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Wealth Associate Jobs in Pittsburgh, PA (NOW HIRING)

TIAA

Wealth Advisor

Pittsburgh, PA · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Corient Private Wealth LLC

Senior Wealth Analyst

Sewickley, PA · On-site

$81K - $101K/yr

Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor * Data ...

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All JobsWealth Associate JobsWealth Associate Jobs in Pittsburgh, PA

Wealth Associate information

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$32

How much do wealth associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for wealth associate in Pittsburgh, PA is $19.29, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $20.05 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 Pittsburgh, PA?

The most popular types of Wealth jobs in Pittsburgh, PA are:

What cities near Pittsburgh, PA are hiring for Wealth Associate jobs?

Cities near Pittsburgh, PA with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Pittsburgh, PA 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 $40,121 per year, or $19.3 per hour.

Private Wealth Associate (Junior) Pittsburgh

Direct Counsel

Pittsburgh, PA • On-site

$210K - $330K/yr

Full-time

Posted 9 days ago

Job description

Private Wealth Associate – Pittsburgh or Charlotte

Direct Counsel represents a leading AmLaw 100 firm seeking a junior to mid-level Private Wealth Associate to join its growing practice. This is an excellent opportunity for an attorney with experience in estate planning, tax, trust administration, and business succession to work with high-net-worth individuals, families, and family offices.

About the Role

The attorney will handle sophisticated estate and tax planning matters while working closely with experienced attorneys and gaining increasing responsibility and direct client contact.

Key Responsibilities
  • Draft wills, trusts, settlement agreements, shareholder agreements, and other estate planning documents.
  • Advise high-net-worth individuals and families on estate and tax planning.
  • Support estate and trust administration matters.
  • Assist with business succession and family business planning.
  • Conduct legal and tax research and assist with transfer tax return preparation.
  • Manage multiple projects and maintain direct client relationships.
  • Collaborate with attorneys and professional teams on complex private wealth matters.
Qualifications
  • 2–5 years of relevant experience in private wealth, estate planning, tax, or trust administration.
  • Strong drafting, research, analytical, and communication skills.
  • Ability to manage multiple matters and work independently.
  • Strong academic credentials and commitment to client service.
  • JD from an accredited law school.
  • Admitted in Pennsylvania, North Carolina, or South Carolina, or eligible to waive in.
  • Willingness to obtain Florida bar admission.
Why Join?
  • Work with high-net-worth families, family offices, and closely held businesses.
  • Receive active mentorship and opportunities for career growth.
  • Gain meaningful client exposure and increasing responsibility.
  • Join a collaborative, growing national private wealth practice.

Locations: Pittsburgh, PA or Charlotte, NC
Experience: 2–5 years
Compensation: $210,000–$330,000, depending on experience and qualifications.