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Entry Level Wealth Management Advisor Jobs in California

Fifth Third

Wealth Management Advisor II

Sacramento, CA · On-site

Wealth Management Advisor II Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the ...

Fifth Third

Wealth Management Advisor II

Fresno, CA

Wealth Management Advisor II Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$1.0K/day

Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ...

BakerAvenue

Wealth Associate

San Francisco, CA

$1.0K/day

Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$75K - $95K/yr

Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ...

EP Wealth Advisors, LLC

Wealth Advisor

San Luis Obispo, CA · Hybrid

$60K - $120K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment ...

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Entry Level Wealth Management Advisor information

See California salary details

$46.4K

$101.7K

$146.6K

How much do entry level wealth management advisor jobs pay per year?

As of Aug 25, 2026, the average yearly pay for entry level wealth management advisor in California is $101,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,400.00 and $121,900.00 per year, depending on experience, location, and employer.

What does an entry level wealth management advisor do?

An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.

What are the key skills and qualifications needed to thrive as an entry level wealth management advisor?

To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.

What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?

Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.

What is the difference between Entry Level Wealth Management Advisor vs Financial Planning Assistant?

AspectEntry Level Wealth Management AdvisorFinancial Planning Assistant
Required CredentialsSeries 7, Series 66/65, CFP (preferred but not always required)Typically no licensing required; may assist with CFP candidates
Work EnvironmentClient-facing, financial advisory firms, banksSupport role within financial planning teams, administrative setting
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, advisory teams, insurance companies

The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.

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 are popular job titles related to Entry Level Wealth Management Advisor jobs in California?

For Entry Level Wealth Management Advisor jobs in California, the most frequently searched job titles are:

What job categories do people searching Entry Level Wealth Management Advisor jobs in California look for?

The top searched job categories for Entry Level Wealth Management Advisor jobs in California are:

What cities in California are hiring for Entry Level Wealth Management Advisor jobs?

Cities in California with the most Entry Level Wealth Management Advisor job openings:

Entry Level Wealth Management Advisor jobs near you
Infographic showing various Entry Level Wealth Management Advisor job openings in California as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $101,730 per year, or $48.9 per hour.

Wealth Management Advisor

Bakersfield, CA • On-site

Northwestern Mutual - LA
See more jobs at Northwestern Mutual - LAexternal

$95K/yr

Full-time

Re-posted 4 days ago

Job description

We are expanding our team of financial advisors and actively seeking candidates who are recent graduates, forward-thinkers, athletes, have military backgrounds, or professionals with strong communication, sales, and marketing skills. These experiences build discipline, resilience, leadership, and a results-driven mindset that translates directly into success. People with this blend of strengths consistently outperform their peers in the financial advisory field in addition to our comprehensive training platforms.


We value work-life balance and offer competitive pay alongside opportunities for professional development. Our commitment to a culture of trust and transparency means you'll be part of a team that prioritizes positive community impact and long-term success for both clients and employees. If you're ready to make a meaningful difference while advancing your career, let's embark on this journey together to shape a better tomorrow.

Compensation:

$70,000 - $95,000 yearly


Responsibilities:
  • Develop and implement tailored wealth management strategies that align with clients' needs and aspirations.
  • Build and maintain strong, trust-based relationships with clients, ensuring open communication and transparency.
  • Continuously monitor and review clients' financial plans, making adjustments as needed to reflect changing circumstances.
  • Collaborate with team members to share insights and strategies, fostering a culture of innovation and growth.

Qualifications:
  • Ability to build and maintain strong, trust-based relationships with clients, fostering open communication.
  • Proven track record of developing and implementing tailored financial strategies that align with clients' goals.
  • Excellent communication skills to clearly explain complex financial concepts to clients.
  • Ability to collaborate effectively with team members, sharing insights and strategies to drive innovation.
  • Bachelor's Degree or higher level of education.

About Company

Northwestern Mutual’s mission is to free Americans from financial anxiety by helping them achieve financial security through comprehensive planning, wealth management, and insurance. As a mutual company without shareholders, its core values focus on long-term, policyowner-driven growth, building trust through transparency, and creating a positive impact on communities and the environment.

Mission and Vision

  • Mission: To help people achieve financial security.
  • Vision: To be the pre-eminent financial security firm that creates a lasting legacy for future generations.
  • Focus: Shifting from just profit to fostering a "better way to tomorrow," providing security, and reducing the wealth gap.