NextChapter

Wealth Management Associate jobs: 91 open roles

Open wealth management associate jobs taken from employers’ own career sites and checked to still be open.

The market for wealth management associate work

Every figure names its source. Skills and AI-skill shares describe the whole Investment function this title sits in.

Verified open wealth management associate jobs
91

Source: NextChapter, checked against employer career sites, last 7 days.

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Investment openings that ask for AI skills
6%

Source: NextChapter verified openings.

Investment openings that are remote
3%

Source: NextChapter verified openings.

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Skills most often named in openings

  1. 1. excel9%
  2. 2. risk management9%
  3. 3. due diligence5%
  4. 4. powerpoint4%
  5. 5. project management4%
  6. 6. audit3%
  7. 7. python3%
  8. 8. financial modeling3%

AI skills worth building for this work

  1. 1. AI tools in daily work
  2. 2. Gen-AI assistants (ChatGPT, Copilot, Claude)
  3. 3. Prompt design
  4. 4. AI coding assistants
  5. 5. AI workflow automation
  6. 6. Automation platforms (Zapier, n8n, Power Automate)

More on Investment roles

Where wealth management associate experience can go next

Career moves the skills carry over to, closest fit first. Time is how long a move usually takes.

  • Compliance and risk

    Close fit · A few months

    Compliance teams at banks and wealth firms hire former advisors who know the rules from the inside.

    Carries over: Regulation (FINRA, SEC), Documentation, Suitability rules

  • Account manager

    Adjacent · A few months

    Account management keeps the relationship work without building a book from scratch.

    Carries over: Client relationships, Trust and retention, Explaining complex products

  • Customer success

    Adjacent · A few months

    Fintech and wealth-tech companies hire advisors for customer success roles where your expertise is the product.

    Carries over: Client relationships, Onboarding, Keeping clients

  • Sales

    Adjacent · A few months

    If you like the selling, enterprise sales pays well without the licensing and book-building.

    Carries over: Prospecting, Closing, Resilience

How would your résumé fare for wealth management associate?

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Open wealth management associate jobs

Verified against the employer’s own career site within the last week.

Showing the newest 5 of about 91 verified open jobs here. Search all jobs

Search all wealth management associate jobs

Where wealth management associate jobs are

Between jobs? Unemployment benefits and severance rules in these states, or in every state.

Employers hiring wealth management associates

  • Equitable 84
  • Morgan Stanley 3
  • Equitable Advisors 2
  • ECG Resources 1
  • Lemnis Capital 1

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