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Wealth Associate Salary Jobs (NOW HIRING)

Boutique Recruiting

Client Services Associate

Dallas, TX · On-site

$70K/yr

Client Services Associate Salary Range: $70,000 base + $10,000 annual bonus potential Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at ...

Boutique Recruiting

Operations Associate

Naples, FL · On-site

$55K - $65K/yr

Operations Associate Salary Range : $55,000-$65,000 / Year, DOE The best client experiences are ... We are seeking a detail-driven Operations Associate to join an established independent wealth ...

Focus Partners Wealth

$75 - $85/hr

## Associate Wealth AdvisorApplylocations: West Hartford, Connecticuttime type: Full timeposted on ... The annualized base pay range for this role is expected to be between $75,000 - $85,000base salary ...

New

Focus Partners Wealth

Associate Wealth Advisor

Hingham, MA · On-site

$70 - $80/hr

## Associate Wealth AdvisorApplyremote type: Partially Remotelocations: Hingham, Massachusettstime ... The annualized base pay range for this role is expected to be between $70,000-$80,000base salary ...

New

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 ...

Boutique Recruiting

Client Service Associate

Naples, FL · On-site

$60K - $75K/yr

Client Service Associate Salary Range: $60,000-$75,000 / Year, DOE Join a well-established wealth management firm where client service is the standard, not an afterthought . This Client Service ...

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Wealth Associate Salary information

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$10

$19

$33

How much do wealth associate salary jobs pay per hour?

As of Sep 3, 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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What states have the most 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 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.

Senior Associate Wealth Advisor

Novi Wealth Partners

Princeton, NJ • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 14 days ago

Job description

Make a Meaningful Impact With Your Financial Planning Career

Are you passionate about using your financial planning expertise to help others live more fulfilling lives without being pressured to "sell" products? AtNovi Wealth Partners, we believe in delivering life-changing advice through deep relationships and client-centered planning-not pushing products or chasing trends.


As a fee-only, independent wealth management firm, we place integrity, education, and empathy at the heart of our client work. We are seeking a Senior Associate Wealth Advisor with a strong foundation in financial planning. Someone who thrives in a collaborative team environment and is looking for a long-term career path.


What Makes Novi Different?

  • Client-first culture: We don't sell products. We deliver trusted advice.
  • Collaborative team: Work alongside experienced advisors who support one another.
  • Flexible environment: Hybrid work model designed to support professional excellence and personal well-being.
  • Path to growth: We actively promote from within. Our Associate Advisors are supported and encouraged to become Wealth Advisors.

Key Responsibilities

  • Client Engagement
    • Serve as a lead or supporting advisor in client meetings.
    • Translate client conversations into actionable plans and follow-ups.
    • Manage ongoing client communication and financial planning deliverables.
  • Financial Planning & Analysis
    • Build and maintain comprehensive client files.
    • Create and update core planningdeliverables such ascash flow projections, beneficiary reviews, tax analyses, investment plans, etc.
    • Partner withother advisors to develop and refine advanced planning strategies.
  • Investment Strategy
    • Prepare and present Investment Policy Statements (IPS).
    • Monitor client portfolios andprepare trades for approval as needed.
    • Analyze existing investment portfolios and provide recommendations for new investment accounts.
  • Cross-Team Collaboration
    • Work closely with client attorneys, accountants, and our operations team to ensure timely and accurate implementation of recommendations.
    • Participate in internal committees and planning meetings.
    • Provide backup support for incoming client calls and customer service issues to ensure a seamless client experience.

What We're Looking For

  • Bachelor's degree required
  • CFP designation
  • 3-5 years of experience working in financial services (client advisory or paraplanner roles preferred)
  • Strong communication, analytical, and relationship-management skills
  • A mindset rooted in humility, curiosity, and lifelong learning

Compensation & Benefits

  • Competitive Salary
  • Incentive Bonus: Performance-based, tied to firm and individual goals
  • Benefits include:
    • 401(k) with generous firm contribution
    • Health, dental, and vision insurance
    • Paid Time Off (PTO) and parental leave
    • Tuition reimbursement and support for CFP certification/continuing education


Whether you're returning to the profession, looking to grow your advisory career, or seeking a firm that aligns with your values, we invite you to explore a future with Novi Wealth.


"Empowering all to find their definition of wealth, while providing the confidence to achieve it."


Apply