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Wealth Management Associate Jobs in Wells, ME (NOW HIRING)

Senior Financial Advisor

Portland, ME · On-site

$80K - $100K/yr

Guidance, Insight, Results We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services firms ...

Seasonal Temporary Associate

Dover, NH · On-site

$15.25 - $17.50/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 ...

Customer Service Associate I

Sanford, ME · 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 ...

Customer Service Associate I

Portland, ME · On-site

$14.75 - $20.50/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 ...

Customer Service Associate I

Windham, ME · On-site

$14.50 - $20/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 ...

Customer Service Associate I

York, ME · 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 ...

Customer Service Associate I

Portsmouth, NH · On-site

$14.75 - $20.50/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 ...

Customer Service Associate I

Portland, ME · On-site

$14.75 - $20.50/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 ...

Customer Service Associate I

Portland, ME · On-site

$14.75 - $20.50/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 ...

Customer Service Associate II

Rochester, NH · 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 ...

Customer Service Associate I

Somersworth, NH · On-site

$14.50 - $20/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 ...

Customer Service Associate I

Hampton, NH · On-site

$15 - $20.50/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 ...

Customer Service Associate I

Sanford, ME · 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 ...

Customer Service Associate I

South Portland, ME · On-site

$15 - $20.50/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 ...

Customer Service Associate I

Dover, NH · On-site

$14.75 - $20.50/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 ...

Customer Service Associate I

North Hampton, NH · On-site

$14.75 - $20.50/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 ...

Customer Service Associate I

Biddeford, ME · On-site

$15.25 - $21/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 ...

Customer Service Associate I

Biddeford, ME · On-site

$15.25 - $21/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 ...

Showing results 41-60

Wealth Management Associate information

See Wells, ME salary details

$11

$20

$34

How much do wealth management associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for wealth management associate in Wells, ME is $20.93, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $21.78 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 cities near Wells, ME are hiring for Wealth Management Associate jobs?

Cities near Wells, ME with the most Wealth Management Associate job openings:

Infographic showing various Wealth Management Associate job openings in Wells, ME as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 74% In-person, 13% Hybrid, and 13% Remote job distribution, with an average salary of $43,529 per year, or $20.9 per hour.

Associate Account Manager - Commercial Lines

HUB

South Portland, ME • Hybrid

$21.48 - $40.36/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago


Key responsibilities

  • Coordinate the handling and servicing of assigned accounts and provide support to Account Managers and Producers.

  • Create and/or maintain coverage proposals, Schedules of Insurance, and Statement of Values, and process certificate of insurance requests.

  • Renew and maintain policies within the agency management system, update system with coverage or exposure changes, and handle clerical processing of accounts.


Job description

Discover a Career That Empowers You - Join HUB International

At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it.

In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.

We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career.

Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.

We would love for you to explore what is possible at HUB International.

We currently have an opportunity for an Associate Account Manager to join our Commercial Lines team in our South Portland, ME office on a Hybrid work schedule.

Overview:

Responsible for servicing an assigned book of commercial business while mentoring under and assisting Account Managers and Producers with the workflow and servicing of multi-line accounts, in accordance with the practices, policies and procedures of the Company.

Responsibilities:

Associate Account Manager:

  • Coordinate the handling and servicing of assigned accounts and provide support to assigned Account Managers and Producers.
  • Work with one or more Assistant Account Managers to grow and develop delegation skills.
  • Participate in additional trainings as directed by Manager.
  • Create and/or maintain coverage proposals, Schedules of Insurance, and Statement of Values.
  • Process certificate of insurance requests.Work with account team and lenders to make sure certificates are issued in accordance with financing agreements.
  • Process premium financing quotations.
  • Request and follow up with insurance carriers on policy changes/endorsements as directed by the Account Manager or Producer.
  • Review policies and endorsements for accuracy and draft transmittal letters or e-mails as requested.
  • Renew and maintain policies within agency management system, and update system with requested changes in coverage or exposure.
  • Invoice premium transactions as directed.
  • Obtain and provide loss reports from insurance carriers as requested.
  • Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system input of each account.
  • Other responsibilities as assigned by Manager.

Qualifications:

  • Related experience with commercial insurance.
  • P&C Producer's license.
  • Experience with Microsoft Office products.
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.

We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International team:

Medical, Dental, Vision, and Prescription Drug Coverage

Health Plan Reimbursement Program

Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)

401(k) Savings Plan

Life and Disability Plans

Long-Term Care

Employee Assistance Program (EAP)

Comprehensive Wellness Program

Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance

Low-Cost Loan Program and Student Loan Resources

Vacation, Holiday, Sick, and Personal Time Off

Flexible Work Arrangements

Dress for Your Day Policy

Comprehensive Onboarding and Continuing Education

Ready to take the next step? Apply today.

The expected salary range for this position is $21.48 an hour - $40.36 an hourand will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.