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Wealth Management Assistant Salary in the United States

How much does a Wealth Management Assistant make in the United States?

As of September 01, 2026, the average salary for a Wealth Management Assistant in the United States is $89,204 per year, which breaks down to an hourly rate of $43.

However, a Wealth Management Assistant's salary can vary significantly. Here’s a look at the typical salary range:

  • Top Earners (90th percentile): $106,765
  • Majority Range (25th-75th percentile): $78,553 to $98,396
  • Entry-Level (10th percentile): $68,855
Salary Factors Salary-Boosting Skills Salary by Experience Related Job Salaries Top Paying Cities Explore Related Jobs

Key Factors That Influence Wealth Management Assistant Salaries

A Wealth Management Assistant's salary isn't a fixed number. It's shaped by several important factors. Below, we'll explore how your years of experience, geographic location, education and company size can directly affect your earning potential.

How Experience Level Affects Wealth Management Assistant Salaries?

Experience is a primary driver of a Wealth Management Assistant's salary. As you build your skills and take on more complex tasks, your compensation generally increases. Here's how the average salary grows at different career stages:

  • Entry-Level (less than 1 year): $55,922
  • Early Career (1-2 years): $74,337
  • Mid-Level (2-4 years): $89,943
  • Senior-Level (5-8 years): $108,380
  • Expert (over 8 years): $219,583
Levels Salary
Financial... Level Wealth Management Assistant$55,922
Financial... Level Wealth Management Assistant$74,337
Wealth Ma... Level Wealth Management Assistant$89,943
Financial... Level Wealth Management Assistant$108,380
Financial... Level Wealth Management Assistant$219,583
View as Graph

How Do Wealth Management Assistant Salaries Vary from State to State?

Your salary can change significantly depending on where you work. States with a higher cost of living and strong industrial sectors often pay more to attract Wealth Management Assistants. For example, consider the average annual salaries in these key locations:
  • District of Columbia: $98,766.
  • California: $98,392.
  • Massachusetts: $97,080.

Top Paying Cities for Wealth Management Assistants

Salaries can also vary between different cities. Major metropolitan areas or cities with a high demand for technicians often offer more competitive pay. Here are a few examples of average annual salaries in different U.S. cities:

  • San Jose: $112,513
  • San Francisco: $111,281
  • Oakland: $108,936

What Skills Can Increase a Wealth Management Assistant's Salary?

Demanded Skills for the Role:

  • Planning (Mentioned in 7.92% Job Postings): An act or process of making or carrying out plans. Establishment of goals, policies, and procedures for a social or economic unit city planning business planning.
  • Sales Support (Mentioned in 1.85% Job Postings): The tasks, roles, and technology that exist within our organization to help our sales force close deals.
  • Transaction Processing (Mentioned in 1.49% Job Postings): Transaction processing is information processing in computer science that is divided into individual, indivisible operations called transactions.
Skills Demand Percentage
Planning 7.92%
Sales Support 1.85%
Transaction Processing 1.49%
See More Skills

What skills can make your compensation higher?

Mastering certain specialized skills can lead to a significant increase in pay. Here are examples of skills and the potential impact they can have on a Wealth Management Assistant's salary.

  • Innovation: Can increase your salary by up to 12%.
  • Partnering: Can increase your salary by up to 7%.
  • Small Business Banking: Can increase your salary by up to 7%.
Skill Salary Salary % Increase
Innovation $99,908
12%
Partnering $95,448
7%
Small Business Banking $95,448
7%
Get Latest Data

Wealth Management Assistant Salary by Industry: Top Paying Sectors

For Wealth Management Assistant roles, the industry you choose can affect earning potential by as much as 50% (the gap between the highest and lowest paying industries). Data shows that the Insurance and Financial Services sectors offer the strongest compensation, at 20% above the average. In contrast, Wealth Management Assistant positions in Business Services or Edu., Gov't. & Nonprofit typically offer lower base pay, as these industries often view Wealth Management Assistant as a support function rather than a direct revenue driver.

The top paying industries for a Wealth Management Assistant

Industry Sector Average Annual Salary Average Hourly Rate Pay vs.Avg
Insurance$107,045$51.020%
Financial Services$98,124$47.010%

How Education impacts a Wealth Management Assistant's Salary?

Your level of education can impact your salary potential. While many Wealth Management Assistants enter the field with a Bachelor's Degree degree, higher education can lead to more specialized and higher-paying roles.

According to our 100% employer-reported salary data, the median salary for a Wealth Management Assistant with a Bachelor's Degree is between $84,717 and $92,747).

Wealth Management Assistant Salaries by Degree Level

Typical Education for Wealth Management Assistant
Degree Level % of user with this level of education
No Diploma 5.8%
High School 5.8%
Associates 5.8%
Bachelors 69.2%
Masters 19.2%
Doctorate 0.0%
View as Graph

Wealth Management Assistant Salary: Hourly Rate, Weekly Pay, and Monthly Pay

Understanding how a Wealth Management Assistant's annual salary breaks down can help with budgeting. Below, you can see the average hourly rate, weekly pay, and monthly pay for this role. Use the buttons to switch between different pay periods.

Last Updated on September 01, 2026
$78,553
Average $89,204/year
$98,396
$6,546
Average $7,434/month
$8,200
$1,511
Average $1,715/week
$1,892
$38
Average $43/hour
$47
Annual Salary Monthly Pay Weekly Pay Hourly Wage
75th Percentile $98,396 $8,200 $1,892 $47
Average $89,204 $7,434 $1,715 $43
25th Percentile $78,553 $6,546 $1,511 $38

Most common benefits for Wealth Management Assistant

  • Social Security
  • 401 (k)
  • Disability
  • Healthcare
  • Pension
  • Time Off (days)

Common company salaries for Wealth Management Assistant

Here are companies hiring for Wealth Management Assistant and their salaries, click below for more details.

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FAQ about Wealth Management Assistant

1. What industry pays the highest salary for Wealth Management Assistant?

The Insurance industry offers the highest average compensation for Wealth Management Assistant roles, with salaries approximately 20% above the market median.

Where Does Our Salary Data Come From?

Salary.com provides salary estimates, histograms, trends, and comparisons using data from employer job postings and third-party sources.

We offer detailed salary information across multiple percentiles for your reference. (Click here to learn Why the Salary Midpoint Formula Is Crucial for Achieving Pay Equity.)

With the most extensive online, real-time compensation data available, Salary.com helps you pinpoint your exact pay target.

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