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Associate Advisor Jobs in California (NOW HIRING)

Centura Wealth Advisory

Associate Advisor

San Diego, CA · On-site

Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net ...

NFP Corp

Sr. Associate, Advisor

San Rafael, CA · On-site

$85K - $110K/yr

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors, to help provide the highest levels of service to the firm's clients. Job Responsibilities: * Create ...

NFP Corp

Sr. Associate, Advisor

San Rafael, CA

$85K - $110K/yr

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors, to help provide the highest levels of service to the firm's clients. Job Responsibilities: * Create ...

Brighton Jones

In this role, Associate Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational ...

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

The Advisor is not expected to bring in business. Long-term, BEW expects the Advisor to progress to a Lead Advisor, which would include leading Firm initiatives, managing Associate Advisors ...

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

$110K - $165K/yr

The Advisor is not expected to bring in business. Long-term, BEW expects the Advisor to progress to a Lead Advisor, which would include leading Firm initiatives, managing Associate Advisors ...

Brighton Jones

Advisor - Los Angeles

Los Angeles, CA · On-site

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in California

Associate Advisor information

See California salary details

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$44

How much do associate advisor jobs pay per hour?

As of Jul 24, 2026, the average hourly pay for associate advisor in California is $25.59, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $29.42 per hour, depending on experience, location, and employer.

What is an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

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

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in California? The most popular types of Advisor jobs in California are:
What are popular job titles related to Associate Advisor jobs in California? For Associate Advisor jobs in California, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in California look for? The top searched job categories for Associate Advisor jobs in California are:
What cities in California are hiring for Associate Advisor jobs? Cities in California with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in California as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $53,235 per year, or $25.6 per hour.

Associate Advisor - Woodland Hills, CA

Advisor Talent Solutions

Woodland Hills, CA • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 3 days ago

Job description

Position: Associate Advisor
Firm: Premiere Wealth Advisors
Location: Woodland Hills, CA
Overview:
Premier Wealth Advisors, Inc. is a boutique private wealth management firm near Los Angeles, CA with an office in Woodland Hills, CA and another location opening near Westlake Village/Agoura Hills, CA. We are seeking a motivated and driven Associate Advisor to join our growing team!
This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and workshops, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
What you’ll do:
  • Make active outbound calls to set appointments with prospects and existing clients
  • Prepare, present, and implement customized financial plans
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Attend and conduct seminars and workshops to educate current and prospective clients
  • Maintain compliance with laws, regulations, and company policies
  • Assist main advisor with meeting individual and team goals
What We’re Looking For:
  • High School Diploma
  • 1+ years Financial experience required
  • 1-2 years working alongside a Financial Advisor or Banking industry preferred
  • Series 65, insurance license required or willing to obtain within 3 months of employment
  • Strong analytical, organizational, and communication skills
  • Willingness to speak publicly and lead seminars and workshops
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Self-starter who takes initiative and works well independently
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
What You’ll Get:
Pay amp; Perks:
  • Starting base salary ranges from $60k - $70k, commensurate with experience. Additional bonuses and commissions are available, based on performance and business results.
  • Health insurance (partial contribution)
  • Dental insurance
  • Simple Retirement Plan with employer match
  • PTO
  • Employer paid incentive trips if firm goals are met
  • Many other incentive based bonuses throughout the year
Schedule:
  • In office: Monday – Friday, 8:30am – 5:30pm
  • Some evenings required each month for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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