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Wealth Associate Salary Jobs (NOW HIRING)

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 ...

Wealth Architects

Associate Wealth Architect

Mountain View, CA · On-site

$21.75 - $25/hr

Salary: Position Overview: The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with wealth management and financial planning. This position is responsible ...

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

Mentor and support Associate Wealth Advisors and Associate Wealth Planners. * Stay current on ... Salary offers are determined based on final candidate qualifications and experience. Physical ...

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Wealth Associate Salary information

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How much do wealth associate salary jobs pay per hour?

As of Aug 11, 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.

How much does a wealth associate make?

A wealth associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and the firm. Compensation may also include bonuses and commissions based on client performance and sales targets.

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 do wealth associates do?

Wealth associates assist financial advisors in managing client portfolios, preparing financial plans, and providing investment advice. They often handle client communications, perform research, and use financial planning tools to support wealth management services.

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
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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 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Wealth Advisor Associate

Mission Wealth Management LP

Wayne, PA • On-site

$86K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 27 days ago

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a financial professional with hustle and a couple of years of experience working in a wealth management supportive role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your proven success in a demanding supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP!

As a Wealth Advisor Associate, your service-oriented nature and impeccable attention to detail are critical in supporting a Lead Advisor on business development efforts and two Wealth Advisors who are focused on delivering our comprehensive service model. Interacting with high-net-worth individuals, executives, business owners, and families, you are confident being yourself and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as Wealth Advisor Associate:

  • Work with a high-performing & growth-oriented team of advisors who are incentivized to develop your career
  • Provide technical financial support to clients
  • Create and deliver client presentations
  • Participate in client meetings: Conduct data gathering, case design, and scenario building
  • Manage ongoing client service, create sales presentations, and manage the process of onboarding new clients
  • Speak your mind, have your voice heard, innovate, and streamline existing processes
  • Grow yourself personally and professionally with the support of your team and upper management with the goal of advancing into a Senior Wealth Advisor Associate and then a Wealth Advisor role after succeeding in the supporting Associate position

What You Bring as Wealth Advisor Associate:

  • 1-2 years of proven experience in a financial support role, ideally within wealth management
  • Desire to achieve the Certified Financial Planner or Chartered Financial Analyst designation
  • Excellent attention to detail, multitasking, and time management skills
  • Strong written and verbal communication skills required.
  • Strong knowledge base across investments, economics, accounting, and financial planning
  • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
  • Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers
  • Outstanding ability to communicate, present, and influence your team and clients
  • Must have Series 65 OR pass the Series 65 exam within 90 days of employment and achieve the AWMA and AAMS designations within 9 months of employment
  • A sincere desire to make a difference not only in your clients' lives but in the world, demonstrated through your own volunteer journey

Job Type: Full-time, salaried non-exempt

Location: This position is based out of our office in Radnor, PA. This is an in-office position.

Salary: $80,000 base; $6,000 annual bonus paid in quarterly increments

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.