ZipRecruiter

Log In

1

Wealth Assistant Jobs (NOW HIRING)

Cerity Partners

Wealth Advisor

Los Altos, CA · On-site

$165K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Ceritypartners

Wealth Advisor

Los Altos, CA · On-site

$165K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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

  • Medical

  • Retirement

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

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 ...

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 ...

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 ...

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

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

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 ...

previous page

Showing results 41-60

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 Aug 13, 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 qualifications do I need to work in wealth management?

Wealth assistants typically need a bachelor's degree in finance, economics, or a related field. Relevant skills include strong communication, financial analysis, and proficiency with financial software; certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

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.

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.

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 August 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 Management Associate

Coldstream Wealth Management

Bellevue, WA • Hybrid

$80K - $100K/yr

Full-time

Posted 28 days ago

Job description

If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.

We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday with potential for Thursdays, 7:00-4:00) and then able to work remotely the other days if they choose.

Specific responsibilities include:

  • Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly

    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity
    • Processing client-directed money movements and other account-related transactions

  • Client Onboarding: Overseeing and coordinating the new client onboarding process

  • Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner

    • Preparing meeting summaries and comprehensive meeting materials
    • Creating and managing post-meeting action items

  • Wealth Planning: Assist the team's Wealth Managers in producing financial plans

  • Mentorship and Collaboration

    • Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
    • Providing guidance and mentorship to new client-facing team members, contributing to their professional growth

We are looking for a candidate who has:

  • 2+ years of client service experience within the wealth management industry (preferably at an RIA).

  • Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense).

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred.

  • Exceptional written and verbal communication skills.

  • Strong organizational and prioritization abilities with consistent attention to detail.

  • Proven ability to work independently while contributing effectively within a team environment.

  • Demonstrated ability to thrive in a fast-paced, client-focused setting.

  • A Bachelor's degree

 

Apply