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Associate Wealth Manager Jobs in Ladera Ranch, CA

CAPTRUST

Associate Trader

Costa Mesa, CA · On-site

CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Working alongside experienced Traders, Portfolio Managers, and Wealth Advisors, the successful ...

CAPTRUST

Associate Trader

Costa Mesa, CA

CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Working alongside experienced Traders, Portfolio Managers, and Wealth Advisors, the successful ...

UBS

Service Associate

Newport Beach, CA · On-site

$17 - $22.50/hr

Are you a skilled multitasker? We're looking for a Service Associate to: • carry out cash ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

UBS

Service Associate

Newport Beach, CA · On-site

$60K - $77K/yr

Are you a skilled multitasker? We're looking for a Service Associate to: • carry out cash ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

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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 11, 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.

Client Associate (DOD SkillBridge Trainee)

UBS

Newport Beach, CA • On-site

Other

Re-posted 24 days ago

Job description

Your role
Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry?
UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Your team
You'll be working with a fast growing Private Wealth Management Team located in the Newport Beach, CA branch.
Your expertise
*Only transitioning armed services members approved for DOD SkillBridge will be considered.
• series 7 and 66 licenses
• ideally 5 years of experience in client service, within the finance sector
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.
Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US

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