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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for wealth management associate in Connecticut is $18.90, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $19.66 per hour, depending on experience, location, and employer.

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 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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Connecticut?

The most popular types of Wealth Management jobs in Connecticut are:

What cities in Connecticut are hiring for Wealth Management Associate jobs?

Cities in Connecticut with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $39,314 per year, or $18.9 per hour.

Sales Associate - Wealth Management

Pacifica Continental

Stamford, CT • On-site

$15 - $20.25/hr

Full-time

Re-posted 11 days ago

Job description

Sales Associate - Wealth Management
Location: Stamford, CT, United States. (100% On-Site)
About Us:
Pacifica Continental is a global recruitment firm specializing in financial services and investment banking. We are dedicated to matching top talent with leading companies, offering deep expertise and insights across the financial industry. Currently, we are supporting a prestigious global investment banking firm, a leader in providing comprehensive financial solutions, as they expand their Wealth Management division.
Client Overview:
Our client is a renowned global investment banking firm with a rich history of providing strategic insights, expertise, and execution across equities, fixed income, foreign exchange, and asset management services. With a presence across the Americas, Europe, and Asia, the firm serves investors, companies, and governments, offering a wide range of investment banking, sales, trading, and research services. The firm is recognized for its deep sector expertise, commitment to innovation, and emphasis on maintaining strong client relationships.
Position Overview:
As a Sales Associate in our Wealth Management division, you will support Account Executives in delivering exceptional service to clients. This is an exciting opportunity to be part of a high-performing, dynamic team, where you'll contribute to the growth of our wealth management business and develop your career in the financial services industry.
Key Responsibilities:
  • Assist in facilitating trades and ensuring seamless execution
  • Respond to client inquiries and provide market insights
  • Build and maintain strong relationships with clients, identifying opportunities for service and growth
  • Conduct client outreach and support business development
  • Prepare client presentations and materials
  • Support day-to-day operations, client service, and Account Executive activities
  • Perform general administrative tasks, including managing correspondence, filing, and processing forms
  • Continuously learn about financial products to better assist the team and clients

Required Qualifications:
  • 2-5 years of industry experience
  • Securities Industry Essentials (SIE) Exam
  • Series 7, 63, and 65 or 66 licenses
  • Strong client relationship and communication skills
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Internet research

Desired Qualifications:
  • Experience with financial platforms such as Fidessa, Pershing, and Addepar
  • Bilingual in Portuguese is a plus

Join us and be part of a team that values innovation, creativity, and diverse perspectives to shape the future of wealth management.

Apply