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Wealth Advisory Associate Jobs (NOW HIRING)

First Community Trust

Associate Wealth Advisor

Dubuque, IA · On-site

$56K - $70K/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 ...

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... Leverages the time and expertise of Sr. Associates and Associates by assisting them in the ...

HB Wealth

Wealth Advisor

Towson, MD

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... Leverages the time and expertise of Sr. Associates and Associates by assisting them in the ...

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 ...

Whittier Trust

Client Advisory Associate

Newport Beach, 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 Client Advisors with account management and ...

Whittier Trust

Client Advisory Associate

Newport Beach, 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 Client Advisors with account management and ...

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+ ...

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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 22, 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 June 2026, with employment types broken down into 16% Full Time, and 84% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $82,481 per year, or $39.7 per hour.
Associate Advisor

Associate Advisor

Centura Wealth Advisory

San Diego, CA • On-site

Full-time

Posted 27 days ago

Job description

Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. This role manages client meeting preparation, conducts financial modeling, prepares advanced planning deliverables, and collaborates with internal and external professionals to ensure accurate and effective implementation of client strategies. Additionally, this role contributes to the firm's growth by identifying and implementing process improvements, managing critical project elements, and actively mentoring and developing junior team members to maintain a high-performing advisory practice.
Primary Responsibilities:
Client Planning & Documentation
  • Review client facts, assumptions, and goals to prepare a first draft of tax planning strategies and opportunities for consideration.
  • Design and model income tax and estate planning strategies under the guidance of the Wealth Advisor
  • Prepare advanced planning deliverables for internal team review and client presentation, ensuring accuracy and clarity in Excel and other systems to effectively "tell the client story."
  • Review client tax returns (personal, corporate, trust, and gift) to identify planning opportunities, errors, and overall financial positioning
  • Contribute technical insights, ask questions, and show hunger to learn during internal case preparation and planning discussions

Client Interaction & Meeting Support
  • Present planning deliverables and quarterly client performance review materials, including entity charts, balance sheets, and portfolio summaries.
  • Assist Wealth Advisors in client meetings by clearly explaining assumptions, recommendations, and strategy rationale.
  • Build and maintain strong client relationships through day-to-day interactions, listening for additional needs, assisting with questions or requests, and facilitating the flow of information to the advisory team.
  • Provide best-in-class client service by supporting timely responses and accurate follow-up.

Project & Process Management
  • Internally manages one of the team's key revenue lines, providing weekly status updates to the team, tracking progress toward goals, and coordinating next steps
  • Support the management of the annual "Report Card" process for all wealth management clients through creation of proposed scope of work and recap of planning value added in the prior year
  • Identify process inefficiencies in client case development, documentation, and financial plan creation, recommending solutions to improve workflow and accuracy.
  • Develop and implement systems, templates, and tools to enhance efficiency and standardization of the Liberated Wealth Process.
  • Manage the team's annual tax project by coordinating Diamond Team to ensure deadlines are met, project progress is tracked, and returns are accurate and complete.

Collaboration (Internal & External)
  • Coordinate with CPAs, EPAs, and other external professionals to support accurate implementation of tax, estate, and investment plans.
  • Collaborate with external center's of influence, client & their support team, and other internal departments to ensure alignment on planning strategy design & execution
  • Train and mentor Diamond Team interns through regular check-in meetings to support learning, questions, and professional growth.
  • Perform other duties as assigned, contributing to a collaborative and high-performance team environment.

Knowledge Skills and Abilities:
  • Strong understanding of financial, tax, and estate planning principles and documentation.
  • Technical proficiency with Salesforce, financial planning software, and Microsoft Office.
  • Exceptional written and verbal communication skills
  • High emotional intelligence, adaptability, and transparency in fast-paced, client-focused environments.
  • Hunger to learn and grow in the role, with willingness to ask questions and seek guidance when needed
  • Advanced proficiency in Excel, including formulas, formatting, and presenting data clearly
  • Ability to collaborate effectively with internal teams and external professionals while maintaining accuracy, timeliness, and quality of deliverable
  • Confident working with the UHNW/HNW

Minimum Qualifications:
  • Bachelor's degree in finance, Business Administration, Economics, or related field
  • Undergraduate degree - Required
  • Certified Financial Planning "CFP" designation - Required
  • Life & Health license in the State of CA - Optional
  • 3+ years minimum experience in wealth management
  • Proficient with Excel, Outlook, and Salesforce

Competencies:
  • Accountability
  • Communication
  • Teamwork
  • Adaptability
  • Client Orientation
  • Emotional Intelligence
  • Relationship Building

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.
We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.
At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
Expected salary range is $65,000 to $95,000.

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