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Wealth Management Associate Jobs in Prospect, KY

Dollar Tree

Store Manager Trainee

Louisville, KY · On-site

$18.75 - $22.25/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Louisville, KY · On-site

$18.75 - $22.25/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... 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 Prospect, KY

Wealth Management Associate information

See Prospect, KY salary details

$9

$18

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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 Prospect, KY is $18.20, according to ZipRecruiter salary data. Most workers in this role earn between $13.65 and $18.94 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 Prospect, KY?

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

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

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

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Prospect, KY as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $37,859 per year, or $18.2 per hour.

Career-Transition Partnership - For Financial Advisors Approaching Retirement

WealthBridge Financial Group

Louisville, KY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 24 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.
Requirements
  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Deomonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits
  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply