6 of the Most Popular Types of Wealth Management Client Associate Jobs in 2026

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Top Types Of Wealth Management Client Associate Jobs

• Client Services Associate

  Salary range: $35,500 - $52,000

  A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

• Remote Wealth Management

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

  Remote Wealth Management is a common job search query. Most salaries for Remote Wealth Management jobs pay between $86,500 (25th percentile) and $109,000 (75th percentile) annually. There are plenty of open positions nationwide for Remote Wealth Management job searches hiring now on ZipRecruiter.

• Registered Client Associate

  Salary range: $38,500 - $73,500

  A registered client associate works for a bank or similar financial institution to acquire and retain new customers. As a client associate, your job duties revolve around interacting with clients to ensure their satisfaction. This includes setting up their accounts and sharing progress with an associate or financial advisor. You play a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.

• 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.

• 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.

• 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.