ZipRecruiter

Log In

1

Wealth Advisory Associate Jobs (NOW HIRING)

First Community Trust

Associate Wealth Advisor

Dubuque, IA · On-site

$56.50K - $70.75K/yr

FCT is a nationally chartered trust company offering wealth advisory services including investment ... We are seeking a talented Associate Wealth Advisor . In this role, you will support our Wealth ...

Titan

Wealth Advisor, Associate

New York, NY · On-site

$95K - $140K/yr

Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're ... Advisory is key to our mission of increasing our generation's compound growth rate. We pride ...

Annex Wealth Management

Wealth Advisor

Madison, WI · On-site

Annex Wealth Management is a privately held, full-service advisory and wealth management firm ... Actively mentor Associate Wealth Managers to enhance their prospecting, relationship-building, and ...

Annex Wealth Management

Wealth Advisor

Madison, WI · On-site

Annex Wealth Management is a privately held, full-service advisory and wealth management firm ... Actively mentor Associate Wealth Managers to enhance their prospecting, relationship-building, and ...

Annex Wealth Management LLC

Wealth Advisor

Madison, WI · On-site

Annex Wealth Management is a privately held, full-service advisory and wealth management firm ... Actively mentor Associate Wealth Managers to enhance their prospecting, relationship-building, and ...

Whittier Trust

Client Advisory Associate

San Diego, CA · On-site

$65K - $90K/yr

... wealth creators. Our corporate culture is one of client-focus, collaboration, performance and ... Position Summary The Client Advisory Associate supports Senior Client Advisors with account ...

HUB

Senior Wealth Advisor

Austin, TX · Hybrid

$200K/yr

Train and mentor associates across the wealth advisory team * Leverage community relations and development centers of influence to generate leads and facilitate introductions Work experience: * 7+ ...

next page

Showing results 1-20

People also search for

All JobsWealth Advisory Associate Jobs

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 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.
Risk and Control Associate -- Wealth Advisory & Trust Practice

Risk and Control Associate -- Wealth Advisory & Trust Practice

Northern Trust

Chicago, IL • On-site

$95.60K - $162.40K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Northern Trust rating

7.7

Company rating: 7.7 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Experienced, functional area expert with technical and/or business knowledge and functional expertise in Wealth Advisory (wealth planning) or similar area. Responsible for providing comprehensive support to stakeholders to identify and understand Wealth Advisory and overall Advisory Practice business. Works on practice oversight, metrics, risk and control oversight, and overall fiduciary compliance. Serves as a lead consultant for designing business process solutions on large and complex projects or programs. Helps oversee the practice management and compliance for Wealth Advisory and related services to ensure these services are delivered effectively and with appropriate oversight and support, all with a focus on achieving the business results.
Major Duties:
Provides support to the Wealth Advisory practice, including metrics, practice oversight, risk and control analysis and oversight and compliance with required policies and procedures. Work closely with Trust & Advisory COO Team on risk and control issues for both Wealth advisory and core Trust practice. Helps manage conflicts, issues and changes to requirements in order to ensure stakeholders and the project team are all in agreement on the solution scope.
Responsible for managing the business need, refines and clarifies the definition of that need, and designs and produces a solution scope that can feasibly be implemented by the business. May oversee the development of the business case, including on technology and other needs.
Designs and proposes solutions which can best fit the business need, identifies gaps and shortcomings in solutions, and determines necessary work-around or changes to the solution
Carries out initiatives that are large in scope, cross-functional and technically difficult and may involve multiple disciplines and/or ambiguous issues
Strategic in developing, implementing and administering programs within Wealth Advisory and Trust practices. Role is focused on development and initiative management. Executes on strategic business activities that cross functional lines
Knowledge:
• Excellent verbal and written communication skills are required
• In-depth knowledge of business analysis / Industry knowledge is required
• Highly flexible and adaptable to change
• Leadership and organizational skills are required to help determine the Business Unit's goals, resources needed, and to help assess and develop the skills of staff.
Experience:
• College or University degree and/or relevant proven work experience is required.
• Demonstrates excellent experience in change initiatives, with a track record of accomplishment in large, complex projects.
• Experience with Wealth Advisory &/or Trust practice work in a financial institution is a plus.
Salary Range:
$95,600 - 162,400 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

What Northern Trust employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply