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Wealth Management Associate Jobs (NOW HIRING)

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Wealth Management Associate

Saint Joseph, MO · On-site

$15.25 - $20.25/hr

YOUR CONTRIBUTION The Wealth Management Associate is an entry-level career-track position designed for someone who wants to build a career in financial planning and wealth management but may not yet ...

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

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 ...

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

Boston, MA · On-site

$68 - $120/hr

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 ...

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 Sep 6, 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 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.
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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, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Private Wealth Management Associate

Quontic Bank

Greenwich, CT • On-site

$75 - $95/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Job Highlights
  • Title: Private Wealth Management Associate
  • Type: Full Time
  • Experience: 5 Years
  • Function: Wealth Management
  • Location: Greenwich, CT, United States
  • Company: U.S. Bank

U.S. Bank is one of the largest commercial banks and offers a wide range of financial services, including banking, investment, mortgage, and payment solutions.

U.S. Bank is recruiting a Private Wealth Management Associate who will support the representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers.

Education Level
  • Bachelor’s Degree, or equivalent work experience
Work Experience
  • 5 or more years of administrative support experience in a banking environment
Duties/Responsibilities
  • Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
  • Work within delegated authority or standard department guidelines, handles day-to-day client calls and transactions, and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist.
  • Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship.
Skills/Knowledge/Abilities
  • Ability to identify and resolve exceptions and to interpret data
  • Ability to resolve complex problems with minimal guidance
  • Excellent computer skills, especially in Microsoft Office applications
  • Excellent interpersonal, verbal, and written communication skills
  • Exceptional customer service skills
  • Expert knowledge of departmental operations/policies and bank products/services
Working Conditions
  • Interacts frequently with high-net-worth clients and financial advisors
  • May work extended hours during market shifts or client meetings
  • Operates under high confidentiality and compliance standards
  • Spends most time on computers handling client portfolios and research
  • Works in a professional office or financial institution setting
Benefits/Perks
  • 401(k) and employer-funded retirement plan
  • Adoption assistance
  • Basic term and optional term life insurance
  • Healthcare (medical, dental, vision)
  • Paid vacation (from two to five weeks, depending on salary grade and tenure)
  • Pregnancy disability and parental leave
  • Short-term and long-term disability
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year, unless otherwise provided by law
  • Up to 11 paid holiday opportunities
Employer's Statement

U.S. Bank is an Equal Opportunity Employer.

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