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Wealth Associate Salary Jobs (NOW HIRING)

Busey Bank

Wealth Advisor Associate

Urbana, IL · On-site

$55K - $68K/yr

Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth ... Compensation and Benefits Salary offered is based on factors, including but not limited to, the job ...

Busey

Wealth Advisor Associate

Urbana, IL

$55K - $68K/yr

Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth ... Compensation and Benefits Salary offered is based on factors, including but not limited to, the job ...

Busey Bank

Wealth Advisor Associate

Urbana, IL · On-site

$55K - $68K/yr

Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth ... Compensation and Benefits Salary offered is based on factors, including but not limited to, the job ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

Salary: Position Overview: The Wealth Architect is primarily responsible for the ongoing management ... Oversee Associate Wealth Architects on the following: * Review Daily Transaction Summary (ensure ...

Boutique Recruiting

Associate Wealth Advisor

San Diego, CA · On-site

$110K - $120K/yr

Salary Range: $110,000 - $120,000 / Year DOE Associate Wealth Advisor Responsibilities: * First 90 days: Learn the operational side of the business, including securities trading, wire transfers ...

LPL Financial

Associate Wealth Advisor

Bay City, TX

$58K - $70K/yr

Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment ... 000 The salary range is dependent on a number of factors, including the applicant's skill ...

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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 10, 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
What cities are hiring for Wealth Associate Salary jobs? Cities with the most Wealth Associate Salary job openings:
What states have the most Wealth Associate Salary jobs? States with the most job openings for Wealth Associate Salary jobs include:
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
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

Busey Bank

Urbana, IL • On-site

$55K - $68K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Busey Bank rating

6.3

Company rating: 6.3 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

149th of 170 rated banks

Job description

Position Summary
The Wealth Advisor Associate cultivates and manages a portfolio of Wealth Management clients, guided and mentored by a Managing Director or seasoned Private/Fiduciary Wealth Advisor. Acting as the main liaison for clients within their portfolio, the Wealth Advisor Associate receives supplemental support from their team at the relationship and sales level. This role involves fostering and overseeing client relationships, grounded in a comprehensive grasp of each client's unique goals and objectives.
Duties & Responsibilities
  • Proactively seek opportunities to expand business, both by growing existing client assets and cultivating new client relationships.
  • Drive and oversee the execution of our Proactive Client Engagement Model by facilitating client onboarding/offboarding, preparing materials for client meetings with attention to detail and accuracy, and coordinating additional items needed for these events.
  • Serve as the key point of contact for designated clients, nurturing strong relationships and providing personalized financial guidance.
  • Independently engage with clients to assess their needs, devise tailored strategies, and strengthen their connection with Busey.
  • Collaborate closely with existing Advisor(s) and Advisory Support associates to ensure timely completion of all necessary administrative tasks, meeting client-directed deadlines or other assigned timeframes.
  • Conduct thorough reviews of assigned accounts as per regulatory requirements.
  • Participate in comprehensive sales training focused on building trusted relationships, uncovering client needs, and delivering effective solutions.
  • Establish and maintain consistent cash flows, ensuring alignment with account agreements and documentation.
  • Regularly meet with clients to discuss investment strategies and financial plans, ensuring alignment with their goals and objectives.
  • Manage accounts with strict adherence to regulatory frameworks, legal mandates, and internal policies, while delivering exceptional client service.

Education & Experience
Knowledge of:
  • Strong oral and written communication skills with moderate to high level of customer contact via client meetings, phone, and correspondence.
  • Wealth Management concepts including investments, banking and trust concepts including relationship management, portfolio management, and basic trust and estate procedures
  • Financial planning concepts and fiduciary responsibilities

Ability to:
  • Serve as resource for team of Wealth Advisory Support Associates
  • Make recommendations consistent with the client's Investment Policy Statement
  • Work independently and in a team-based, collaborative environment
  • Perform duties under frequent time pressures and respond timely to client needs and requests, while building decision-making skills to work independent of more senior advisors and leaders

Education and Training:
  • Requires bachelor's degree in business or finance, or commensurate experience in the financial advisory or wealth management industry with high net-worth clients.
  • Attend appropriate training and educational programs to enhance understanding of the industry as part of the on-going job responsibilities.
  • Minimum of 8 hours of annual continuing education in courses related to the position's responsibilities.
    • Approved webinars, seminars, and courses will be credited at the CE amount stated, must be in good standing with First Busey Corporation continuing education.
  • Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office Suite.

Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $55,000 - $68,000/yr)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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