Wealth Management Associate Jobs
Wealth Management Associate jobs are open across banks, brokerage firms, registered investment advisors, and insurance companies, at levels from entry-level to senior associate, with specializations in portfolio administration, financial planning, and client relationship management. Find a role that fits from the openings below and apply directly.
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INTRODUCTION
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
ROLE HIGHLIGHTS
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
LOCATION
Location: In-office presence required
WORK-LIFE BALANCE
Flexible schedule to maximize productivity and personal time
BASIC QUALIFICATIONS
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
TRAINING & DEVELOPMENT
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
COMPENSATION & BENEFITS
- Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
- Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually.
- Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
- Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
OUR IMPACT & CULTURE
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
INTRODUCTION
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
ROLE HIGHLIGHTS
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
LOCATION
Location: In-office presence required
WORK-LIFE BALANCE
Flexible schedule to maximize productivity and personal time
BASIC QUALIFICATIONS
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
TRAINING & DEVELOPMENT
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
COMPENSATION & BENEFITS
- Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
- Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually.
- Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
- Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
OUR IMPACT & CULTURE
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
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Find JobsWealth Management Associate Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Bank of America108
- Walmart43
- Oscar Health33
- Cardinal Health26
- Equitable Advisors22
Top Industries Hiring
- Healthcare & Medical Services355
- Banking & Financial Services135
- Insurance85
- Technology & Software58
- Investment & Asset Management46
What Employers Look For
The qualifications that appear most often in wealth management associate jobs.
- Bachelor's degree in finance, business, economics, or a related field
- FINRA Series 7, 66, or 65 license, or willingness to obtain
- Experience with CRM platforms such as Salesforce or Redtail
- Proficiency in financial planning software such as eMoney or MoneyGuidePro
- Strong client communication and relationship management skills
- Understanding of investment products including equities, fixed income, and alternatives
Tips for Your Wealth Management Associate Job Search
Tailor your resume for AUM and client metrics
Hiring managers in wealth management look for concrete numbers around assets under management, client retention, or portfolio growth. Replace vague duty statements with figures that show the scale of accounts you supported or the volume of transactions you processed.
Earn your Series 65 or 66 before applying
Many wealth management associate roles require or strongly prefer FINRA licensing. Sitting for your Series 65 or Series 66 before you apply removes a common objection and signals you're ready to work with clients from day one, not after a six-month licensing window.
Target firms by their client segment, not just size
A wirehouse, an independent RIA, and a family office all hire wealth management associates, but the day-to-day work differs sharply. Filter openings by client type, such as ultra-high-net-worth, mass affluent, or institutional, so you apply to firms where your background is the closest match.
Apply early to roles that fit
Migrate Mate lists wealth management associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a case study for the planning interview stage
Many firms now include a financial planning or portfolio review exercise in their interview process. Practice walking through a hypothetical client scenario, covering risk tolerance, asset allocation, and a recommended strategy, so you can present your reasoning clearly under time pressure.
Negotiate your production split, not just your base
Compensation in wealth management often includes a base salary plus a grid-based payout tied to revenue or AUM growth. Before you accept an offer, ask for the payout schedule in writing and model out what your total compensation looks like at different production levels, not just at the entry tier.
Wealth Management Associate Jobs: Frequently Asked Questions
Which companies are hiring the most wealth management associates?
The companies hiring the most wealth management associates right now include Bank of America, Walmart, and Oscar Health, with the largest share of openings in New York, Texas, and California, based on current listings on Migrate Mate as of June 2026. Openings are distributed across wirehouses, independent RIAs, and regional banks, so the hiring mix shifts as firms expand client-facing teams.
How many wealth management associate jobs are remote?
About 21% of wealth management associate openings are fully remote or hybrid as of June 2026, with remote options most common in back-office and planning support roles rather than client-facing positions. Associates who work directly with high-net-worth clients are more likely to be required in-office, while financial plan preparation and portfolio administration roles carry the highest share of flexible arrangements.
How do you become a wealth management associate?
Start with a bachelor's degree in finance, economics, or business, then obtain relevant FINRA licenses such as the Series 65 or Series 66, which most firms require before you can work directly with clients. Build familiarity with financial planning software and CRM tools, and gain exposure to investment products through internships, entry-level analyst roles, or coursework. Applying to associate programs at banks and RIAs is the most direct path into the role.
Can you get a wealth management associate job with little experience?
Yes, entry-level wealth management associate roles do exist, particularly at larger wirehouses and regional banks that run structured associate programs. Firms often prioritize candidates who hold or are actively pursuing FINRA licenses over those with years of unrelated experience. A strong internship in financial services, combined with demonstrated knowledge of investment products and client service skills, can substitute for direct work history in the field.
What does the wealth management associate interview process look like?
The process typically begins with a recruiter or HR phone screen, followed by one or two rounds with the hiring advisor or branch manager. Later stages often include a case study or financial planning exercise where you walk through a client scenario, covering suitability, risk tolerance, and a recommended strategy. Final rounds at larger firms may involve meeting senior advisors or a team lead before an offer is extended.
Where can I find and apply to wealth management associate jobs?
You can find and apply to wealth management associate jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your background, then apply directly to each listing. All openings are sourced from employers actively hiring, so the positions you see reflect real, current demand rather than outdated postings.
See All 1,067+ Wealth Management Associate Jobs
Jump back to the full list of openings and apply to any wealth management associate role that fits.
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