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Wealth Associate Salary Jobs (NOW HIRING)

BOK Financial

Private Wealth Associate

Plano, TX · On-site

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 06/26/2026 BOK ... The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located ...

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 ... salary varies based on factors, including but not limited to, relevant skill, prior experience ...

New

BOK Financial

Private Wealth Associate

Plano, TX · On-site

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 06/26/2026 BOK ... The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located ...

BOK Financial

Private Wealth Associate

Plano, TX · On-site

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 06/26/2026 BOK ... The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located ...

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 ... Base Salary Range: $76,000.00 to $82,000.00. Actual base salaries may vary based on factors ...

HORAN Wealth

Wealth Advisor

Cincinnati, OH · On-site

Benefits: * Competitive salary commensurate with experience. * Comprehensive benefits package ... Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter ...

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Wealth Associate Salary information

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$19

$33

How much do wealth associate salary jobs pay per hour?

As of Jun 26, 2026, the average hourly pay for wealth associate salary 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 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 background in finance or economics, strong analytical skills, and a bachelor’s degree in a related field. Familiarity with CRM software, financial planning tools, and relevant certifications such as Series 7 or 66 is highly beneficial. Excellent interpersonal skills, attention to detail, and effective communication help build client trust and foster strong relationships. These skills are essential for delivering tailored financial solutions and ensuring client satisfaction in a competitive wealth management environment.

What jobs make $1,000,000 a year?

Jobs that can earn $1,000,000 annually include high-level roles such as investment bankers, hedge fund managers, and top executives like CEOs, often supplemented by bonuses, stock options, or profit sharing. Wealth associates typically do not reach this income level, as their salaries are generally lower, but they may earn significant commissions or bonuses depending on the firm and performance. Achieving this income usually requires extensive experience, advanced skills, and working in high-stakes financial environments.

What are some common challenges Wealth Associates face when supporting financial advisors and clients?

Wealth Associates often juggle multiple tasks such as preparing client reports, handling account paperwork, and responding to client inquiries, all while maintaining a high level of accuracy and confidentiality. One common challenge is managing competing priorities during busy periods, especially around tax season or major market events. Additionally, Wealth Associates must stay up to date with compliance regulations and adapt quickly to changes in financial products and technology. Collaboration with advisors, operations teams, and clients requires excellent communication skills and attention to detail.

What jobs pay 500,000 a year in the US?

In the US, roles such as senior investment bankers, hedge fund managers, and top corporate executives often earn $500,000 or more annually. These positions typically require advanced degrees, extensive experience, and strong industry networks, with compensation often including bonuses and incentives. Wealth associates in financial services may also reach high earnings through commissions and client management, especially at senior levels.

Can financial advisors make $500,000 a year?

Financial advisors, including wealth associates, can potentially earn $500,000 annually, especially with extensive experience, a high-net-worth client base, and successful sales performance. However, such earnings are typically achieved by top performers in the industry and often include commissions, bonuses, and other incentives. Most financial advisors earn a median salary significantly lower than this amount.

What does a wealth associate do?

A wealth associate helps clients manage their financial assets by providing investment advice, financial planning, and portfolio management. They often work with financial software, analyze market data, and may hold certifications such as the Series 7 or Series 66. Their role involves building client relationships and ensuring personalized financial strategies.

What is the average salary for a Wealth Associate?

The average salary for a Wealth Associate in the United States typically ranges from $55,000 to $85,000 per year, depending on factors such as location, experience, and the size of the firm. Entry-level Wealth Associates may start at the lower end of this range, while those with several years of experience or working in major financial centers can earn higher salaries. In addition to base pay, Wealth Associates may receive bonuses and benefits, which can significantly increase total compensation.

What is the difference between Wealth Associate Salary vs Financial Advisor Salary?

AspectWealth Associate SalaryFinancial Advisor Salary
Required CredentialsTypically a bachelor's degree; certifications like CFP or Series 7 are commonOften requires CFP, Series 7, and other licenses
Work EnvironmentFinancial firms, banks, or investment companiesIndependent or firm-based, client-facing roles in financial planning
Employer & Industry UsageUsed in banking and wealth management firmsUsed across financial planning, investment advisory, and wealth management

Wealth Associate salaries generally involve supporting senior staff and preparing client portfolios, while Financial Advisors directly manage client relationships and provide personalized financial planning. Both roles require similar credentials and work in related environments, but Financial Advisors typically have higher earning potential due to client-facing responsibilities.

More about Wealth Associate Salary jobs
What cities are hiring for Wealth Associate Salary jobs? Cities with the most Wealth Associate Salary job openings:
What states have the most Wealth Associate Salary jobs? States with the most job openings for Wealth Associate Salary jobs include:
What job categories do people searching Wealth Associate Salary jobs look for? The top searched job categories for Wealth Associate Salary jobs are:
Wealth Associate Salary jobs near you
Infographic showing various Wealth Associate Salary job openings in the United States as of June 2026, with employment types broken down into 27% Full Time, 69% Part Time, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.
Private Wealth Associate

Private Wealth Associate

BOK Financial

Plano, TX • On-site

Full-time

Posted 14 days ago

Job description

Req ID: 77733
Location: Plano -PLAN
Areas of Interest: Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 06/26/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
BOKF Performance Plan (D02)
Summary
We're building a culture at BOK Financial where amazing people like you can bring their best, be their best and work for the best. You've come to the right place to grow your career.
Job Description
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 within the department (banking, fiduciary administration, investment management, in addition to project management) to the incumbent. Typically, within 24-36 months, the incumbent will transition into a role of Private Banker.
Team Culture
Everyone on the team proudly leans in to mold talent and build an internal bench for the private wealth organization. Team members are celebrated and recognized regularly, and the Private Wealth Associates have a forum to meet with those in other markets and share best practices. Learning from one another is central to your success.
How You'll Spend Your Time
  • You'll partner with Private Wealth Advisors, Private Wealth Bankers, Trust Officers and Investment Managers to complete analysis, client assessments, client requests, and projects, as well as review and analyze complex client and sales information and provide recommendations.
  • You'll complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers which will require you to synthesize data and perform complex analysis.
  • You'll develop both external and internal relationships, including specialty areas of the bank such as Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments.

Education & Experience Requirements
This level of knowledge is normally acquired through completion of Bachelor's Degree in Business or related field of study or 3-4 years of experience in finance, accounting or investments or equivalent combination of education and experience.
  • Basic knowledge of various securities and investment-related products and services.
  • Basic knowledge of trust concepts and application to Personal Trust.
  • Basic understanding of lending practices and policies, loan documentation requirements and regulations.
  • Ability to assess specific customer needs, recommend and offer appropriate products and prepare client and new business presentation material
  • Proficient computer skills including word processing and strong working knowledge of spreadsheet and presentation software.
  • Extremely strong oral and written communication skills, including interpersonal skills

Working Conditions & Physical Requirements
Office
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.
Top 3 reasons to apply
Investing in our talent and building a great workplace is a top priority for us.
  • Empowered employees
  • Award-winning culture
  • Community commitment

BOK Financial Corporation Group adheres to state specific pay transparency requirements.
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.
Base salary range explanation:
The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.
Benefits:
BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click here to see our benefits.
About BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.
Facts:
  • Operations focused in an eight-state footprint
  • 5,000 team members
  • $53.8 billion in assets*
  • $123.6 billion in assets under management and administration*
  • $9.3 million donated to local nonprofits in 2025
  • 56,000 volunteer hours by our employees in 2025

    • *At March 31, 2026

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