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Wealth Management Client Associate Jobs (NOW HIRING)

Hunter Wealth Management

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Wealth Management Client Associate

Peachtree City, GA · On-site

$55K - $65K/yr (+ commission)

Some firms hire a client service rep to answer the phone and file the paperwork. We're looking for a builder. Hunter Wealth Management is an independent advisory firm located in Peachtree City ...

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Hunter Wealth Management

Be Seen First

Wealth Management Client Associate

Peachtree City, GA · On-site

$55K - $65K/yr (+ commission)

Some firms hire a client service rep to answer the phone and file the paperwork. We're looking for a builder. Hunter Wealth Management is an independent advisory firm located in Peachtree City ...

New

Hunter Wealth Management

Be Seen First

Wealth Management Client Associate

Peachtree City, GA · On-site

$55K - $65K/yr (+ commission)

Some firms hire a client service rep to answer the phone and file the paperwork. We're looking for a builder. Hunter Wealth Management is an independent advisory firm located in Peachtree City ...

New

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Wealth Management Client Associate information

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How much do wealth management client associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for wealth management client associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

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Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client 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 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.

Wealth Management Client Associate

Southern Pines, NC • On-site

The Pines Wealth Management
Investment Management and Consulting Services • 1 - 10 employees
Learn more about The Pines Wealth Managementexternal

$70K/yr

Full-time

Medical, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

The Pines Wealth Management

Job Title: Wealth Management Client Associate

Location: Southern Pines, NC

Company Description

The Pines Wealth Management (TPWM) is Registered Investment Advisory (RIA) firm that focuses on comprehensive financial planning and discretionary asset management for affluent individuals, companies and institutions.TPWM specializes in goals-based planning for retirement, education, legacy and all-encompassing financial life objectives.

TPWMs Advisors and Associates help clients pursue and achieve the life they envision through personal relationships committed to their needs. The foundation of our client relationship is mutual trust and ongoing transparent dialogue. TPWM assists clients with all aspects of their financial lives.

TPWM is committed to a balanced work-life culture with specific requirements for office-based attendance while allowing for flexibility in consideration of individual needs, unique circumstances and role-specific standards.

TPWM is committed to value based ethical growth with client needs and situations always at the forefront of our advice and decision-making processes.

Position Summary:

We are seeking a detail-oriented and client-focused Wealth Management Client Associate to support multiple financial advisors in a growing Registered Investment Advisory (RIA) firm. This role is responsible for delivering a high level of service to clients, supporting advisors with investment operations, and helping maintain efficient day-to-day workflow across the team. The ideal candidate will have strong operational experience in wealth management and hold an active securities license (Series 7 preferred).

Key Responsibilities

Serve as a primary point of contact for client service needs

Assist with account inquiries, service requests, and follow-up

Coordinate client meetings and prepare meeting materials

Maintain accurate client records and CRM updates

Process account opening and maintenance paperwork through our custodian

Facilitate ACAT transfers and money movement requests

Track client service workflows and outstanding items

Assist with SEC Compliance processes and documentation

Contribute to improving operational efficiency

Preferred Skills

Experience in Wealth Management Services (i.e.: RIA, BD, WH)

Proficiency in financial planning concepts

Strong knowledge of account servicing and wealth management operations

Ability to manage to triage, prioritize and manage competing priorities.

High attention to detail and organizational skills

Professional communication and client service mindset

Desire for long-term career growth in wealth management

Required Education/Qualifications

Active Series 7 license (preferred)

Series 66 or willingness to obtain

3 + years experience in wealth management and financial services

College Degree

Compensation & Benefits

Competitive base salary: $70,000 + (experience considered)

Performance-based bonus opportunity

Retirement plan and health benefits

Paid time off and holidays

Professional development and licensing support

Interested Candidates:

Email Cover Letter and Resumes to: info@thepineswealth.com


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