ZipRecruiter

Log In

1

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 ...

Riverfront Wealth Management

Be Seen First

Client Service Associate

Decatur, AL · On-site

$50K - $75K/yr

**Client Service Associate - Independent Wealth Advisory Team** **Decatur, Alabama** | Full-Time Are you a detail-oriented professional who enjoys helping people and delivering exceptional service? Our ...

New

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 · 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 ...

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 ...

next page

Showing results 1-20

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 Jul 13, 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.
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 July 2026, with employment types broken down into 90% Full Time, 5% Part Time, and 5% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution, with an average salary of $82,481 per year, or $39.7 per hour.
Senior Regional Manager, Schwab Wealth Advisory

Senior Regional Manager, Schwab Wealth Advisory

Charles Schwab Inc.

Campbell, CA • On-site

$222K - $294K/yr

Full-time

Re-posted 9 days ago

Job description

Your Opportunity
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.
What you are good at-
Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.
Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.
Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals.
Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.
Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.
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 locations.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
  • CFP® designation, CFA® designation required (may consider 24 month condition of employment)
  • Bachelor's Degree required
  • Active and valid FINRA Series 7 license required
  • Active and valid FINRA 66 license required (may consider a 120-day COE)
  • Active and valid FINRA 9/10 required (may consider a 120-day COE)
  • Five plus years' experience in the financial services industry
  • Minimum of 2 years supervisory experience strongly preferred

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

Apply