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Wealth Management Client Associate Jobs in West Virginia

Morgan Stanley

TRADE Premium & Specialty Client and Emerging Wealth Solutions by executing a broad range of ... SRO), Associate/Regional Risk Officer (ARRO/RRO), and business management to drive timely ...

Leah Yosef International, Inc.

Client-first and Advisor first culture with a platform in high growth mode. Growth * The Firm has ... investment management, insurance, coaching, financial planning Compensation * 79%- 90% payouts

Altisource

$100K/yr

This role will focus on developing new client relationships, expanding strategic accounts, and delivering consultative solutions to mortgage lenders, banks, credit unions, wealth management firms ...

Morgan Stanley

Morgan Stanley at Work is a division within Morgan Stanley Wealth Management comprised of Global ... The goal is to engage the client and participant throughout their financial life journey that will ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

... Wealth Advisors, Associate Fiduciary Wealth Advisors and Client Service Associates, model best ... account management and execution • Regulatory compliance focused. • Sound judgement and ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

... Wealth Advisors, Associate Fiduciary Wealth Advisors and Client Service Associates, model best ... account management and execution • Regulatory compliance focused. • Sound judgement and ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

The Trust Officer is responsible for managing and administering a complex book of fiduciary ... Wealth Advisors and Client Service Associates, model best practices and support training. Stay ...

Osaic

Vice President, Advisory Consulting

Charleston, WV · On-site

$140K - $175K/yr

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Sales Opportunity in ... Familiarity with using a client relationship management program Preferred Requirements: * Advanced ...

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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 Aug 10, 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.

Private Bank Wealth Advisor III

Huntington

Morgantown, WV • On-site, Remote

Full-time

Re-posted 13 days ago

Job description

Description

Summary:

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan.

Duties and Responsibilities:

  • Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
  • Self-acquires new business by being active and well connected in the community and with external centers of influence.
  • Responsible for providing legendary client service to retain client relationships.
  • Builds strong relationships across all Huntington business segments to deepen client relationships.
  • Works with relationships of moderate to high complexity.
  • Knowledgeable on key compliance and regulatory requirements.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor’s Degree
  • State Life and Health Licenses required to be obtained within 90 days of hire
  • At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
  • NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required.  

Preferred Qualifications:

  • Securities and life insurance licenses.
  • Demonstrated success working with high net worth clients.
  • Proven ability to build strong relationships with clients.
  • Excellent written and verbal communication skills.
  • Ability to multi-task.


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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