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How much do wealth management associate jobs pay per hour?

As of May 29, 2026, the average hourly pay for wealth management associate in Rochester, NY is $19.57, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $20.34 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

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.

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 most commonly searched types of Wealth Management jobs in Rochester, NY? The most popular types of Wealth Management jobs in Rochester, NY are:
What job categories do people searching Wealth Management Associate jobs in Rochester, NY look for? The top searched job categories for Wealth Management Associate jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Wealth Management Associate jobs? Cities near Rochester, NY with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Rochester, NY as of May 2026, with employment types broken down into 2% As Needed, 35% Full Time, 55% Part Time, 4% Temporary, and 4% Contract. Highlights an 98% Physical, and 2% Remote job distribution, with an average salary of $40,700 per year, or $19.6 per hour.
Senior Client Services Associate - Investment / Wealth Management

Senior Client Services Associate - Investment / Wealth Management

Simplex

Rochester, NY • On-site, Remote

$90K - $110K/yr

Full-time

Posted 28 days ago

Job description

This position is a 100% remote position ideally based in the Eastern Timezone.
The Senior Client Service Associate will be responsible for providing operational and service support to our client base. A successful candidate will need to think creatively, work in a fast-paced environment, and effectively prioritize. This position provides the opportunity to work in a professional business environment, expanding one's expertise in the field of investment management with a recognized national leader in the investment consulting industry.
Our client is an independent Registered Investment Adviser that provides customized investment management solutions and comprehensive wealth management plans for institutional investors, individuals, and family offices. They are consistently recognized in the industry for sophisticated wealth management, research capabilities, and the delivery of an exceptional client experience.
RESPONSIBILITIES
  • Enhance the client experience by providing exceptional client service in various functions, including but not limited to new account opening, document completion, and resolving client inquiries
  • Execute money movement transactions for clients, as well as transfers to/from separate account managers and hedge funds/private investment funds
  • Proactively coordinate client service activities in conjunction with the advisory team
  • Organize materials for client meetings, as well as ad hoc requests
  • Actively participate in the firm's compliance and efficiency efforts
  • Answer incoming calls and potentially join in on meetings
  • Perform other duties and tasks as requested

REQUIREMENTS
  • Experience in the Investment / Wealth Management industry.
  • Tamarac experience is a plus
  • Exposure to e-money / planning software is a plus
  • Strong attention to detail and organizational skills
  • Ability to self-start and think creatively
  • Strong communication, interpersonal, and problem-solving skills
  • Desire for continuous improvement
  • Strong proficiency in all Microsoft Office programs, specifically Excel, Word, and PowerPoint
  • Experience with Outlook and CRM applications is a plus
  • Professional demeanor and positive attitude
  • Proven ability to work in a team-oriented environment
  • Time-management skills
  • Energetic, positive attitude with the ability to operate in a dynamic, fast-paced environment
  • Discretion with confidential information

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