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Financial Advisor Manager Jobs in California (NOW HIRING)

W3Global Inc.

Associate Financial Advisor

San Mateo, CA · Hybrid

$150K - $225K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Role - Senior Financial Advisor (Wealth Management) Location - Foster City, CA Work Type - Full Time / Hybrid * A Bay Area wealth management firm with over $3B in assets under management, serving ...

Ameriprise Financial

Financial Advisor

Los Angeles, CA · On-site

$66K - $70K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Los Angeles, CA · On-site

$66K - $70K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Summitry

Financial Advisor (Foster City)

Foster City, CA · On-site

$115K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40 ... Hybrid (50%/month) Job Summary The Financial Advisor (FA) serves as the primary relationship owner ...

Summitry

Financial Advisor (Pasadena)

Pasadena, CA · On-site

$115K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40 ... Hybrid (3 in-office days per week, after the first 60 days) Job Summary The Financial Advisor (FA ...

Summitry

Senior Financial Advisor (Foster City)

Foster City, CA · On-site

$150K - $225K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40 ... Hybrid (50%/month) Job Summary The Senior Financial Advisor (SFA) serves as the primary ...

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Showing results 1-20

All JobsFinancial Advisor JobsFinancial Advisor Manager JobsFinancial Advisor Manager Jobs in California

Financial Advisor Manager information

See California salary details

$35.5K

$100.8K

$142.1K

How much do financial advisor manager jobs pay per year?

As of Aug 13, 2026, the average yearly pay for financial advisor manager in California is $100,797.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $129,300.00 per year, depending on experience, location, and employer.

What are some common challenges financial advisor managers face when leading a team of advisors?

Financial Advisor Managers often encounter challenges such as balancing individual advisor development with team performance goals, managing diverse client portfolios, and keeping up with changing financial regulations. They must provide mentorship and ongoing training to help advisors achieve sales targets while maintaining ethical standards. Additionally, fostering a collaborative team environment and effectively implementing firm-wide strategies are crucial for both advisor satisfaction and client retention.

What are the key skills and qualifications needed to thrive as a financial advisor manager?

To thrive as a Financial Advisor Manager, you need a solid background in finance, investment strategies, and team leadership, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as the CFP or Series 7/66 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential. Exceptional communication, coaching, and relationship-building skills set standout managers apart in guiding advisors and fostering client trust. These competencies are crucial for effectively leading advisory teams, ensuring regulatory compliance, and delivering superior client outcomes.

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

AspectFinancial Advisor ManagerFinancial Advisor
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentOversees teams, manages client portfolios, strategic planningWorks directly with clients, provides financial planning and investment advice
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial firms, banks, independent practices

The main difference is that a Financial Advisor Manager oversees a team of advisors and handles managerial responsibilities, while a Financial Advisor works directly with clients to develop financial plans. Both roles require similar certifications and often operate within the same industry environments.

What is a financial advisor manager?

Financial Advisor Managers are professionals who oversee a team of financial advisors, guiding them in providing financial planning, investment advice, and portfolio management services to clients. They are responsible for setting sales goals, ensuring compliance with regulations, mentoring advisors, and helping to develop client relationships. These managers also play a key role in training new advisors and implementing strategies to improve team performance. By combining leadership skills with a deep understanding of financial products and markets, they help ensure that both clients and advisors achieve their financial objectives.
What are the most commonly searched types of Financial Advisor jobs in California? The most popular types of Financial Advisor jobs in California are:
What cities in California are hiring for Financial Advisor Manager jobs? Cities in California with the most Financial Advisor Manager job openings:
Financial Advisor Manager jobs near you
Infographic showing various Financial Advisor 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 $100,797 per year, or $48.5 per hour.

Associate Financial Advisor

W3Global Inc.

San Mateo, CA • Hybrid

$150K - $225K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 27 days ago

Job description

Role - Senior Financial Advisor (Wealth Management)
Location - Foster City, CA
Work Type - Full Time / Hybrid

JOB DESCRIPTION

  • A Bay Area wealth management firm with over $3B in assets under management, serving more than 1,000 clients.

  • Combines the personalized approach of an independent RIA with the resources of a national platform.

  • Dedicated to helping families thrive through comprehensive financial planning, investment management, and trusted advice.

POSITION DESCRIPTION

  • Reports to: Senior Advisor Manager & Advisor Manager

  • Benefits: Yes

  • Status: Full Time/Exempt

  • Date: Immediate

  • Work environment: Hybrid (50%/month)

JOB SUMMARY

  • The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.

  • Lead client meetings, develop planning strategies, and coordinate with portfolio management, tax professionals, and estate attorneys to deliver integrated advice.

  • Maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships.

  • Contribute to organic growth through client referrals, COI relationships, and partnership with the firm's Business Development team.

DUTIES AND RESPONSIBILITIES

  • Serve as the primary advisor and trusted partner to high-net-worth client families (typically $5M+ in AUM)

  • Deliver comprehensive financial planning across investments, tax, equity compensation, estate planning, and retirement strategies

  • Lead client meetings and oversee preparation and follow-through with support from Senior Financial Advisor (Wealth Management)

  • Collaborate with the Portfolio Management team to implement investment strategies aligned with client goals

  • Drive organic growth through client referrals, COI relationships, and partnership with the Business Development team

  • Mentor and develop Associate Financial Advisors to ensure high-quality client service

CLIENT PROFILE

  • Technology professionals and executives

  • Founders and entrepreneurs

  • Households with complex equity compensation

  • Clients navigating liquidity events, concentrated stock, and multi-generational planning

QUALIFICATIONS

  • 5 years of client-facing advisory experience in wealth management

  • CFP® certification required

  • Experience serving high-net-worth clients and delivering comprehensive financial planning

  • Strong relationship management and communication skills

  • Ability to develop new client relationships and partner with COIs

  • Experience with financial planning software and CRM

COMPENSATION

  • Total compensation includes base, bonus, and incentive comp

  • Performance-based bonus (on-target at 20% of base, with additional upside for exceeding metrics, up to 30% of base salary)

  • Incentives tied to new assets, referrals, and business development participation (unlimited upside)

HEALTH & FINANCIAL BENEFITS

  • Medical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)

  • Flexible Spending Account/Health Savings Account

  • 401(K) retirement plan and contributions

  • Comprehensive financial planning services for employees and their families

  • Fertility and family-building benefits

PROFESSIONAL DEVELOPMENT

  • Firm sponsorship for certifications, designations, and continuing education (CFP®, CFA®, etc.)

  • Professional development and ongoing advisor training

CULTURE & LIFESTYLE PERKS

  • Paid sabbatical program for long-tenured employees

  • Annual company retreat where employees are invited to bring their families

  • Firm-sponsored volunteer events, paid volunteer time, and charitable matching

  • Hybrid work environment (50% in-office per month)

COMPANY CULTURE AND VALUES

  • CARE - we care for each other, our clients, and our community

  • GROW - we have an intrinsic desire to grow ourselves and our firm

  • DRIVE - we are fiercely driven to achieve our goals and those of our clients

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs