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Associate Wealth Manager Jobs in California (NOW HIRING)

IEQ Capital

Associate, Wealth Management

Foster City, CA · On-site

$18.25 - $24.50/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · Hybrid

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · On-site

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · Hybrid

$90K - $110K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · Hybrid

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

Los Angeles, CA · Hybrid

$90K - $115K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

Foster City, CA · Hybrid

$18.25 - $24.50/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · On-site

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · Hybrid

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · Hybrid

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · On-site

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

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Showing results 21-40

All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in California

Associate Wealth Manager information

See California salary details

$12

$25

$49

How much do associate wealth manager jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate wealth manager in California is $25.08, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $29.42 per hour, depending on experience, location, and employer.

What are some common challenges faced by associate wealth managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

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

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible based on experience, certifications, and performance. Entry-level positions may start lower, while experienced associates or those with professional credentials can earn more, often supplemented by bonuses and commissions.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
What are popular job titles related to Associate Wealth Manager jobs in California? For Associate Wealth Manager jobs in California, the most frequently searched job titles are:
What job categories do people searching Associate Wealth Manager jobs in California look for? The top searched job categories for Associate Wealth Manager jobs in California are:
What cities in California are hiring for Associate Wealth Manager jobs? Cities in California with the most Associate Wealth Manager job openings:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 2% Temporary, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $52,170 per year, or $25.1 per hour.

Associate, Wealth Management

IEQ Capital

Foster City, CA • On-site

$18.25 - $24.50/hr

Full-time

Re-posted 2 days ago

Job description

Who are we?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
We are looking for a motivated professional to join our Foster-City based team as an Associate. This person will be required to work out of our San Francisco office as needed. The Associate will work closely with the rest of the team to manage important elements of the client relationship. Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
  • Support the Partners and their team by providing operational functions such as:
    • Money movement (i.e. wire and journals)
    • Account creation and maintenance
    • Ad hoc project management
    • Portfolio performance updates
    • Database management
  • Communicate with clients regarding transactions, such as asset transfers and account opening procedures
  • Participate in educational sessions with the senior team members to expand the Associate's knowledge of the markets and our business
  • Ensure adherence to the firm's compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.

"Upward mobility" are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners.
Qualifications
  • 1-2+ years of relevant work or internship experience preferred
  • Deep curiosity about the financial markets
  • Exceptional organizational skills and attention to detail
  • Ability to think critically and anticipate issues
  • Exceptional verbal and written communications skills
  • Good relationship-building skills both inside and outside of the organization
  • Ability to work in a fast-paced, high-volume, high-pressure environment
  • Experience with Salesforce is a plus
  • "No task is too small" mentality
  • Bachelor's degree is required
Compensation
The salary range for this role, inclusive of base and bonus, is $90,000 - $110,000, depending on skills and experience.
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