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Wealth Advisory Associate Jobs (NOW HIRING)

HB Wealth

Senior Advisory Associate

Atlanta, GA · On-site

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

HB Wealth

Senior Advisory Associate

Washington, DC · Hybrid

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... We seek a Senior Advisory Associate for our Towson, Maryland office. This role provides technical ...

HB Wealth

Senior Advisory Associate

Atlanta, GA · Hybrid

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

HB Wealth

Senior Advisory Associate

Washington, DC · On-site

$75K - $85K/yr

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

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 actively participates in client meetings, tracks ongoing ...

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 actively participates in client meetings, tracks ongoing ...

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Wealth Advisory Associate information

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$24.5K

$82.5K

$145.5K

How much do wealth advisory associate jobs pay per year?

As of Jun 1, 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 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.

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 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.

More about Wealth Advisory Associate jobs
What cities are hiring for Wealth Advisory Associate jobs? Cities with the most Wealth Advisory Associate job openings:
What states have the most Wealth Advisory Associate jobs? States with the most job openings for Wealth Advisory Associate jobs include:
What job categories do people searching Wealth Advisory Associate jobs look for? The top searched job categories for Wealth Advisory Associate jobs are:
Wealth Advisory Associate jobs near you
Infographic showing various Wealth Advisory Associate job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Hybrid job distribution, with an average salary of $82,481 per year, or $39.7 per hour.

Senior Advisory Associate

HB Wealth

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $29 billion in assets under management as of October 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary:
We seek a Senior Advisory Associate for our Buckhead office. This role provides technical and operational support to Wealth and Senior Wealth Advisors. Serving as the primary internal liaison, they help ensure delivery of agreed-upon client service standards across assigned relationships.
Key responsibilities include building and maintaining financial plans, preparing meeting materials, managing financial planning software, inputting client data, and developing client-ready deliverables. Senior Advisory Associate may attend client meetings to take notes and handle basic client inquiries but do not provide financial advice.
Job Responsibilities:
General Support
  • Provide analysis, client service, and technical support to senior team members.
  • Develop technical expertise across investments, cash flow projections, insurance, tax, and estate planning to prepare for a future Wealth Advisor role.
  • Coordinate meeting follow-ups and collaborate with team members as needed.
  • Train, coach, and mentor junior team members.
  • Contribute to team initiatives to improve efficiency, quality, and control through system and process enhancements.
  • Create, edit, and format professional documents using Microsoft Office Suite.

Analytical Support
  • Analyze client data and prepare reports, presentations, and financial plans.
  • Enter and maintain information in financial planning software; produce specialized reports and analyses.
  • Assist in preparing investment policy statements.

Advisory Support
  • Attend client meetings to take notes and, when appropriate, present limited materials.
  • Support Wealth Advisors in managing client service-scheduling, preparation, meeting participation, and follow-up.
  • Address basic client inquiries and assist clients with account access and portal navigation.
  • Coordinate with custodians to obtain account information as needed.
  • Maintain accurate client data in the CRM and ensure portfolio reports are complete and accurate before client meetings.

Requirements
  • Bachelor's Degree from an accredited college or university
  • 2-4 years of relevant industry experience
  • Minimum of 1 year of experience supporting client relationships
  • Highly proficient with the Microsoft Office Suite
  • Proficiency with financial planning, CRM, and Portfolio reporting software
  • Series 65 or CFP strongly preferred
  • Ability to successfully pass criminal background / credit check required

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 40%
  • Cell phone stipend
  • EPP

Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

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