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Wealth Associate Jobs in Baltimore, MD (NOW HIRING)

Aon

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

Posting Description Who We Are Lenox Advisors brings together sophisticated solutions in wealth ... The Client Services Associate must provide superior client service by identifying the client ...

New

NFP

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

Posting Description Who We Are Lenox Advisors brings together sophisticated solutions in wealth ... The Client Services Associate must provide superior client service by identifying the client ...

NFP Corp

Client Service Associate

Hunt Valley, MD

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

Posting Description Who We Are Lenox Advisors brings together sophisticated solutions in wealth ... The Client Services Associate must provide superior client service by identifying the client ...

NFP Corp

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

Posting Description Who We Are Lenox Advisors brings together sophisticated solutions in wealth ... The Client Services Associate must provide superior client service by identifying the client ...

Aon

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries * Coordinates tasks and responsibilities for all joint ...

New

NFP Corp

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

Posting Description Who We Are Lenox Advisors brings together sophisticated solutions in wealth ... The Client Services Associate must provide superior client service by identifying the client ...

Dollar Tree

store Associate

Reisterstown, MD · On-site

$14.25 - $16.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

store Associate

Reisterstown, MD · On-site

$14.25 - $16.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Windsor Mill, MD · On-site

$14.75 - $20.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Brooklyn, MD · On-site

$13.50 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Parkville, MD · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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All JobsWealth Associate JobsWealth Associate Jobs in Baltimore, MD

Wealth Associate information

See Baltimore, MD salary details

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How much do wealth associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for wealth associate in Baltimore, MD is $19.74, according to ZipRecruiter salary data. Most workers in this role earn between $14.81 and $20.53 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 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 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 most commonly searched types of Wealth jobs in Baltimore, MD?

The most popular types of Wealth jobs in Baltimore, MD are:

What cities near Baltimore, MD are hiring for Wealth Associate jobs?

Cities near Baltimore, MD with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Baltimore, MD as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,064 per year, or $19.7 per hour.

Accounting Senior - CAAS Higher Education

CliftonLarsonAllen Wealth Advisors, LLC

Baltimore, MD • On-site

$74 - $126/hr

Other

Posted yesterday

New

Job description

## Accounting Senior - CAAS Higher EducationApplylocations: Baltimore, MDtime type: Full timeposted on: Posted Todayjob requisition id: R17749CLA is a top 10 national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.CLA is currently seeking a **Senior** to join our **CAAS (Higher Education Industry)** group in our **Baltimore**office.**Job Responsibilities:**• Client Service: Develops an understanding of each client’s business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis. • Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions. • Month End Processing: Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively creates process and procedure documentation and builds their own backup. • Other Quarterly/Annual Processing: Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients. • Oversee workflow and quality of work of Associates and Analysts. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts. • Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects.**Job Requirements:**• 2 years of relevant accounting and/or financial experience is required.• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.The compensation range for this position in Baltimore is: $73,800 - $126,000. #J-18808-Ljbffr

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