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Associate Wealth Management Advisor Jobs in California

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

Oversee Associate Wealth Architects on the following: * Review Daily Transaction Summary (ensure ... Execute and ensure execution of day-to-day management of client relationships across Advisor Team ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

Oversee Associate Wealth Architects on the following: * Review Daily Transaction Summary (ensure ... Execute and ensure execution of day-to-day management of client relationships across Advisor Team ...

Wealth Architects

Associate Wealth Architect

Mountain View, CA · On-site

$21.75 - $25/hr

The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with ... Maintain client records (Worldox, CRM, Advisor View, etc.). * Update balance sheets. * Gather data ...

Wealth Architects

Associate Wealth Architect

Mountain View, CA · On-site

$21.75 - $25/hr

The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with ... Maintain client records (Worldox, CRM, Advisor View, etc.). * Update balance sheets. * Gather data ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$100K - $150K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Socket.dev

Senior Associate Wealth Advisor

Menlo Park, CA · On-site

$124 - $140/hr

The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric ... Manage individual and team prospect pipeline, including the onboarding of new clients * Ability to ...

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Showing results 1-20

All JobsAssociate Wealth Management Advisor JobsAssociate Wealth Management Advisor Jobs in California

Associate Wealth Management Advisor information

See California salary details

$38K

$66.3K

$111K

How much do associate wealth management advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for associate wealth management advisor in California is $66,278.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $81,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate wealth management advisor, and why are they important?

To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Associate Wealth Management Advisor vs Financial Advisor?

AspectAssociate Wealth Management AdvisorFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, sometimes a CFP designationOften holds Series 7, 66, and CFP or CFA certifications
Work EnvironmentSupports senior advisors, works in banks, investment firms, or financial planning companiesProvides comprehensive financial planning and investment advice directly to clients
Employer & Industry UsageCommonly employed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and financial planning practices

While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.

What are the typical responsibilities of an associate wealth management advisor in supporting senior advisors and clients?

As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.

What does an associate wealth management advisor do?

An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.
What are the most commonly searched types of Wealth Management Advisor jobs in California? The most popular types of Wealth Management Advisor jobs in California are:
What cities in California are hiring for Associate Wealth Management Advisor jobs? Cities in California with the most Associate Wealth Management Advisor job openings:
Associate Wealth Management Advisor jobs near you
Infographic showing various Associate Wealth Management Advisor job openings in California as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 2% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $66,278 per year, or $31.9 per hour.

Senior Wealth Management Advisor - B05

Best Infosystems LLC

Los Angeles, CA • On-site

$250K - $450K/yr

Contractor

Posted 22 days ago

Job description

Full JD:
JD1: Senior Wealth Management Advisor_Los Angeles, CA_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Los Angeles, CA
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

Job Description: 
*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred. 
*Four-year college degree required, MBA preferred. Candidates should reside in the metro Los Angeles area.
*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full
*Commission Compensation - Yes

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree

Ideal Candidate:
Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
----------
JD2: Senior Wealth Management Advisor_New York City, NY_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: New York City, NY
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred. 

*Four-year college degree required, MBA preferred. Candidates should reside in the metro New York City area.

*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree
---------
JD3: Senior Wealth Management Advisor_Dallas, TX_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Dallas, TX
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.

*Four-year college degree required, MBA preferred. Candidates should reside in the metro Dallas TX area.

*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full
*Commission Compensation - Yes

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree

Ideal Candidate:
*Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
----------
JD4: Senior Wealth Management Advisor_Denver, CO_Full-Time(FTE)_Direct Hire

Hi,
Trust this finds you well!
We've spotted your impressive profile and have an exciting opportunity tailored to your skills and passions.

Position Title: Senior Wealth Management Advisor
Job Type: Full-Time
Location: Denver, CO
Base Salary: $250,000 to $450,000 + Best-in-class benefits
Industry: Financial Services - Investment Banking
Job Category: Sales / Marketing

*Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor. Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. Extensive experience dealing with affluent clients required. Must have a successful track record of retail financial investment sales (not wholesale sales). Must be active in community. A book of business is not a requirement but preferred.

*Four-year college degree required, MBA preferred. Candidates should reside in the metro Denver CO area.

*There is no overnight travel. Excellent support provided. This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.

Compensation:
*Full-time
*Benefits - Full
Commission Compensation - Yes

Candidate Details:
*10+ to 15 years experience
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree

Ideal Candidate:
*Ideal candidate has extensive successful experience dealing with affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. Must be sales-oriented with a record of successful growth of firm assets.
========
Screening Questions:

# Total experience:
# How many years of experience do you have as a Wealth Management Advisor or Financial Advisor serving affluent/high-net-worth clients?
# How many years of experience do you have selling retail investment products directly to individual clients (not wholesale or institutional)?
# How many years have you advised High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individual clients?
# How many years have you been responsible for growing Assets Under Management (AUM) through new client acquisition and relationship expansion?
# How many years of experience do you have providing investment advisory, retirement planning, estate planning, portfolio management, and wealth planning services?
# What is the reason for seeking change from your current role?
# What is your annual base salary expectations (USD)?
# Preferred Location - Los Angeles, CA / New York City, NY / Dallas, TX / Denver, CO (Onsite):
# Current Location, State with zip code:
# Are you authorized to work in the USA without sponsorship?
# Work authorization for working in USA (USC / GC):