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Wealth Management Client Associate Jobs in Atlanta, GA

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

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients ... Leading with a client first mindset, a successful candidate for this role will have strong ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients ... Leading with a client first mindset, a successful candidate for this role will have strong ...

Jobtailor

Wealth Management Associate

Atlanta, GA · On-site

Build trusted client relationships through regular interactions and a client-first mindset ... Private Wealth Advisors * Client Service Associate * Equities * Bonds * Options * Mutual Funds

UBS

Registered Client Associate

Atlanta, GA · On-site

Do you know how to take care of people? We're looking for a Registered Client Associate to: • ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

UBS

Registered Client Associate

Atlanta, GA · On-site

Do you know how to take care of people? We're looking for a Registered Client Associate to: • ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

UBS

Client Associate

Alpharetta, GA · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

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Wealth Management Client Associate information

See Atlanta, GA salary details

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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 Atlanta, GA is $21.54, according to ZipRecruiter salary data. Most workers in this role earn between $16.39 and $24.04 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.

What cities near Atlanta, GA are hiring for Wealth Management Client Associate jobs?

Cities near Atlanta, GA 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 Atlanta, GA as of September 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, and 17% Hybrid job distribution, with an average salary of $44,811 per year, or $21.5 per hour.

Wealth Management Client Associate

Peachtree City, GA • On-site

Hunter Wealth Management
See more jobs at Hunter Wealth Managementexternal

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

Full-time

Retirement, PTO

Posted 3 days ago

New

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Job description

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, Georgia, managing $2.4 billion for mass affluent, high-net-worth, retiree, and institutional clients. We have over 250 years of combined experience in the financial services industry. We have 6 offices in Georgia – Midtown Atlanta, Peachtree City, Griffin, Columbus, Americus and Albany. The position we are hiring for is located in our main office in Peachtree City. We operate like the entrepreneurial, client-first practice we are — while drawing on the technology, resources, and backing that come with our affiliation with Wells Fargo Advisors. Independence, with real horsepower behind it. We're a firm that takes care of its clients and its people — not a faceless corporation.

Here's what makes this seat different: you'll work primarily alongside two of our newer advisors who are actively growing their books of business. This isn't a static, do-the-same-thing-forever role. You'll grow as they grow — and the initiative, energy, and relationships you bring will directly shape their trajectory, and yours.

The day-to-day

You'll be the trusted point of contact who keeps our clients' experience seamless:

  • Serving as a primary contact for client phone calls, emails, and requests
  • Schedule client calls and review meetings; manage advisors’ calendars
  • Account opening, onboarding, and new-client paperwork
  • Follow up on paperwork, missing items and action steps
  • Provide status updates on requests (transfers, account changes, etc..)
  • Money movements — transfers, distributions, and account maintenance
  • Preparing advisors for client review meetings and following up on action items
  • Keeping our client management system meticulously current
  • Coordinating with our Wells Fargo Advisors platform and operations partners
  • Partnering with our experienced client service team, who'll have your back as you get up to speed

Who you are

We can teach the industry. We're hiring for the things we can't teach:

  • High energy and drive — you bring momentum to your day and to the people around you
  • Outgoing and personable — clients and colleagues genuinely enjoy working with you
  • Initiative — you see what needs doing and do it without being asked
  • Resilience — you stay steady, positive, and sharp when the pace picks up

Experience in financial services, client service, hospitality, or a client-facing sales role is a plus — but the right attitude and the drive to learn matter more. No securities licenses are required to start. If you want to pursue them down the road, we'll support you.

Where this can go

This is a launchpad for the right person. As you master the role and the firm scales, there's room to grow into greater responsibility across operations, client relationship management, and beyond — with our full support if you decide to pursue licensing and a longer-term career in wealth management. How far you take it is up to you.

Compensation & what we offer

  • Competitive salary and potential annual profit sharing bonus
  • Bonus potential tied to client onboarding and firm growth — when we grow, you share in it
  • Comprehensive benefits package (401(k), company matching in the 401k etc., paid vacation, 11 paid stock market holidays)
  • Support for professional licensing and development for those who want it
  • The stability, technology, and resources of a Wells Fargo Advisors affiliation, inside the culture of an independent, close-knit firm

Ready to build with us?

If you're the kind of person who brings energy into the room, takes ownership, and wants to grow with a firm that's going places — we want to hear from you. Apply today with your résumé and a short note on why this role is a fit.

Hunter Wealth Management is an equal opportunity employer.

Job Type: Full-time

Benefits:


  • 401(k)
  • 401(k) matching
  • Paid time off
  • Retirement plan


Work Location: In person