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Wealth Management Associate Jobs in California (NOW HIRING)

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 ...

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 · 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 ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$100K - $150K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 9, 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.

Associate, Wealth Management

IEQ Capital

San Francisco, CA • On-site

$90K - $110K/yr

Full-time

Re-posted 2 days ago

Job description

Who are we?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
We are looking for a motivated professional to join our San Francisco-based team as an associate.The Associate will work closely with the rest of the team to manage important elements of the client relationship. This role will help build the foundation you need to successfully grow within the company. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Duties and responsibilities include, but are not limited to:
  • Support the Partners and their team by providing operational functions such as:
    • Money movement (i.e. wire and journals)
    • Account creation and maintenance
    • Ad hoc project management
    • Portfolio performance updates
    • Database management
  • Communicate with clients regarding transactions, such as asset transfers and account opening procedures
  • Participate in educational sessions with the senior team members to expand the Associate's knowledge of the markets and our business
  • Ensure adherence to the firm's compliance standards, operational policies, and procedures, while upholding strict client privacy and confidentiality in all matters.

"Upward mobility" are not just words on a page; the IEQ team has a track record of growth within the firm. Many individuals on our team began their career in the Associate role, and with hard work and dedication they have become some of the most senior individuals at the firm. Several former Associates are now Partners.
Qualifications
  • 1-2+ years of relevant work or internship experience preferred
  • Deep curiosity about the financial markets
  • Exceptional organizational skills and attention to detail
  • Ability to think critically and anticipate issues
  • Exceptional verbal and written communications skills
  • Good relationship-building skills both inside and outside of the organization
  • Ability to work in a fast-paced, high-volume, high-pressure environment
  • Experience with Salesforce is a plus
  • "No task is too small" mentality
  • Bachelor's degree is required
Career Path
You should expect to hold the Associate position for 18-24 months. During that time, you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to move on to a more senior role. We operate as a meritocracy and incentivize leadership, initiative and "out-of-the-box" thinking, as well as a "roll-up-your sleeves" work mentality. A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be exposed to a variety of opportunities to further their knowledge.
Compensation
The salary range for this role is $90,000 - $110,000, depending on skills and experience.
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