...
Associate Tax Manager
Chesterfield, MO · Hybrid
$75K - $105K/yr
Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax ... wealth advisors, and delivering thoughtful tax strategies that support our clients' broader ...
Associate Tax Manager
Chesterfield, MO · Hybrid
$75K - $105K/yr
Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax ... wealth advisors, and delivering thoughtful tax strategies that support our clients' broader ...
Associate Tax Manager
Chesterfield, MO · Hybrid
$75K - $105K/yr
Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax ... wealth advisors, and delivering thoughtful tax strategies that support our clients' broader ...
IRA Associate - Wealth Management
Kansas City, MO · On-site
$21.40 - $24.50/hr
Build and maintain relationships with Private Client Advisors and ensure a timely, complete and ... This compensation range is for the Wealth Management IRA Associate job and contemplates a wide ...
IRA Associate - Wealth Management
Kansas City, MO · On-site
$21.40 - $24.50/hr
Build and maintain relationships with Private Client Advisors and ensure a timely, complete and ... This compensation range is for the Wealth Management IRA Associate job and contemplates a wide ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Associate Tax Manager
Chesterfield, MO · On-site
$70K - $110K/yr
Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax ... wealth advisors, and delivering thoughtful tax strategies that support our clients' broader ...
Associate Tax Manager
Chesterfield, MO · On-site
$70K - $110K/yr
Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax ... wealth advisors, and delivering thoughtful tax strategies that support our clients' broader ...
Wealth Strategist I
Saint Louis, MO · On-site
$118K - $152K/yr
... advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel ...
Wealth Strategist I
Saint Louis, MO · On-site
$118K - $152K/yr
... advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel ...
Wealth Strategist I
Saint Louis, MO · On-site
$118K - $152K/yr
... advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel ...
Wealth Strategist I
Saint Louis, MO · On-site
$118K - $152K/yr
... advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel ...
Client Services Associate
Saint Louis, MO · On-site
$45 - $47/hr
Client Services Associate Immediate need for a talented Client Services Associate. This is a 09 ... Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.
Client Services Associate
Saint Louis, MO · On-site
$45 - $47/hr
Client Services Associate Immediate need for a talented Client Services Associate. This is a 09 ... Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.
Wealth Strategist I
$118K - $152K/yr
... advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel ...
Wealth Strategist I
$118K - $152K/yr
... advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel ...
Advisor Platform Specialist
Saint Louis, MO · On-site +1
$50K - $60K/yr
The Associate partners closely with internal teams, vendors, and advisory stakeholders to support ... Familiarity with wealth management or financial planning concepts. Core Competencies * Advisor ...
Advisor Platform Specialist
Saint Louis, MO · On-site +1
$50K - $60K/yr
The Associate partners closely with internal teams, vendors, and advisory stakeholders to support ... Familiarity with wealth management or financial planning concepts. Core Competencies * Advisor ...
Wealth Advisor Associate information
See Missouri salary details
$40.9K is the 25th percentile. Wages below this are outliers.
$36.1K - $42.4K
33% of jobs
$42.4K - $48.7K
1% of jobs
$48.7K - $55K
9% of jobs
The median wage is $58.5K / yr.
$55K - $61.4K
13% of jobs
$61.4K - $67.7K
7% of jobs
$67.7K - $74K
12% of jobs
$74.1K is the 75th percentile. Wages above this are outliers.
$74K - $80.3K
9% of jobs
$80.3K - $86.6K
6% of jobs
$86.6K - $92.9K
5% of jobs
$92.9K - $99.2K
2% of jobs
$99.2K - $105.5K
2% of jobs
$36.1K
$63K
$105.5K
How much do wealth advisor associate jobs pay per year?
As of Aug 10, 2026, the average yearly pay for wealth advisor associate in Missouri is $62,994.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $77,400.00 per year, depending on experience, location, and employer.
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 is the difference between Wealth Advisor Associate vs Financial Advisor?
| Aspect | Wealth Advisor Associate | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66, or 65 licenses; bachelor's degree often preferred | Series 7, 66, or 65 licenses; CFP certification beneficial |
| Work Environment | Support team in financial firms, assisting senior advisors | Client-facing roles, providing personalized financial planning |
| Employer & Industry | Financial services firms, banks, wealth management companies | Independent 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 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 are the most commonly searched types of Wealth Advisor jobs in Missouri? The most popular types of Wealth Advisor jobs in Missouri are:
What are popular job titles related to Wealth Advisor Associate jobs in Missouri? For Wealth Advisor Associate jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Wealth Advisor Associate jobs in Missouri look for? The top searched job categories for Wealth Advisor Associate jobs in Missouri are:
What cities in Missouri are hiring for Wealth Advisor Associate jobs? Cities in Missouri with the most Wealth Advisor Associate job openings:
Aspiring Financial Advisors/Wealth Managers (New Grads Welcome to apply)
Saint Louis, MO • On-site
Other
Re-posted 28 days ago
Job description
Job Description Why is This a Great Opportunity. This is an exceptional opportunity to launch a long-term career in wealth management by working directly with an experienced Financial Advisor. You'll gain mentorship, training, and hands-on experience in financial planning, investment strategies, and client relationship management - with the potential to build and eventually lead your own practice.
Job Description: The Wealth Management Associate Program is designed to prepare motivated professionals for a career as a Financial Advisor. Working closely with a senior advisor, you'll support client service, portfolio development, and financial planning efforts while learning the fundamentals of the wealth management business. Key Responsibilities: Provide direct client support and respond to service requests.
Assist in preparing client meetings and maintain up-to-date client information. Support financial planning and investment analysis using industry tools. Develop and recommend investment product solutions tailored to client goals.
Participate in client meetings and help manage ongoing relationships. Learn the operations, compliance, and business development aspects of financial advising. Qualifications: Bachelor's degree in Finance, Business, or related field.
Strong communication, technology, and organizational skills. Ability to pass FINRA SIE, Series 7, and 66 exams within six months of hire. Self-motivated with a strong desire to learn and grow in financial services.
Team-oriented with attention to detail and a positive attitude. Commitment to earning the CFP designation within three years. #ACCNOR.
About Accounting Career Consultants
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
Saint Louis, MO, US
Year founded
1985