ZipRecruiter

Log In

1

Wealth Assistant Jobs (NOW HIRING)

Focus Financial Partners

Wealth Advisor

Omaha, NE

$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

Old National Bank

Wealth Sales Assistant Rgst

Waconia, MN · On-site

$21.50 - $37.50/hr

The Wealth Registered Sales Assistant is responsible for providing administrative and sales support for assigned Wealth Advisors. The Sales Assistant enhances the client experience by providing ...

Cresset Capital

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 ...

Cresset Capital

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 ...

Focus Financial Partners

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

Cerity Partners

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 ...

Ceritypartners

Wealth Advisor

Los Angeles, CA

$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 ...

Cerity Partners

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 ...

Dowling Tax Group LLC

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 ...

Apply Early

Ceritypartners

Wealth Advisor

Los Altos, CA

$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 ...

Dowling Tax Group LLC

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 ...

CX Institutional LLC

Wealth Manager

Minneapolis, MN · On-site

The Wealth Manager will build and maintain comprehensive plans for presentation to clients and will also assist with the daily needs of serving the client. The Wealth Advisor leads the investment ...

Apply Early

Regal Securities, Inc.

Wealth Advisor

Glenview, IL · On-site

We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business. Our Vision is to be THE Trusted Advisor for our clients. Our Mission is to empower our team ...

Apply Early

Sequoia Financial Group Llc

Wealth Advisor

Fargo, ND · On-site

Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated ... Proactively maintain client relationships through excellent client service. * Assist with or lead ...

Apply Early

Sequoia Financial Group Llc

Wealth Advisor

Spokane, WA · On-site

Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated ... Proactively maintain client relationships through excellent client service. * Assist with or lead ...

Apply Early

next page

Showing results 1-20

All JobsWealth Assistant Jobs

Wealth Assistant information

See salary details

$9

$29

$67

How much do wealth assistant jobs pay per hour?

As of Jul 3, 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
What cities are hiring for Wealth Assistant jobs? Cities with the most Wealth Assistant job openings:
What are the most commonly searched types of Wealth jobs? The most popular types of Wealth jobs are:
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:
Wealth Assistant jobs near you
Wealth Advisor

Wealth Advisor

Focus Financial Partners

Omaha, NE

$125K - $145K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 19 days ago

Job description

Position Summary

Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients' needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals. They do this by first listening to and understanding each client's unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client's financial life including goals-based planning, taxation, estate planning, and retirement.

Primary Responsibilities 

Leadership

  • Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team's business plan.
  • Have both a tactical (short term) and strategic (long term) approach to team development and growth
  • Establishes the optimal client experience and collaborates with team members to ensure the highest level of service
  • Provides feedback and opportunities for development of Associate Wealth Advisors
  • Takes ownership and accountability for client issues that arise
  • Leads by example and actively participates in firm initiatives and carries forth the core values of the firm

Client Experience 

  • Serve as Primary advisor on 50%+ of client relationships
  • Proficient in all areas of planning and implementing financial plans for clients
  • Develops a mastery of Focus Partner Wealth's (FPW) investment philosophy
  • Active utilization of FPW's client experience framework
  • Conducts Client Discovery and Wealth Planning Conversations
  • Identify advanced planning opportunities and develop internal best practices
  • Create, edit, and present financial plans through planning software
  • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Assist with client billing reviews to ensure fees are collected in a timely manner
  • Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.
  • The ability to meet with clients in person. Some travel may be required

Business Development

  • Consistently meets and exceeds revenue and growth goals
  • Develops multiple Centers of Influences which are active client referral sources
  • Ability to develop new business independently and in a team environment
  • Manage individual and team prospect pipeline, including the onboarding of new clients

Qualifications

  • Bachelor's Degree
  •  7+ years of advisory experience in the wealth management industry
  • CFP or equivalent (ChFC or CPA + PFS) required
  •  Proven Business Development Skillset
  •  Mastery of investment strategies, risk management, tax planning, and estate planning
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
  • Team-oriented approach
  • Knowledge of financial services industry, financial products, and financial planning concepts
  • Clean U4

This is an exempt position. The annualized base pay for this role is expected to be $125,000 - $145,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

Apply