Wealth Management Associate salary in United States

Average Yearly Salary of Wealth Management Associate in United States is approximately 54,176 USD (53,846 USD). Data is for 2025 and indicates a pre-tax value. The salary itself depends on multiple factors such as seniority, job performance, certifications, experience or any other bonuses. The value indicated is an average amount based on records we have in database. Real values may vary. The data is for orientational purposes.

What does Wealth Management Associate do?

A Wealth Management Associate is responsible for assisting clients in managing their financial assets and investments. They work closely with Wealth Managers and Financial Advisors to provide comprehensive financial planning services to high-net-worth individuals and families. The main duties of a Wealth Management Associate include conducting market research, analyzing investment opportunities, creating financial plans, monitoring client portfolios, and providing ongoing client support. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. Wealth Management Associates must have a deep understanding of financial markets, investment strategies, and risk management. They should also be proficient in financial software and tools used for portfolio analysis and reporting.

Skills: Wealth Management, Financial Planning, Investment Analysis, Portfolio Management, High-net-worth Clients, Financial Services.
Job industry: Finance

How much does Wealth Management Associate make?

Difference in salary year over year or average salary increase is approximately 4 %


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Salary comparison to National average

Is Wealth Management Associate a well paid job?

Yes, our data show that Wealth Management Associate is an averagely well paid job that still allows for some yearly savings. With years and experience the salary might increase even further, resulting in higher satisfaction.

What is considered a high salary for Wealth Management Associate?

High salary for Wealth Management Associate would be somewhere between 59,594 USD and 78,555 USD. However this is an estimation based on Gaussian Distribution.

How much can you save working as Wealth Management Associate in United States?

Living in United States the approximate monthly expenses are: 2,280 USD. This amount covers basic needs such as food, housing, clothing, healthcare and education costs for a single person. No luxury expenses such as traveling, leisure, hobbies are included in the estimation.

Estimated Yearly Salary: 54,176 USD
Estimated Monthly Salary: 4,515 USD
Estimated Weekly Salary: 1,042 USD per week
Estimated Hourly Salary: 26 USD per hour
By working as Wealth Management Associate a person can save up to 2,207 USD per month or 26,486 USD yearly. Values are pre-tax.

NOTE: These values are estimates and are averaged for the whole country. Furthermore the value is likely exaggerated as no other expenses are taken into account in the projection. Unessential expenses are very subjective and are difficult to assess. Most likely the previously estimated number is significantly lower for majority of people. Expenses in different cities across the country may vary. Above values accuracy is low and is based on limited set of data obtained.

For more information regarding expenses in United States, see costs of living in United States.

Salary comparison to region and neighbouring coutries

Country's neighbours are: Canada, Mexico.
To make it easier for comparison a conversion from local currency to USD has been made (conversion rates may vary).

Estimated Yearly Salary for Wealth Management Associate

Last revision of data: 2025-01-04

Salary increase per years of experience

Based on data available the salary increase per years of experience is as following

0 years (beginner) equals base salary

1 to 5 years of experience yields +12% salary increase

6 to 10 years of experience yields +25% salary increase

11 to 15 years of experience yields +16% salary increase

16 to 25 years of experience yields +9% salary increase

more than 25 years of experience yields +10% salary increase

NOTE: Details based on limited set of data. Percentages may vary. The salary increase over years of experience can vary widely based on factors such as job industry, job role, location, company size, and individual performance. To gain even larger increase in salary one is advised to switch jobs and / or employer.

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Data as of 2025

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