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Wealth Management Associate Jobs in California (NOW HIRING)

IEQ Capital

Associate, Wealth Management

Los Angeles, CA · On-site

$90K - $115K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · On-site

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · Hybrid

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

Foster City, CA · On-site

$18.25 - $24.50/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · Hybrid

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · On-site

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · On-site

$18.50 - $24.75/hr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

Los Angeles, CA · Hybrid

$90K - $115K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · Hybrid

$90K - $110K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

IEQ Capital

Associate, Wealth Management

San Francisco, CA · On-site

$90K - $110K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... The Associate will work closely with the rest of the team to manage important elements of the ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in California

Wealth Management Associate information

See California salary details

$10

$19

$32

How much do wealth management associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for wealth management 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 are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

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

The most popular types of Wealth Management jobs in California are:

What cities in California are hiring for Wealth Management Associate jobs?

Cities in California with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $40,786 per year, or $19.6 per hour.

Wealth Management Client Associate

Bank of America

San Jose, CA • On-site

$2/hr

Full-time

PTO

Re-posted 13 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 527 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512)
Pay and benefits information
Pay range
$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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