Associate Wealth Advisor Jobs
Associate Wealth Advisor jobs are open across wealth management firms, banks, insurance companies, and registered investment advisors, from entry-level to senior associate, with specializations in financial planning, portfolio management, and retirement planning. Find a role that fits below and apply directly.
Find Associate Wealth Advisor JobsOverview
Showing 5 of 940+ Associate Wealth Advisor jobs
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Responsible for retention and growth of high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
- Bachelor's degree, or equivalent work experience
- 12 or more years of banking experience with High and Ultra High Net Worth clients
- Extensive knowledge of U.S. Bancorp Banking, Trust and Investment products and services
- Excellent relationship management, networking and business development skills
- Ability to partner with colleagues to identify and service unique clients needs
- Well-developed analytical and problem-solving skills
- Excellent writing, speaking, and presentation skills
- Ability to make critical decisions independently
- Professional designation preferred, such as CFP or CFA
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $227,430.00 - 277,970.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Responsible for retention and growth of high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
- Bachelor's degree, or equivalent work experience
- 12 or more years of banking experience with High and Ultra High Net Worth clients
- Extensive knowledge of U.S. Bancorp Banking, Trust and Investment products and services
- Excellent relationship management, networking and business development skills
- Ability to partner with colleagues to identify and service unique clients needs
- Well-developed analytical and problem-solving skills
- Excellent writing, speaking, and presentation skills
- Ability to make critical decisions independently
- Professional designation preferred, such as CFP or CFA
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $227,430.00 - 277,970.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
See All 940+ Associate Wealth Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Associate Wealth Advisor JobsAssociate Wealth Advisor Job Market
Who's Hiring
- JPMorganChase298
- PNC Financial Services78
- U.S. Bank39
- Beacon Pointe Advisors28
- GRX Holdings27
Top Industries Hiring
- Banking & Financial Services55
- Investment & Asset Management36
- Consulting & Professional Services7
- Accounting & Auditing4
- Staffing & Recruiting3
What Employers Look For
The qualifications that appear most often in associate wealth advisor jobs.
- Bachelor's degree in finance, economics, or a related business field
- FINRA Series 65 or Series 66 license, or willingness to obtain upon hire
- One to three years of experience in financial services, wealth management, or advisory support
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or Orion
- CFP designation in progress or completed preferred by most hiring firms
- Strong written and verbal communication skills for client-facing presentations and reporting
Tips for Your Associate Wealth Advisor Job Search
Align your licenses to each listing
Many associate wealth advisor postings specify whether they want a Series 65, Series 66, or CFP in progress. Read each job description closely and lead your resume with the licenses you hold that match what that employer listed.
Quantify client relationship experience
Hiring managers want to see how many client relationships you managed or supported, not just that you assisted advisors. Replace phrases like 'helped clients' with specific outcomes: onboarding volume, assets under guidance, or retention results you contributed to.
Apply early to roles that fit
Migrate Mate lists associate wealth advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by their client segments
Wealth management firms specialize in very different client profiles: mass affluent, high-net-worth, or ultra-high-net-worth. Tailor your cover letter to reflect the client segment each firm serves, using their own language from their website and job posting.
Prepare for a planning case study interview
Many associate wealth advisor interviews include a scenario where you walk through a basic financial plan or asset allocation recommendation. Practice articulating your reasoning aloud, not just arriving at an answer, since interviewers are evaluating your client communication instincts.
Negotiate your path to production credit
Before accepting an offer, clarify when and how you transition from a salary or draw to production-based compensation. Ask specifically about the timeline, the minimum assets under management threshold, and whether the firm provides leads or expects you to build your own book.
Associate Wealth Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most associate wealth advisors?
The companies hiring the most associate wealth advisors right now include JPMorganChase, PNC Financial Services, and U.S. Bank, with the largest share of openings in Texas, California, and Florida, based on current listings on Migrate Mate as of November 2026. Demand is especially strong at independent registered investment advisors and regional bank-affiliated wealth divisions.
How many associate wealth advisor jobs are remote?
About 54% of associate wealth advisor openings are fully remote or hybrid as of November 2026, with remote arrangements most common in financial planning support and portfolio administration roles rather than client-facing advisory positions. Firms that serve clients primarily through digital channels tend to offer more location flexibility than traditional in-person wealth management practices.
How do you become an associate wealth advisor?
Start by earning a bachelor's degree in finance, economics, or business, then obtain your Series 65 or Series 66 license, which most states require before you can provide investment advice. Many candidates enter through financial planning assistant or client service associate roles at a wealth management firm, then advance to associate advisor once they've built familiarity with planning software, compliance processes, and client communication. Pursuing the CFP designation accelerates promotion in most firms.
Can you get an associate wealth advisor job with little experience?
Yes, many firms hire candidates with no direct advisory experience if they hold or are studying for a Series 65 or Series 66 license and can demonstrate strong financial acumen. Internships at registered investment advisors, bank trust departments, or insurance companies are the most reliable entry point. Highlighting coursework in financial planning, any client-facing service experience, and a clear path toward the CFP will strengthen an entry-level application significantly.
What does the associate wealth advisor interview process look like?
Most associate wealth advisor interviews involve a phone screen with HR, followed by a video or in-person interview with a lead advisor or branch manager that includes behavioral questions about client relationships and a brief financial planning scenario. Some firms add a second round with a team panel or a written case study where you outline a basic investment recommendation. References from prior managers or professors who can speak to your analytical and interpersonal skills are commonly requested before an offer is extended.
Where can I find and apply to associate wealth advisor jobs?
You can find and apply to associate wealth advisor jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience, licenses, and preferred location, then apply directly to each listing from the page.
See All 940+ Associate Wealth Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Associate Wealth Advisor Jobs