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Wealth Associate Jobs (NOW HIRING)

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

The Associate Wealth Advisor actively participates in client meetings, tracks ongoing correspondence, and executes follow-up actions to ensure a seamless and high-quality client experience. While not ...

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How much do wealth associate jobs pay per hour?

As of Jun 9, 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.
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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 14% Full Time, 81% Part Time, 2% Temporary, and 3% 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.

Private Wealth Associate - Crest Capital Advisors

hightower

San Diego, CA • On-site

$100K - $150K/yr

Other

Medical, Dental, Vision, Retirement

Posted 12 days ago

Job description

Your Future Team

Crest Capital Advisors, a member of the Hightower community, based in San Diego, CA. Since 2012, Crest Capital has flipped the traditional wealth management model on its head by putting service first to ensure its leaders can remain focused on their clients endeavors. Founded by 30-year industry specialists, Crest Capital has delivered full family office services to a select group of clientele around the country. As clients and their families have grown into more complex personal scenarios, the business has continually developed its suite of service offerings.

Please note that at Crest Capital Advisors we are in the office Monday-Friday. 

We are looking for a Private Wealth Associate who is a multi-tasker with strong communication skills, attention to detail, and ability to excel in a fast-paced and evolving practice. You are thorough, organized, an excellent time manager, and are driven to develop and grow in your role. You will report to the Managing Director. #LI-Onsite

What You’ll Do

  • Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement
  • Produce client balance sheet, meeting materials, interface with clients with all aspects of money movement and asset / liability management
  • Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts
  • Onboard new client accounts through collection of client information and necessary documentation
  • Establish new investment accounts – drafting letters, preparing customer welcome packets
  • Respond to questions regarding accounts, policies, and procedures
  • Review daily activity and reconcile current client activity, fund transfers and previous day activities to ensure accuracy
  • Process client requests (wires, checks, journals, etc.)
  • Assist clients with establishing online access for statements and confirm
  • Maintain client files 

 

What You’ll Bring

  • 3+ years of experience in Financial Services 
  • 1+ years of experience in customer service
  • Work with clients in person and over the phone in a professional manner
  • BA/BS degree in business, finance or related field preferred
  • Experience in MS Office applications, such as Word, Excel, and Outlook
  • Acquire a working knowledge of the portfolio of accounts
  • High level client service skills
  • Ability to work effectively in a team environment or independently
  • Series 7/66 or 63/65 required

 

What We Offer 

  • Annual base salary of $100,000-$150,000 based on qualifications and experience 
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). 

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

 

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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