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Wealth Advisory Associate Jobs (NOW HIRING)

Lake City Bank

Wealth Associate

Mishawaka, IN · On-site

$19.75/hr

As a Wealth Associate in the Elkhart Region, you will play a critical role in supporting Wealth Advisory Group Officers with trust administration and investment management relationships. In this role ...

Lake City Bank

Wealth Associate

South Bend, IN · On-site

$19.75/hr

As a Wealth Associate in the Elkhart Region, you will play a critical role in supporting Wealth Advisory Group Officers with trust administration and investment management relationships. In this role ...

Lake City Bank

Wealth Associate

Warsaw, IN · On-site

$19.75/hr

As a Wealth Associate in the Elkhart Region, you will play a critical role in supporting Wealth Advisory Group Officers with trust administration and investment management relationships. In this role ...

Lake City Bank

Wealth Associate

Elkhart, IN · On-site

$19.75/hr

As a Wealth Associate in the Elkhart Region, you will play a critical role in supporting Wealth Advisory Group Officers with trust administration and investment management relationships. In this role ...

Lake City Bank

Wealth Associate

Granger, IN · On-site

$19.75/hr

As a Wealth Associate in the Elkhart Region, you will play a critical role in supporting Wealth Advisory Group Officers with trust administration and investment management relationships. In this role ...

Centura Wealth Advisory

Associate Advisor

San Diego, CA · On-site

Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth ...

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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 Sep 15, 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 a wealth advisory associate?

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 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 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 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.

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Wealth Advisory Associate jobs near you
Infographic showing various Wealth Advisory Associate job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $82,481 per year, or $39.7 per hour.

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Orlando, FL • On-site

Charles Schwab
See more jobs at Charles Schwabexternal

$13.50 - $18.75/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 8 days ago

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. 

Schwab Wealth Advisory is Schwab’s premier fee-based wealth management program, dedicated to helping clients achieve their financial goals through personalized advice and tailored solutions. As part of the Centralized Support Team, you will serve as a dedicated inbound resource for Schwab Wealth Advisory, supporting high-net-worth clients and key internal business partners by receiving, triaging, and resolving service and operational requests. In this role, you will help create positive client and advisor outcomes through responsive support, consistent follow-through, and strong partnership across Schwab Wealth Advisory.  

Success in this role is driven by skills rather than a specific career path. 

  • Using your client and advisor support experience, you will respond to inbound needs, clarify requests, resolve issues, and deliver a consistent service experience.  
  • Through oral and written communication, you will document requests clearly, share timely updates, and explain processes and operating standards to advisors, clients, and business partners.  
  • Your attention to detail will ensure accuracy in case management, operational workflows, documentation, and follow-up activities.  
  • Leveraging process discipline, sound judgment, and available resources, you will navigate inbound inquiries, route work appropriately, and help resolve operational, planning, and service-related requests.  

As part of a collaborative inbound support team, you will build trusted partnerships across Schwab Wealth Advisory while balancing multiple priorities in a fast-paced environment. Schwab is committed to your growth through coaching, training, and development opportunities that will help you build expertise in wealth management operations, advisor support, relationship management, and financial services. This is an opportunity to make a meaningful impact while developing the skills and experience needed for future career growth within Schwab Wealth Advisory.

What you have

Required Qualifications 

  • Active and valid FINRA Series 7 license 
  • Active and valid FINRA Series 66 or Series 63/65 license (or obtained within 120 days) 
  • Minimum 1 year of financial services experience 

Preferred Qualifications 

  • Experience in inbound advisor, client, or operational support 
  • Experience supporting financial advisors, wealth management teams, or advisor-service workflows 
  • Experience with CRM, case management, or workflow platforms such as Salesforce 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities 


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply