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

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Client Associate - Neuberger Wealth

New York, NY

$75K - $85K/yr

The Client Associate will deliver comprehensive operational support and serve as a trusted resource ... Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients * Client ...

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Morgan Stanley

PWM Client Service Associate

Manhattan, NY · On-site

$34K - $90K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

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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.

Senior Wealth Investment Advisor Associate

M&T Bank

New York, NY

$85K - $143K/yr

Full-time

Re-posted 20 days ago

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

79th of 171 rated banks

Job description

Overview:

Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.

Primary Responsibilities:
  • Support assigned Investment Advisor(s) in preparing for client meetings and providing support.
  • Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews.
  • Develop and maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships.
  • Participate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners.
  • Develop an understanding of changes in the industry including Federal and state specific and various government regulations.
  • Participate in sales effort. Identify and develop additional opportunities with existing clients.
  • Maintain positive working relationships. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Scope of Responsibilities:

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients and their representatives.

Supervisory/Managerial Responsibilities:Education and Experience Required:

Bachelor's degree, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience

General understanding of stocks and bonds

Experience reading, analyzing, and interpreting general business periodicals, professional journals, and technical procedures

Proficient personal computer skills with solid knowledge of pertinent office software

Demonstrated verbal and written communication skills

Demonstrated presentation skills

Strong customer focus

Proven experience working effectively within a team environment

Education and Experience Preferred:

Bachelor's degree in Finance, Accounting, Economics, or related field

#LI-WR1

#WilmingtonTrust

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $85,800.00 - $143,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:New York, New York, United States of America

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