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Wealth Management Associate Jobs in Lexington, KY

Bank of America

Relationship Manager

Lexington, KY · On-site

$70 - $100/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 ...

UBS

Client Associate

Lexington, KY · On-site

Do you know how to take care of people? We're looking for a Client Service Associate to: • keep ... The team You will be working with a Global Wealth Management Team in Lexington, KY. We help high ...

WSFS Bank

Floating Assistant Branch Manager II

Midway, KY · On-site

$48 - $80/hr

We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people ...

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How much do wealth management associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for wealth management associate in Lexington, KY is $17.40, according to ZipRecruiter salary data. Most workers in this role earn between $13.03 and $18.12 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 Lexington, KY?

The most popular types of Wealth Management jobs in Lexington, KY are:

What cities near Lexington, KY are hiring for Wealth Management Associate jobs?

Cities near Lexington, KY with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Lexington, KY 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, 2% Hybrid, and 16% Remote job distribution, with an average salary of $41,075 per year, or $19.7 per hour.

Associate Branch Manager

Robert W Baird & Co

Lexington, KY

Full-time

Posted yesterday

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Job description

About the Role:

The Associate Branch Manager will partner with the Branch Manager in oversight of branch operation functions and the Financial Advisors, Associate Financial Advisors and support professionals for the branch. Focuses time on driving branch revenue, recruiting talent, managing risk, continuing to build a book of business, and delivering superior customer service. Exhibits strong business acumen, dedicates time and energy to associates in the branch, serving as a strong coach, encouraging growth and development, and recognizing achievements. Helps associates understand PWM's strategy and connect it to their goals and daily activities. Additionally, this leader will create a culture and office climate in which people want to do their best by inviting input and sharing ownership and visibility.

The Impact You'll Make:

  • Partner in local recruiting efforts to include consistent recruit activity by sourcing experienced FA leads, regular follow up in the process and helping close a recruit
  • Engage in coaching FA's including next gen and experienced FA teams
  • Ensure PWM strategic priorities are being met, including partnering with the Wealth Centers to achieve WM metric goals
  • Drive revenue growth and profitability of the branch
  • Office and budget management
  • Associate relations and staffing metrics in partnership with HR
  • Partner in managing compliance and legal issues
  • Local community brand ambassador

What You'll Bring to Baird:

  • Bachelor's degree required.
  • 5+ years of industry experience
  • Must hold SIE, Series 7 and 66, 9, 10, Life, Health, and Variable Annuity Insurance Licenses
  • Strong communication skills with the ability to ask probing questions and respond in a manner that is consistent, clear, and candid.
  • Proficiency in dealing with legal and compliance issues. Ability to stand firm on matters of ethics or compliance.
  • Ability to drive for results and is goal oriented.
  • Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities. Can embrace and lead change.
  • Can source, build, and develop talent. Understands and demonstrates the importance of recognition and retention.
  • Demonstrates self-management abilities.

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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