Wealth Advisor
Chattanooga, TN · On-site
... assist clients in building, distributing, preserving and transferring wealth. The anticipated gr.
Wealth Advisor
Chattanooga, TN · On-site
... assist clients in building, distributing, preserving and transferring wealth. The anticipated gr.
Associate Wealth Architect
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 ...
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Associate Wealth Architect
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 ...
Wealth Advisor
Boca Raton, FL · On-site
Supported by Associate Wealth Advisors and Client Service professionals who assist with planning implementation and client service. * Opportunity to work with successful individuals and families ...
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Wealth Advisor
Boca Raton, FL · On-site
Supported by Associate Wealth Advisors and Client Service professionals who assist with planning implementation and client service. * Opportunity to work with successful individuals and families ...
Wealth Planning Strategist
Plymouth, MI · On-site
$115K - $149K/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 ...
Wealth Planning Strategist
Plymouth, MI · On-site
$115K - $149K/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 ...
Wealth Planning Strategist
Bridgeville, PA · On-site
$115K - $149K/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 ...
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Wealth Planning Strategist
Bridgeville, PA · On-site
$115K - $149K/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 ...
Wealth Planning Strategist
Bridgeville, PA · On-site
$115K - $149K/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 ...
Wealth Planning Strategist
Bridgeville, PA · On-site
$115K - $149K/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 ...
Wealth Planning Strategist
Plymouth, MI · On-site
$115K - $149K/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 ...
Quick apply
Wealth Planning Strategist
Plymouth, MI · On-site
$115K - $149K/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 ...
Wealth Planning Strategist
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 ...
Quick apply
Wealth Planning Strategist
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 ...
Wealth Planning Strategist
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 ...
Wealth Planning Strategist
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 ...
Wealth Advisor
$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
Wealth Advisor
$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
DIRECTOR, WEALTH ADVISOR
Dallas, TX · On-site
Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional ... Drive review process for client portfolios and assist in the development, presentation, and ...
DIRECTOR, WEALTH ADVISOR
Dallas, TX · On-site
Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional ... Drive review process for client portfolios and assist in the development, presentation, and ...
DIRECTOR, WEALTH ADVISOR
Dallas, TX · On-site
Our purpose is to help ensure that both wealth and life are fully optimized--integrated ... Drive review process for client portfolios and assist in the development, presentation, and ...
DIRECTOR, WEALTH ADVISOR
Dallas, TX · On-site
Our purpose is to help ensure that both wealth and life are fully optimized--integrated ... Drive review process for client portfolios and assist in the development, presentation, and ...
Wealth Planning: Assist the team's Wealth Managers in producing financial plans * Mentorship and Collaboration * Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
Wealth Planning: Assist the team's Wealth Managers in producing financial plans * Mentorship and Collaboration * Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
Wealth Advisor
Omaha, NE · On-site
$125K - $145K/yr
Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals ... * Assist with client billing reviews to ensure fees are collected in a timely manner
Wealth Advisor
Omaha, NE · On-site
$125K - $145K/yr
Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals ... * Assist with client billing reviews to ensure fees are collected in a timely manner
Wealth Advisor
$110K - $165K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Wealth Advisor
$110K - $165K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Wealth Advisor
$125K - $150K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Wealth Advisor
$125K - $150K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Wealth Advisor
Pasadena, CA · On-site
$110K - $165K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Wealth Advisor
Pasadena, CA · On-site
$110K - $165K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Wealth Advisor
Los Angeles, CA · On-site
$125K - $150K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Wealth Advisor
Los Angeles, CA · On-site
$125K - $150K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Wealth Advisor
Riverside, CT · Remote
We are looking for a detail-focused Wealth Advisor to join our growing team. The Associate ... Building and maintaining client base, keeping client plans up-to-date and assist in acquiring new ...
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Wealth Advisor
Riverside, CT · Remote
We are looking for a detail-focused Wealth Advisor to join our growing team. The Associate ... Building and maintaining client base, keeping client plans up-to-date and assist in acquiring new ...
Wealth Advisor
Los Altos, CA · On-site
$165K - $175K/yr
The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Wealth Advisor
Los Altos, CA · On-site
$165K - $175K/yr
The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Wealth Assistant information
See salary details
$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
How much do wealth assistant jobs pay per hour?
As of Jul 24, 2026, the average hourly pay for wealth assistant in the United States is $29.96, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $35.10 per hour, depending on experience, location, and employer.
How many financial advisors make $500,000 a year?
While exact numbers vary, a small percentage of financial advisors, including wealth assistants with advanced certifications and extensive client portfolios, earn $500,000 or more annually. Typically, high earnings are associated with senior advisors managing large assets and working in affluent markets.
How to become a personal assistant for a wealthy person?
To become a personal assistant for a wealthy individual, candidates should develop strong organizational, communication, and discretion skills, often gained through experience in administrative roles. Relevant qualifications include proficiency with scheduling tools, confidentiality, and adaptability, with some positions requiring a background in finance or luxury services. Building a professional network and demonstrating reliability can improve chances of securing such a position.
What does a wealth assistant do?
A wealth assistant supports financial advisors or clients by managing schedules, preparing documents, and handling administrative tasks related to wealth management. They may also assist with client communications, data entry, and using financial software to ensure smooth operations in a financial services environment.
What jobs make $1,000,000 a year?
In the context of a Wealth Assistant, high-earning roles often include investment bankers, hedge fund managers, and senior executives in finance or technology, with many earning over $1 million annually through salaries, bonuses, and profit sharing. These positions typically require advanced degrees, extensive experience, and strong skills in finance, leadership, or technical expertise.
What are the key skills and qualifications needed to thrive in the Wealth Assistant position, and why are they important?
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.
What is a Wealth Assistant job?
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.
What does a typical day look like for a Wealth Assistant, and how do they interact with wealth advisors and clients?
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.
More about Wealth Assistant jobs
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What states have the most Wealth Assistant jobs? States with the most job openings for Wealth Assistant jobs include:
What job categories do people searching Wealth Assistant jobs look for? The top searched job categories for Wealth Assistant jobs are:
Full-time
Posted 28 days ago
Job description
HHM Wealth Advisors, LLCIncumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building, distributing, preserving and transferring wealth. The anticipated gr...