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Wealth Associate Salary Jobs (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

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 12, 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.

Private Wealth Associate Advisor - CFP Track & Growth

#twiceasnice Recruiting

Jacksonville, FL • On-site

$60K - $90K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

A dynamic wealth management firm in Jacksonville, FL, is seeking an Associate Financial Advisor to assist high-net-worth clients with strategic financial planning. The ideal candidate will have a Bachelor's degree or be nearing completion, along with knowledge of investments, insurance, and tax planning. This full-time role offers a competitive salary between $60,000 and $90,000, along with comprehensive benefits. The position involves collaborating closely with a dedicated team and provides an excellent opportunity for professional development. #J-18808-Ljbffr

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About #twiceasnice Recruiting

Sourced by ZipRecruiter

#twiceasnice Recruiting is a prominent company in the recruitment and staffing industry, based in Boston, MA, US. The company's services are designed to meet all employment needs of its clients, focusing on optimal fits between employers and prospective employees. Ever since its inception, #twiceasnice Recruiting has committed to the goal of providing high quality recruitment services at a swift pace. They have garnered significant acclaim for their innovative approaches and prompt services, leading them to be recognized as a leader in their field.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Boston, MA, US

Year founded

2017

Social media

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