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Wealth Management Associate Jobs (NOW HIRING)

Union Bank

Wealth Management Associate

Morrisville, VT · On-site

$22 - $26/hr

Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.

Curi Capital

Wealth Management Associate

Grand Rapids, MI · Hybrid

$15.25 - $20.25/hr

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 St. Joe, Michigan ...

washingtontrust

Wealth Management Associate

Providence, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is ...

Curi Capital

Wealth Management Associate

Raleigh, NC · Hybrid

$15.25 - $20.50/hr

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 this role, you will ...

washingtontrust

Wealth Management Associate

Westerly, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is ...

Curi Capital

Wealth Management Associate

Raleigh, NC · 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 this role, you will ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 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 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.
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Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Wealth Management Associate

Union Bank

Morrisville, VT • On-site

$22 - $26/hr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Description:

Union Bank has called Vermont home since 1891 — and we’re proud of our local roots. We’re a modern, community-focused bank where people come to grow their careers and make a difference. We offer strong benefits, support continuing education, and believe in promoting from within. Our CEO’s journey from teller to the top is just one example. If you’re looking for purpose, opportunity, and a team that cares, you’ll find it here!


Summary

The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service. This position supports the efficient administration of wealth management activities by assisting with account documentation, client communications, transaction processing, and other day-to-day support functions. The role requires strong attention to detail, professionalism, discretion, and the ability to manage multiple priorities while contributing to a positive client experience and the overall effectiveness of the Wealth Management team.


Why work with us?

While working for a VT Based company that makes a difference in our VT and NH communities, you can enjoy the following perks:

· Generous Paid Time Off

· Health, Dental, and Life Insurance

· Partially paid Short and Long-Term Disability

· Company-matched 401K retirement account

· Bankers’ hours

· Paid Federal Holidays






Requirements:

1. Detail oriented with superior organizational skills, adaptable with the ability to multi-task.

2. Strong time management skills.

3. Mathematical aptitude.

4. Team player with the ability to collaborate with others

5. Wealth Management industry experience is a plus; will train the right candidate.

6. Responsible for keeping up to date with applicable banking regulations and bank procedures.


Salary description: $22.00 - $26.00

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