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Wealth Management Client Associate Jobs in Sulligent, AL

Customer Service Associate I

Columbus, MS · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Hamilton, AL · On-site

$10.25 - $14/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

West Point, MS · On-site

$12.25 - $16.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Columbus, MS · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Gordo, AL

$13.50 - $18.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Winfield, AL · On-site

$11.25 - $15.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Fayette, AL · On-site

$11.50 - $16/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Fulton, MS · On-site

$13.50 - $18.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Columbus, MS · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Hamilton, AL · On-site

$10.25 - $14/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

New Hope, MS · On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

West Point, MS · On-site

$12.25 - $16.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Hamilton, MS · On-site

$11.50 - $15.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Hamilton, MS · On-site

$11.50 - $15.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Winfield, AL · On-site

$11.25 - $15.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

New Hope, MS · On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Fulton, MS · On-site

$13.50 - $18.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Columbus, MS · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Columbus, MS · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Columbus, MS · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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Wealth Management Client Associate information

See Sulligent, AL salary details

$5

$12

$22

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

As of Jun 16, 2026, the average hourly pay for wealth management client associate in Sulligent, AL is $12.50, according to ZipRecruiter salary data. Most workers in this role earn between $9.52 and $13.94 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 Sulligent, AL are hiring for Wealth Management Client Associate jobs? Cities near Sulligent, AL with the most Wealth Management Client Associate job openings:
Customer Service Associate I

Customer Service Associate I

Dollartree

Columbus, MS • On-site

$14.25 - $19.50/hr

Part-time

Medical, Dental, Vision, Retirement

Posted 6 days ago


Dollar Tree rating

4.4

Company rating: 4.4 out of 10

Based on 2,440 frontline employees who took The Breakroom Quiz

37th of 39 rated national retailers


Job description

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
  • Assist customers with questions and recommendations

  • Manage sales transactions while working assigned cash register

  • Maintain security of cash and protect company assets

  • Keep the store well-stocked, and recover merchandise

  • Receive merchandise and help with unloading trucks, stock replenishment in accordance with productivity standards

  • Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders

  • Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable

  • Other duties as assigned*

Skills and Experience:

  • High school diploma or equivalent is preferred

  • Previous customer service experience in retail, hotel, restaurant, grocery, or drug store environment is highly preferred

  • Ability to follow instructions and interpret operational documents is required

  • Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting

  • Excellent customer service and relationship management skills are required

  • Strong organizational and communication skills are required

  • Strong problem-solving and decision-making skills are required

Perks and Benefits:
We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer:

  • Employee Assistance Program

  • Retirement plans

  • Educational Assistance

  • And much more!

We are an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. In accordance with local laws in AZ, AR, CO, FL, GA, ID, IL, IA, KS, ME, MS, MO, MT, NE, NV, NH, NM, ND, OK, OR, SC, SD, TN, TX, UT, VT VA, WV, WI, and WY, minors are also eligible to be considered for employment in certain roles. We are committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities.

This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor.

Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.

Part time2910 Tabernacle Road,Columbus,Mississippi 39702-962233953Family Dollar

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Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


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About Dollar Tree

Sourced by ZipRecruiter

With Dollar Tree and Family Dollar, we put value front and center for our customers. We do this by providing our customers with quality merchandise, amazing values, convenience, and a fun shopping experience. Whether you’re looking for the thrill of the hunt at Dollar Tree or shopping for your favorite brands at Family Dollar, you’re sure to find savings on a great selection of merchandise in our stores.

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Chesapeake, VA, US