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Wealth Management Associate Jobs (NOW HIRING)

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.

Curi Capital

Wealth Management Associate

Denver, CO · On-site

$60K - $70K/yr

The Role We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our Denver, Colorado ...

W3Global Inc.

Wealth Management Associate

Boca Raton, FL

$80K - $125K/yr

As a Wealth Management Associate, you will collaborate directly with our senior advisors to develop and deliver comprehensive financial plans aligned with each client's unique goals and values, with ...

W3Global Inc.

Wealth Management Associate

Boca Raton, FL

$80K - $125K/yr

As a Wealth Management Associate, you will collaborate directly with our senior advisors to develop and deliver comprehensive financial plans aligned with each client's unique goals and values, with ...

Morgan Stanley

Wealth Management Associate

Boston, MA · On-site

POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior ...

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How much do wealth management associate jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for wealth management associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 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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Wealth Management Associate jobs near you

Wealth Management Associate

Data Bridge Consultants

Chicago, IL

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 23 hours ago

Job description

Employment Type: Full-Time

Build your financial services career with one of the industry’s premium wealth management boutiques. As a Wealth Management Associate, you will partner with our client’s team of Regional Vice Presidents to facilitate meetings to acquire new client relationships. In a partnership with the external Regional Vice Presidents, the Associate is responsible for identifying and acquiring new business prospects within their assigned territories to meet daily and monthly sales goals, as well as retaining and growing existing client relationships. You will play a key role in assisting your Vice President in an operational capacity out of our client’s home office in the Chicago Loop. Our client will implement training programs designed to educate in all areas of the capital markets, portfolio management, sales and financial products. It will also provide warm leads for the Associate’s outbound calls from the thousands of investors using our client as their trusted source for independent research and award-winning investment advice.

Core Responsibilities

• Make outbound calls daily to qualify and set meetings for their Regional Vice President with high-net worth investors who have responded to the firms marketing and advertising efforts.

• Take inbound calls and provide quality customer service to both internal and external customers.

• Assist the Regional Vice President in following up with prospects to aid in asset acquisitions and new sales opportunities.

• Efficiently perform operational activities.

Qualifications

• Bachelors degree from a 4-year college or university required.

• Hardworking and driven.

• Goal oriented, competitive, and articulate with strong communication skills.

• Financial and sales experience is a plus.

Compensation

• Salary + commission based on appointments held.

• Series 65 FINRA Exam sponsored by the firm.

• Great opportunity for advancement and higher earnings with our client.