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Wealth Associate Jobs (NOW HIRING)

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 client ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and ...

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 · On-site

$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 ...

Truist

Wealth Advisor

Philadelphia, PA

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Jul 24, 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 July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% 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.
Private Wealth Advisor

Private Wealth Advisor

Masterworks

New York, NY

$118/day

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 hours ago

Job description

About Masterworks

Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million individuals to the $2.2 trillion art market.

Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M Series A at a valuation exceeding $1 billion. We are based at 1 World Trade Center in New York City's Financial District.

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 experience from first introduction through early relationship stages. You will be present at our evening gallery events, engaging UHNW prospective clients in-person, and owning a high volume of outbound follow-up to move prospects forward. This role operates within a team structure: you will work alongside Senior Advisors toward shared gallery AUM targets, contributing directly to location-level production goals.

Key Responsibilities

Attend evening gallery events at 4pm, 5pm, and 6pm M-F to meet UHNW clients invited by our marketing team

Serve as a primary point of contact for initial client engagement - introducing prospects to the Masterworks platform and art investment thesis

Drive outbound activity: high-volume phone follow-up, scheduling meetings, and advancing prospects through the pipeline

Support Senior Advisors on relationship management, follow-up coordination, and meeting preparation

Maintain accurate, up-to-date records in CRM (HubSpot) for all prospect interactions and pipeline activity

Assist with gallery operations as needed to ensure a seamless client experience at events

Requirements:

1-3 years of experience in financial services, sales, or a client-facing role - phone-based or high-activity environments a strong plus

Proven ability to drive outbound activity and meet volume-based goals

Strong interpersonal skills with comfort engaging sophisticated, high-net-worth individuals in person

Competitive, results-oriented mindset with eagerness to grow into a senior advisory role

Based in NYC and available to work 11am-7pm M-F at our gallery on the Upper East Side

Series 65 license from FINRA (or ability to obtain)

Preferred

Interest in contemporary art and alternative investments

Experience with CRM tools (HubSpot or similar)

Compensation

$118-170k On Target Earnings

Benefits

Daily catered lunches Free admission to art museums and galleries Health, dental, and vision coverage with FSA options Paid Parental Leave PTO 401k Commuter Benefits Happy hours, company outings, and more!

#LI-DNI

Employment Type: FULL_TIME

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