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Wealth Advisory Associate Jobs in California (NOW HIRING)

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Whittier Trust Client Advisory Associate Whittier Trust is the oldest privately owned multi-family ... wealth creators. Our corporate culture is one of client-focus, collaboration, performance and ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

... wealth creators. Our corporate culture is one of client-focus, collaboration, performance and ... Position Summary The Client Advisory Associate supports Client Advisors with account management and ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

... wealth creators. Our corporate culture is one of client-focus, collaboration, performance and ... Position Summary The Client Advisory Associate supports Client Advisors with account management and ...

TalentLink Solutions

Associate Wealth Advisor

Carlsbad, CA · On-site

$75K - $150K/yr

We're seeking an Associate Wealth Advisor to join our collaborative team and contribute to our mission of delivering exceptional, comprehensive wealth advisory services. This role offers significant ...

Cresset Capital

ASSOCIATE, WEALTH ADVISOR

San Francisco, CA · On-site

$85K - $130K/yr

Cresset is seeking an Associate, Wealth Advisor (AWA) to join Cresset's wealth management team. The ... This role is ideal for those who wish to develop client advisory skills under the guidance and ...

Halbert Hargrove

Be Seen First

Associate Client Service Manager

Long Beach, CA · On-site

$60K/yr

Our wealth advisory and fiduciary investment services help our clients preserve and grow their ... The Associate Client Service Manager maintains open communication with clients and team members ...

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Wealth Advisory Associate information

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

AspectWealth Advisory AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentSupports senior advisors in a team setting, often within banks or financial firmsDirectly interacts with clients, providing personalized financial planning
Employer & Industry UsageUsed in wealth management firms, banks, and financial institutionsCommon across independent practices, banks, and advisory firms
Search & Comparison IntentOften compared for entry-level roles supporting financial planningCompared for client-facing financial planning roles

The main difference is that a Wealth Advisory Associate typically supports senior advisors and focuses on research and administrative tasks, while a Financial Advisor directly manages client relationships and provides personalized financial advice. Both roles require similar certifications and work within the wealth management industry, but their responsibilities and client interaction levels differ.

What are some typical career advancement paths for a wealth advisory associate?

As a Wealth Advisory Associate, you can expect to start by supporting senior advisors in client relationship management, portfolio analysis, and financial planning. With experience and demonstrated success, you may advance to roles such as Wealth Advisor or Senior Associate, taking on your own client base and leading complex financial strategies. Many firms offer mentorship programs, internal training, and opportunities to obtain certifications (such as CFP or CFA) to support your growth. Career progression often depends on your ability to build trust with clients, manage portfolios effectively, and contribute to business development.

What is a wealth advisory associate?

Wealth Advisory Associates are financial professionals who support clients in managing, growing, and protecting their wealth. They typically work with senior advisors to develop tailored investment strategies, provide financial planning advice, and help clients achieve their financial goals. Their responsibilities may include conducting research, preparing financial reports, and maintaining client relationships. Wealth Advisory Associates often serve as a key point of contact for clients and assist with a wide range of financial services.

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

To thrive as a Wealth Advisory Associate, you need a solid understanding of financial markets, investment strategies, and client relationship management, typically supported by a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like the Series 7 or CFP is often required. Strong interpersonal skills, attention to detail, and effective communication help build trust and deliver tailored advice to clients. These skills ensure accurate financial guidance, client satisfaction, and long-term business growth in a competitive industry.
What are popular job titles related to Wealth Advisory Associate jobs in California? For Wealth Advisory Associate jobs in California, the most frequently searched job titles are:
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Wealth Advisory Associate jobs near you
Infographic showing various Wealth Advisory Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Sr. Advisory Associate

MAI WEALTH MANAGEMENT, INC.

Los Angeles, CA • On-site

$75K - $100K/yr

Full-time

Re-posted 18 days ago

Job description

The Senior Advisory Associate serves as the primary relationship lead and trusted advisor for Ultra-High Net Worth (UHNW) individuals and families. This is a high-impact, client-facing operations role for someone who thrives on building efficient systems, managing complex workflows, and delivering an exceptional client experience. You will serve as the operational backbone of the team, directly supporting advisors, interfacing with clients, and driving process improvements that support the firm’s growth. This is a high comp role with benefits.


Key Responsibilities
• Act as a primary point of contact for clients, handling onboarding, account updates, money movements, and private investment subscriptions with precision and care
• Monitor daily custodial alerts (cash balances, account changes, trades) and resolve issues proactively before they impact clients
• Prepare and process all custodian paperwork, track progress, and communicate timely updates to clients and advisors
• Maintain accurate client records by documenting service requests and transactions in the CRM
• Partner closely with advisors to prioritize tasks, provide status updates, and escalate issues when needed
• Coordinate with custodians and client intermediaries (accountants, attorneys, business managers) to execute transactions smoothly
• Lead preparation of client meeting materials, document follow-up actions, and take ownership of operational deliverables
• Contribute to firm-wide initiatives and collaborate with operations leadership to streamline workflows and implement best practices
• Engage with investment research and attend meetings with fund managers to broaden your understanding of portfolio strategy


Skills and Qualifications
• 5+ years of experience in wealth management, financial services, or a senior client service role with operational accountability
• Strong knowledge of account types (taxable, retirement, trust) and ability to interpret custodial and estate planning documents
• Exceptional organizational skills with the ability to manage competing priorities in a fast-paced environment
• Excellent written and verbal communication skills, comfortable interacting with clients and external partners
• High attention to detail, proactive problem-solving skills, and a mindset of continuous improvement• Proficiency with Microsoft Excel, PowerPoint, and Word; experience with custodial platforms and CRM systems preferred. Experience with Fidelity and Schwab platforms are a huge plus.