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Wealth Management Associate Jobs in Rhode Island

Stifel

Client Service Associate

Middletown, RI · On-site

$41K/yr

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 ...

Euclid Financial Services

Be Seen First

Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction Planning and Legacy Planning for individuals or retirees. EFS Advisors provide sound professional ...

Euclid Financial Services

Be Seen First

Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction Planning and Legacy Planning for individuals or retirees. EFS Advisors provide sound professional ...

Bank of America

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... wealth management, private banking and/or trust field * Knowledge of fiduciary and financial ...

Bank of America

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... wealth management, private banking and/or trust field * Knowledge of fiduciary and financial ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

School of Rock

Customer Care Associate

Bristol, RI · On-site

$15.25 - $21/hr

Wealth Benefits (30+ hours per week) Responsibilities: Operations * Perform administrative duties ... Manage in-school customer requests, including schedule changes, account updates, and billing ...

Family Dollar

Customer Service Associate I

Cranston, RI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

West Warwick, RI · On-site

$14 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Woonsocket, RI · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Providence, RI · On-site

$14.75 - $20.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Hope, RI · On-site

$14.25 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate

Cranston, RI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate

Cranston, RI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Rhode Island

Wealth Management Associate information

See Rhode Island salary details

$10

$19

$32

How much do wealth management associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for wealth management associate in Rhode Island is $19.46, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $20.24 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 Rhode Island?

The most popular types of Wealth Management jobs in Rhode Island are:

What cities in Rhode Island are hiring for Wealth Management Associate jobs?

Cities in Rhode Island with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Rhode Island 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 $40,472 per year, or $19.5 per hour.

Client Service Associate

Stifel

Middletown, RI • On-site

$41K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
  • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
  • Provide reports and other information to FA(s), as requested.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring
  • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
  • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
  • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
  • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 2 years clerical/related industry

Licenses & Credentials
  • Minimum Required: None

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

#LI-LL1
Compensation Range
Salary: USD $41,900.00/Yr. - USD $62,700.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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