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How much do wealth associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for wealth associate in Washington is $22.50, according to ZipRecruiter salary data. Most workers in this role earn between $16.88 and $23.41 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?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed 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 Washington? The most popular types of Wealth jobs in Washington are:
What cities in Washington are hiring for Wealth Associate jobs? Cities in Washington with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,807 per year, or $22.5 per hour.

Associate Financial Advisor

Brown Miller Wealth Management

Mclean, VA • Remote

$90K - $110K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 9 days ago

Job description

The Company

Brown|Miller Wealth Management, a fee-only, independent, privately-owned Registered Investment Advisory firm based in the Washington, DC area, is seeking an experienced Associate Financial Advisor (AFA) to join their rapidly growing boutique wealth management team.

At Brown|Miller Wealth Management, our mission is to be an industry-leading wealth management firm providing clients with exceptional advice and service. A values-based organization, we strive at all levels to meet our values of Excellence, Respect, Ownership, Integrity, and Teamwork. Our team works collaboratively to deliver excellence in every aspect of the client experience. We work to be recognized as a client-centric fiduciary providing objective and independent advice, service, and solutions always in the best interest of our clients.


Brown|Miller Wealth Management is committed to supporting the continued professional growth of our team members. Group meetings, individual coaching and education opportunities are designed to help team members grow towards their full potential. We welcome highly motivated candidates with a desire to deliver successfully, learn new skills, assume additional responsibilities, and advance their career.


The Position

The Associate Financial Advisor role is a financial advising position that provides exposure and practical experience to all aspects of client service, planning, and advisory.


Responsibilities


Client service responsibilities include but are not limited to: 

  • Consistently delivers superior and proactive client service. Actively responds to incoming emails, phone calls, and requests from clients. Creates and follows own action plans/tasks based on client needs and requests.
  • Focuses on complex and multi-step client account updates and asset movements, including new household relationships, trust management, account transfers, and deceased processing. 
  • Prepares, sends, and processes account documents. 
  • Enters securities trades and processes order corrections. 
  • Assists with active communication with clients and reaches out to correct any items needed. Keeps clients aware of any longer-term project status. 
  • Special projects as needed.


Financial Advisor support responsibilities include but are not limited to:

  • Function as primary back-up to Financial Advisors; assist with trading and strategizing to best accomplish various objectives; serve as direct support to Financial Advisors and Partners by providing advice and ongoing analysis.
  • Create financial plans and complete wealth management analysis. 
  • Correctly document all client and prospective client conversations and business actions into the dashboard system; create and maintain client files; prepare and send follow-up client letters. 
  • Maintain up-to-date client data in the contact management system and contact database for purposes of reporting, scheduling, fee tracking and marketing purposes. 
  • Monitor financial strategies and investments and complete appropriate implementation in a timely manner. 
  • Assists with updates, maintenance, and tracking of proprietary asset allocation models and strategies.
  • Oversee and provide support to pre-client-meeting preparation and post-client-meeting processing work. 
  • Sit “second chair” in client meetings: take, assemble, and transcribe notes related to action items, tasks and decisions made during appointments; monitor and follow up with all pending action items. 
  • Mentor with Partner’s to gain business development knowledge and firsthand experience for personal and professional growth.



Qualifications

  • Series 65 required  
  • Bachelor’s degree in finance or another related field
  • 2+ Years in support or client relations position; Financial Services industry experience and/or sales experience is preferred.
  • A passion for financial planning & growing. We are seeking initiative-taking candidates with a fervent desire to deliver successfully, learn new skills, assume additional responsibilities, and advance their career.


Salary & Benefits

  • $90,000 to $110,000
  • 401k: 4% match with additional discretionary profit sharing 
  • Comprehensive medical and dental insurance 
  • Long-term disability insurance 
  • Work from home/telework is offered as needed, on a case-by-case basis.
  • Paid Time Off and Paid Holidays following the NYSE observed holidays schedule.



More about the firm: The Brown|Miller Wealth Management team has been providing financial advisory services to clients for over 32 years. We specialize in working with high net-worth individuals, businesses, endowments, and foundations to help them simplify their complex financial needs. Our highly regarded wealth management team built their clientele during their time working for A.G. Edwards and Sons, Wachovia Securities, and Wells Fargo Advisors before launching our independently owned firm, Brown|Miller Wealth Management, LLC.