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Wealth Management Operations Jobs in California (NOW HIRING)

EP Wealth Advisors, LLC

Wealth Advisor

Walnut Creek, CA · On-site

$60 - $120/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

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EP Wealth Advisors, LLC

Wealth Advisor

Torrance, CA · On-site

$60 - $170/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... Liaise with advisory team internal team members including portfolio management, operations and ...

New

EP Wealth Advisors

Wealth Advisor (Torrance)

Torrance, CA · On-site

$60 - $170/hr

Advisor EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM ... Liaise with advisory team internal team members including portfolio management, operations and ...

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Wealth Management Operations information

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How much do wealth management operations jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for wealth management operations in California is $25.90, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $29.90 per hour, depending on experience, location, and employer.

What is a wealth management operations job?

A Wealth Management Operations job involves supporting the processes that ensure efficient management of client assets, transactions, and compliance within a financial institution. Professionals in this role handle trade settlements, account reconciliation, regulatory reporting, and workflow optimization to enhance client services. They work closely with financial advisors, risk management teams, and technology specialists to streamline operations. Strong analytical skills, attention to detail, and knowledge of financial products are essential for success in this field.

What are the typical daily responsibilities of someone working in wealth management operations?

In a Wealth Management Operations role, your daily tasks often include processing and reconciling client transactions, ensuring compliance with financial regulations, and managing account documentation. You will collaborate closely with wealth managers, advisors, and custodians to support seamless client onboarding and ongoing service. Attention to detail is essential as you handle sensitive information and must adhere to stringent timelines. This position offers a dynamic environment where multitasking and clear communication are key, and success can pave the way for career growth into higher-level operations, compliance, or client relationship roles.

What are the key skills and qualifications needed to thrive in wealth management operations, and why are they important?

To thrive in Wealth Management Operations, you typically need strong analytical skills, attention to detail, and experience with financial products and processes, often supported by a finance or business degree. Familiarity with portfolio management systems, financial reporting tools, and proficiency in Excel or similar data analysis software is highly valued, and certifications like the Series 7 or 63 can be advantageous. Excellent organizational skills, effective communication, and the ability to work collaboratively make candidates stand out. These qualifications ensure accurate, compliant processing and effective client service in a fast-paced financial environment.

How good is a career in wealth management operations?

A career in wealth management operations offers opportunities in financial services, focusing on client account management, compliance, and transaction processing. It typically requires strong organizational skills, attention to detail, and familiarity with financial software and regulations. The role can lead to advancement into senior operational or client-facing positions within the industry.

What do wealth management operations do?

Wealth management operations involve supporting the delivery of financial services by managing client accounts, processing transactions, ensuring compliance, and maintaining accurate records. Professionals in this field often work with financial advisors and use specialized software to streamline workflows and improve efficiency.

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

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

What are popular job titles related to Wealth Management Operations jobs in California?

For Wealth Management Operations jobs in California, the most frequently searched job titles are:

What job categories do people searching Wealth Management Operations jobs in California look for?

The top searched job categories for Wealth Management Operations jobs in California are:

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

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

Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $53,874 per year, or $25.9 per hour.

Wealth Management Operations Associate

Claire Myers Consulting

San Francisco, CA • On-site

$70K - $100K/yr

Full-time

Re-posted 4 days ago

Job description

Location: San Francisco, CA (Hybrid: 3–4 days in office/ full time in office during training period)


Compensation: Base Salary: $65,000–$90,000 (depending on experience and with total compensation potential at $70,000–$100,000+


Licensing support: Sponsorship for CA Life Insurance License, Series 7 & 63/66 (if not already licensed)



Our client is a collaborative, high-performing wealth management firm with a strong team culture and a shared commitment to delivering exceptional client service. They are seeking a Wealth Management Operations Associate who will play a key role in supporting both investment and insurance operations. This is a highly dynamic, “catch-all” position for someone who enjoys variety, takes pride in getting things right, and wants to be a true team player.


This person will start with a focus on investment operations, expand into insurance operations, and ultimately become cross-trained across all operational functions. There is also an opportunity to help build and refine internal processes, including creating and documenting SOPs.



Key Responsibilities:


  • Support day-to-day investment operations, including account opening, transfers, money movement, and maintenance
  • Assist with insurance operations, including application processing, underwriting coordination, and policy tracking
  • Serve as a go-to resource for operational tasks across the team (“catch-all” support)
  • Ensure accuracy and timeliness across all transactions and client-related work
  • Help create, document, and refine standard operating procedures (SOPs)
  • Partner closely with advisors and client service team members to ensure a seamless client experience
  • Assist with ad hoc projects and operational improvements as bandwidth allows
  • Maintain strong organization and follow-through across multiple systems and priorities



Qualifications:


  • Bachelor's degree required
  • 2–5+ years of experience in wealth management, financial services, or operations
  • Experience with investment operations (account opening, transfers, custodians, etc.) preferred
  • Exposure to insurance operations is a plus (or willingness to learn quickly)
  • Series 7 license preferred, or willingness to obtain shortly after joining 
  • If not licensed, candidate to get the CA life insurance license within the 90 days of probationary period
  • Highly detail-oriented with strong organizational skills
  • Team-first mindset with a willingness to jump in wherever needed
  • Comfortable working across multiple systems and processes
  • Strong communication skills and ability to collaborate internally
  • Ability to work in-office in San Francisco 3–4 days per week (after training period)