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Wealth Management Associate Jobs in Alabama (NOW HIRING)

Stifel

Client Service Associate - NR

Tuscaloosa, AL

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Morgan Stanley

Client Service Associate

Huntsville, AL · On-site

$13.75 - $19/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Wealth Advisors/teams as needed) * Managing the calendar including coordinating meetings or events ...

Smith & Howard

Part-Time Tax Manager

Birmingham, AL · On-site

$104K - $136K/yr

... wealth management services. We are headquartered in Atlanta with offices across the Southeast ... associates and seniors and providing adequate direct supervision at all stages of the engagement ...

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Wealth Management Associate information

See Alabama salary details

$9

$18

$30

How much do wealth management associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for wealth management associate in Alabama is $18.01, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $18.75 per hour, depending on experience, location, and employer.

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 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?

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.
What are the most commonly searched types of Wealth Management jobs in Alabama? The most popular types of Wealth Management jobs in Alabama are:
What cities in Alabama are hiring for Wealth Management Associate jobs? Cities in Alabama with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $37,458 per year, or $18 per hour.

Voya Financial Advisors Opelika

Voya Financial Advisors

Opelika, AL • On-site

Full-time

Medical, Life, Retirement

Re-posted 27 days ago

Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

83rd of 150 rated financial services

Job description

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Opelikaarea to work plan sponsor relationships and to assist in retail wealth management for an existing book of business. This position will be responsible for 403(b)/457 enrollment, retail wealth management, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
  • Securities registrations - Series 7, 65 & 66 preferred
  • Life & Health Insurance Licenses
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:
  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge

At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success - including:
  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems to enable you to efficiently manage your clients' financial information and plans
  • Turnkey marketing services
  • Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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