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Wealth Associate Jobs in California (NOW HIRING)

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 ...

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 ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

Oversee Associate Wealth Architects on the following: * Review Daily Transaction Summary (ensure money movements, asset transfers, rebalances, etc. execute according to instructions). * Review ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

Oversee Associate Wealth Architects on the following: * Review Daily Transaction Summary (ensure money movements, asset transfers, rebalances, etc. execute according to instructions). * Review ...

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 · On-site

$60K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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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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 Aug 12, 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 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 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 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, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,786 per year, or $19.6 per hour.

Private Wealth Associate

Harrison Gray Search & Consulting

San Francisco, CA • On-site

$86K - $92K/yr

Full-time

Re-posted 26 days ago

Job description

The Role

Harrison Gray Search has been retained by one of the world’s premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team.


This isn't a "back-office" support role. You will be a Strategic Partner to senior Financial Advisors, directly impacting the wealth and legacy planning of ultra-high-net-worth families. If you are looking for a platform that treats your professional development as a capital investment, this is it.


The "ADP" Advantage: A Masterclass in Wealth Management

Our client is renowned for its Associate Development Program (ADP). They don’t just hire for where you are; they hire for where you are going.

  • Paid Professional Licensing: Full sponsorship for SIE, Series 7, and Series 63.
  • Bespoke Training: Advanced curriculum covering proprietary investments, trust & estates, and capital market positioning.
  • Mentorship & Coaching: Direct access to industry leaders and one-on-one executive coaching.
  • Defined Growth: A clear 3-year roadmap leading to roles in Leadership, Wealth Strategy, or Financial Advising.


What You’ll Do

  • Partner with the Best: Collaborate with senior Advisors to build business and prepare sophisticated portfolio analytics.
  • Client Interface: Serve as a primary point of contact for high-profile clients, ensuring a "world-class" service experience.
  • Strategy & Execution: Support account creation, maintenance, and complex wealth planning presentations.


Who You Are

The firm is looking for the "Best of the Best"—individuals who possess a "get-it-done" attitude and a high degree of emotional intelligence.

  • Educated: Bachelor’s degree with a track record of academic excellence.
  • Driven: 1–2 years of client service experience (financial services is a plus, but not required for high-potential candidates).
  • Articulate: Exceptional written and verbal communication skills; you must be comfortable in a boardroom setting.
  • Adaptable: A team player who thrives under the pressure of a fast-paced, rigorous environment.


Why Join This Firm?

Our client prides itself on a "People First" culture. They offer the stability of a global industry leader with the personalized career mapping of a boutique. If you want to move beyond "client service" and into "wealth strategy," this is your entry point.


Interested in a confidential conversation? Apply directly through this post or reach out to the team at Harrison Gray Search for more details.


Harrison Gray Search is an equal opportunity recruiter acting on behalf of our client. All inquiries are handled with the highest level of confidentiality.