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How much do wealth management associate jobs pay per hour?

As of Aug 13, 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 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 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:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Kentucky as of August 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 94% In-person, 3% Hybrid, and 3% Remote job distribution, with an average salary of $35,893 per year, or $17.3 per hour.

Client Service Administrator II

Community Trust Bank

Pikeville, KY • On-site

$16.75 - $22.50/hr

Full-time

Posted 13 days ago

Job description

Description
JOB RESPONSIBILITIES
  • Meet with and work closely with customer/beneficiaries concerning inquiries/problems regarding matters of account or asset administration.
  • Correspond with Operations, attorneys, accountants, probate court, etc., on account or beneficiary matters. Consult with Relationship Officer on more complex or sensitive issues.
  • Assemble and prepare Reg 9 review documentation for Wealth Advisor and review asset mix to ensure investment ratios are accurate.
  • Review transactions and fees in account for accuracy. Monitor activity to ensure accurate and timely payment for services.
  • Correspond with Operations in order to ensure proper receipt of information and documentation needed in order to process all client requests, account set-up, etc.
  • Responsible for getting securities set up on our system by working with customers, brokers and/or other financial institutions to provide Operations the information and documentation needed.
  • Perform daily duties including copying, time stamping documents, filing and handling calls from clients and their agents.
  • Responsible for making sure client statements are received and that court accountings are filed for all accounts which require such.
  • Ensure all actions performed are in compliance with government regulations and organizational policies and procedures.

SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE
• Associates Degree or equivalent certification through specialized vocational/technical training programs plus 2-4 years as Client Service Administrator I or comparable trust/wealth management related education and/or experience.
• Possess technical knowledge in the area of compliance (legal) and accounting. Possess advanced computer skills.
• Customer service experience highly preferred.
WORKING CONDITIONS
• Normal office conditions
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Requirements
Candidates may be subject to the following screenings:
Credit Check, Drug Testing, and Criminal Background Check

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