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Wealth Advisor Associate Jobs in West Virginia (NOW HIRING)

TIAA

Wealth Advisor

Morgantown, WV · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

Serve as a fiduciary resource and mentor to Fiduciary Wealth Advisors, Associate Fiduciary Wealth Advisors and Client Service Associates, model best practices and support training. Stay current on ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

... Associate Fiduciary Wealth Advisors and Client Service Associates, model best practices and support training. • Stay current on federal and state trust/estate law, tax developments, and industry ...

United Bank

Trust Solutions Advisor

Charleston, WV

... Associate Fiduciary Wealth Advisors and Client Service Associates, model best practices and support training. • Stay current on federal and state trust/estate law, tax developments, and industry ...

Bank of America

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 ...

Fnbcorp

Financial Advisor

Wellsburg, WV

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth ...

F.N.B. Corporation

Financial Advisor

Wellsburg, WV · On-site

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth ...

All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in West Virginia

Wealth Advisor Associate information

See West Virginia salary details

$29.8K

$52K

$87.1K

How much do wealth advisor associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for wealth advisor associate in West Virginia is $51,991.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,000.00 and $63,900.00 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 the most commonly searched types of Wealth Advisor jobs in West Virginia?

The most popular types of Wealth Advisor jobs in West Virginia are:

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

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

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

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

What cities in West Virginia are hiring for Wealth Advisor Associate jobs?

Cities in West Virginia with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in West Virginia as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $51,991 per year, or $25 per hour.

Senior Wealth Advisor

Hurricane, WV • On-site

MAI WEALTH MANAGEMENT, INC.
See more jobs at MAI WEALTH MANAGEMENT, INC.external

Full-time

Medical, Dental, Vision, Retirement

Re-posted 10 days ago

Job description


GENERAL JOB DESCRIPTION

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.

The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors.

MAJOR DUTIES AND RESPONSIBILITIES

  • Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
  • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
  • Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
  • Participate in building new client relationships in collaboration with strategic partners.
  • Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
  • Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
  • Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
  • Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
  • Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
  • Impact firm marketing efforts through the writing of technical articles, white papers, etc.

 

EXPERIENCE/CREDENTIALS

  • 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
  • Bachelor’s degree in Accounting or Finance preferred.
  • Certified Financial Planner (CFP) 
  • Investment management, third party certification or licensing by relevant agency or association an added plus

COMPETENCIES

  • Working knowledge of planning strategies and solutions
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economic as they relate to clients’ investment goals and objectives.
  • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • High attention to detail
  • Strong organizational, written and oral communication skills


FEATURED BENEFITS: 

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement


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