ZipRecruiter

Log In

1

Associate Wealth Manager Jobs in Ladera Ranch, CA

ASPIRIANT LLC

Senior Associate - Tax Services

Irvine, CA · On-site

$85K - $125K/yr

We are Aspiriant , a leading, independent, 100% employee-owned wealth management firm. Our core ... Mentor and provide guidance to Associates and other developing team members; oversee onboarding and ...

ASPIRIANT LLC

Associate - Tax Services

Irvine, CA · On-site

$29.80 - $42.79/hr

This is our early career Tax Associate position--ideal for candidates with 1-2 years of relevant ... We are Aspiriant , a leading, independent, 100% employee-owned wealth management firm. Our core ...

East West Bank

Associate Banker

Irvine, CA · On-site

$20 - $21.50/hr

As an Associate Banker, you will play a key role in * helping customers with their day-to-day ... Cross sell and refer bank products such as (depository products, wealth management, mortgage) that ...

East West Bank

Associate Banker

Irvine, CA · On-site

$20/hr

As an Associate Banker, you will play a key role in * helping customers with their day-to-day ... Cross sell and refer bank products such as (depository products, wealth management, mortgage) that ...

Sunflower Bank NA

Private Banker

Irvine, CA · On-site

$132K - $205K/yr

... wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Sunflower Bank, N.A.

Private Banker

Irvine, CA · On-site

$132K - $205K/yr

... wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Sunflower Bank NA

Private Banker

Irvine, CA

$132K - $205K/yr

... wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Mercer Advisors

Tax Manager (California)

Newport Beach, CA · Hybrid

$119K - $156K/yr

The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...

previous page

Showing results 41-60

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.

Registered Client Service Associate

LPL Financial Holdings, Inc.

Newport Beach, CA • On-site

$28.47 - $47.44/hr

Other

Medical, Retirement, PTO

Re-posted 15 hours ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor's practice. This role is pivotal in enhancing the client experience, ensuring seamless account management, and upholding compliance standards. The ideal candidate is dedicated and detail-oriented, possesses strong organizational skills, exceptional communication abilities, and a commitment to delivering outstanding client service. Experience supporting life insurance and annuity products and services is highly valued, as this role will assist clients and advisors with a broad range of financial planning and wealth management needs.
Responsibilities:
  • Serve as the primary point of contact for clients, responding to inquiries, resolving issues, and educating clients on account services and online capabilities.
  • Support onboarding of new clients by collecting required documentation and facilitating accurate, compliant account setup.
  • Prepare and process account opening, maintenance, and transfer documentation, ensuring adherence to firm policies and regulatory requirements.
  • Monitor and manage client account activity, including contributions, distributions, trading support, annuity servicing, insurance-related requests, and performance reporting.
  • Maintain accurate, organized, and up-to-date client records within the firm's CRM and document management systems.
  • Coordinate with custodians, insurance carriers, service providers, and internal teams to fulfill client requests and resolve operational issues.
  • Assist financial advisors with administrative and operational support, reporting, client communications, and initiatives to enhance client engagement and operational efficiency.
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • 3+ years of experience in a client-facing financial services, wealth management, insurance, or annuity support role.
  • Active Series 7 and Series 66 licenses (or Series 63/65 combination)
  • Demonstrated experience supporting life insurance and annuity products, servicing, and client requests.
  • Strong client service, communication, organizational, and problem-solving skills.
  • Ability to work in a fast-paced environment while maintaining accuracy and attention to detail.
  • Ability to work onsite Monday-Friday.
Core Competencies:
  • Robust understanding of financial products and services, including life insurance and annuity solutions.
  • Ability to execute trades and discuss investment recommendations within compliance limits, where appropriately licensed.
  • Excellent communication and interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Proficient in Microsoft Office and financial CRM software.
  • Strong problem-solving skills.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • High level of professionalism, discretion, and ethical conduct.
Preferences:
  • Bachelor's degree in finance, Business, or Accounting.

#LI-Onsite
Pay Range:
$28.47-$47.44/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

What LPL Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply