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Wealth Advisor Jobs in California (NOW HIRING)

Morton Wealth

Wealth Advisor

Calabasas, CA · On-site

Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Wealth Advisor position. We are an RIA that manages roughly $3 billion in assets across 1 ...

Boutique Recruiting

Wealth Advisor

Pasadena, CA · On-site

$100K - $150K/yr

Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Pasadena. The selected candidate will build on existing relationships with ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$100K - $150K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...

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 June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment ...

Leah Yosef International, Inc.

Wealth Advisor

Irvine, CA · On-site

$300K/yr

Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage relationships with high net worth clientele including tax and estate planning, financial planning, asset ...

Ceritypartners

Wealth Advisor

El Segundo, CA

$140K - $160K/yr

The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves ...

Ci

Wealth Advisor

Newport Beach, CA

Our experienced team of wealth advisors has knowledge and access to the full spectrum of world class offerings including planning, investing, lending and money management disciplines. Our unique ...

Ceritypartners

Wealth Advisor

Los Angeles, CA

$125K - $150K/yr

The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves ...

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All JobsWealth Advisor JobsWealth Advisor Jobs in California

Wealth Advisor information

See California salary details

$46.4K

$101.7K

$146.6K

How much do wealth advisor jobs pay per year?

As of Aug 31, 2026, the average yearly pay for wealth advisor in California is $101,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,400.00 and $121,900.00 per year, depending on experience, location, and employer.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

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

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.

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 jobs in California?

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

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

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

What cities in California are hiring for Wealth Advisor jobs?

Cities in California with the most Wealth Advisor job openings:

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

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

Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in California as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution, with an average salary of $101,730 per year, or $48.9 per hour.

Wealth Advisor

Calabasas, CA • On-site

Morton Wealth
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Morton Wealthexternal

Full-time

Re-posted 5 days ago

Job description

Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Wealth Advisor position. We are an RIA that manages roughly $3 billion in assets across 1,200+ families. Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral finance.
At Morton, our Wealth Advisors are key contributors to our organization, as their primary responsibility is to foster deep relationships with each of our clients. Through regular and transparent communication, our Wealth Advisors ensure our clients feel valued and understood, fostering a sense of stability and partnership. The expectation is that our advisors prioritize building trust and rapport with our clients to create an amazing experience that ultimately leads to client referrals. Additionally, Wealth Advisors play a critical role in fostering collaboration between the Client Service, Operations and Financial Planning teams to ensure timely execution of any tasks related to their clients.
Requirements
Daily responsibilities include:
  • Provide clients with investment and financial planning advice, which includes: overseeing portfolio design, making new alternative investment recommendations and general client communication regarding investments.
  • Connect with clients on a regular basis via text, video, phone or social gathering.
  • Oversee the accuracy of client planning services and review portfolio for recommendations/changes.
  • Provide each client with a "WOW" moment at least once per year.
  • Coordinate with trading team regarding new deposits and cash buildup.
  • Network with professionals that can help fulfill client needs and solve problems.
  • Grow the revenue of the organization through wallet share, client and personal network referrals and Morton generated leads.
  • Execute the prospect experience through connect calls, prospect meetings, prospect proposals and onboarding oversight.
  • Actively participate in weekly advisor growth meetings and contribute to the development of your peers.

Our ideal candidate for this role will strive to reflect our core values in the following ways:
  • Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks.
  • Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
  • Empathy - Has good communication skills and understands how the role fits into company goals.
  • Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with role and strives for efficiency.
  • Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the larger objectives of the entire firm.
  • Enjoyment - Works well as part of a team and participates in Morton events.

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