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Wealth Associate Jobs (NOW HIRING)

Be Ventures

Wealth Intern

Greensburg, KS · On-site

$13.25 - $17.50/hr

This position focuses on supporting the Wealth Associate and Wealth Manager through project-based work, administrative tasks, and operational assistance. The Wealth Intern serves as a flexible team ...

AllianceBernstein

Private Wealth Associate

New York, NY

$17.25 - $23/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein

Private Wealth Associate

Chicago, IL

$68K - $73K/yr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

Imea

Private Wealth Associate

Miami, FL · On-site

$52 - $76/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

New

Be Ventures

Wealth Intern

Salina, KS · On-site

$14.25 - $19/hr

This position focuses on supporting the Wealth Associate and Wealth Manager through project-based work, administrative tasks, and operational assistance. The Wealth Intern serves as a flexible team ...

Westwood

Senior Wealth Associate

Houston, TX · On-site

The Senior Wealth Associate supports Advisors in delivering exceptional client experience across all service areas. This role is responsible for preparing high-quality client materials, supporting ...

Westwood Holdings

Senior Wealth Associate

Houston, TX · On-site

$70 - $90/hr

The Senior Wealth Associate supports Advisors in delivering exceptional client experience across all service areas. This role is responsible for preparing high-quality client materials, supporting ...

New

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for wealth associate 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 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 cities are hiring for Wealth Associate jobs?

Cities with the most Wealth Associate job openings:

What are the most commonly searched types of Wealth jobs?

The most popular types of Wealth jobs are:

What states have the most Wealth Associate jobs?

States with the most job openings for Wealth Associate jobs include:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Wealth Intern

Be Ventures

Greensburg, KS • On-site

$13.25 - $17.50/hr

Internship

Posted 21 days ago

Job description

Description:

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in wealth management operations. This position focuses on supporting the Wealth Associate and Wealth Manager through project-based work, administrative tasks, and operational assistance. The Wealth Intern serves as a flexible team resource, contributing to various initiatives while developing professional skills in financial services. This role offers valuable learning opportunities in client service, data management, and team collaboration within a dynamic wealth management environment.  


KEY RESPONSIBILITIES QUALIFICATIONS 

  • Support the Wealth Associate with daily operational tasks and project completion 
  • Complete assigned projects related to client service, data analysis, operations improvement, or team initiatives 
  • Assist with data entry and maintenance across CRM and technology platforms 
  • Help prepare materials and documents for client meetings and presentations 
  • Research financial planning topics, market trends, or operational best practices as requested 
  • Help organize and maintain digital filing systems and documentation 
  • Shadow team members to learn about wealth management operations and client service delivery 
  • Take on special projects and ad-hoc responsibilities as assigned by the Wealth Associate or Wealth Manager 
  • Support firmwide initiatives that align with Be Wealth's Strategic Plan 
  • Maintain confidentiality and professionalism in all client and team interactions 
Requirements:
  • Currently pursuing or recently completed an associate's or bachelor's degree 
  • Interest in financial services, wealth management, or client service careers 
  • Strong organizational skills and ability to manage time effectively 
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint) 
  • Willingness to learn new technology platforms and systems 
  • Excellent written and verbal communication skills 
  • Close attention to detail and commitment to accuracy 
  • Self-motivated with the ability to work independently and as part of a team 
  • Professional demeanor and respect for confidentiality 
  • Adaptability and eagerness to take on diverse responsibilities