Los Angeles, CA · On-site
$115 - $140/hr
... wealth. * Assist Financial Planners in updating client plans, conducting diverse planning analyses, and researching emerging topics that impact client financial well‑being. * Contribute to internal ...
Los Angeles, CA · On-site
$115 - $140/hr
... wealth. * Assist Financial Planners in updating client plans, conducting diverse planning analyses, and researching emerging topics that impact client financial well‑being. * Contribute to internal ...
Mountain View, CA · On-site
$21.75 - $25/hr
The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with wealth management and financial planning. This position is responsible for providing support to and ...
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Mountain View, CA · On-site
$21.75 - $25/hr
The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with wealth management and financial planning. This position is responsible for providing support to and ...
Pasadena, CA · On-site
$110 - $165/hr
## Wealth AdvisorApplyremote type: Hybridlocations: Pasadena, CAtime type: Full timeposted on: Posted ... Proactively interact with clients and lead team to create a spectacular client experience.* Assist ...
Pasadena, CA · On-site
$110 - $165/hr
## Wealth AdvisorApplyremote type: Hybridlocations: Pasadena, CAtime type: Full timeposted on: Posted ... Proactively interact with clients and lead team to create a spectacular client experience.* Assist ...
San Jose, CA · On-site
$165 - $175/hr
... * Assist with the timely completion and submission of all client‑related transaction requests ... Proficiency in all Wealth Planner functions * Proven leader, decision‑maker, and subject matter ...
San Jose, CA · On-site
$165 - $175/hr
... * Assist with the timely completion and submission of all client‑related transaction requests ... Proficiency in all Wealth Planner functions * Proven leader, decision‑maker, and subject matter ...
Los Angeles, CA · On-site
$125 - $150/hr
## Wealth AdvisorApplyremote type: Hybridlocations: Los Angeles, CAtime type: Full timeposted on ... Proactively interact with clients and lead team to create a spectacular client experience.* Assist ...
Los Angeles, CA · On-site
$125 - $150/hr
## Wealth AdvisorApplyremote type: Hybridlocations: Los Angeles, CAtime type: Full timeposted on ... Proactively interact with clients and lead team to create a spectacular client experience.* Assist ...
Los Angeles, CA · On-site
$125 - $150/hr
Proactively interact with clients and lead team to create a spectacular client experience. * Assist ... Proficiency in all Wealth Planner functions, plus proven leadership, decision-making, and ...
Los Angeles, CA · On-site
$125 - $150/hr
Proactively interact with clients and lead team to create a spectacular client experience. * Assist ... Proficiency in all Wealth Planner functions, plus proven leadership, decision-making, and ...
Pasadena, CA · On-site
$110K - $165K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Pasadena, CA · On-site
$110K - $165K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Los Angeles, CA · On-site
$125K - $150K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Los Angeles, CA · On-site
$125K - $150K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Los Altos, CA · On-site
$165 - $175/hr
## Wealth AdvisorApplyremote type: Onsitelocations: Los Altos, CAtime type: Full timeposted on: Posted ... Proactively interact with clients and lead team to create a spectacular client experience.* Assist ...
Los Altos, CA · On-site
$165 - $175/hr
## Wealth AdvisorApplyremote type: Onsitelocations: Los Altos, CAtime type: Full timeposted on: Posted ... Proactively interact with clients and lead team to create a spectacular client experience.* Assist ...
El Segundo, CA · On-site
$140 - $160/hr
The Wealth Advisor leads client meetings, collaborates across departments to meet client needs ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
El Segundo, CA · On-site
$140 - $160/hr
The Wealth Advisor leads client meetings, collaborates across departments to meet client needs ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Los Angeles, CA · On-site
$125K - $150K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Los Angeles, CA · On-site
$125K - $150K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Pasadena, CA · On-site
$110K - $165K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Pasadena, CA · On-site
$110K - $165K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Los Altos, CA · On-site
$165K - $175K/yr
The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Los Altos, CA · On-site
$165K - $175K/yr
The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Los Altos, CA · On-site
$165K - $175K/yr
The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
Los Altos, CA · On-site
$165K - $175K/yr
The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
El Segundo, CA · On-site
$140 - $160/hr
The Wealth Advisor leads client meetings, collaborates across departments to meet client needs ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
El Segundo, CA · On-site
$140 - $160/hr
The Wealth Advisor leads client meetings, collaborates across departments to meet client needs ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
El Segundo, CA · On-site
$140K - $160K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
El Segundo, CA · On-site
$140K - $160K/yr
The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting ... Proactively interact with clients and lead team to create a spectacular client experience. * Assist ...
San Francisco, CA · On-site
$170K - $225K/yr
The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients ... May assist management with special projects. Develops relationships with centers of influence in ...
San Francisco, CA · On-site
$170K - $225K/yr
The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients ... May assist management with special projects. Develops relationships with centers of influence in ...
Irvine, CA · On-site
Advisors will have access to a shared financial services assistant. Advisors will be eligible to ... A Senior Wealth Advisor is an experienced financial professional who can work within a team ...
Irvine, CA · On-site
Advisors will have access to a shared financial services assistant. Advisors will be eligible to ... A Senior Wealth Advisor is an experienced financial professional who can work within a team ...
$170K - $225K/yr
The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients ... May assist management with special projects. Develops relationships with centers of influence in ...
$170K - $225K/yr
The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients ... May assist management with special projects. Develops relationships with centers of influence in ...
Los Angeles, CA · On-site
Advisors will have access to a shared financial services assistant. Advisors will be eligible to ... A Senior Wealth Advisor is an experienced financial professional who can work within a team ...
Los Angeles, CA · On-site
Advisors will have access to a shared financial services assistant. Advisors will be eligible to ... A Senior Wealth Advisor is an experienced financial professional who can work within a team ...
$9.42 - $14.59
14% of jobs
$16.72 is the 25th percentile. Wages below this are outliers.
$14.59 - $19.77
27% of jobs
The median wage is $22.09 / hr.
$19.77 - $24.95
20% of jobs
$24.95 - $30.13
13% of jobs
$30.62 is the 75th percentile. Wages above this are outliers.
$30.13 - $35.31
9% of jobs
$35.31 - $40.49
5% of jobs
$40.49 - $45.67
3% of jobs
$45.67 - $50.84
3% of jobs
$50.84 - $56.02
2% of jobs
$56.02 - $61.20
2% of jobs
$61.20 - $66.38
1% of jobs
$9
$29
$66
A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.
A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.
To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.
The most popular types of Wealth jobs in California are:
For Wealth Assistant jobs in California, the most frequently searched job titles are:
The top searched job categories for Wealth Assistant jobs in California are:
Cities in California with the most Wealth Assistant job openings:
Los Angeles, CA • On-site
$115 - $140/hr
Other
Medical, Dental, Vision, Life, Retirement
Re-posted 27 days ago
Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, work hard, and support each other as a team and as individuals.
Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services to include high-net‑worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets under management and a national team of 135 employees.
Duties & ResponsibilitiesThis role is based in Century City, CA with up to 20% travel.
CompensationBase salary range: $115,000–$140,000. Total compensation, including bonuses and incentives, averages $125,000–$175,000.
Equal Employment Opportunity StatementKAR is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Sourced by ZipRecruiter
Finance and insurance
501 - 1,000 Employees
Hartford, CT, US
2008
