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Wealth Assistant Jobs (NOW HIRING)

Waldron Private Wealth

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 ...

Waldron Private Wealth

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 ...

Waldron Private Wealth

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 ...

Northern Trust

Senior Wealth Advisor

Houston, TX · On-site

Design and implement wealth plans integrating wealth management, wealth transfer, and tax ... Actively assist in the sales process and identify opportunities to expand client relationships ...

Focus Financial Partners

Wealth Advisor

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

Northern Trust

Senior Wealth Advisor

Houston, TX · On-site

Design and implement wealth plans integrating wealth management, wealth transfer, and tax ... Actively assist in the sales process and identify opportunities to expand client relationships ...

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 ...

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 ...

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 ...

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

Northern Trust

Senior Wealth Advisor

Houston, TX · On-site

Design and implement wealth plans integrating wealth management, wealth transfer, and tax ... Actively assist in the sales process and identify opportunities to expand client relationships ...

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How much do wealth assistant jobs pay per hour?

As of Jun 9, 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 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.

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Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 9% As Needed, 57% Full Time, 28% Part Time, 4% Temporary, and 1% Nights. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $62,323 per year, or $30 per hour.
Wealth Planning Strategist

Wealth Planning Strategist

Waldron Private Wealth

Bridgeville, PA • On-site

$115K - $149K/yr

Full-time

Posted 22 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to partner with senior department members to create processes and help drive Wealth Planning Services for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) by researching, building strong relationships with Lead Advisors, and being a subject matter expert on various items.
In this role you will:
  • Facilitate all the client service responsibilities for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets > $500MM+, Annual Revenue > $1MM).
  • Provide support to the client service team to facilitate Wealth Planning for Ultra-High-Net Worth/Multifamily Office type clients and support the complex planning needs for other complex clients, by assisting with the execution of internal and external services, including preparation of materials and coordination of meetings to showcase Waldron's value propositions for the complex wealth advisory needs.
  • Champion, manage, evaluate, and innovate the technology stack required for the Wealth Planning team to allow the Firm to continue to add efficiencies and innovate solutions for Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM).
  • Support the prospecting and onboarding process of Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) and other complex clients through research, data management, and managing client information systems.
  • Assist in managing the internal process for prospective Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) and other complex clients by gathering necessary documentation and following up on action items.
  • Ensure the accuracy and quality of work for assigned Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) and other complex clients family relationships.
  • Run the internal GAP (Gather, Analyze, Present) process for prospective Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) to prepare the closing team to demonstrate Waldron's unique value, including oversight of all related deliverables.
  • Support in developing content, communication, and training for Waldron members on Wealth Planning offerings and updates, ensuring that all materials are up-to-date and distributed appropriately.
  • Support Wealth Planning team members in ensuring compliance, workflow, and efficiency, including updating workflow documents, monitoring deadlines, and reporting progress to management.
  • Assist the Director of Wealth Planning in identifying and supporting the execution of strategic wealth Planning initiatives and projects that align with client and Firm goals. Handle assigned tasks and coordinate with relevant departments.
  • Identify and recommend improvements in current services and vendors by gathering feedback, tracking usage data, and compiling reports on service efficiencies.
  • Act as a point of contact for inquiries about Wealth Planning offerings and processes, redirecting complex questions to senior team members or subject matter experts as needed.
Experience/Education Requirements:
  • Bachelor's Degree in finance or related field required.
  • Minimum of five (5) total years of wealth management and investment related experience required. Seven (7) years preferred.
  • Minimum of three (3) years of progressive experience working with Family Office and Ultra High Net Worth (UHNW) client families ($50MM+ in investable assets) required. Five (5) years preferred.
  • Passed CFP®, CFA, CPA, JD or another approved advanced credential required.
  • Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

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