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Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

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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 Sep 13, 2026, the average hourly pay for wealth management client associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 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.

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Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.

Wealth Management Client Associate

Madison, WI • Hybrid

Claire Myers Consulting
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Claire Myers Consultingexternal

Full-time

Medical, Retirement, PTO

Posted 20 days ago

Key responsibilities

  • Support advisors with meeting preparation, analysis, and follow-up.

  • Learn the firm's financial planning, investment philosophy, and operational processes.

  • Prepare and update comprehensive financial plans.

Job description

Location: Madison, Wisconsin (Full-Time/Hybrid)

Compensation: Base salary + benefits



The Opportunity:


Our client is a growing independent wealth management firm looking for a Wealth Management Client Associate who is excited to build a long-term career in the industry.


You will work directly alongside two experienced CFP professionals who want to teach, mentor, and develop someone into an exceptional wealth management professional. The role will be primarily in-office while you're learning the business, with the opportunity for a hybrid schedule as you become established in the role.



Role Responsibilities (first 9-12 months):


  • Learn the business and build a strong technical foundation
  • Learn the firm's financial planning and investment philosophy
  • Become highly proficient in eMoney
  • Prepare and update comprehensive financial plans
  • Support advisors with meeting preparation, analysis, and follow-up
  • Learn the firm's technology, custodial, and operational processes
  • Cross-train in client service and operations
  • Complete your Series 7 and 66, if needed, with firm support
  • Begin or continue working toward your CFP designation



The goal is to understand how the entire client experience comes together before taking on significant client responsibility.


Role Trajectory:


  • Take ownership of more complex financial planning work
  • Participate more actively in client meetings
  • Lead planning engagements for emerging and next-generation clients
  • Build trusted relationships with existing clients
  • Help expand the firm's standalone financial planning offering
  • Earn your CFP designation with firm support



From there, your career path can evolve based on your strengths and interests. You may grow into a Wealth Advisor managing client relationships, or become a planning-focused CFP who plays an integral role in delivering sophisticated financial planning across the firm. Significant business development is not a requirement for success in this role.



Qualifications:


  • Experience in & a passion for wealth management, financial services, banking, investments, or a related field
  • A solid understanding of financial planning fundamentals
  • Strong analytical and problem-solving skills
  • Curiosity, initiative, and a desire to grow
  • The ability to take direction and then run with a project
  • A genuine interest in earning the CFP and building a career in wealth management
  • Experience with eMoney, Pershing, the SIE, Series 7, Series 66, or CFP coursework is a plus, but not required



Compensation & Benefits:


Compensation will be based on experience, licensing, and the level of responsibility you can take on from the beginning, with meaningful long-term earning potential as your role grows.



Benefits include:


  • Health insurance with approximately 90% of premiums paid by the firm
  • Safe Harbor 401(k) with a 4% employer match
  • 14 days of PTO plus paid holidays
  • Company-sponsored licensing and CFP support
  • Direct mentorship from experienced CFP professionals
  • Hybrid flexibility as you become established in the role



Why This Opportunity Is Different:


The firm's founders came through traditional advisor training programs where success was largely measured by how quickly you could produce. They want to offer someone a different path. You'll have the time to learn, strong mentorship, exposure to real financial planning, and the opportunity to grow into the role that best fits your strengths. They're not looking for someone who already knows everything. They're looking for someone who's hungry to learn, passionate about wealth management, and excited to grow with the firm.