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Wealth Management Associate Jobs in Berkeley, CA

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 · 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 · 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

Foster City, CA · Hybrid

$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 · 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

$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 ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$75K - $95K/yr

Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... The Wealth Associate plays a critical role in providing administrative and client engagement ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$1.0K/day

Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... The Wealth Associate plays a critical role in providing administrative and client engagement ...

Baker Avenue

Wealth Associate

San Francisco, CA · On-site

$55 - $75/hr

Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... The Wealth Associate plays a critical role in providing administrative and client engagement ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$1.0K/day

Our firm provides comprehensive wealth management and investment expertise for high-net-worth ... The Wealth Associate plays a critical role in providing administrative and client engagement ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Berkeley, CA

Wealth Management Associate information

See Berkeley, CA salary details

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How much do wealth management associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for wealth management associate in Berkeley, CA is $24.33, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $25.29 per hour, depending on experience, location, and employer.

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 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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Berkeley, CA?

The most popular types of Wealth Management jobs in Berkeley, CA are:

What cities near Berkeley, CA are hiring for Wealth Management Associate jobs?

Cities near Berkeley, CA with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Berkeley, CA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $50,602 per year, or $24.3 per hour.

2027 | Americas | San Francisco | Wealth Management, Private Wealth Management | New Associate

Goldman Sachs, Inc.

San Francisco, CA • On-site

$18.50 - $24.75/hr

Full-time

Posted 18 days ago

Goldman Sachs rating

7.8

Company rating: 7.8 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

89th of 174 rated banks

Job description


About the program

Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced degree. As a new associate, you will be an integral part of our business and develop product-specific and function-specific skills and interact closely with senior professionals and clients.

As a participant, you will:

Receive the tools needed for professional growth and career advancement
Encounter new opportunities and challenges that will prepare you for the next level
Build your professional network and interact with colleagues across the firm 

Submitting Your Application
  • Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down.
  • A single applicant should not create multiple email addresses to apply to additional opportunities 

About the division

Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch their careers at one of the world's leading financial institutions. We are committed to helping a diverse global client base-including mutual funds, hedge funds, pension plans, sovereign wealth funds, insurance companies, endowments, foundations, third-party wealth firms, and ultra-high-net-worth individuals-achieve their financial goals through strategic investment and advisory services. With over $3 trillion in assets under supervision, AWM delivers innovative solutions across traditional public investing and alternative investments, with a focus on long-term performance and client success.

A career within AWM at Goldman Sachs means joining a dynamic environment that fosters growth, diversity, and professional development. Our culture values integrity, transparency, and collaboration, encouraging individuals to work as part of a diverse team passionate about their craft and clients. AWM professionals participate in exciting investment opportunities, collaborate with talented colleagues across asset classes and regions, and build meaningful client relationships. We emphasize an apprenticeship culture, enabling junior team members to learn directly from seasoned professionals.

Wealth Management:

Wealth Management includes Private Wealth Management, Goldman Sachs Ayco, Wealth Solutions, and Private Banking, Lending & Deposits. Across Wealth Management, Goldman Sachs empowers clients and customers globally to reach their financial goals. Our advisor-led businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations and their employees. Our growth is driven by a relentless focus on clients and customers, our people, and leading-edge technology, data, and design.

What Goldman Sachs employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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