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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The Wealth Client Management Associate uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:
- Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
- Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials; this includes preparing the documents, printing, binding, and mailing
- Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
- Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
- Assists CMC with various client onboarding tasks and recurring tasks
- Partners with associates from various offices firm-wide
- Greet office guests in a professional, friendly, and hospitable manner
- Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
- Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
- Perform other duties and special projects as required, including firm-wide initiatives
-
Some additional responsibilities may include:
- Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
- Open and distribute mail as needed
- Completion of a four-year degree from an accredited university or equivalent work experience
- Investment industry experience a plus
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
- Excellent math skills and the ability to quickly grasp financial and investment concepts
- Positive attitude and a team player.
- Energized by change and ability to think “outside the box” regarding process
- Flexibility to handle changing priorities, pressure, and short deadlines
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus.
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL)
114 East Highland Drive | Boerne, TX 78006
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#associate
This position will remain open until filled.
The Wealth Client Management Associate uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:
- Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
- Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials; this includes preparing the documents, printing, binding, and mailing
- Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
- Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
- Assists CMC with various client onboarding tasks and recurring tasks
- Partners with associates from various offices firm-wide
- Greet office guests in a professional, friendly, and hospitable manner
- Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
- Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
- Perform other duties and special projects as required, including firm-wide initiatives
-
Some additional responsibilities may include:
- Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
- Open and distribute mail as needed
- Completion of a four-year degree from an accredited university or equivalent work experience
- Investment industry experience a plus
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
- Excellent math skills and the ability to quickly grasp financial and investment concepts
- Positive attitude and a team player.
- Energized by change and ability to think “outside the box” regarding process
- Flexibility to handle changing priorities, pressure, and short deadlines
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus.
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL)
114 East Highland Drive | Boerne, TX 78006
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#associate
This position will remain open until filled.
Wealth Management Associate Jobs by Experience Level
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Find JobsWealth Management Associate Job Market
Who's Hiring
- JPMorganChase348
- PNC Financial Services101
- Goldman Sachs79
- Bank of America67
- U.S. Bank42
Top Industries Hiring
- Banking & Financial Services40
- Insurance16
- Investment & Asset Management12
- Consulting & Professional Services2
- Fintech1
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 JPMorganChase, PNC Financial Services, and Goldman Sachs, with the largest share of openings in New York, Texas, and Illinois, based on current listings on Migrate Mate as of September 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 45% of wealth management associate openings are fully remote or hybrid as of September 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 1,076+ Wealth Management Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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