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Private Wealth Associate Jobs in Riverside, CA (NOW HIRING)

East West Bank

Associate Banker

Irvine, CA

$20 - $21.50/hr

... media, private equity and venture capital, and high-tech help build sustainable businesses and ... 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

... media, private equity and venture capital, and high-tech help build sustainable businesses and ... Cross sell and refer bank products such as (depository products, wealth management, mortgage) that ...

East West Bank

Financial Consultant Associate

Irvine, CA · On-site

$20/hr

... media, private equity and venture capital, and high-tech help build sustainable businesses and ... Overview To perform administrative duties and provide support to the Financial Consultant of Wealth ...

Capgroup

Digital Product Associate Senior

Irvine, CA

$135K - $179K/yr

  • Medical

  • Life

  • Retirement

... Private Client Services (PCS) Business Operations team, you will help shape the future of the ... wealth management business. PCS serves high-net-worth individuals, trusts, foundations, and ...

Stifel

Fund Banking Analyst

Irvine, CA

$70K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... Basic understanding of the venture capital / private equity ecosystem and how private investment ...

Stifel

Fund Banking Analyst

Irvine, CA

$70K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... Basic understanding of the venture capital / private equity ecosystem and how private investment ...

East West Bank

Relationship Banker

Irvine, CA · On-site

$22/hr

... media, private equity and venture capital, and high-tech help build sustainable businesses and ... C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products ...

East West Bank

Relationship Banker

Irvine, CA

$22 - $23.50/hr

... media, private equity and venture capital, and high-tech help build sustainable businesses and ... C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products ...

East West Bank

Relationship Banker

Irvine, CA

$22 - $23.50/hr

... media, private equity and venture capital, and high-tech help build sustainable businesses and ... C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products ...

East West Bank

Relationship Banker

Irvine, CA · On-site

$22/hr

... media, private equity and venture capital, and high-tech help build sustainable businesses and ... C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products ...

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All JobsPrivate Wealth Associate JobsPrivate Wealth Associate Jobs in Riverside, CA

Private Wealth Associate information

See Riverside, CA salary details

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How much do private wealth associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for private wealth associate in Riverside, CA is $20.73, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $21.59 per hour, depending on experience, location, and employer.

What does a private wealth associate do?

Private Wealth Associates work closely with financial advisors to prepare client presentations, handle account administration, and ensure a seamless client experience. They frequently interact with clients to address service requests, gather documentation, and provide updates on account activities. This role acts as a liaison between the client and the wealth management team, requiring strong communication and organizational skills to manage multiple priorities efficiently. Collaboration is key, as associates often coordinate with portfolio managers, compliance teams, and other specialists to deliver tailored solutions for high-net-worth individuals.

Is a private wealth associate a good career?

A private wealth associate is a professional who manages high-net-worth clients' financial portfolios, requiring strong interpersonal skills, financial knowledge, and certifications such as the CFP or CFA. The role offers opportunities for career growth, high earning potential, and exposure to complex financial strategies, making it a competitive and rewarding career path in the finance industry.

What are the key skills and qualifications needed to thrive as a private wealth associate?

To thrive as a Private Wealth Associate, you need a strong understanding of financial markets, investment products, and client relationship management, often supported by a degree in finance or a related field. Familiarity with portfolio management systems, CRM software, and relevant certifications such as the Series 7 or 66 is typically required. Excellent interpersonal skills, discretion, and attention to detail help build client trust and deliver tailored solutions. These competencies are vital for supporting high-net-worth clients, ensuring compliance, and contributing to the growth and reputation of the wealth management team.

What is a private wealth associate?

Private Wealth Associates are professionals who support private wealth advisors in managing the financial affairs of high-net-worth clients. Their responsibilities typically include preparing financial reports, coordinating client meetings, assisting with investment research, and ensuring compliance with regulatory requirements. They play a key role in maintaining client relationships and ensuring that clients receive high-quality service. Private Wealth Associates often work in private banks, wealth management firms, or investment advisory companies.

What are popular job titles related to Private Wealth Associate jobs in Riverside, CA?

For Private Wealth Associate jobs in Riverside, CA, the most frequently searched job titles are:

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Cities near Riverside, CA with the most Private Wealth Associate job openings:

Private Wealth Associate jobs near you
Infographic showing various Private Wealth Associate job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $43,115 per year, or $20.7 per hour.

Registered Client Service Associate

Morgan Stanley

Santa Ana, CA • On-site

$34K/yr

Full-time

Re-posted 4 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

30th of 150 rated financial services

Job description

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA/team
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
  • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
  • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
  • Assist FAs / PWAs/ teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures, and new platforms
  • Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT
  • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred

Knowledge/Skills
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multitask
  • Goal oriented, self-motivated and results driven

Reports To:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $34,320.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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