ZipRecruiter

Log In

1

Wealth Management Associate Jobs in Berkeley, CA

previous page

Showing results 41-60

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

Wealth Management Associate information

See Berkeley, CA salary details

$13

$24

$40

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.

Associate Director, Wealth Management

IEQ Capital

San Francisco, CA • On-site

$135K - $175K/yr

Full-time

Re-posted 7 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, 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 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 team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
  • Support to CEOs and Partners by providing service and support functions such as:
  • Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
  • Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
  • Construct performance and asset allocation reports along with the recommended portfolio changes
  • Provide exceptional service and devise customized financial strategies for existing/prospective clients
  • Provide investment advice to clients in meetings with CEOs and Partners
  • Interact with clients, supporting all aspects of their servicing needs:
  • Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
  • 3-5+ years of wealth management experience
  • Exceptional organizational skills, attention to detail
  • Exceptional written and verbal communications skills
  • Ability to think critically, anticipate issues and prioritize multiple projects
  • Familiarity with operational aspects of business (new account openings, disbursements, etc.)
  • Exceptional relationship buildings 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
  • CFA, CFP, CAIA designation is a plus
  • Experience with Fidelity Investments is a plus
  • "No task is too small" mentality
  • Bachelor's degree is required
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.
#LI-JK1 #LI-Hybrid

Apply