ZipRecruiter

Log In

1

Wealth Associate Jobs in California (NOW HIRING)

AllianceBernstein Holding L.P.

Associate

Los Angeles, CA · On-site

$17 - $22.75/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

previous page

Showing results 41-60

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.

Associate Wealth Strategist - Southern, CA

EP Wealth Advisors

Torrance, CA • On-site

$110K - $145K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 17 hours ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion 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.

The Associate Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings. The role includes significant client and prospect-facing responsibilities, partnering closely with Advanced Wealth Strategists in Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically ranging from $10-25 million in Assets Under Management (AUM), with complexity across advanced estate planning, tax, business, and real estate matters.

Responsibilities:

  • Work closely with Advanced Wealth Strategists and Advisors nationwide to build and deepen relationships with ultra high-net-worth clients and prospects by providing guidance on wealth transfer strategies.

  • Communicate advanced estate strategies, structures, and analyses in clear, client-friendly language for clients typically ranging from $10-25 million in AUM, and present recommendations, illustrations, and deliverables in client and prospect meetings alongside Advisors, Family Office Services (FOS), and Wealth Management Services (WMS) teams.

  • Design, evaluate, and implement multi-year wealth transfer strategies tailored to client objectives, clearly comparing alternative advanced planning options and communicating associated tradeoffs to support informed client decision-making.

  • Participate in Family Office Services strategy discussions and internal client planning meetings.

  • Support strategy recommendations requiring coordination across internal teams and external professionals, including CPAs and attorneys, and facilitate implementation through completion.

  • Collaborate cross-functionally with Advisors, investment teams, WMS, and other EP Wealth departments to deliver integrated, holistic wealth strategies.

  • Serve as a Service Offering Team Lead and/or firm subject matter expert, contributing to the development and execution of multiple service offerings and understanding cross-service integration.

  • Be available for in-person client, prospect, and firm initiatives as needed.

  • Build and maintain strong relationships with external professionals, including attorneys and tax advisors, to support effective execution of client strategies.

  • Perform additional related duties as needed to support business development, client retention, and firm growth objectives.

  • Adhere to all company policies and procedures, maintaining a consistent focus on quality, professionalism, and compliance.

 
Qualifications
 

  • CFP Designation required (an additional designation/area of specialty is a plus)

  • Minimum 6 years client-facing experience in financial services or related field

  • Bachelor's degree required from an accredited university

  • Advanced Degree or licensing is a plus

  • Proficient knowledge in real estate, business, and estate planning documents

  • Demonstrated knowledge of eMoney, Microsoft Office, Monday.com, and Salesforce CRM software

  • Familiarity with Vanilla, Wealth.com, or other AI-enabled planning technologies is a plus

  • Must have strong organizational and administrative skills

  • Ability to maintain confidentiality of highly sensitive information

  • Efficient and effective written and oral communication skills

  • Detail-oriented, ethical, deadline-driven, and adept at multitasking and problem solving

  • Reliable, client-focused, and known for exceptional follow-through

  • Positive, self-motivated, and guided by sound ethical judgment

  • Excellent interpersonal skills, including flexibility, tact, and diplomacy

  • Ability to work independently and also cohesively as part of a team

Compensation: Our base pay $110,000.00 - $145,000.00 (per year)

 
$110,000 - $145,000 a year

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
  • 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
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].
apply for this job

Apply