Wealth Management Associate Salary in Charlotte, NC

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How much does a Wealth Management Associate make in Charlotte, NC? The average Wealth Management Associate salary in Charlotte, NC is $85,830 as of March 26, 2024, but the salary range typically falls between $70,956 and $105,268. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.

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Salary range for a Wealth Management Associate

$70,956 to $105,268

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Wealth Management Associate

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Job Openings for Wealth Management Associate in Charlotte, NC

Compliance Associate

Coldstream Wealth Management - Bellevue , WA

At Coldstream Wealth Management, we're adding a compliance associate to support our continued growth. This position reports to the Chief Compliance officer and will be based in our Bellevue office (1 ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 15 days ago

Client Service Associate - Wealth Management

All Things HR, LLC - Mercer Island , WA

The Client Service Associate must possess exceptional organizational skills and can prioritize tasks and manage time effectively. Must be able to maintain organizational systems and adapt to fit ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 5 days ago

Client Service Associate - Wealth Management

Willis Eckfeldt - Mercer Island , WA

The Client Service Associate must possess exceptional organizational skills and can prioritize tasks and manage time effectively. Must be able to maintain organizational systems and adapt to fit ...

ZipRecruiter - 5 days ago

Client Relationship Specialist - Wealth Management (Finance)

JFS WEALTH ADVISORS LLC - Hermitage , PA

Forwards calls or questions that cannot be answered to an Advisor or Associate Advisor as ... Wealth Advisors. Assists with training new hires to the CRS role on an ongoing basis through ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 27 days ago

Office Assistant

PF Wealth Management Group, LLC - Oakland , CA

Associate's degree preferred but not required to apply * Proficient in basic computer software and ... Our talented staff works hard to offer the best financial advice and wealth management solutions ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 48 days ago

Associate Wealth Advisor I

BUCKINGHAM STRATEGIC WEALTH LLC - Bend , OR

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team ... In addition, this individual will be responsible for managing the database of client information ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 1 day ago

What does a Wealth Management Associate do?

Common responsibilities of a Wealth Management Associate

Monitoring, processing and following up on asset transfers and on initial and subsequent funding of advisory accounts Implementing initial and subsequent asset allocation trades.

November 08, 2022

Demonstrated ability to effectively manage all facets of the analytical project lifecycle (data exploration, hypothesis testing, code development, testing/validation, model deployment, etc.

December 28, 2022

Participates in the full cycle recruitment process for the ACT and Intern Programs including executing searches for top-talent, representing the organization at career fairs and recruiting events, on-campus presentations, and one-on-one interaction with potential candidates.

February 24, 2023

Handle client requests according to established procedures - deposits, transfers, distributions, reporting, address changes on Wealth Management and Bank systems.

March 02, 2023

Develop advisory relationship with clients managed by the CST and work closely with the Managing Director such that an exceptional client experience is delivered to all clients.

March 27, 2023

Review inbound & outbound flagged and/or unflagged e-mails to ensure the content of electronic communications are appropriate and meet regulatory standards.

April 04, 2023

Manage weekly financial reporting process for Trust & Estates, including production and flexibility to adapt to evolving business focus.

April 11, 2023

Support Bankers during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs.

April 12, 2023

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Wealth Management Associate Salary By Experience Levels in Charlotte, NC

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RELEVANT JOB EXPERIENCE

Length of experience is a pay differentiator. Those with greater experience may have an advantage in negotiating salary. For those with less experience, other factors such as education or special skills could impact your pay. Please visit Professional Salary Report for more details.

Wealth Management Associate Salary By Level of Education in Charlotte, NC

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LEVEL OF EDUCATION

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Average Salary Range for Wealth Management Associate in Charlotte, NC

Average Base Salary

Core compensation

70956

105268

85830

Average Total Cash Compensation

Includes base and annual incentives

74256

117425

95624

What is the average salary for Wealth Management Associate in 2024?

These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Wealth Management Associate in Charlotte, NC. The base salary for Wealth Management Associate ranges from $70,956 to $105,268 with the average base salary of $85,830. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $74,256 to $117,425 with the average total cash compensation of $95,624.

View Average Salary for Wealth Management Associate as table

	Average Salary	Average Salary Range
Base Salary	$85,830	$70,956 - $105,268
Bonus	$9,795	$3,300 - $12,157
Total Pay	$95,624	$74,256 - $117,425

* Base Salary represents gross income before taxes and deductions. It does not include additional pay such as benefits, bonuses, profit sharing or commissions.

* Total Pay combines base salary, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job.

Wealth Management Associate Salary Near Charlotte, NC

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO Charlotte, NC
CITY, STATE Concord, NC	AVERAGE SALARY RANGE $70,132 - $104,046	COMPARE TO Charlotte, NC
CITY, STATE Kannapolis, NC	AVERAGE SALARY RANGE $69,249 - $102,736	COMPARE TO Charlotte, NC
CITY, STATE Gastonia, NC	AVERAGE SALARY RANGE $71,753 - $106,451	COMPARE TO Charlotte, NC
CITY, STATE Rock Hill, SC	AVERAGE SALARY RANGE $72,002 - $106,820	COMPARE TO Charlotte, NC
CITY, STATE Salisbury, NC	AVERAGE SALARY RANGE $69,420 - $102,989	COMPARE TO Charlotte, NC
CITY, STATE Hickory, NC	AVERAGE SALARY RANGE $70,973 - $105,294	COMPARE TO Charlotte, NC

See salaries for Wealth Management Associate in locations close to Charlotte, NC. Pay for the same job may vary based on the location and on the location and on other factors such as the size of company, the industry, and other local conditions.

About Charlotte, North Carolina

Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249. Between 2004 and 2014, Charlotte was ranked as...

Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia

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JOB TITLE Wealth Management Client Associate	LOCATION Charlotte, NC	MINIMUM SALARY $71,787	MAXIMUM SALARY $106,755
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The Wealth Management Associate job could be listed using titles that are not exactly the same, but actually are for the same or very similar job. Here are some job titles in Charlotte, NC that might be a good fit for the type of job and salary you are looking for.

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70956

105268

About Charlotte, North Carolina Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg Co....More

Charlotte, North Carolina area prices were up 1.5% from a year ago

Wealth Management Associate Salary in popular cities: Raleigh, Greensboro, Winston Salem

Recently searched related titles: Wealth Strategy Associate, Wealth Analyst, Wealth Management Client Associate

Learn more about: Compensation Packages, Employee Flight Risk, Gender Pay Gap, Job Openings for This Role

Jobs with a similar salary range to Wealth Management Associate : Private Wealth Advisor, Registered Private Wealth Associate, Registered Wealth Management Client Associate