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Wealth Management Client Associate Jobs in Columbus, GA

Vertis Wealth

Estate and Document Attorney

Auburn, AL · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning ... Households with average client assets from $1 million to $10 million * We give you clients because ...

Vertis Wealth

Estate and Document Attorney

Columbus, GA · On-site

$250 - $350/hr

We are looking for an attorney to assist our tax and wealth management teams with estate planning ... Households with average client assets from $1 million to $10 million * We give you clients because ...

Vertis Wealth

Estate and Document Attorney

Columbus, GA · Remote

Salary: $250-350/hr We are looking for an attorney to assist our tax and wealth management teams ... Households with average client assets from $1 million to $10 million * We give you clients because ...

Vertis Wealth

Estate and Document Attorney

Auburn, AL · Remote

Salary: $250-350/hr We are looking for an attorney to assist our tax and wealth management teams ... Households with average client assets from $1 million to $10 million * We give you clients because ...

Focus Partners Wealth

Tax Associate

Columbus, GA · On-site

$52K - $69K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... for reducing client tax liabilities. * Communicate effectively with tax managers, advisors, and ...

DataAnnotation

M&A Associate - AI Trainer

Columbus, GA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in Columbus, GA

Wealth Management Client Associate information

See Columbus, GA salary details

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

As of Aug 1, 2026, the average hourly pay for wealth management client associate in Columbus, GA is $20.05, according to ZipRecruiter salary data. Most workers in this role earn between $15.29 and $22.36 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 are Wealth Management Client Associates?

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 near Columbus, GA are hiring for Wealth Management Client Associate jobs? Cities near Columbus, GA with the most Wealth Management Client Associate job openings:
Wealth Management Client Associate jobs near you

Estate and Document Attorney

Vertis Wealth

Auburn, AL • On-site

$250 - $350/hr

Contractor

Re-posted 13 days ago

Job description

Job Description
We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team of internal Legal Directors and other professionals.
Principle Duties
  • Receive hand-offs from our Legal Directors to provide estate planning services for our clients.
  • Meet virtually or in-person with clients to confirm estate planning needs.
  • Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
  • Draft estate planning documents using your own methods or use our document templates.
  • Stay up-to-date with the latest state laws.
  • Work with our team of friendly professionals.
  • Work with an established book of business: Households with average client assets from $1 million to $10 million
  • We give you clients because they are already our clients!

Requirements
  • Must be licensed in the posted state. Entry level attorneys will be considered.
  • Can conduct client meetings virtually, but must be able to meet clients to oversee document execution. We can help identify conference room space if necessary.
  • Excellent written and verbal communication skills
  • Innovative and creative
  • Ability to lead and be decisive
  • Time management and organization
  • Collaborative skills to accept and turn ideas into strategies with help of tax, business, and financial advisors.

Benefits
  • Compensation: $250-$350 hourly
  • Uncapped earning potential based on client density in your area
  • Not exclusive. You can work with other law firms or continue to build your own. Vertis can be a great referral source to expand your work.
  • Exposure to financial planning
  • Flexible schedule

Apply