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Associate Wealth Manager Jobs in Ladera Ranch, CA

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Sunflower Bank, N.A.

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

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All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Ladera Ranch, CA

Associate Wealth Manager information

See Ladera Ranch, CA salary details

$13

$27

$53

How much do associate wealth manager jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate wealth manager in Ladera Ranch, CA is $27.02, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $31.68 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 job categories do people searching Associate Wealth Manager jobs in Ladera Ranch, CA look for? The top searched job categories for Associate Wealth Manager jobs in Ladera Ranch, CA are:
What cities near Ladera Ranch, CA are hiring for Associate Wealth Manager jobs? Cities near Ladera Ranch, CA with the most Associate Wealth Manager job openings:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Ladera Ranch, CA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 16% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $56,195 per year, or $27 per hour.

Associate Wealth Advisor

Orange County's Federal Credit Union

Santa Ana, CA • On-site

$70K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 16 days ago

Job description

After training this position is currently hybrid-eligible, with the expectation of three days pre-assigned on-site attendance. This role requires California residency and living within a 50-mile commute of our headquarters in Santa Ana.


Build Relationships. Build Futures. Build Your Career.

At Orange County’s Federal Credit Union (OCFCU), banking is personal—and it always has been. For more than 85 years, we’ve helped our members achieve life’s most important milestones by building genuine relationships, providing trusted guidance, and putting people before transactions.


Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County’s most respected financial institutions.


As a Associate Wealth Advisor (Centralized Financial Advisor), you’ll work with a steady flow of member referrals and leads while honing your consulting, relationship-building, and business development skills. You'll be supported by an established Wealth Management team while representing a broad range of investment and insurance solutions, including advisory accounts, mutual funds, ETFs, structured products, 529 plans, IRAs, annuities (fixed, indexed, and variable), stocks, bonds, life insurance, and long-term care insurance.

What You'll Do

  • Manage member referrals, existing investment accounts, and leads generated through our Call Center.
  • Conduct financial reviews and help members identify and pursue their financial goals.
  • Prepare and present personalized financial plans, retirement strategies, and portfolio recommendations.
  • Recommend investment and insurance solutions aligned with each member’s needs.
  • Partner with mutual fund companies, insurance providers, broker/dealers, and Registered Investment Advisors (RIAs) to deliver exceptional service.
  • Utilize digital advisory tools, including Guided Wealth Portfolios, to help members access modern investment solutions.
  • Stay current on market trends, economic conditions, and investment products.
  • Maintain compliant client records and documentation in accordance with FINRA and regulatory requirements.

What We're Looking For

We’re seeking ambitious professionals who are passionate about helping others achieve financial success and eager to grow within wealth management.

  • Minimum two years of experience in the sales and delivery of personal investment products and services, wealth management, banking, or insurance.
  • FINRA Registration: Series 7, and Series 66 (or Series 63 & Series 65).
  • California Life Agent with Variable Contracts Insurance License.
  • Fluency in Spanish is helpful .

Why Join OCCU?


• The annual forgivable draw against commissions is $70,304.00

• Award winning workplace culture

• Clear growth paths and internal mobility

• People before profits—always

• A team that supports each other and celebrates wins

• Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day.

• Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%.

• Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays.

• Recognition & Growth: annual discretionary bonus as well as educational grants up to $1,000 per year.


Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.