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Wealth Associate Jobs (NOW HIRING)

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 ...

LPL Financial

Wealth Associate

Rockville, MD · Remote

$80K - $134K/yr

The Wealth Associate helps the advisor maintain his or her practice and deliver positive results for the advisor's clients through their support role. The ideal candidate will have a strong attention ...

Westwood

Senior Wealth Associate

Houston, TX

The Senior Wealth Associate supports Advisors in delivering exceptional client experience across all service areas. This role is responsible for preparing high-quality client materials, supporting ...

AllianceBernstein

Private Wealth Associate

Chicago, IL · On-site

$68K - $73K/yr

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

Dallas, TX · On-site

$15.50 - $20.75/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

Washington, DC · On-site

$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

Miami, FL · On-site

$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 ...

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Wealth Associate information

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$10

$19

$33

How much do wealth associate jobs pay per hour?

As of Jul 24, 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:
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Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% 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 - Trading

Be Ventures

Salina, KS • On-site

Full-time

Posted 2 days ago

Job description

Description:

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 management with a focus on trading and investment research, offering an exciting opportunity to contribute to client success through both operational excellence and investment insights. You will work closely with Wealth Managers, Wealth Assistants, and leadership to deliver seamless client service, accurate execution, and high professional standards.

Key Responsibilities

  • Assist in executing trading strategies and managing investment portfolios.
  • Conduct investment research to support portfolio decisions and provide insights on market trends.
  • Prepare appointments, including all required reports, data, and meeting materials.
  • Support the development and implementation of financial plans tailored to client needs.
  • Process complex accounts and transactions with accuracy and attention to detail.
  • Collaborate with the team to ensure timely and effective client communication.
  • Maintain up-to-date knowledge of market conditions, investment products, and industry regulations.
  • Contribute to the analysis of investment opportunities and risk assessments.

Be Wealth fosters a collaborative, innovative, and client-focused culture. We are committed to supporting your growth and providing a rewarding environment where your expertise can make a meaningful impact.

Requirements:
  • Series 7 and 66 licensure (or equivalent) required
  • CFP or AMPA designation, preferred
  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • Previous experience in wealth management, investment research, or trading preferred.
  • Strong understanding of financial markets, investment products, and trading platforms.
  • Excellent analytical skills and attention to detail.
  • Proficiency in financial software, trading platforms, and MS Office Suite.
  • Exceptional communication and interpersonal skills.
  • Ability to work collaboratively in a fast-paced environment.
  • A proactive approach to learning and professional development.