ZipRecruiter

Log In

1

Wealth Assistant Jobs (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

Bank of America

Wealth Strategies Advisor

Austin, TX · 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 ...

Sequoia Financial Group Llc

Wealth Advisor

Denver, CO · On-site

$110K - $150K/yr

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 ...

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

Austin, TX

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 ...

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 ...

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 ...

BofA Securities

Wealth Strategies Advisor

Austin, TX · 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 ...

next page

Showing results 1-20

All JobsWealth JobsWealth Assistant Jobs

Wealth Assistant information

See salary details

$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
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
Infographic showing various Wealth Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% 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.
Wealth Advisor

Wealth Advisor

Cerity Partners

Los Altos, CA • On-site

$165K - $175K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

Position Summary:
The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction.
Primary Responsibilities
  • Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention.
  • Develop and communicate customized wealth planning strategies based on clients' financial goals, risk tolerance, and investment preferences.
  • Serve as a secondary advisor for selected clients as needed.
  • Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.
  • Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process.
  • Lead client meetings through all phases of our wealth planning process.
  • Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client's financial plan.
  • Identify cross-department solutions for client needs and able to speak generally of other service offerings.
  • Mentor and train colleagues on best practices in wealth planning, client management, and business development.
  • Proactively interact with clients and lead team to create a spectacular client experience.
  • Assist with the timely completion and submission of all client related transaction requests.
  • Involvement in company committees and/or firm-wide initiatives.
  • Perform other duties as deemed necessary or as directed.

Required Qualifications:
  • Bachelor's degree
  • Series 65
  • Completion of CFP® or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree
  • 7-10+ years of industry experience

Skills and Competencies:
  • Proficiency in all Wealth Planner functions, plus:
    • Proven leader, decision-maker, and subject matter expert.
    • Independently sources new client revenue and expands upon existing client relationships.
    • Independently develops and communicates wealth planning strategies and manages client relationships.
  • Strong interpersonal and networking skills with both external clients and internal collaboration.
  • Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.
  • Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions.
  • Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
  • Must accept and thrive in a fast-paced, changing environment.
  • Tenacious about doing what is right for the client - always.

Physical Requirements
  • Prolonged periods sitting at a desk and working on a computer.

Compensation Range:
$165,000-175,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Apply