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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: 05/29/2026 BOK ... The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located ...

Claire Myers Consulting

Private Wealth Associate

Irvine, CA · Hybrid

$125K - $160K/yr

Irvine, CA (Hybrid/ M - Th in office & remote Fri) COMPENSATION: $125K - $160K base salary + bonus ... This firm is hiring a Private Wealth Associate serves as both a Service Advisor and Secondary ...

AllianceBernstein

Private Wealth Associate

Manhattan, NY · On-site

$80K - $86K/yr

Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier ... Actual base salaries may vary based on factors including but not limited to education, training ...

BOK Financial

Private Wealth Associate

Plano, TX

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/29/2026 BOK ... The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located ...

AllianceBernstein

Private Wealth Associate

Chicago, IL

$68K - $73K/yr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ... Base Salary Range: $68,000-$73,000. Actual base salaries may vary based on factors including but ...

Claire Myers Consulting

Private Wealth Associate

Irvine, CA · Hybrid

$125K - $160K/yr

Irvine, CA (Hybrid/ M - Th in office & remote Fri) COMPENSATION : $125K - $160K base salary + bonus ... This firm is hiring a Private Wealth Associate serves as both a Service Advisor and Secondary ...

AllianceBernstein

Private Wealth Associate

Chicago, IL · On-site

$68K - $73K/yr

Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier ... Base Salary Range: $68,000-$73,000. Actual base salaries may vary based on factors including but ...

AllianceBernstein

Private Wealth Associate

Washington, DC · On-site

$76K - $82K/yr

Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier ... Actual base salaries may vary based on factors including but not limited to education, training ...

AllianceBernstein

Private Wealth Associate

Boston, MA

$76K - $82K/yr

Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier ... Base Salary Range: $76,000 - $82,000 Actual base salaries may vary based on factors including but ...

washingtontrust

Wealth Management Associate

Westerly, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work with a team of trust and estate administration professionals to ... This base salary reflects one component of our competitive compensation package. This position may ...

BOK Financial

Private Wealth Associate

Plano, TX

Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 05/29/2026 BOK ... The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located ...

washingtontrust

Wealth Management Associate

Westerly, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work with a team of trust and estate administration professionals to ... This base salary reflects one component of our competitive compensation package. This position may ...

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 ...

AllianceBernstein

Private Wealth Associate

Boston, MA · On-site

$17 - $22.75/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ... Base Salary Range: $76,000 - $82,000 Actual base salaries may vary based on factors including but ...

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How much do wealth associate salary jobs pay per hour?

As of May 28, 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 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 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 does a wealth associate do?

A wealth associate helps clients manage their financial assets by providing investment advice, financial planning, and portfolio management services. They often work closely with financial advisors and use tools like financial software to develop strategies tailored to clients' goals and risk tolerance.

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
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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

Wealth Associate

Sanctuary Wealth Group LLC

Carmel, IN

$55K - $75K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 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