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

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

Top Types Of Wealth Management Client Service Associate Jobs

• Schwab Private Client

  Salary range: $38,500 - $53,000

  Schwab Private Client is a more unusual job search query but still may give you interesting job results. Most salaries for Schwab Private Client jobs pay between $38,500 (25th percentile) and $53,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Schwab Private Client job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• 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.

• Senior Client Associate

  Salary range: $44,500 - $95,000

  Senior Client Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Senior Client Associate jobs pay between $44,500 (25th percentile) and $95,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Senior Client Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Succession Planning Wealth Management

  Salary range: $82,000 - $116,500

  Succession Planning Wealth Management is a more unusual job search query but still may give you interesting job results. Most salaries for Succession Planning Wealth Management jobs pay between $82,000 (25th percentile) and $116,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Succession Planning 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 Strategy Associate

  Salary range: $71,000 - $125,000

  Wealth Strategy Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Wealth Strategy Associate jobs pay between $71,000 (25th percentile) and $125,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Wealth Strategy 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 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.

• Fidelity Wealth Management

  Salary range: $74,500 - $95,000

  Fidelity Wealth Management is a typical job search query Most salaries for Fidelity Wealth Management jobs pay between $74,500 (25th percentile) and $95,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Fidelity 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.

• Ria Firm

  Salary range: $111,500 - $185,000

  Ria Firm is a typical job search query Most salaries for Ria Firm jobs pay between $111,500 (25th percentile) and $185,000 (75th percentile) annually. You’ll find many open positions nationwide for Ria Firm job searches hiring now on ZipRecruiter.

• Wealthbox

  Salary range: $110,500 - $142,500

  Wealthbox is a common job search query. Most salaries for Wealthbox jobs pay between $110,500 (25th percentile) and $142,500 (75th percentile) annually. Take a look at the variety of open positions nationwide for Wealthbox job searches hiring now on ZipRecruiter.

• 1811 Series

  Salary range: $53,000 - $116,500

  1811 Series is a common job search query. Most salaries for 1811 Series jobs pay between $53,000 (25th percentile) and $116,500 (75th percentile) annually. Take a look at the variety of open positions nationwide for 1811 Series job searches hiring now on ZipRecruiter.