10 of the Most Popular Types of Wealth Management Associate Jobs in 2026

See what kind of roles similar to Wealth Management Associate jobs are hiring now

Top Types Of Wealth Management Associate Jobs

• Wealth Management

  Salary range: $86,500 - $109,000

  Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

• Salaried Financial Advisor

  Salary range: $75,000 - $131,000

  A salaried financial advisor provides wealth management and investment advice to clients. Your duties include helping each client make an investment plan that meets their needs and goals. You may also offer information about tax incentives and insurance options, performing analyses and creating reports using financial software. Financial advisors can recommend equities or funds for a client’s portfolio and typically earn a commission for selling financial and investment products, but salaried advisors receive a base salary and do not rely on commissions. You can, however, receive performance bonuses and other incentives.

• Investment Associate

  Salary range: $65,000 - $117,500

  An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

• Cash Management Associate

  Salary range: $36,500 - $47,500

  Cash Management Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Cash Management Associate jobs pay between $36,500 (25th percentile) and $47,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Cash Management Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Wealth Relationship Manager

  Salary range: $50,500 - $105,500

  Wealth Relationship Manager is a more unusual job search query but still may give you interesting job results. Most salaries for Wealth Relationship Manager jobs pay between $50,500 (25th percentile) and $105,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Wealth Relationship Manager job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Associate Financial Planner

  Salary range: $75,000 - $100,000

  The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

• Entry Level Wealth Management

  Salary range: $40,500 - $52,000

  Entry Level Wealth Management is a common job search query. Most salaries for Entry Level Wealth Management jobs pay between $40,500 (25th percentile) and $52,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Entry Level Wealth Management job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Wealth Associate Salary

  Salary range: $31,000 - $43,000

  Wealth Associate Salary is a more unusual job search query but still may give you interesting job results. Most salaries for Wealth Associate Salary jobs pay between $31,000 (25th percentile) and $43,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Wealth Associate Salary job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Remote Financial Advisor

  Salary range: $75,000 - $131,000

  As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

• Associate Financial Advisor

  Salary range: $40,000 - $82,500

  Associate Financial Advisor is a common job search query. Most salaries for Associate Financial Advisor jobs pay between $40,000 (25th percentile) and $82,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Associate Financial Advisor job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.