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Wealth Associate Jobs (NOW HIRING)

Masterworks

Private Wealth Advisor

New York, NY · On-site

$118/day

Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential part of our gallery sales team focused on driving activity, building pipeline, and supporting the client ...

Masterworks

Private Wealth Advisor

Beverly Hills, CA · On-site

$118/day

Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential part of our gallery sales team focused on driving activity, building pipeline, and supporting the client ...

Masterworks

Private Wealth Advisor

New York, NY

$118/day

Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential part of our gallery sales team - focused on driving activity, building pipeline, and supporting the ...

Masterworks

Private Wealth Advisor

Beverly Hills, CA · On-site

$118/day

Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential part of our gallery sales team - focused on driving activity, building pipeline, and supporting the ...

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

How the Wealth Advisor contributes to the success of HB: General Support ... Leverages the time and expertise of Sr. Associates and Associates by assisting them in the ...

HB Wealth

Wealth Advisor

Towson, MD

$100K - $150K/yr

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Leverages the time and expertise of Sr. Associates and Associates by assisting them in the ...

SHR LLC

Be Seen First

Trust Officer

Lakeland, FL · On-site

$150K - $175K/yr

There may be supervision duties by managing one or more Trust and Wealth Associate in the day-to-day activities associated with this position. In addition, interaction with the Portfolio Managers and ...

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How much do wealth associate jobs pay per hour?

As of Jul 3, 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 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, and why are they important?

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.
More about Wealth Associate jobs
What cities are hiring for Wealth Associate jobs? Cities with the most Wealth Associate job openings:
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Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in the United States as of June 2026, with employment types broken down into 16% Full Time, 78% Part Time, 2% Temporary, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.
Wealth - Associate Relationship Manager

Wealth - Associate Relationship Manager

Johnson Financial Group

Kenosha, WI • On-site

Full-time

Posted 10 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

The Wealth Associate RM is an entry level transitional role with expected development to a Wealth Relationship Manager or Advisor role.   This role will function within and support servicing, planning and client meetings.  

Key Responsibilities:

  • Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.
  • Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts.
  • Participate and assist with regular telephone and face-to-face client reviews. Give persuasive sales presentations and tailors delivery and material to meet audience needs as directed by lead Relationship Manager.
  • Frequent phone contact with clients regarding planning related issues (goals review, performance review), directed by lead Relationship Manager.
  • Assist Client Service Specialists with client services activities, client calls; understand the process of service-related requests.
  • Attend to special client needs such as cash requirements and reserves, tax planning and distribution analysis.
  • Financial Planning: review, prepare and update client-based plans, financial and estate planning primers, estate planning attorney searches.
  • Clear Touch: contribute to internal client service process and maintain client contact services standards.
  • Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
  • Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
  • Complete, timely and accurate CRM documentation of prospect/COI relationships.

Education, Knowledge, and Skills:

  • Bachelor’s Degree and minimum 2 years of experience working with affluent clientelee. A combination of appropriate education and experience will be considered.  
  • Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
  • Specialized knowledge of investment management and financial planning.
  • Series 65 (IA) required (will be given 6 months to achieve)
  • Required to pursue Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
  • Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
  • Understanding and strong working knowledge of MS Office products; familiarity with Schwab, Fidelity, RBC, and planning software. Ability to effectively utilize Bank and Wealth Operating Systems.

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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