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Wealth Advisor Associate Jobs in Paramus, NJ (NOW HIRING)

Titan

Wealth Advisor, Associate

New York, NY · On-site

$95K - $140K/yr

Our mission is to rebuild what a wealth management firm means, from the ground up, brick by brick, leveraging technology across the entire stack, so that AI lets one wealth advisor deliver what used ...

Mariner

Wealth Advisor

New York, NY · On-site

$120K - $145K/yr

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor's degree ...

Northern Trust

Wealth Advisor

New York, NY · On-site

$189K - $331K/yr

Serve as a mentor to Associate Wealth Advisors and Wealth Advisors. 7.Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional ...

Northern Trust

Wealth Advisor

New York, NY

$189K - $331K/yr

Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.7.Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional ...

Mariner

Senior Wealth Advisor

New York, NY · On-site

$150K - $350K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ... All Senior Wealth Advisors must have a clean U4 with no disclosures. #LI-AB1 We welcome your ...

TIAA

Wealth Advisor

Hackensack, NJ · 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 ...

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on finance markets, tax laws, and planning strategies to provide informed advice. Qualifications ...

TIAA

Wealth Advisor

New York, NY · 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 ...

TIAA

Wealth Advisor

White Plains, NY · 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 ...

Ci

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on finance markets, tax laws, and planning strategies to provide informed advice. Qualifications ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

We are looking for a detail-focused Wealth Advisor to join our growing team ... The Associate's responsibilities include: * Researching market trends and assisting with developing ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

We are looking for a detail-focused Wealth Advisor to join our growing team ... The Associate's responsibilities include: * Researching market trends and assisting with developing ...

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Paramus, NJ

Wealth Advisor Associate information

See Paramus, NJ salary details

$39K

$68K

$114K

How much do wealth advisor associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for wealth advisor associate in Paramus, NJ is $68,025.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $83,600.00 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?

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 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 popular job titles related to Wealth Advisor Associate jobs in Paramus, NJ?

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

What job categories do people searching Wealth Advisor Associate jobs in Paramus, NJ look for?

The top searched job categories for Wealth Advisor Associate jobs in Paramus, NJ are:

What cities near Paramus, NJ are hiring for Wealth Advisor Associate jobs?

Cities near Paramus, NJ with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Paramus, NJ 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 92% Physical, 6% Hybrid, and 2% Remote job distribution, with an average salary of $68,025 per year, or $32.7 per hour.

Wealth Advisor, Associate

Titan

New York, NY • On-site

$95K - $140K/yr

Full-time

Re-posted 22 days ago

Job description

About Titan
Despite decades of innovation in money, the most important consumer money domain remains largely untouched: wealth management. Legacy Wall Street institutions still dominate private wealth, gatekeeping their services behind extremely high minimums, janky user experiences, and layers of fees. They are, in our opinion, the "final boss" of consumer fintech.
Our belief: every American deserves an elite wealth team navigating their capital, delivered at the cost and speed only humans working in harmony with AI can unlock.
At heart, we're a small pack of hard-working rebels operating at the intersection of engineering craft and high-stakes financial precision. Every person here is a calibrated bet on what we're building next. Our mission is to rebuild what a wealth management firm means, from the ground up, brick by brick, leveraging technology across the entire stack, so that AI lets one wealth advisor deliver what used to take a team, serving clients a Wall Street team never could have reached.
We're backed by a16z and Sam Altman, and currently power over $1 billion in assets under management.
Why Join Titan
For the right person, this will be one of the most rewarding roles they ever have.
  • Legacy-defining vision. Private wealth in every pocket isn't an incremental product. It's not B2B automation. It's a "before & after" moment in money.
  • The time is now. LLMs just unlocked what was impossible five years ago: truly personalized wealth management for everyone.
  • Outsized decision making. We're a small team by design. Every hire is precise, every role carries real weight, and your decisions disproportionately shape what we become.
  • Built in person, in the trenches. We're a high-touch, high-tempo group that works side by side. You'll see our founders working in the trenches with the team everyday.
  • Ownership in every sense. Competitive cash and well-above-market equity. We believe in identifying only exceptional talent and compensating them generously.
  • World-class backing. Investors who share the bold vision: a16z, General Catalyst, Accel, Y Combinator, Sam Altman, Paul Graham, and more.

Role OverviewWe are looking for a Wealth Advisor to join our Advisory team. Advisory is key to our mission of increasing our generation's compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge.
You will work directly with our Director of Wealth Advisory to help bridge Titan's Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan's investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth.
What You'll Do:
  • Manage and grow your book of clients: Take ownership of a portfolio of high-net-worth clients, deepening relationships and increasing Assets Under Management through proactive, value-driven guidance.
  • Deliver exceptional client experiences: Be the trusted advisor clients turn to for financial insights, portfolio strategy, and tailored solutions that align with their goals.
  • Identify growth opportunities within existing relationships: Expand wallet share, cross-sell relevant services, and help clients maximize their investment outcomes.
  • Lead high-impact client conversations: Conduct meetings and presentations that showcase our advisory approach and reinforce client trust.
  • Collaborate with internal teams: Partner with operations, investment strategy, and product specialists to ensure seamless delivery of advice and support.
  • Maintain disciplined account oversight: Track client activity, monitor portfolio performance, and ensure reporting and compliance obligations are met.

Qualifications
  • 4-6+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
  • Exceptional written and communication skills along with an acute attention to details
  • Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
  • Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
  • Strong ability to work cross functionally and think creatively to drive product growth
  • Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
  • Proficiency with basic financial modeling in Microsoft Excel
  • You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.
  • You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.
  • Series 7, 63 and 65 (or Series 7 and 66) required

Apply