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Wealth Management Associate information

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$10

$19

$31

How much do wealth management associate jobs pay per hour?

As of Jun 22, 2026, the average hourly pay for wealth management associate in Rochester, NY is $19.11, according to ZipRecruiter salary data. Most workers in this role earn between $14.33 and $19.86 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 an entry level job in wealth management?

An entry-level job in wealth management typically includes roles such as Wealth Management Associate or Financial Advisor Trainee, focusing on client service, financial planning support, and investment research. These positions often require strong communication skills, basic financial knowledge, and may involve working under the supervision of experienced professionals to gain industry experience.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

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, 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.

Can financial advisors make $500,000 a year?

Wealth management associates and financial advisors can earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and often certifications like the CFP or CFA. Income varies widely based on location, firm size, and individual performance.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, $200,000 can be a significant amount to invest or manage, but whether it is sufficient depends on individual financial goals and the complexity of the portfolio. Financial advisors typically work with clients across a wide range of assets, and many recommend starting with at least $50,000 to $100,000 for personalized services, though some may work with lower or higher amounts. The role involves understanding client needs and developing tailored strategies, regardless of the initial investment size.
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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

Wealth Management Associate

Davis Family Financial LLC

Rochester, NY

Part-time

Retirement

Posted 15 days ago

Job description

The Wealth Management Associate supports senior advisors in delivering comprehensive financial planning and investment management services to high-net-worth individuals and families. This role combines client service, financial analysis, and operational support to ensure an exceptional client experience and efficient practice management. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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