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Wealth Associate Jobs (NOW HIRING)

Sanctuary Wealth Group LLC

Wealth Associate

Carmel, IN · On-site

$55K - $75K/yr

Description Wealth Associate Location: Carmel, IN (In-office, Mon-Fri) Compensation Package: $55,000 - $75,000 Base Salary + 10% Bonus Potential (Semi-Annual Payout) + Competitive Benefits Package ...

BOK Financial

Private Wealth Associate

Plano, TX

The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures ...

Bank OZK

Wealth Associate

Clearwater, FL · On-site

$12.75 - $17.75/hr

Job Purpose & Scope Provides direct Trust and Wealth client service as well as administrative ... Basic Qualifications * High school diploma or equivalent, required; associate's or bachelor ...

Bank OZK

Wealth Associate

Atlanta, GA · On-site

$14 - $19.25/hr

Job Purpose & Scope Provides direct Trust and Wealth client service as well as administrative ... Basic Qualifications * High school diploma or equivalent, required; associate's or bachelor ...

Be Ventures

Wealth Associate - Trading

Salina, KS · On-site

Join Be Wealth as a Wealth Associate and play a vital role in empowering clients to achieve secure and purposeful financial futures. This dynamic position combines comprehensive support for wealth ...

BOK Financial

Private Wealth Associate

Plano, TX · On-site

The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures ...

BOK Financial

Private Wealth Associate

Plano, TX · On-site

The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within Private Banking. The role is designed to teach the specific policies and operating procedures ...

Bank OZK

Wealth Associate

Charlotte, NC · On-site

$14.25 - $19.50/hr

Job Purpose & Scope Provides direct Trust and Wealth client service as well as administrative ... Basic Qualifications * High school diploma or equivalent, required; associate's or bachelor ...

AllianceBernstein

Private Wealth Associate

Nashville, TN · On-site

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Private Wealth Associate

Washington, DC

$17.75 - $23.75/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Private Wealth Associate

New York, NY · On-site

$17.25 - $23/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Private Wealth Associate

Miami, FL

$15 - $20/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Private Wealth Associate

Nashville, TN · On-site

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for wealth associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What does a Wealth Associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a Wealth Associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

What are the key skills and qualifications needed to thrive as a Wealth Associate, and why are they important?

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
More about Wealth Associate jobs
What cities are hiring for Wealth Associate jobs? Cities with the most Wealth Associate 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 Associate jobs? States with the most job openings for Wealth Associate jobs include:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in the United States as of June 2026, with employment types broken down into 14% Full Time, 81% Part Time, 2% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Wealth Associate

Sanctuary Wealth Group LLC

Carmel, IN • On-site

$55K - $75K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

Description

Wealth Associate

Location: Carmel, IN (In-office, Mon-Fri) 

Compensation Package: $55,000 - $75,000 Base Salary + 10% Bonus Potential (Semi-Annual Payout) + Competitive Benefits Package + Profit Sharing + 20 Days PTO

Firm: Evans May Wealth 


Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration. We're building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service. 


This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.

Your Role & Responsibilities

  • Serve as a key operational partner supporting advisors and high-net-worth clients
  • Process and complete client service requests with precision and urgency
  • Manage client onboarding, account openings, and asset transfers end-to-end
  • Prepare customized client reports and maintain accurate records
  • Communicate professionally with clients via phone and email
  • Monitor workflows, documentation, and follow-ups to ensure nothing falls through the cracks
  • Support advisors by anticipating needs and proactively solving issues

Requirements

 What We're Looking For

  • 1-5+ years of experience in operations, client service, financial services, or a highly detail-driven environment
  • Strong attention to detail and follow-through (this will be assessed during the interview process)
  • Comfort working in a structured, execution-heavy role long-term
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities without sacrificing accuracy
  • Proficiency in Microsoft Office (CRM experience a plus)
  • Positive, professional demeanor with strong client-facing instincts

**Industry experience is not a requirement - we are open to candidates from adjacent industries with strong operational skill sets. 


Why Evans May Wealth?

  • Competitive base salary + 10% bonus opportunity
  • Health, dental, vision, and life insurance
  • 5% 401(k) match + 2% profit-sharing
  • 20 days PTO + 10 paid holidays
  • A culture that values focus during the workday - and balance after hours

Apply