ZipRecruiter

Log In

1

Associate Advisor Jobs in California (NOW HIRING)

Burton Enright Welch

Associate Advisor

Walnut Creek, CA · On-site

$85K - $110K/yr

BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a culture that promotes collaboration, initiative, and professional growth. The Associate Advisor ...

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 ...

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

Senior Associate, Advisor

San Francisco, CA

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

Senior Associate, Advisor

San Rafael, CA

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

Senior Associate, Advisor

San Rafael, CA · On-site

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 ...

next page

Showing results 1-20

All JobsAssociate Advisor JobsAssociate Advisor Jobs in California

Associate Advisor information

See California salary details

$11

$25

$44

How much do associate advisor jobs pay per hour?

As of Jun 28, 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 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.

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 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
Associate Advisor

Associate Advisor

Burton Enright Welch

Walnut Creek, CA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

I. MISSION

Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a culture that promotes collaboration, initiative, and professional growth. The Associate Advisor will work with BEW Advisors and Lead Advisors to provide financial planning and investment management for BEW's clients.

The Associate Advisor is not expected to bring in business. Long-term, BEW expects the Associate Advisor to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients.

II. RESPONSIBILITIES

Support Advisors and Lead Advisors on day-to-day client needs.

   o Client communications are clear, prompt, responsive, and courteous.

   o Works with firm resources for effective delivery of client deliverables.

Assist in preparing for client meetings, taking notes, and sending follow-up emails.

Create/update financial plans to monitor whether clients are on track to meet their goals.

Analyze financial planning strategies (e.g., tax planning, retirement spending, equity compensation) and work with Advisor/Lead Advisor to develop recommendations.

Maintain client records, utilize workflows, and monitor outstanding tasks in CRM.

Manage team organization and execution of team tasks and projects.

Collaborate with the Client Services Team on service requests and new client onboarding to ensure a seamless client experience.

Participate in project and committee work, including Investment Committee and Financial Planning initiatives.

Support and adhere to client experience standards and compliance requirements.

III. QUALIFICATIONS

Experience and Education:

Bachelor's degree

2-4 years of experience in the financial services industry

Demonstrated desire or progress towards the CFP designation.

CPA and CFA designations are also welcome.

Experience with financial planning software (e.g., eMoney) a plus

Skills and Knowledge:

Detailed-oriented and highly organized

Completes work timely and accurately

Ability to prioritize and manage multiples tasks and client relationships

Self-starter who values continuous learning

Excellent communicator (verbal, written, listening)

Strong interpersonal skills (integrity, humility, respect, empathy)

Core knowledge of financial planning concepts, markets, and investment topics

Team player who can work effectively in a collaborative environment

Proficient in Microsoft Office Suite

Past use of a CRM system a plus

IV. COMPENSATION

Competitive salary based on experience

Quarterly Incentive Bonus program

Comprehensive benefits package: medical, dental, vision, life and disability insurance, etc.

Open PTO (Paid Time Off) policy

Continuing Education allowance

401(k) retirement plan, including company-funded contributions

Apply