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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for wealth management associate in Illinois is $19.25, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $20.05 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 Illinois?

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

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

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

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $40,047 per year, or $19.3 per hour.

Wealth Management Associate

Data Bridge Consultants

Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 22 days ago

Job description

Employment Type: Full-Time

Build your financial services career with one of the industry’s premium wealth management boutiques. As a Wealth Management Associate, you will partner with our client’s team of Regional Vice Presidents to facilitate meetings to acquire new client relationships. In a partnership with the external Regional Vice Presidents, the Associate is responsible for identifying and acquiring new business prospects within their assigned territories to meet daily and monthly sales goals, as well as retaining and growing existing client relationships. You will play a key role in assisting your Vice President in an operational capacity out of our client’s home office in the Chicago Loop. Our client will implement training programs designed to educate in all areas of the capital markets, portfolio management, sales and financial products. It will also provide warm leads for the Associate’s outbound calls from the thousands of investors using our client as their trusted source for independent research and award-winning investment advice.

Core Responsibilities

• Make outbound calls daily to qualify and set meetings for their Regional Vice President with high-net worth investors who have responded to the firms marketing and advertising efforts.

• Take inbound calls and provide quality customer service to both internal and external customers.

• Assist the Regional Vice President in following up with prospects to aid in asset acquisitions and new sales opportunities.

• Efficiently perform operational activities.

Qualifications

• Bachelors degree from a 4-year college or university required.

• Hardworking and driven.

• Goal oriented, competitive, and articulate with strong communication skills.

• Financial and sales experience is a plus.

Compensation

• Salary + commission based on appointments held.

• Series 65 FINRA Exam sponsored by the firm.

• Great opportunity for advancement and higher earnings with our client.