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Assistant Wealth Management Jobs in California (NOW HIRING)

hightower

Paraplanner - Natoma Wealth

Folsom, CA · On-site

$65K - $80K/yr

Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We ... Assign, monitor and complete tasks in CRM. * Assist clients with questions, requests and/or issues ...

Hightower

Paraplanner - Natoma Wealth

Folsom, CA · On-site

$65K - $80K/yr

Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We ... Assign, monitor and complete tasks in CRM. * Assist clients with questions, requests and/or issues ...

Centura Wealth Advisory

Associate Advisor

San Diego, CA · On-site

... summaries. * Assist Wealth Advisors in client meetings by clearly explaining assumptions ... Support the management of the annual Report Card process for all wealth management clients through ...

Centura Wealth Advisory

Associate Advisor

San Diego, CA · On-site

... summaries. * Assist Wealth Advisors in client meetings by clearly explaining assumptions ... Support the management of the annual Report Card process for all wealth management clients through ...

Trilogy Financial

Wealth Management Assistant

Corona, CA · On-site

$27/hr

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to obtain their licenses while gaining a comprehensive ...

Trilogy Financial

Wealth Management Assistant

Corona, CA · On-site

$27/hr

Description The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to obtain their licenses while gaining a ...

EP Wealth Advisors

Wealth Advisor

Torrance, CA · Hybrid

$60K - $170K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...

EP Wealth Advisors

Wealth Advisor

Los Angeles, CA · On-site

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...

EP Wealth Advisors

Wealth Advisor

Walnut Creek, CA · On-site

$60K - $120K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...

EP Wealth Advisors

Wealth Advisor

Torrance, CA · On-site

$60K - $170K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe ...

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All JobsWealth Management JobsAssistant Wealth Management JobsAssistant Wealth Management Jobs in California

Assistant Wealth Management information

See California salary details

$28.6K

$47.8K

$68.6K

How much do assistant wealth management jobs pay per year?

As of Sep 6, 2026, the average yearly pay for assistant wealth management in California is $47,763.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $47,900.00 per year, depending on experience, location, and employer.

What is an assistant wealth management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What are the key skills and qualifications needed to thrive as an assistant wealth management professional?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What are typical career progression opportunities for an assistant wealth management professional?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

What is a wealth management assistant?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often have strong organizational skills and may use financial software, with some roles requiring relevant certifications or experience in finance. Their work helps ensure smooth client service and efficient portfolio management.

What are the most commonly searched types of Wealth Management jobs in California?

The most popular types of Wealth Management jobs in California are:

What are popular job titles related to Assistant Wealth Management jobs in California?

For Assistant Wealth Management jobs in California, the most frequently searched job titles are:

What job categories do people searching Assistant Wealth Management jobs in California look for?

The top searched job categories for Assistant Wealth Management jobs in California are:

What cities in California are hiring for Assistant Wealth Management jobs?

Cities in California with the most Assistant Wealth Management job openings:

Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $47,763 per year, or $23 per hour.

Senior Associate Wealth Advisor

Beacon Pointe Advisors LLC

Larkspur, CA

$100K - $125K/yr

Full-time

Posted 3 days ago

New

Job description

Compensation:

$100,000-$125,000 per year based on experience + annual discretionary bonus

Job Description:

We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail and a positive, can-do attitude. This new team member will support our advisors and provide top notch service to our clients. We are a dynamic, growing independent wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. Our collaborative team is 100% remote with in-person team retreat time that is productive, meaningful and fun!

Responsibilities:

  • Partner with and support Wealth Advisors on 50 - 60 client relationships to best serve our clients.
  • Have a working knowledge for all of your clients and accurately manage client data across all systems.
  • Ensure all client tasks, requests and communications are taken care of on a timely basis.
  • Assist Wealth Advisors in client meeting prep, take notes in client meetings and provide detailed follow-up directly to client.
  • Gather client information and create or update planning projections.
  • Assist clients with implementation of recommendations, working with CPAs, attorneys and other professionals.
  • Perform various analysis (for example, education funding, stock options, insurance needs, etc.) and document and communicate recommendations.
  • Partner with Client Service Team during client onboarding process and with custodian paperwork and money movement requests.
  • Be back-up to Client Service Team on all custodian requests.
  • Help develop tools and templates to assist with the efficient delivery of our service offering.
  • Contribute to a professional and energetic working environment.

Qualifications:

  • Minimum of 3 years of financial services experience.
  • Bachelor’s degree required
  • Ideal candidate has a CFP
  • Exceptional organizational skills with a strong ability to prioritize and multi-task
  • Personable, responsive and engaging with a client-first attitude
  • Mature, self-starting professional willing to take ownership of assigned responsibilities.
  • Ability to work independently and take direction from multiple parties.
  • Strong computer skills including advanced proficiency with Excel, PowerPoint and Word.
  • Salesforce, Schwab, Fidelity, Tamarac and RightCapital experience desired but not required.
  • Excellent written and verbal communication skills.
  • 100% remote work (West Coast hours, Pacific Time Zone)

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.