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Wealth Advisory Associate Jobs (NOW HIRING)

Sapient Capital

Wealth Advisory Associate

Manhattan, NY · On-site

Job Overview Advisory associates assist lead and secondary advisors in delivering comprehensive financial services to ultra-high net worth (UHNW) families and individuals, as well as institutions and ...

HB Wealth

Senior Advisory Associate

Atlanta, GA · On-site

Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... HB Wealth is seeking a Senior Advisory Associate for our Buckhead office. This role provides ...

HB Wealth

Senior Advisory Associate

Atlanta, GA · Hybrid

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... HB Wealth is seeking a Senior Advisory Associate for our Buckhead office. This role provides ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... The Associate Wealth Advisor also provides coaching and guidance on financial planning ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... The Associate Wealth Advisor also provides coaching and guidance on financial planning ...

Charles Schwab

CT · On-site

Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab's disciplined approach to investing. As an Associate Wealth ...

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Wealth Advisory Associate information

See salary details

$24.5K

$82.5K

$145.5K

How much do wealth advisory associate jobs pay per year?

As of Aug 2, 2026, the average yearly pay for wealth advisory associate in the United States is $82,481.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,000.00 and $99,500.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Advisory Associate vs Financial Advisor?

AspectWealth Advisory AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentSupports senior advisors in a team setting, often within banks or financial firmsDirectly interacts with clients, providing personalized financial planning
Employer & Industry UsageUsed in wealth management firms, banks, and financial institutionsCommon across independent practices, banks, and advisory firms
Search & Comparison IntentOften compared for entry-level roles supporting financial planningCompared for client-facing financial planning roles

The main difference is that a Wealth Advisory Associate typically supports senior advisors and focuses on research and administrative tasks, while a Financial Advisor directly manages client relationships and provides personalized financial advice. Both roles require similar certifications and work within the wealth management industry, but their responsibilities and client interaction levels differ.

What are some typical career advancement paths for a Wealth Advisory Associate?

As a Wealth Advisory Associate, you can expect to start by supporting senior advisors in client relationship management, portfolio analysis, and financial planning. With experience and demonstrated success, you may advance to roles such as Wealth Advisor or Senior Associate, taking on your own client base and leading complex financial strategies. Many firms offer mentorship programs, internal training, and opportunities to obtain certifications (such as CFP or CFA) to support your growth. Career progression often depends on your ability to build trust with clients, manage portfolios effectively, and contribute to business development.

What are Wealth Advisory Associates?

Wealth Advisory Associates are financial professionals who support clients in managing, growing, and protecting their wealth. They typically work with senior advisors to develop tailored investment strategies, provide financial planning advice, and help clients achieve their financial goals. Their responsibilities may include conducting research, preparing financial reports, and maintaining client relationships. Wealth Advisory Associates often serve as a key point of contact for clients and assist with a wide range of financial services.

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

To thrive as a Wealth Advisory Associate, you need a solid understanding of financial markets, investment strategies, and client relationship management, typically supported by a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like the Series 7 or CFP is often required. Strong interpersonal skills, attention to detail, and effective communication help build trust and deliver tailored advice to clients. These skills ensure accurate financial guidance, client satisfaction, and long-term business growth in a competitive industry.
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What cities are hiring for Wealth Advisory Associate jobs? Cities with the most Wealth Advisory Associate job openings:
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Wealth Advisory Associate jobs near you
Infographic showing various Wealth Advisory Associate job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 87% Full Time, 6% Part Time, and 6% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $82,481 per year, or $39.7 per hour.

Wealth Advisory Associate

Sapient Capital

Manhattan, NY • On-site

Full-time

Re-posted 11 days ago

Job description

Description:

About Sapient Capital

Sapient Capital is a privately owned, independent advisory firm with over $13bn in assets under management, serving ultra-affluent families and individuals, foundations, and institutions. As a fast-growing registered investment advisor (RIA), we specialize in providing our clients a uniquely tailored service offering including sophisticated investment management, advanced financial planning and comprehensive family office solutions all tied together with cutting edge technology. Sapient is headquartered in Indianapolis with offices in New York, Miami, and Los Angeles.


Job Overview

Advisory associates assist lead and secondary advisors in delivering comprehensive financial services to ultra-high net worth (UHNW) families and individuals, as well as institutions and foundations. Your key responsibilities will encompass client relationship management, portfolio management, financial planning, and operational support.


This position requires consistent in-person attendance at our NYC office.


Client Relationship Management:

  • Prepare highly sophisticated presentations and reporting for assigned clients using several different financial software tools in addition to Microsoft PowerPoint and Excel.
  • Create meeting schedules and prepare deliverables in advance to allow time for review.
  • Maintain accurate asset and entity information in core systems to ensure accurate client reporting and deliverables.
  • Support assigned advisors with the development of custom views in Addepar to properly track and analyze key attributes.
  • Partner with internal teams to resolve any potential issues with data feeds, as needed.
  • Assist advisors with managing client communication and inquiries to ensure service standards are maintained and continue building lasting relationships with each family.

Portfolio Management:

  • Conduct thorough research and analysis of investment opportunities, market trends, and economic factors to build your personal expertise and knowledge.
  • Assist lead and secondary advisors in constructing and monitoring client portfolios based on their investment objectives.
  • Recommend portfolio adjustments and rebalancing strategies as necessary to align with client’s goals and objectives.
  • Actively participate in educational calls and internal networking opportunities within Sapient to further your understanding of our investment platform, managers, and opportunities.

Financial Planning:

  • Participate in educational sessions/webinars to build knowledge in financial planning principles and strategies.
  • Conduct thorough financial assessments, analyzing clients’ current financial positions, cash flow, and risk management.
  • Utilize financial planning software and tools to create customized financial plans as directed.
  • Help with analysis and preparation of prospective and current clients’ financial plans and investments to support advisors. Support diligence efforts to identify new business or other organic growth opportunities.

Operational Support:

  • Coordinate operational processes related to client onboarding, account maintenance, and transactions as directed.
  • Work directly with our Relationship Management, Investments, and Family Office teams to ensure all client-related requests and tasks are completed timely and efficiently on behalf of the advisor.
  • Assist in maintaining client databases CRM systems, and other technology systems to ensure accurate records at all time.
  • Maintain tracking of billable vs. non-billable assets. Communicate opportunities to advisors to drive billable asset growth.


Requirements:

Qualifications:

  • Bachelor's degree or higher from an accredited university. Majors in Finance, Accounting, Economics, Business Administration, or related fields of study preferred.
  • 3+ years of direct industry experience.
  • Active pursuit of the CFP (Certified Financial Planner) designation and/or Series 65 strongly preferred.
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and internal stakeholders
  • Ability to multi-task and manage multiple priorities in a fast-paced environment
  • Strong analytical skills with the ability to interpret complex financial data
  • Knowledge of investment products, financial markets, and portfolio management principles, with the ability to explain concepts internally and to clients
  • Advanced in Microsoft Office Suite, including Word, Excel, PowerPoint and SharePoint


Sapient Capital is an Equal Opportunity Employer. Sapient does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.

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