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Wealth Advisor Associate Jobs in California (NOW HIRING)

Mariner

Wealth Advisor

San Diego, CA · On-site

$100K - $150K/yr

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor's degree ...

EP Wealth Advisors, LLC

Wealth Advisor

San Luis Obispo, CA · Hybrid

$60K - $120K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...

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Wealth Advisor Associate information

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$38K

$66.3K

$111K

How much do wealth advisor associate jobs pay per year?

As of Aug 29, 2026, the average yearly pay for wealth advisor associate in California is $66,278.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $81,400.00 per year, depending on experience, location, and employer.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

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

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the most commonly searched types of Wealth Advisor jobs in California?

The most popular types of Wealth Advisor jobs in California are:

What are popular job titles related to Wealth Advisor Associate jobs in California?

For Wealth Advisor Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor Associate jobs in California look for?

The top searched job categories for Wealth Advisor Associate jobs in California are:

What cities in California are hiring for Wealth Advisor Associate jobs?

Cities in California with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 29% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $66,278 per year, or $31.9 per hour.

Sport & Entertainment Group Wealth Advisor Associate

Del Mar, CA • On-site

Truist
Finance and Insurance • 10K+ employees

8.0

Company rating: 8.0 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

72nd of 172 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about Truistexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in growing the regional Sports & Entertainment team's revenues, expanding solutions to existing SEG clients, marketing new solutions, securing new clients and ensuring holistic risk management for the team. The SEG team is comprised of Wealth Advisors and Wealth Associates managing investment portfolios, delivering tailored credit, and banking solutions to affluent, high net worth and ultra-high net worth, multi-generational clients and prospects who derive their wealth from and/or operate Sports & Entertainment enterprises.
Truist Sports & Entertainment (SEG) knows that our clients' situations are unique and closely tied to their industry. The combined knowledge of our personal and corporate bankers (vertical strategy) offers a 360' view of the industries we are covering and allow us to give our clients the most informed perspective in order to provide the best solutions. The interconnectivity between the Sports, Music, and Film industries has led to a number of overlapping relationships across Sports & Entertainment's three verticals and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
  • Reporting to the Managing Director of SEG Sales or SEG Sr. Wealth Advisor to ensure consistent execution of SEG Wealth team's business strategy, revenue growth, and multi-functional collaboration while promoting and ensuring strong risk management execution.
  • Plays an integral role in supporting new business development, due diligence, and/or transaction execution within the SEG Wealth Advisor Team.
  • Under limited supervision, performs tasks assigned and managed by SEG Leadership, including drafting internal and external documents and Client/Prospect marketing materials, executing transactions, as well as working with SEG clients and other stakeholders on a day-to-day basis.
  • May have certain SEG Wealth client backup relationship responsibilities as needed.
  • May coach and mentor other SEG Support professionals.
  • Builds cross-functional relationships within SEG to support the SEG Vertical.
  • Partners closely with SEG Wealth Advisors working with Credit Risk Management to negotiate, structure, and underwrite complex credits
  • Effectively implement the practice and execution of IRM by working with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation
  • Executes and operates within Truist Wealth established processes and procedures and maintains appropriate legal, operating and regulatory controls to manage risk and compliance.
  • Engage and participate in SEG meetings and decisions, and offer tactical advice and competitive analysis to the Truist Sports & Entertainment in order to assist in the successful accomplishment of overall Wealth goals and strategies, including the implementation of Truist's Touch and Technology = Trust strategic goal
  • Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients
  • Has a thorough and updated understanding of their local market and/or industry segment and the unique dynamics they may have in partnership with other Wealth Advisors within Truist Sports & Entertainment to maintain a knowledge-based resource both internally for the bank and externally for the clients within the SEG vertical.
  • Using sound judgment on expense and operational efficiency individually and for their group
  • Lead a culture of continuous improvement and operational executional excellence
  • Establish and maintain deep, mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelor's Degree
  • 5 or more years of experience in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development within a similarly complex market
  • 3 or more years of experience in complex credit solutions with corporate banking clients and in the Sports & Entertainment industry
  • A thorough understanding of a broad range of financial planning and investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services
  • Advance and proven knowledge of deposit, credit and investment products
  • Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace
  • Excellent written, verbal, problem solving, and analytical skills with an ability to coach teammates to be the same caliber
  • Ability to thrive and be an active participate on a national team
  • Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
  • Ability to engage in substantial travel, often overnight

Preferred Qualifications:
  • FINRA: Series 65 or 66, Life, and Health and Insurance - Highly Preferred
  • Completion or enrollment in professional level certification programs such as CFA, CAIA, CIMA, CFP, CTFA, CPA, etc..

The annual base salary for this position is $90,000 - $125,000.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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About Truist

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Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

2019

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