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Associate Advisor Jobs in California (NOW HIRING)

LPL Financial

Associate Financial Advisor II

Torrance, CA · On-site

  • Medical

  • Retirement

  • PTO

The Associate Financial Advisor will support senior financial advisors in providing comprehensive financial planning and investment management services to clients, contributing to the growth and ...

LPL Financial

Associate Financial Advisor II

Encino, CA · On-site

  • Medical

  • Retirement

  • PTO

As an Associate Financial Advisor, you'll work alongside a successful LPL Advisor to continue to build your business and become a Financial Advisor with the ability to deliver advice, planning, and ...

Loyola Marymount University

Academic Advisor

Los Angeles, CA · On-site

$45K - $55K/yr

Support the Associate Dean, Assistant Dean, and Senior Coordinator of Academic Services throughout the school year with such tasks as advising for first year and transfer orientations, senior checks ...

TalentLink Solutions

Associate Wealth Advisor

Carlsbad, CA · On-site

$75K - $150K/yr

  • Medical

  • Retirement

  • PTO

We're seeking an Associate Wealth Advisor to join our collaborative team and contribute to our mission of delivering exceptional, comprehensive wealth advisory services. This role offers significant ...

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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 Aug 14, 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?

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 August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,235 per year, or $25.6 per hour.

Associate Financial Advisor / Paraplanner

Farther Finance

San Francisco, CA • On-site, Remote

Full-time

Re-posted 10 days ago

Job description

Company Description
Farther is the first digital family office. Farther pairs established financial advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients.
We've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther.
Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.
Job Description
As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with your financial expertise and planning background, dedication to exceptional client service, and diligent followthrough.
As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are fastidious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to be and build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
  • Generate and update financial plans for prospective clients in planning software
  • Analyze and recommend investment portfolios for clients
  • Perform tax impact analysis for client portfolios changes
  • Coordinate all prospect and client meetings and meeting agendas
  • Manage and track client follow-up tasks
  • Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes

REQUIREMENTS
  • Exceptional skills in portfolio analysis, asset allocation and securities selection, model portfolio management, and tax impact modeling
  • Excellent communicator, in both written and oral form
  • Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools
  • High attention to detail
  • High level of discretion
  • Passion for building a better personal finance experience
  • Bachelor's degree and financial planning coursework completed
  • Minimum of 2 years working in a securities-related environment
  • Series 65 or equivalent; clean U4

BONUS POINTS
  • CFA or CFP certification

Additional Information
All your information will be kept confidential according to EEO guidelines.
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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