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Temp Wealth Management Operations Jobs in California

EP Wealth Advisors LLC

Wealth Advisor (Torrance)

Torrance, CA · On-site

$60K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

EP Wealth Advisors, LLC

Wealth Advisor (Torrance)

Torrance, CA · Hybrid

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

EP Wealth Advisors LLC

Wealth Advisor

San Luis Obispo, CA · On-site

$60K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

EP Wealth Advisors, LLC

Wealth Advisor

San Luis Obispo, CA · Hybrid

$60K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

EP Wealth Advisors, LLC

Wealth Advisor (San Diego)

San Diego, CA · Hybrid

$60K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

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Wealth Management Operations Associate

Claire Myers Consulting

San Francisco, CA

$70K - $100K/yr

Full-time

Re-posted 19 days ago

Job description

Location: San Francisco, CA (Hybrid: 3–4 days in office/ full time in office during training period)


Compensation: Base Salary: $65,000–$90,000 (depending on experience and with total compensation potential at $70,000–$100,000+


Licensing support: Sponsorship for CA Life Insurance License, Series 7 & 63/66 (if not already licensed)



Our client is a collaborative, high-performing wealth management firm with a strong team culture and a shared commitment to delivering exceptional client service. They are seeking a Wealth Management Operations Associate who will play a key role in supporting both investment and insurance operations. This is a highly dynamic, “catch-all” position for someone who enjoys variety, takes pride in getting things right, and wants to be a true team player.


This person will start with a focus on investment operations, expand into insurance operations, and ultimately become cross-trained across all operational functions. There is also an opportunity to help build and refine internal processes, including creating and documenting SOPs.



Key Responsibilities:


  • Support day-to-day investment operations, including account opening, transfers, money movement, and maintenance
  • Assist with insurance operations, including application processing, underwriting coordination, and policy tracking
  • Serve as a go-to resource for operational tasks across the team (“catch-all” support)
  • Ensure accuracy and timeliness across all transactions and client-related work
  • Help create, document, and refine standard operating procedures (SOPs)
  • Partner closely with advisors and client service team members to ensure a seamless client experience
  • Assist with ad hoc projects and operational improvements as bandwidth allows
  • Maintain strong organization and follow-through across multiple systems and priorities



Qualifications:


  • Bachelor's degree required
  • 2–5+ years of experience in wealth management, financial services, or operations
  • Experience with investment operations (account opening, transfers, custodians, etc.) preferred
  • Exposure to insurance operations is a plus (or willingness to learn quickly)
  • Series 7 license preferred, or willingness to obtain shortly after joining 
  • If not licensed, candidate to get the CA life insurance license within the 90 days of probationary period
  • Highly detail-oriented with strong organizational skills
  • Team-first mindset with a willingness to jump in wherever needed
  • Comfortable working across multiple systems and processes
  • Strong communication skills and ability to collaborate internally
  • Ability to work in-office in San Francisco 3–4 days per week (after training period)