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Associate Advisor Jobs in California (NOW HIRING)

Burton Enright Welch

Advisor

Walnut Creek, CA

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 ...

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

... 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 ...

Brighton Jones

Advisor - Los Angeles

Los Angeles, CA

... 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 ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site +1

$120K - $170K/yr

Contribute to the development of associate advisors * Stay updated and educated on relevant technology resources * Investmentportfolio construction * Basic investment trading Firm Responsibilities

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site

$120K - $170K/yr

Contribute to the development of associate advisors * Stay updated and educated on relevant technology resources * Investment portfolio construction * Basic investment trading Firm Responsibilities

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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 -Newport Beach, CA

RK Partners

San Diego, CA • On-site

$65K - $85K/yr

Full-time

Posted 5 days ago

Job description

This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong training, structure, and mentorship, to experienced advisors looking for a more supportive, scalable environment.

We are an independently owned firm built on the belief that financial advice should be personal. We take a holistic, relationship‑first approach, delivering financial planning, investment management, business planning, and insurance solutions under one roof, supported by deep in‑house expertise.

As a Financial Advisor, you will:

  • Build and manage long‑term client relationships through personalized financial guidance
  • Deliver comprehensive financial planning and investment strategies and other support aligned to client goals
  • Grow and manage your advisory practice, acting as a business owner, with the support and backing of a local firm and a large broker dealer

What we Offers:

  • Comprehensive onboarding- no “read the book” approach, including:

Formal training program structured for those earlier in their career with financing designed to help build and sustain a practice

OR

Competitive broker‑dealer transition assistance for those with an established practice including business review and valuation, along with a dedicated coach to guide you through every step of your move

  • State‑of‑the‑art technology and systems to support long‑term independence
  • Robust support across compliance, marketing, and new business processing
  • Dedicated support staff so you can focus on clients
  • Practice growth and sophistication, with access to CFP®, CPA, JD, CFA® specialists to deepen your planning capabilities
  • Affiliation with one of the largest broker‑dealers in the industry, providing access to extensive home‑office resources, advanced training, technology, compliance support, and practice management expertise
  • Succession planning, so you’re building toward a meaningful future

Required Qualifications:

  • 1+ years of experience in financial services
  • One or more of the following FINRA Registrations: Series 6, Series 7, Series 63, Series 65, Series 66
  • State life and health insurance license (or ability to obtain)

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