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 ...
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 ...
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 ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
Overview Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate ...
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 ...
Hurricane, WV · On-site
Medical
Dental
Vision
Retirement
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
Hurricane, WV · On-site
Medical
Dental
Vision
Retirement
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 ...
Blue Ash, 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 ...
Blue Ash, 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
Medical
Retirement
PTO
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
Medical
Retirement
PTO
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 ...
Medical
Dental
Vision
Retirement
PTO
General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...
Medical
Dental
Vision
Retirement
PTO
General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...
Atlanta, GA · On-site
Medical
Dental
Vision
Retirement
PTO
General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...
Atlanta, GA · On-site
Medical
Dental
Vision
Retirement
PTO
General Support * Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters ...
Dallas, TX · On-site
The Associate will assist with the development of complex, integrated financial analyses that help clients understand their consolidated net worth, liquidity needs, cash-flow outlook, wealth-transfer ...
Dallas, TX · On-site
The Associate will assist with the development of complex, integrated financial analyses that help clients understand their consolidated net worth, liquidity needs, cash-flow outlook, wealth-transfer ...
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 ...
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 ...
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.
Dallas, TX · On-site
The Associate will assist with the development of complex, integrated financial analyses that help clients understand their consolidated net worth, liquidity needs, cash-flow outlook, wealth-transfer ...
Dallas, TX · On-site
The Associate will assist with the development of complex, integrated financial analyses that help clients understand their consolidated net worth, liquidity needs, cash-flow outlook, wealth-transfer ...
Dallas, TX · On-site
The Associate will assist with the development of complex, integrated financial analyses that help clients understand their consolidated net worth, liquidity needs, cash-flow outlook, wealth-transfer ...
Dallas, TX · On-site
The Associate will assist with the development of complex, integrated financial analyses that help clients understand their consolidated net worth, liquidity needs, cash-flow outlook, wealth-transfer ...
$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
Re-posted 7 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
