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Associate Advisor Jobs in California (NOW HIRING)

W3Global Inc.

Associate Financial Advisor

San Mateo, CA · Hybrid

$150K - $225K/yr

Mentor and develop Associate Financial Advisors to ensure high-quality client service CLIENT PROFILE * Technology professionals and executives * Founders and entrepreneurs * Households with complex ...

Raymondjames

Associate Wealth Advisor

Brea, CA · On-site

$80K - $110K/yr

The Associate Wealth Advisor will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures.

Simplicity Group

Advisor Services Associate

San Diego, CA · On-site

$60K - $75K/yr

Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA Classification: Full-time, exempt Summary / Job Objective: The ...

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Associate Advisor information

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How much do associate advisor jobs pay per hour?

As of Sep 4, 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 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?

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 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 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 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 August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $53,235 per year, or $25.6 per hour.

Associate Financial Advisor

W3Global Inc.

San Mateo, CA • Hybrid

$150K - $225K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 19 days ago

Job description

Role - Senior Financial Advisor (Wealth Management)
Location - Foster City, CA
Work Type - Full Time / Hybrid

JOB DESCRIPTION

  • A Bay Area wealth management firm with over $3B in assets under management, serving more than 1,000 clients.

  • Combines the personalized approach of an independent RIA with the resources of a national platform.

  • Dedicated to helping families thrive through comprehensive financial planning, investment management, and trusted advice.

POSITION DESCRIPTION

  • Reports to: Senior Advisor Manager & Advisor Manager

  • Benefits: Yes

  • Status: Full Time/Exempt

  • Date: Immediate

  • Work environment: Hybrid (50%/month)

JOB SUMMARY

  • The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.

  • Lead client meetings, develop planning strategies, and coordinate with portfolio management, tax professionals, and estate attorneys to deliver integrated advice.

  • Maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships.

  • Contribute to organic growth through client referrals, COI relationships, and partnership with the firm's Business Development team.

DUTIES AND RESPONSIBILITIES

  • Serve as the primary advisor and trusted partner to high-net-worth client families (typically $5M+ in AUM)

  • Deliver comprehensive financial planning across investments, tax, equity compensation, estate planning, and retirement strategies

  • Lead client meetings and oversee preparation and follow-through with support from Senior Financial Advisor (Wealth Management)

  • Collaborate with the Portfolio Management team to implement investment strategies aligned with client goals

  • Drive organic growth through client referrals, COI relationships, and partnership with the Business Development team

  • Mentor and develop Associate Financial Advisors to ensure high-quality client service

CLIENT PROFILE

  • Technology professionals and executives

  • Founders and entrepreneurs

  • Households with complex equity compensation

  • Clients navigating liquidity events, concentrated stock, and multi-generational planning

QUALIFICATIONS

  • 5 years of client-facing advisory experience in wealth management

  • CFP® certification required

  • Experience serving high-net-worth clients and delivering comprehensive financial planning

  • Strong relationship management and communication skills

  • Ability to develop new client relationships and partner with COIs

  • Experience with financial planning software and CRM

COMPENSATION

  • Total compensation includes base, bonus, and incentive comp

  • Performance-based bonus (on-target at 20% of base, with additional upside for exceeding metrics, up to 30% of base salary)

  • Incentives tied to new assets, referrals, and business development participation (unlimited upside)

HEALTH & FINANCIAL BENEFITS

  • Medical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)

  • Flexible Spending Account/Health Savings Account

  • 401(K) retirement plan and contributions

  • Comprehensive financial planning services for employees and their families

  • Fertility and family-building benefits

PROFESSIONAL DEVELOPMENT

  • Firm sponsorship for certifications, designations, and continuing education (CFP®, CFA®, etc.)

  • Professional development and ongoing advisor training

CULTURE & LIFESTYLE PERKS

  • Paid sabbatical program for long-tenured employees

  • Annual company retreat where employees are invited to bring their families

  • Firm-sponsored volunteer events, paid volunteer time, and charitable matching

  • Hybrid work environment (50% in-office per month)

COMPANY CULTURE AND VALUES

  • CARE - we care for each other, our clients, and our community

  • GROW - we have an intrinsic desire to grow ourselves and our firm

  • DRIVE - we are fiercely driven to achieve our goals and those of our clients

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs