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Wealth Associate Jobs in California (NOW HIRING)

EP Wealth Advisors

Wealth Advisor

Los Angeles, CA · On-site

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 ...

EP Wealth Advisors

Wealth Advisor

Walnut Creek, CA · On-site

$60K - $120K/yr

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 ...

EP Wealth Advisors

Wealth Advisor

Walnut Creek, CA · On-site

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 ...

EP Wealth Advisors

Wealth Advisor

San Diego, CA · On-site

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 ...

EP Wealth Advisors

Wealth Advisor

Torrance, CA · On-site

$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 ...

EP Wealth Advisors

Wealth Advisor

San Diego, CA · On-site

$60K - $120K/yr

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 ...

EP Wealth Advisors

Wealth Advisor

Los Angeles, CA · On-site

$60K - $120K/yr

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 ...

EP Wealth Advisors

Wealth Advisor

Westlake Village, CA · On-site

$60K - $120K/yr

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 ...

EP Wealth Advisors

Wealth Advisor

Westlake Village, CA · On-site

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 ...

EP Wealth Advisors, LLC

Wealth Advisor

Walnut Creek, CA · On-site

$60 - $120/hr

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 ...

EP Wealth Advisors, LLC

Wealth Advisor

Torrance, CA · On-site

$60 - $170/hr

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 ...

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 ...

EP Wealth Advisors

Wealth Advisor (Torrance)

Torrance, CA · On-site

$60 - $170/hr

EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... The Wealth Advisor is responsible for providing comprehensive service to an assigned number of ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$80 - $120/hr

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 ...

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 ...

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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 Advisor

EP Wealth Advisors

Los Angeles, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 hours ago

Job description

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 that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Summary
The Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients. This role focuses on building long-term relationships, understanding clients' financial goals, and creating tailored solutions for investment, retirement, and estate planning. The advisor collaborates with internal teams to ensure comprehensive services and stays updated on market trends and regulations. Strong business development skills are required to attract new clients and retain existing ones while ensuring client satisfaction.
Duties and Responsibilities
  • Work closely with branch team to provide service to a defined group of clients 
  • Support internal marketing efforts by qualifying leads and referring to appropriate advisor team
  • Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients
  • Document client interactions and client related workflows in contact management system
  • Engage resources to stay current with information regarding regulatory requirements, financial services, and other functions pertinent to duties.
  • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance  
  • Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to achieve the firm's business development and client retention objectives. 
Qualifications
  • Undergraduate degree required, preferably in business related major
  • Series 65 or equivalent
  • Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services
  • Interest to develop career within financial services industry; working towards CFP certification preferred
  • Basic knowledge of financial and investment concepts
  • Excellent written and verbal communication skills
  • Demonstrated interpersonal skills with the ability to work well within a collaborative environment
  • Reliable, organized and goal-oriented
  • Ability to work independently, self-directed, and exercise discretion without immediate supervision always
  • Ability to multi-task under pressure, prioritize workflow and assignments in a deadline-oriented environment
  • Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook 
What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

  • 11 Paid Holidays + 2 Floating Holidays
  • PTO
  • Paid Parental Leave 
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program
$60,000 - $120,000 a year
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected].
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