Greensburg, KS · On-site
Position Summary The Wealth Assistant plays a crucial role in supporting the day-to-day operations of the advisory team. This position ensures smooth scheduling, accurate data management, timely ...
Quick apply
Greensburg, KS · On-site
Position Summary The Wealth Assistant plays a crucial role in supporting the day-to-day operations of the advisory team. This position ensures smooth scheduling, accurate data management, timely ...
Beckley, WV · On-site
Job Posting TitleWealth Assistant Summary/Objective The Wealth Assistant is primarily responsible for supporting the business development and service efforts of assigned Advisor representative(s) of ...
Quick apply
Beckley, WV · On-site
Job Posting TitleWealth Assistant Summary/Objective The Wealth Assistant is primarily responsible for supporting the business development and service efforts of assigned Advisor representative(s) of ...
Mason City, IA · On-site
The Trust & Wealth Assistant I ensures accurate, efficient, and timely processing of activities by planning, scheduling, and communicating, while consistently upholding First Citizens' Wealth ...
Mason City, IA · On-site
The Trust & Wealth Assistant I ensures accurate, efficient, and timely processing of activities by planning, scheduling, and communicating, while consistently upholding First Citizens' Wealth ...
The Trust & Wealth Assistant I ensures accurate, efficient, and timely processing of activities by planning, scheduling, and communicating, while consistently upholding First Citizens' Wealth ...
The Trust & Wealth Assistant I ensures accurate, efficient, and timely processing of activities by planning, scheduling, and communicating, while consistently upholding First Citizens' Wealth ...
In this role, you will assist clients in building, preserving, and growing multigenerational wealth through comprehensive financial planning. Collaborating with the Director of Financial Planning and ...
In this role, you will assist clients in building, preserving, and growing multigenerational wealth through comprehensive financial planning. Collaborating with the Director of Financial Planning and ...
Los Angeles, CA · On-site
$81K - $109K/yr
In this role, you will assist clients in building, preserving, and growing multigenerational wealth through comprehensive financial planning. Collaborating with the Director of Financial Planning and ...
Los Angeles, CA · On-site
$81K - $109K/yr
In this role, you will assist clients in building, preserving, and growing multigenerational wealth through comprehensive financial planning. Collaborating with the Director of Financial Planning and ...
In this role, you will assist clients in building, preserving, and growing multigenerational wealth through comprehensive financial planning. Collaborating with the Director of Financial Planning and ...
In this role, you will assist clients in building, preserving, and growing multigenerational wealth through comprehensive financial planning. Collaborating with the Director of Financial Planning and ...
Salina, KS · On-site
You will work closely with Wealth Managers, Wealth Assistants, and leadership to deliver seamless client service, accurate execution, and high professional standards. Key Responsibilities * Assist in ...
Quick apply
Salina, KS · On-site
You will work closely with Wealth Managers, Wealth Assistants, and leadership to deliver seamless client service, accurate execution, and high professional standards. Key Responsibilities * Assist in ...
Omaha, NE · On-site
$125K - $145K/yr
The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing ... * Assist with client billing reviews to ensure fees are collected in a timely manner
Omaha, NE · On-site
$125K - $145K/yr
The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing ... * Assist with client billing reviews to ensure fees are collected in a timely manner
Berwyn, PA · On-site
GENERAL We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing ...
Quick apply
Berwyn, PA · On-site
GENERAL We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing ...
From time to time, assist with administrative matters related to employee benefits and HR ... Seven Springs Wealth Group is proud to be an equal opportunity employer. We are committed to ...
Quick apply
From time to time, assist with administrative matters related to employee benefits and HR ... Seven Springs Wealth Group is proud to be an equal opportunity employer. We are committed to ...
Cincinnati, OH · On-site
Wealth Advisor Job Profile The Wealth Advisor serves as the primary point of contact for clients ... Fostering prospective client introductions from highly satisfied clients * Assist in and ...
Cincinnati, OH · On-site
Wealth Advisor Job Profile The Wealth Advisor serves as the primary point of contact for clients ... Fostering prospective client introductions from highly satisfied clients * Assist in and ...
Fargo, ND · On-site
Put financial strategies into action or recommend customers to experts who can assist them. * Responsible for communication with and between customers and wealth company staff. * Review of client ...
Fargo, ND · On-site
Put financial strategies into action or recommend customers to experts who can assist them. * Responsible for communication with and between customers and wealth company staff. * Review of client ...
Atlanta, GA · On-site
Job Responsibilities General Support * Assist with planning, analysis, investment, and other decisions that affect client relationships, consulting with the Secondary/Lead Advisor and Wealth ...
Atlanta, GA · On-site
Job Responsibilities General Support * Assist with planning, analysis, investment, and other decisions that affect client relationships, consulting with the Secondary/Lead Advisor and Wealth ...
Chattanooga, TN · On-site
... assist clients in building, distributing, preserving and transferring wealth. The anticipated gr.
Chattanooga, TN · On-site
... assist clients in building, distributing, preserving and transferring wealth. The anticipated gr.
Mountain View, CA · On-site
$21.75 - $25/hr
The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with wealth management and financial planning. This position is responsible for providing support to and ...
Quick apply
Mountain View, CA · On-site
$21.75 - $25/hr
The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with wealth management and financial planning. This position is responsible for providing support to and ...
Philadelphia, PA · On-site
... assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and ...
Philadelphia, PA · On-site
... assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and ...
Philadelphia, PA · On-site
... assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and ...
Philadelphia, PA · On-site
... assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and ...
Philadelphia, PA · On-site
... assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and ...
Philadelphia, PA · On-site
... assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with background in tax, trust and ...
Wayne, PA · On-site
$110K - $142K/yr
... * Assist in managing the internal process for prospective Ultra-High-Net Worth/Multifamily Office ... Support Wealth Planning team members in ensuring compliance, workflow, and efficiency, including ...
Wayne, PA · On-site
$110K - $142K/yr
... * Assist in managing the internal process for prospective Ultra-High-Net Worth/Multifamily Office ... Support Wealth Planning team members in ensuring compliance, workflow, and efficiency, including ...
$9.62 - $14.90
14% of jobs
$17.07 is the 25th percentile. Wages below this are outliers.
$14.90 - $20.19
27% of jobs
The median wage is $22.56 / hr.
$20.19 - $25.48
20% of jobs
$25.48 - $30.77
13% of jobs
$31.27 is the 75th percentile. Wages above this are outliers.
$30.77 - $36.06
9% of jobs
$36.06 - $41.35
5% of jobs
$41.35 - $46.63
3% of jobs
$46.63 - $51.92
3% of jobs
$51.92 - $57.21
2% of jobs
$57.21 - $62.50
2% of jobs
$62.50 - $67.79
1% of jobs
$9
$29
$67
To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.
A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.
A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.
Full-time
Posted 3 days ago
Position Summary
The Wealth Assistant plays a crucial role in supporting the day-to-day operations of the advisory team. This position ensures smooth scheduling, accurate data management, timely notifications, and essential administrative support. The Wealth Assistant serves as a key operational coordinator, team-area lead across several functions, and provides lite service support to maintain a seamless client experience. This role promotes organizational efficiency and strengthens team performance through reliable, detail-oriented execution.
Key Responsibilities
Qualifications
Key Performance Indicators
