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Wealth Assistant Jobs (NOW HIRING)

Wealth Architects

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 ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

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

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

Conshohocken, PA · On-site

$120K - $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 exceptional 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 ...

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How much do wealth assistant jobs pay per hour?

As of Sep 2, 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.

What is a wealth assistant?

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 wealth assistant do?

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.

What are the key skills and qualifications needed to thrive as a wealth assistant?

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.

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Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $62,323 per year, or $30 per hour.

Associate Wealth Advisor - Hightower Signature Wealth

Hightower

Downers Grove, IL • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 14 days ago

Job description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
You will join a collaborative and client focused wealth management team dedicated to delivering comprehensive financial planning and exceptional client service. Reporting directly to a Lead Wealth Advisor, the Associate Wealth Advisor serves as a key partner in supporting client relationships, preparing financial planning analyses, and helping execute investment and wealth management strategies. This role is designed for individuals who aspire to become Lead Wealth Advisors and develop their own client relationships over time. In addition to supporting financial planning and investment analysis, the Associate Wealth Advisor will actively participate in business development activities, prospect engagement, and relationship building. The role provides a structured path toward greater client responsibility and long term career growth within wealth management
What You'll Do
The Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.
  • Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services
  • Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software
  • Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items
  • Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies
  • Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations
  • Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs
  • Serve as a trusted point of contact for clients while developing relationship management and advisory skills
  • Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process
  • Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities
  • Stay current on financial planning concepts, investment strategies, and industry developments
  • Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors
  • Develop relationship management and business development skills through direct client and prospect interaction.
  • Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families.
  • Support networking, referral, and community engagement initiatives that contribute to firm growth.
  • Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role.
  • Demonstrate a commitment to developing a personal business development strategy and advisory practice over time

What You'll Bring
  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
  • 2 or more years of experience in wealth management, financial planning, investment advisory, or financial services
  • CFP® designation completed, in progress, or willingness to pursue
  • Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies
  • Strong analytical and problem-solving skills with the ability to interpret complex financial information
  • Excellent verbal and written communication skills with a client service mindset
  • Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms
  • FINRA Series 65 license, Series 6, or Series 7, Life & Health insurance licenses or ability to obtain within a specified timeframe preferred
  • Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships
  • Interest in business development, networking, and cultivating long-term client partnerships

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • In-office four days a week and work from home one day a week
  • Base salary of $75,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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