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Wealth Assistant Jobs (NOW HIRING)

Dowling Tax Group LLC

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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 ...

Dowling Tax Group LLC

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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 ...

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 ...

Sequoia Financial Group Llc

Wealth Advisor

Phoenix, AZ · 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 ...

Sequoia Financial Group Llc

Wealth Advisor

Bismarck, 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 ...

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 ...

LifeWise Wealth Advisors

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Wealth Advisor & Tax Professional

Champaign, IL · On-site

$80K - $125K/yr

LifeWise Wealth Advisors is seeking a relationship-focused professional who is passionate about ... Setting clear, specific objectives and creating actionable steps to assist clients in achieving ...

LifeWise Wealth Advisors

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Wealth Advisor & Tax Professional

Champaign, IL · On-site

$80K - $125K/yr

LifeWise Wealth Advisors is seeking a relationship-focused professional who is passionate about ... Setting clear, specific objectives and creating actionable steps to assist clients in achieving ...

CX Institutional LLC

Wealth Manager

Auburn, IN · On-site

They also assist with the daily needs of serving the client. The Wealth Advisor leads the investment management portion of the relationship, in addition to all business development and new client ...

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 ...

Bank of America

Wealth Strategies Advisor

Charlotte, NC · On-site

Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace. * Word, Excel, and PowerPoint. * Various Wealth Strategy stochastic models and planning ...

CX Institutional LLC

Wealth Manager

Auburn, IN · On-site

They also assist with the daily needs of serving the client. The Wealth Advisor leads the investment management portion of the relationship, in addition to all business development and new client ...

Bank of America

Wealth Strategies Advisor

Charlotte, NC · On-site

Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace. * Word, Excel, and PowerPoint. * Various Wealth Strategy stochastic models and planning ...

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Wealth Assistant information

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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.
Administrative Assistant - Wealth Management

Administrative Assistant - Wealth Management

The National Bank of Indianapolis

Indianapolis, IN • On-site

$17.25 - $23.25/hr

Full-time

Posted 28 days ago

Job description

Administrative Assistant - Wealth Management
Are you highly organized, detail-oriented, and energized by supporting senior leaders and client-focused teams? The National Bank of Indianapolis is seeking an Administrative Assistant in Wealth Management to provide administrative and coordinative support for the Wealth Management division.
In this role, you'll serve as a key partner to the Manager of Wealth Management and various committees within the division, helping ensure smooth operations, exceptional service, and effective communication across teams and clients.
What You'll Do
  • Provide administrative and coordinative support to the Manager of Wealth Management and division leadership
  • Serve as secretary for Wealth Management committees, sub-committees, panels, and taskforces
  • Generate spreadsheets, reports, follow-up lists, and committee materials
  • Assist with the development and communication of Wealth Management procedures and initiatives
  • Coordinate division functions and events, including client communications, referral recognition, marketing initiatives, and entertainment activities
  • Support portfolio management activities, including monitoring cash flow activity, preparing meeting materials, and coordinating client meetings
  • Serve as a secondary point of contact for clients as needed
  • Assist with client distributions and coordinate communications across Wealth Management teams
  • Perform a variety of administrative functions, including mail handling, imaging, filing, special mailings, and maintaining marketing materials

What We're Looking For
  • High school diploma or equivalent required
  • Minimum of 3 years of administrative experience supporting client service professionals; banking or trust support experience preferred
  • Strong written and verbal communication skills with a customer-first mindset
  • Excellent interpersonal skills and professional presence
  • Demonstrated ability to prioritize tasks, manage deadlines, and work independently
  • Strong organizational, problem-solving, and time management skills
  • High degree of accuracy and attention to detail
  • Advanced proficiency in Microsoft Word and Excel

Why Join Us
The National Bank of Indianapolis is the city's only locally owned national bank and is recognized for exceptional service, strong relationships, and a collaborative culture. Our Wealth Management team is committed to delivering highly personalized support and trusted guidance to our clients.
You can expect:
  • A professional, team-oriented environment
  • Meaningful work supporting senior leadership and client relationships
  • Opportunities to grow your skills and broaden your experience
  • A culture grounded in service, collaboration, and excellence

In Summary
Bring your organization.
Bring your professionalism.
Bring your commitment to exceptional service.
We'll provide the support, culture, and opportunity to help you succeed.
Hourly Wage
The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.
The National Bank of Indianapolis participates in E-Verify, a federal program that verifies the employment eligibility of newly hired employees. Employment is contingent upon verification of identity and authorization to work in the United States in accordance with federal law.

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