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Wealth Management Associate Jobs (NOW HIRING)

Hills Bank

Wealth Management Associate

Marion, IA · On-site

The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

$14.50 - $20/hr

The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account ...

ECG Resources

Wealth Management Associate

Charlotte, NC · On-site

Wealth Management Associate | Charlotte A well-established UHNW wealth management firm in Charlotte, North Carolina, is seeking an Associate to join its collaborative, team-driven environment. This ...

Union Bank

Wealth Management Associate

Morrisville, VT · On-site

$22 - $26/hr

Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.

Union Bank

Wealth Management Associate

Morrisville, VT · On-site

$22 - $26/hr

Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.

Curi Capital

Wealth Management Associate

Grand Rapids, MI · Hybrid

$15.25 - $20.25/hr

The Role We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our St. Joe, Michigan ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Jul 6, 2026, the average hourly pay for wealth management 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.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
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Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in the United States as of June 2026, with employment types broken down into 60% Full Time, 31% Part Time, 3% Temporary, and 6% 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 Management Associate

Wealth Management Associate

Coldstream Wealth Management

Kenai, AK • Hybrid

Full-time

Posted 22 days ago

Job description

Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!

As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support.

We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7:00am - 4:00pm minus lunch.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

  • Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity in our CRM
  • Client Meetings: Participating in client meetings alongside our Wealth Manager and presenting ideas and concepts in an organized and effective manner
    • Preparing meeting summaries
    • Creating and managing post-meeting action items
  • Wealth Planning: Assisting the Wealth Manager in creating financial plans
  • Client Onboarding: Overseeing and coordinating the new client onboarding process
  • Serve as a Resource/Mentor for CSA:
    • Delegating tasks to our Client Service Associate
    • Handling overflow money movement requests when the CSA is busy or absent

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