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Wealth Associate Salary Jobs (NOW HIRING)

Imea

Private Wealth Associate | Chicago, IL

Chicago, IL · On-site

$68 - $73/hr

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 ...

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Sanctuary Wealth Group LLC

Office Coordinator

Abilene, TX · On-site

$35K - $40K/yr

... Salary (commensurate with experience + qualifications) Type: Full-Time, Non-Exempt Firm: Cedar Gap Wealth Management Reporting To: Wealth Associate Join Our Team at Cedar Gap Wealth Management ...

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How much do wealth associate salary jobs pay per hour?

As of Sep 4, 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 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 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 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 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.

What do wealth associates do?

Wealth associates assist financial advisors and clients by preparing financial plans, analyzing investment portfolios, and providing client service. They often use financial planning software and require strong communication and organizational skills to support wealth management activities.
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Wealth Associate Salary jobs near you
Infographic showing various Wealth Associate Salary job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Private Wealth Associate: Client Service & Analytics

AllianceBernstein L.P.

Stamford, CT • On-site

$80 - $86/hr

Other

Medical, Retirement

Posted 3 days ago

New

Job description

AllianceBernstein L.P. in Stamford, Connecticut is hiring for a Private Wealth Associate. This role focuses on client service, collaborating with Advisors to provide personalized wealth management solutions. Associates will undergo a comprehensive training program aimed at developing the skills needed for success in the financial services industry.

Ideal candidates possess strong analytical skills, thrive in fast-paced environments, and hold a Bachelor’s degree. The position offers a competitive salary range of $80,000 to $86,000, along with various benefits including health insurance and retirement plans.

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