$60 - $70/hr
Client Service Associate- White Pine Wealth Management Portland, ME, USA Posted Wednesday, August 26, 2026 at 5:00 AM Your Future Team White Pine Wealth Management is a team of 10 professionals ...
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$60 - $70/hr
Client Service Associate- White Pine Wealth Management Portland, ME, USA Posted Wednesday, August 26, 2026 at 5:00 AM Your Future Team White Pine Wealth Management is a team of 10 professionals ...
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$75 - $125/hr
Associates at California Bank & Trust work in a relationship-centered culture where they are ... Wealth Management is a specialized division within the bank that offers comprehensive financial ...
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$75 - $125/hr
Associates at California Bank & Trust work in a relationship-centered culture where they are ... Wealth Management is a specialized division within the bank that offers comprehensive financial ...
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$120 - $180/hr
Associate Director of Taxation - Argent Wealth Management 200 5th Ave, Waltham, MA 02451, USA Posted Tuesday, August 11, 2026 at 5:00 AM Your Future Team Investments, estate, tax and financial ...
$120 - $180/hr
Associate Director of Taxation - Argent Wealth Management 200 5th Ave, Waltham, MA 02451, USA Posted Tuesday, August 11, 2026 at 5:00 AM Your Future Team Investments, estate, tax and financial ...
$80 - $100/hr
Senior Client Service Associate- White Pine Wealth Management Portland, ME, USA Your Future Team White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026.
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Senior Client Service Associate- White Pine Wealth Management Portland, ME, USA Your Future Team White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026.
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$80 - $90/hr
CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and ... Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which ...
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$80 - $90/hr
CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and ... Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which ...
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$110 - $160/hr
The Senior Associate Advisor plays a key role in delivering comprehensive wealth management and financial planning services to clients. Working closely with Wealth Advisors and Senior Wealth Advisors ...
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$110 - $160/hr
The Senior Associate Advisor plays a key role in delivering comprehensive wealth management and financial planning services to clients. Working closely with Wealth Advisors and Senior Wealth Advisors ...
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$70 - $105/hr
As an Associate Wealth Advisor, you'll support 2-4 Wealth Advisors by servicing, deepening, and ... Through our Wealth Management Institute, mentorship, and ongoing coaching, you'll build skills in ...
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$70 - $105/hr
As an Associate Wealth Advisor, you'll support 2-4 Wealth Advisors by servicing, deepening, and ... Through our Wealth Management Institute, mentorship, and ongoing coaching, you'll build skills in ...
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$160 - $183/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
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$160 - $183/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...
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$71 - $81/hr
Working under moderate supervision, this job operationally leads Wealth Management advisory teams ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
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$71 - $81/hr
Working under moderate supervision, this job operationally leads Wealth Management advisory teams ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
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$65 - $108/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
$65 - $108/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
$120 - $180/hr
Serve as an educational and technical resource to manage the complexities of significant wealth ... We expect our associates at all levels to: * Grow professionally and inspire others to do the same
$120 - $180/hr
Serve as an educational and technical resource to manage the complexities of significant wealth ... We expect our associates at all levels to: * Grow professionally and inspire others to do the same
Wealth Advisor- Covington, KY
Covington, KY · On-site
$110 - $150/hr
Carson- Where integrity meets expertise in the world of wealth management. At Carson, our core ... Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and ...
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Wealth Advisor- Covington, KY
Covington, KY · On-site
$110 - $150/hr
Carson- Where integrity meets expertise in the world of wealth management. At Carson, our core ... Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and ...
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$75 - $85/hr
Trading and Client Operations Associate - Dechtman Wealth Management Centennial, CO, USA Posted Monday, August 10, 2026 at 5:00 AM Your Future Team What You'll Do * Execute trades across client ...
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$75 - $85/hr
Trading and Client Operations Associate - Dechtman Wealth Management Centennial, CO, USA Posted Monday, August 10, 2026 at 5:00 AM Your Future Team What You'll Do * Execute trades across client ...
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Wealth Advisor
Louisville, KY · On-site
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...
Wealth Advisor
Louisville, KY · On-site
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...
Wealth Advisor
Louisville, KY · On-site
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...
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Wealth Advisor
Louisville, KY · On-site
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building ...
$90 - $130/hr
As a fee-only, independent wealth management firm, we place integrity, education, and empathy at the heart of our client work. We are seeking a Senior Associate Wealth Advisor with a strong ...
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$90 - $130/hr
As a fee-only, independent wealth management firm, we place integrity, education, and empathy at the heart of our client work. We are seeking a Senior Associate Wealth Advisor with a strong ...
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$85 - $119/hr
About the Role The Wealth Advisor Associate plays a key role in supporting comprehensive wealth management by preparing proposals, presentations, and detailed plans for prospective and existing ...
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$85 - $119/hr
About the Role The Wealth Advisor Associate plays a key role in supporting comprehensive wealth management by preparing proposals, presentations, and detailed plans for prospective and existing ...
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$65 - $70/hr
The Client Service Associate role is an exciting opportunity to work with a team that takes a ... Focus Partners is an organization of wealth, asset, and business management resources that brings ...
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$65 - $70/hr
The Client Service Associate role is an exciting opportunity to work with a team that takes a ... Focus Partners is an organization of wealth, asset, and business management resources that brings ...
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$90 - $130/hr
... associates in the day-to-day activities of the firm. Candidate Qualifications & Attributes: * Bachelor degree with 2-5 years experience working in the wealth management and/or RIA arena building ...
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$90 - $130/hr
... associates in the day-to-day activities of the firm. Candidate Qualifications & Attributes: * Bachelor degree with 2-5 years experience working in the wealth management and/or RIA arena building ...
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$79 - $110/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... The Associate Portfolio Manager works closely with Senior Portfolio Managers and advisors to manage ...
$79 - $110/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... The Associate Portfolio Manager works closely with Senior Portfolio Managers and advisors to manage ...
Wealth Management Associate information
See Kentucky salary details
$9.40 - $11.16
7% of jobs
$12.90 is the 25th percentile. Wages below this are outliers.
$11.16 - $12.93
18% of jobs
$12.93 - $14.69
18% of jobs
The median wage is $15.13 / hr.
$14.69 - $16.46
27% of jobs
$17.21 is the 75th percentile. Wages above this are outliers.
$16.46 - $18.22
11% of jobs
$18.22 - $19.99
3% of jobs
$19.99 - $21.75
2% of jobs
$21.75 - $23.52
2% of jobs
$23.52 - $25.28
5% of jobs
$25.28 - $27.05
3% of jobs
$27.05 - $28.81
3% of jobs
$9
$17
$28
How much do wealth management associate jobs pay per hour?
As of Sep 3, 2026, the average hourly pay for wealth management associate in Kentucky is $17.26, according to ZipRecruiter salary data. Most workers in this role earn between $12.93 and $17.93 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 Kentucky?
The most popular types of Wealth Management jobs in Kentucky are:
What cities in Kentucky are hiring for Wealth Management Associate jobs?
Cities in Kentucky with the most Wealth Management Associate job openings:
$60 - $70/hr
Other
Medical, Dental, Vision, Retirement
Posted 2 days ago
New
Job description
Client Service Associate- White Pine Wealth Management
#J-18808-LjbffrPortland, ME, USA
Job DescriptionPosted Wednesday, August 26, 2026 at 5:00 AM
Your Future Team
White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine.
What You’ll Do
The Client Service Associate provides a white glove client experience by working directly with clients and coordinating with the service team and advisors. You have strong communication, interpersonal, and time-management skills, and a heart for service. You must be ethical, reliable, and able to handle sensitive financial information with absolute confidentiality.
- Onboard new client relationships: work directly with clients and advisors to collect data, process new account paperwork, and maintain client records in our CRM system
- Perform account maintenance requests: change of beneficiary, address updates, online account access, account re-titles, etc.
- Process money movements: journals, wire transfers, ACH transfers, and check requests
- Assist clients in a professional and pleasant manner through phone, email, and in-person interactions
- Proficiency with our software preferred: CRM (Salesforce), DocuSign, Microsoft Office suite (Word, Excel, OneNote), and custodial platform (Fidelity)
- Comply with and be well-versed in industry rules and regulations and practice policies
What You’ll Bring
- Experience collecting information, processing forms, and maintaining accurate data
- Confidence in handling phone calls and speaking to clients
- Interpersonal and client service skills
- Strong attention to detail, accuracy, and organization
- Eagerness to work in a growing practice and fast-paced environment
- Preferred: 2+ years of industry experience
What We Offer
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Base salary of up to $60,000- $70,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
About Hightower Advisors
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Chicago, IL, US
Year founded
2007