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Private Wealth Management Associate Jobs in Riverside, CA

Jambalaya Group

Client Concierge

Riverside, CA · On-site

$26.50 - $31.25/hr

Experience in financial services, wealth management, or advisory office environments * Knowledge of CRM systems and basic office technology * Interest in long-term career growth within a private ...

US Bank

PWM Private Wealth Advisor

Irvine, CA · Hybrid

$169K - $207K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

U.S. Bank

PWM Private Wealth Advisor

Rancho Cucamonga, CA · On-site

$149K - $175K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

US Bank

PWM Private Wealth Advisor

Rancho Cucamonga, CA · On-site

$149K - $175K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

Sunflower Bank NA

Wealth Planner

Irvine, CA

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Sunflower Bank, N.A.

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ... Community Focused Associates enjoy outstanding benefits, including: * 401(k) Plan with 6% Match

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

Private Wealth Management Associate information

See Riverside, CA salary details

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How much do private wealth management associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for private wealth management 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 is a private wealth management associate?

A Private Wealth Management Associate is a financial professional who supports wealth managers and advisors in serving high-net-worth clients. Their responsibilities typically include preparing financial reports, analyzing investment portfolios, researching financial products, and assisting with client communications. They play a critical role in ensuring that clients receive personalized service and tailored investment strategies. This position is often an entry point for those seeking a career in private wealth management or financial advisory. Associates work closely with senior advisors to deliver comprehensive financial planning and investment management solutions.

What is the difference between Private Wealth Management Associate vs Financial Advisor?

AspectPrivate Wealth Management AssociateFinancial Advisor
CredentialsTypically requires a Series 7, Series 66, or 65 license; often a bachelor's degree in finance or related fieldOften holds Series 7, Series 66, or 65 licenses; may also have CFP certification
Work EnvironmentWorks within private banks or wealth management firms, supporting high-net-worth clientsWorks independently or within firms, providing financial planning and investment advice to a broad client base
Employer & Industry UsageCommonly employed by private banks, investment firms, and wealth management companiesEmployed by financial advisory firms, banks, or independently as registered representatives

The main difference is that a Private Wealth Management Associate primarily supports senior staff and manages client data, while a Financial Advisor directly provides personalized financial planning and investment advice to clients. Both roles require similar licenses and certifications, but their responsibilities and work environments differ.

What are the key skills and qualifications needed to thrive as a private wealth management associate, and why are they important?

To thrive as a Private Wealth Management Associate, you need a solid understanding of finance, investment principles, and portfolio management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as the FINRA Series 7 or CFA Level I is highly valued. Exceptional interpersonal skills, discretion, and attention to detail are essential for building client trust and managing sensitive information. These skills and qualifications are crucial for delivering tailored financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

What are the typical career progression opportunities for a private wealth management associate?

As a Private Wealth Management Associate, you typically start by supporting senior advisors, managing client relationships, and assisting with portfolio analysis. With demonstrated performance and additional certifications, you may advance to roles such as Wealth Advisor or Portfolio Manager, taking on more direct responsibility for client accounts and strategy. Many firms provide structured mentorship and training programs to facilitate this growth, and progression often depends on both technical expertise and strong interpersonal skills. Career advancement in this field is also closely tied to your ability to develop and retain client relationships.
What are popular job titles related to Private Wealth Management Associate jobs in Riverside, CA? For Private Wealth Management Associate jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Private Wealth Management Associate jobs in Riverside, CA look for? The top searched job categories for Private Wealth Management Associate jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Private Wealth Management Associate jobs? Cities near Riverside, CA with the most Private Wealth Management Associate job openings:
Private Wealth Management Associate jobs near you
Infographic showing various Private Wealth Management Associate job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $43,115 per year, or $20.7 per hour.

Client Concierge

Jambalaya Group

Riverside, CA • On-site

$26.50 - $31.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago

Job description

Interwoven Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Client Concierge to join our client-focused team. This in-person role is ideal for someone with a hospitality or high-touch client service background who can serve as a brand ambassador and elevate the overall client experience. The Client Concierge will be the primary point of contact for clients, ensuring seamless service, proactive support, and a welcoming experience for every client visit.

Position Overview
The Client Concierge will support the practice by managing client interactions, coordinating in-office experiences, and assisting the advisory team with operational and service needs. We are seeking a detail-oriented, personable professional who thrives in a high-touch, relationship-focused environment and is committed to providing an exceptional client experience.

Key Responsibilities
Client Experience & Relationship Management

  • Greet and welcome clients and visitors in the office, ensuring a professional and warm environment
  • Manage scheduling and coordinate client meetings and appointments
  • Act as a primary point of contact for client inquiries via phone, email, and in-person visits
  • Provide concierge-style service, anticipating client needs and delivering timely solutions

Operations & Administrative Support

  • Support the advisory team with meeting preparation, document organization, and follow-up
  • Assist with practice workflows, including client communications and coordination of special initiatives
  • Help maintain accurate client records and CRM updates

Practice & Brand Support

  • Serve as a brand ambassador for Interwoven Family Wealth, representing the practice with professionalism and warmth
  • Support marketing, client events, and in-office initiatives to enhance the overall client experience
  • Oversee the firm’s digital presence by managing website updates and social media activity, ensuring consistent branding, timely content, and a professional client-facing image.

Core Attributes We Value

  • Exceptional client service and relationship skills
  • Professionalism and strong ethical standards
  • Proactive, detail-oriented, and organized
  • Collaborative mindset and team-oriented approach

Equal Opportunity Employer
Interwoven Family Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

To ensure a consistent hiring process, please do not contact the practice directly. All applications and inquiries should be directed through our recruiting team.

Requirements

Qualifications

  • 2–5 years of experience in hospitality, guest services, client-facing roles, or similar high-touch service environments
  • Strong interpersonal and communication skills
  • Highly organized with excellent time-management abilities
  • Professional demeanor with a commitment to client satisfaction
  • Ability to work on-site in Riverside, CA

Preferred Experience (Not Required)

  • Experience in financial services, wealth management, or advisory office environments
  • Knowledge of CRM systems and basic office technology
  • Interest in long-term career growth within a private wealth advisory practice

Benefits

Compensation & Benefits

  • Starting compensation: $26.50–$31.25 (commensurate with experience)
    • non-exempt
  • Bonus opportunities based on performance
  • Health, dental, and vision insurance
  • 401(k) with employer match
  • Paid time off and holidays