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Financial Advisor Manager Jobs in Carson, CA (NOW HIRING)

Summitry

Senior/Financial Advisor (Pasadena)

Pasadena, CA · On-site

$115K - $225K/yr

Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40 ... CFP Certified or 7 years of advisory services in a lead-advisor role, with comprehensive financial ...

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 ...

GoldBook Financial

Financial Advisor

Los Angeles, CA · On-site

$51K - $320K/yr

The Opportunity As a Financial Advisor at GoldBook Financial, you will have the opportunity to build and manage your own practice while delivering comprehensive financial strategies tailored to each ...

First Command

Financial Advisor

Garden Grove, CA · On-site

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... You will provide guidance to military families on managing day-to-day finances, building lifetime ...

Guardian Life Insurance - Park Avenue

Be Seen First

Financial Advisor

Orange, CA · On-site

$2.0K - $4.0K/mo (+ commission)

As a Financial Advisor with Fullerton Guardian you will gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through ...

Northwestern Mutual

Financial Advisor

Los Angeles, CA · On-site

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Los Angeles, CA · On-site

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Los Angeles, CA

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Los Angeles, CA

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Los Angeles, CA

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Los Angeles, CA · On-site

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Irvine, CA · On-site

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

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All JobsFinancial Advisor JobsFinancial Advisor Manager JobsFinancial Advisor Manager Jobs in Carson, CA

Financial Advisor Manager information

See Carson, CA salary details

$37.6K

$106.8K

$150.6K

How much do financial advisor manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial advisor manager in Carson, CA is $106,815.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,400.00 and $137,000.00 per year, depending on experience, location, and employer.

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 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 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 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 are the most commonly searched types of Financial Advisor jobs in Carson, CA?

The most popular types of Financial Advisor jobs in Carson, CA are:

What cities near Carson, CA are hiring for Financial Advisor Manager jobs?

Cities near Carson, CA with the most Financial Advisor Manager job openings:

Financial Advisor Manager jobs near you
Infographic showing various Financial Advisor Manager job openings in Carson, CA as of July 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 71% Physical, 4% Hybrid, and 25% Remote job distribution, with an average salary of $106,815 per year, or $51.4 per hour.

Senior/Financial Advisor (Pasadena)

Summitry

Pasadena, CA • On-site

$115K - $225K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 11 days ago

Job description

Job Description
Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight, including a growing presence in Southern California. As a flagship firm of Aspen Standard Wealth, Summitry is part of a broader mission to elevate independent advisory firms across the country. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area or right here in Pasadena.
Position Description
Reports to: Emily Hazelroth, Senior Advisor Manager & Advisor Manager
Benefits: Yes
Status: Full Time/Exempt
Date: Immediate
Work environment: Hybrid (3 in-office days per week, after the first 60 days)
Job Summary
The Senior Financial Advisor (SFA) and Financial Advisor (FA) serve as the primary relationship owners for high-net-worth clients, building, updating, and delivering comprehensive financial planning and investment guidance. S/FAs lead client meetings, develop planning strategies, and coordinate with portfolio management, tax professionals, and estate attorneys to deliver integrated advice.
Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnerships 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 $1-5M+ in AUM)
  • Build and update financial plans for independent clients and in support of the Regional Director in Pasadena
  • Deliver comprehensive financial planning across investments, tax, equity compensation, estate planning, and retirement strategies
  • Lead client meetings and oversee preparation and follow-up
  • Collaborate with the Portfolio Management team to implement investment strategies aligned with client goals
  • Drive organic growth through client referrals, COI relationships, and partnerships with the Business Development team

Client Profile
Typical Summitry clients include:
  • Business Owners
  • Multi-Generational Families
  • Technology professionals and executives
  • Founders and entrepreneurs
  • Households with complex equity compensation
  • Clients navigating liquidity events, concentrated stock, and multi-generational planning

Qualifications
  • A minimum of 5-8 years within the financial services industry with relationship management and business development experience
  • CFP Certified or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience and must pass the CFP within 2 years of hire
  • 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 (preferably eMoney) and CRM

Compensation
  • Total compensation includes base, bonus, and incentive comp:
    • Base salary: $115-150K (FA) and $150-225K (SFA)
    • 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)
  • For more details: https://summitry.com/careers

Company Culture and Values
Summitry's culture is guided by three core 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

Summitry welcomes candidates from all backgrounds and is an equal opportunity employer.

Apply