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Wealth Associate Jobs in California (NOW HIRING)

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$1.0K/day

The Wealth Associate plays a critical role in providing administrative and client engagement support for the Wealth Advisory team. The Wealth Associate will also be responsible for data entry ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$1.0K/day

The Wealth Associate plays a critical role in providing administrative and client engagement support for the Wealth Advisory team. The Wealth Associate will also be responsible for data entry ...

Baker Avenue

Wealth Associate

San Francisco, CA · On-site

$55 - $75/hr

The Wealth Associate plays a critical role in providing administrative and client engagement support for the Wealth Advisory team. The Wealth Associate will also be responsible for data entry ...

Wealth Architects

Associate Wealth Architect

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 ...

EP Wealth Advisors

Wealth Advisor

Torrance, CA · Hybrid

$60K - $170K/yr

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

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All JobsWealth Associate JobsWealth Associate Jobs in California

Wealth Associate information

See California salary details

$10

$19

$32

How much do wealth associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for wealth associate in California is $19.61, according to ZipRecruiter salary data. Most workers in this role earn between $14.71 and $20.38 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

The most popular types of Wealth jobs in California are:

What cities in California are hiring for Wealth Associate jobs?

Cities in California with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $40,786 per year, or $19.6 per hour.

Wealth Associate

BakerAvenue Wealth Management

San Francisco, CA

$1.0K/day

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Job description

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples.


At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.


BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and as a company committed to sustainability, we are honored to be a certified B Corporation.

The Role:

We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in providing administrative and client engagement support for the Wealth Advisory team.

The Wealth Associate will also be responsible for data entry, meeting scheduling, meeting preparation, and proposal generation.


This position will be based out of our San Francisco office.


Responsibilities:

  • Become an active member of the Wealth Advisory team by providing administrative and client engagement support.
  • Collect, organize, and manage client information by assigning and following up on necessary paperwork.
  • Responsible for generating, preparing, and updating client meeting materials and proposals or the client; in collaboration with the Advisor.
  • Accountable for ensuring key client information, risk score, and documentation is up to date.
  • Using professional judgement and corresponding with colleagues to ensure that we are consistently providing outstanding service to our client base.


Qualifications:

  • Bachelor's degree.
  • Chartered Financial Analyst (CFA) or Certified Financial Planning (CFP) designation preferred, but not required.
  • Past experience in financial planning or wealth management preferred.
  • Demonstrated interest in the stock market, wealth management or financial planning.
  • Confidence to work directly with senior leaders and high-net worth clients.
  • Demonstrated ability to work collaboratively in a team environment.
  • Proven success solving problems and working under pressure in a fast-paced environment.
  • Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work.
  • Excellent organization and interpersonal skills.
  • Ability to take immediate ownership of their work.


Benefits:

  • Medical / Dental / Vision / Life / Disability Insurance - 100% company-paid for employees and 75% company paid for spouses and dependents.
  • High-deductible plan option with health savings account.
  • Employee assistance program.
  • Wellness allowance - $75 monthly.
  • Bereavement leave - 3 days paid for immediate family member or pet.
  • 401k with 3% match.
  • Commuter benefits.
  • Parental bonding leave - up to 100% of salary for 12 weeks.
  • Donation match - up to $500 annually.
  • Vacation PTO.
  • Birthday PTO.
  • Learning and Development stipend - up to $1000 annually.
  • Volunteer PTO - 1 day per quarter.
  • Monthly cell phone allowance - $75 monthly.


BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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