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Advisory Associate Jobs in California (NOW HIRING)

Whittier Trust

Client Advisory Associate

San Francisco, CA · On-site

$65K - $90K/yr

Client Advisory Associate Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment ...

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Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Position Summary The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Position Summary The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this ...

Flexport

Trade Advisory Manager

San Francisco, CA · On-site

Trade Advisory Manager At Flexport, we believe global trade can move the human race forward. That ... In this role, you'll be responsible for managing a team of associates, growing our business and ...

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All JobsAdvisory Associate JobsAdvisory Associate Jobs in California

Advisory Associate information

See California salary details

$38K

$71.9K

$144.1K

How much do advisory associate jobs pay per year?

As of Jul 3, 2026, the average yearly pay for advisory associate in California is $71,892.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,800.00 and $70,600.00 per year, depending on experience, location, and employer.

What are Advisory Associates?

Advisory Associates are entry- or mid-level professionals who work in consulting or advisory divisions of firms, such as accounting or consulting companies. They assist senior consultants and managers in analyzing business problems, developing recommendations, and implementing solutions for clients. Their work often includes conducting research, preparing reports, analyzing data, and supporting client meetings. Advisory Associates play a crucial role in helping organizations improve processes, manage risks, and achieve strategic goals.

What are the key skills and qualifications needed to thrive as an Advisory Associate, and why are they important?

To thrive as an Advisory Associate, you typically need a bachelor’s degree in business, finance, accounting, or a related field, along with strong analytical and problem-solving skills. Familiarity with data analysis tools like Excel, Power BI, and ERP systems, as well as certifications such as CPA or CFA, can be highly valuable. Excellent communication, teamwork, and client management skills set standout professionals apart in this collaborative and client-facing environment. These competencies are crucial for delivering insightful recommendations, managing multiple projects, and building lasting client relationships.

What are some common challenges Advisory Associates face when managing multiple client projects simultaneously?

Advisory Associates often juggle several client projects at once, which can present challenges in time management, prioritization, and maintaining high-quality work across diverse industries. Balancing competing deadlines and adapting to shifting client needs requires strong organizational skills and proactive communication. Many firms support associates with mentorship, regular check-ins, and clear project management tools to help navigate these demands, while encouraging continuous learning to handle complex client issues effectively.

What is the difference between Advisory Associate vs Financial Analyst?

AspectAdvisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CFP)Bachelor's degree, often CFA or related certifications
Work EnvironmentClient-facing, consulting, financial advisory firmsCorporate finance, investment banks, or asset management
Employer & Industry UsageFinancial advisory, wealth management, consultingFinance, banking, investment firms
Common Search & ComparisonYesYes

Advisory Associates typically work in client-facing roles within financial advisory or consulting firms, focusing on providing strategic advice. Financial Analysts often work in corporate finance or investment settings, analyzing data to support investment decisions. While both roles require similar credentials and industry knowledge, their work environments and client interaction levels differ.

What are the most commonly searched types of Advisory jobs in California? The most popular types of Advisory jobs in California are:
What are popular job titles related to Advisory Associate jobs in California? For Advisory Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Advisory Associate jobs in California look for? The top searched job categories for Advisory Associate jobs in California are:
What cities in California are hiring for Advisory Associate jobs? Cities in California with the most Advisory Associate job openings:
Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in California as of June 2026, with employment types broken down into 80% Full Time, 8% Part Time, 7% Temporary, and 5% Contract. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution, with an average salary of $71,892 per year, or $34.6 per hour.

Sr. Advisory Associate

MAI WEALTH MANAGEMENT, INC.

Los Angeles, CA • On-site

$16.25 - $19.50/hr

Full-time

Posted 10 days ago

Job description

The Senior Advisory Associate serves as the primary relationship lead and trusted advisor for Ultra-High Net Worth (UHNW) individuals and families. This is a high-impact, client-facing operations role for someone who thrives on building efficient systems, managing complex workflows, and delivering an exceptional client experience. You will serve as the operational backbone of the team, directly supporting advisors, interfacing with clients, and driving process improvements that support the firm’s growth. This is a high comp role with benefits.


Key Responsibilities
• Act as a primary point of contact for clients, handling onboarding, account updates, money movements, and private investment subscriptions with precision and care
• Monitor daily custodial alerts (cash balances, account changes, trades) and resolve issues proactively before they impact clients
• Prepare and process all custodian paperwork, track progress, and communicate timely updates to clients and advisors
• Maintain accurate client records by documenting service requests and transactions in the CRM
• Partner closely with advisors to prioritize tasks, provide status updates, and escalate issues when needed
• Coordinate with custodians and client intermediaries (accountants, attorneys, business managers) to execute transactions smoothly
• Lead preparation of client meeting materials, document follow-up actions, and take ownership of operational deliverables
• Contribute to firm-wide initiatives and collaborate with operations leadership to streamline workflows and implement best practices
• Engage with investment research and attend meetings with fund managers to broaden your understanding of portfolio strategy


Skills and Qualifications
• 5+ years of experience in wealth management, financial services, or a senior client service role with operational accountability
• Strong knowledge of account types (taxable, retirement, trust) and ability to interpret custodial and estate planning documents
• Exceptional organizational skills with the ability to manage competing priorities in a fast-paced environment
• Excellent written and verbal communication skills, comfortable interacting with clients and external partners
• High attention to detail, proactive problem-solving skills, and a mindset of continuous improvement• Proficiency with Microsoft Excel, PowerPoint, and Word; experience with custodial platforms and CRM systems preferred. Experience with Fidelity and Schwab platforms are a huge plus.