ZipRecruiter

Log In

1

Wealth Advisor Associate Jobs (NOW HIRING)

JDH Wealth Managmenet

Be Seen First

Associate Wealth Advisor

Santa Rosa, CA · On-site

$35 - $50/hr

JDH Wealth has an opening for an Associate Wealth Advisor. Do you work well with a small, passionate, and creative team? Are you looking for a position that can foster your professional development?

New

Mariner

Wealth Advisor

San Diego, CA · On-site

$70K - $125K/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 ...

Mariner

Wealth Advisor

New York, NY · On-site

$115K - $160K/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 ...

Mariner

Wealth Advisor

Los Angeles, CA · Hybrid

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 ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$90K - $135K/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 ...

Mariner

Wealth Advisor

Oakbrook Terrace, IL · On-site

$90K - $135K/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 ...

Mariner

Wealth Advisor

West Des Moines, IA · Hybrid

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 ...

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$70.20K - $125K/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 ...

Mariner

Wealth Advisor

Los Angeles, CA · On-site

$70.20K - $125K/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 ...

Mariner

Wealth Advisor

Tulsa, OK · On-site

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 ...

Mariner

Wealth Advisor

New York, NY · On-site

$115K - $155K/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 ...

next page

Showing results 1-20

People also search for

All JobsWealth Advisor Associate Jobs

Wealth Advisor Associate information

See salary details

$38.5K

$67.2K

$112.5K

How much do wealth advisor associate jobs pay per year?

As of May 28, 2026, the average yearly pay for wealth advisor associate in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Advisor Associate, and why are they important?

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 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 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.

More about Wealth Advisor Associate jobs
What cities are hiring for Wealth Advisor Associate jobs? Cities with the most Wealth Advisor Associate job openings:
What are the most commonly searched types of Wealth Advisor jobs? The most popular types of Wealth Advisor jobs are:
What states have the most Wealth Advisor Associate jobs? States with the most job openings for Wealth Advisor Associate jobs include:
What job categories do people searching Wealth Advisor Associate jobs look for? The top searched job categories for Wealth Advisor Associate jobs are:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 96% Full Time, and 3% Part Time. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Associate Wealth Advisor

JDH Wealth Managmenet

Santa Rosa, CA • On-site

$35 - $50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

JDH Wealth has an opening for an Associate Wealth Advisor.

Do you work well with a small, passionate, and creative team? Are you looking for a position that can foster your professional development? Are you ready for a job where your skills can make a real difference? Our Associate Wealth Advisor position offers a growth opportunity as a collaborative team member, helping our firm go above and beyond to accomplish client goals. This Associate Wealth Advisor will partner with Wealth Advisors to manage client relationships and portfolios and participate in the advance planning process to address retirement, estate, and tax considerations.

Why It’s Great to Work Here

 

·       Strong emphasis on professional development, including occasional travel for seminars

·       100% premium coverage of individual health, dental, and vision insurance

·       3 weeks of earned annual vacation time per year in the first five years, increasing thereafter

·       Petting a fluffy miniature Australian shepherd from time to time

Essential Duties and Responsibilities

 

·       Develop a mastery of JDH Wealth investment philosophy and evidence-based investing

·       Create a personalized Investment Policy Statement for each client

·       Facilitate the consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings

  • Work with Portfolio Management to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Create and draft financial plans on behalf of clients using MoneyGuide Elite
  • Diligent recording of client communication within AdvisorEngine

·       Wealth analysis input (including client/scenario-based simulations)

·       Serve day-to-day client needs and collaborate with team members to ensure the highest level of service

Additional Responsibilities

  • Manage client onboarding process
  • Develop an area of expertise on a firm process and/or advanced planning topic to add value to the firm
  • Engage in business planning efforts and actively supports firm’s strategic priorities


Desired Skills and Experience

 

Education and/or Work Experience

  • 2 plus years of financial services experience
  • College Degree
  • Professional Certifications; CFP, CFA or CPA/ PFS preferred
  • Series 65 within 120 days of employment

Other Qualifications

  • Team player and collaborative; uses the resources of the firm
  • Well-developed interpersonal and communication skills – able to build trusted relationships
  • High personal standards and sound judgment
  • Ability to think critically and to process complex financial scenarios
  • Strong attention to detail and accuracy
  • Strong time management skills – ability to multi-task and manage deadlines
  • Open and receptive to feedback and coaching


Who is JDH Wealth?

 

JDH Wealth, a Registered Investment Advisor, was founded 26 years ago to provide a disciplined, academically based investment experience tailored to address each client's distinct willingness, ability and need to accept market risk. We offer an advisor relationship built on personal trust and integrity, JDH serves as an advisor to individuals, businesses, trusts, and retirement plans.

In a world of cookie cutter investments, we strive to provide unparalleled service for our clients. 
Application Process

In your cover letter, please provide an example of a project you’ve completed where attention to detail was essential.

Company Description

JDH Wealth is a 26-year-old Registered Investment Advisory firm committed to providing personalized, academically based investment strategies. We serve individuals, businesses, trusts, and retirement plans, building relationships grounded in trust and integrity. In a world of “one-size-fits-all” wealth managers, we pride ourselves on delivering unparalleled service tailored to each client’s unique goals and risk tolerance.