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Advisory Associate Jobs in California (NOW HIRING)

Choreo

Associate, Advisory Operations

Los Angeles, CA · On-site

$68K - $75K/yr

As a key member of our operations team, the Associate of Advisory Operations will work with the Operations team, wealth advisors, and other advisory team associates across multiple offices to serve a ...

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Advisory Associate information

See California salary details

$38K

$71.9K

$144.1K

How much do advisory associate jobs pay per year?

As of Aug 24, 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 is an advisory associate?

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 skills and qualifications are needed to thrive as an advisory associate?

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 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 August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $71,892 per year, or $34.6 per hour.

Senior Client Service Associate

The Hiring Advisors LLC

Los Angeles, CA • On-site

$125K - $175K/yr

Other

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

If you can coordinate a complex multi-asset onboarding while keeping an ultra-high-net-worth client completely at ease, we should talk.
The Hiring Advisors is partnering with a premier, highly respected Registered Investment Advisor (RIA) based in Los Angeles to find a Senior Client Service / Advisory Associate (CSA) to help their elite team scale. This firm has spent decades building a culture centered entirely on client trust, and they need a self-motivated operational master to support their top wealth management teams.
What You'll Actually Be Doing:

  • The Client Lifeline: Act as the primary operational liaison between elite wealth advisors, their clients, and internal departments to execute investment strategies and resolve complex inquiries seamlessly.
  • Onboarding Orchestrator: Manage the entire end-to-end new client process-from gathering deep background info and prepping high-level meetings to handling multi-layered account documentation and asset transfers.
  • Asset Allocation Coordination: Oversee the structural paperwork and operational plumbing required for asset allocations, reallocations, and investment strategy updates.
  • Strategic Problem Solver: Utilize a deep understanding of RIA operations to conduct research, solve service gaps, anticipate client needs, and participate in firm-wide projects.
What You'll Bring to the Table:
  • The Pedigree: Deep, hands-on experience in a similar Client Service or Advisory support role specifically within an established RIA and/or Brokerage Firm.
  • Industry Knowledge: A strong, comprehensive understanding of wealth management concepts, financial practices, and industry compliance procedures.
  • The Mindset: You are a high-energy self-starter who thrives in a fast-paced environment, organizes workflows effortlessly, and hits deadlines within tight timeframes.
  • Tech & Education: Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook). A BA/BS degree in Finance or a related field is highly preferred.
  • The Rules: You must possess unrestricted U.S. work authorization, as this role cannot support sponsorship now or in the future.
The Package & Perks
This firm takes care of its people from day one-literally.
  • Base Salary: $125,000 - $175,000 (dependent on experience) + annual performance and profit-sharing bonuses.
  • Health & Wellness: Comprehensive medical, dental, and vision coverage starting on your first day of employment, plus HSA employer contributions.
  • Family First: 16 weeks of paid parental leave for primary caregivers and 8 weeks for secondary caregivers.
  • Future & Finance: A solid 401(k) matching plan and student loan assistance.
  • The Extras: They even offer pet insurance for your furry family members!

Ready to Elevate Your Career?
This is a phenomenal opportunity to bring your talents to an elite, collaborative team in LA where your impact is highly visible and your professional growth is actively supported.
Apply directly or email Andrew@thehiringadvisors.com with your resume for a completely confidential conversation!
#WealthManagement #RIAJobs #ClientServiceAssociate #FinancialServices #LosAngelesJobs #Hiring #UHNW #FinanceCareers

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