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Wealth Management Client Associate Jobs in West Virginia

First Mid

At First Mid Wealth Management, we are committed to always doing what is best for our clients and ... Manage a client book of business by helping them plan for what's important to them, recommending ...

Wealth Enhancement Group

Financial Advisor

Charleston, WV · On-site

$100K - $150K/yr

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more ...

Wealth Enhancement Group

Financial Advisor

Charleston, WV · On-site

$100K - $150K/yr

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more ...

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All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in West Virginia

Wealth Management Client Associate information

See West Virginia salary details

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

As of Aug 9, 2026, the average hourly pay for wealth management client associate in West Virginia is $17.34, according to ZipRecruiter salary data. Most workers in this role earn between $13.22 and $19.38 per hour, depending on experience, location, and employer.

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.

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 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.

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.

What cities in West Virginia are hiring for Wealth Management Client Associate jobs? Cities in West Virginia with the most Wealth Management Client Associate job openings:
Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in West Virginia as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $36,074 per year, or $17.3 per hour.

Senior Wealth Advisor

MAI WEALTH MANAGEMENT, INC.

Hurricane, WV • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 17 days ago

Job description


GENERAL JOB DESCRIPTION

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.

The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors.

MAJOR DUTIES AND RESPONSIBILITIES

  • Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
  • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
  • Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
  • Participate in building new client relationships in collaboration with strategic partners.
  • Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
  • Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
  • Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
  • Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
  • Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
  • Impact firm marketing efforts through the writing of technical articles, white papers, etc.

EXPERIENCE/CREDENTIALS

  • 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
  • Bachelor’s degree in Accounting or Finance preferred.
  • Certified Financial Planner (CFP)
  • Investment management, third party certification or licensing by relevant agency or association an added plus

COMPETENCIES

  • Working knowledge of planning strategies and solutions
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economic as they relate to clients’ investment goals and objectives.
  • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • High attention to detail
  • Strong organizational, written and oral communication skills


FEATURED BENEFITS:

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement