Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
Atlanta, GA · On-site
$100K - $120K/yr
The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
Atlanta, GA · On-site
$100K - $120K/yr
The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
Atlanta, GA · On-site
$100K - $120K/yr
The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset ...
ASSOCIATE DIRECTOR, WEALTH STRATEGY
Atlanta, GA · On-site
$100K - $120K/yr
The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team and will support senior wealth strategists in serving family office, non-family office and Cresset ...
HB Wealth is seeking a Senior Advisory Associate for our Alpharetta office. This role provides technical and operational support to Wealth and Senior Wealth Advisors. Serving as the primary internal ...
HB Wealth is seeking a Senior Advisory Associate for our Alpharetta office. This role provides technical and operational support to Wealth and Senior Wealth Advisors. Serving as the primary internal ...
Senior Advisory Associate
Atlanta, GA · On-site
Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... HB Wealth is seeking a Senior Advisory Associate for our Buckhead office. This role provides ...
Senior Advisory Associate
Atlanta, GA · On-site
Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... HB Wealth is seeking a Senior Advisory Associate for our Buckhead office. This role provides ...
The Business Development Associate (BDA) will support their associated Wealth Director(s) and greater team by providing support in the development of new business from potential clients. Key ...
New
The Business Development Associate (BDA) will support their associated Wealth Director(s) and greater team by providing support in the development of new business from potential clients. Key ...
New
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Advisor
Atlanta, GA · On-site
We aren't your typical wealth management firm. Our intense client focus is at the center of ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...
Wealth Advisor
Atlanta, GA · On-site
We aren't your typical wealth management firm. Our intense client focus is at the center of ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... Position Summary HB Wealth is seeking an Associate Director, Portfolio Management to work closely ...
Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... Position Summary HB Wealth is seeking an Associate Director, Portfolio Management to work closely ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wearen'tyour typical wealth management firm. Our intense client focus is at the center of ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...
Wearen'tyour typical wealth management firm. Our intense client focus is at the center of ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...
Associate Director, Portfolio Management
Atlanta, GA · On-site +1
Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Position Summary HB Wealth is seeking an Associate Director, Portfolio Management to work closely ...
Associate Director, Portfolio Management
Atlanta, GA · On-site +1
Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Position Summary HB Wealth is seeking an Associate Director, Portfolio Management to work closely ...
Wealth Management Associate
Atlanta, GA · On-site
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the ...
Wealth Management Associate
Atlanta, GA · On-site
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the ...
Wealth Management Associate
Atlanta, GA · On-site
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the ...
Wealth Management Associate
Atlanta, GA · On-site
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the ...
As an Associate Wealth Advisor, you will engage in a discovery-driven process to truly understand each client's underlying motivations, aspirations, and financial concerns. Through this deep ...
As an Associate Wealth Advisor, you will engage in a discovery-driven process to truly understand each client's underlying motivations, aspirations, and financial concerns. Through this deep ...
Wealth Associate information
See Georgia salary details
$9.13 - $10.85
7% of jobs
$12.54 is the 25th percentile. Wages below this are outliers.
$10.85 - $12.57
18% of jobs
$12.57 - $14.28
18% of jobs
The median wage is $14.71 / hr.
$14.28 - $16
27% of jobs
$16.73 is the 75th percentile. Wages above this are outliers.
$16 - $17.71
11% of jobs
$17.71 - $19.43
3% of jobs
$19.43 - $21.15
2% of jobs
$21.15 - $22.86
2% of jobs
$22.86 - $24.58
5% of jobs
$24.58 - $26.29
3% of jobs
$26.29 - $28.01
3% of jobs
$9
$16
$28
How much do wealth associate jobs pay per hour?
As of Aug 7, 2026, the average hourly pay for wealth associate in Georgia is $16.78, according to ZipRecruiter salary data. Most workers in this role earn between $12.60 and $17.45 per hour, depending on experience, location, and employer.
What does a wealth associate do?
A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.
What are the typical growth opportunities for a wealth associate within a financial advisory firm?
Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.
What is the difference between Wealth Associate vs Financial Advisor?
| Aspect | Wealth Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree; certifications like Series 7 or 66 are common | Often requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard |
| Work Environment | Works in financial firms, supporting senior staff and client service teams | Works directly with clients to provide financial planning and investment advice |
| Employer & Industry Usage | Used by wealth management firms, banks, and financial institutions | Used across independent firms, banks, and advisory practices |
While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.
What are the key skills and qualifications needed to thrive as a wealth associate?
To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Georgia? The most popular types of Wealth jobs in Georgia are:
Bank Of America rating
8.2
Based on 525 frontline employees who took The Breakroom Quiz
51st of 170 rated banks
Job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
The Westmoreland Group is seeking an experienced Client Associate to support Senior Relationship Managers in delivering exceptional client service. Key responsibilities include, but are not limited to, new account onboarding, processing wire transfers, completing journal entries, managing householding requests, and overseeing bannering and de-bannering activities. Experience with complex account openings, including RCMA and RCMA II accounts, Salesforce, and WebEx Softphone is strongly preferred.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
The Westmoreland Group is seeking an experienced Client Associate to support Senior Relationship Managers in delivering exceptional client service. Key responsibilities include, but are not limited to, new account onboarding, processing wire transfers, completing journal entries, managing householding requests, and overseeing bannering and de-bannering activities. Experience with complex account openings, including RCMA and RCMA II accounts, Salesforce, and WebEx Softphone is strongly preferred.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998