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Wealth Management Representative Jobs in California

Redwood-Credit-Union

Wealth Manager

Napa, CA · On-site

$142 - $167/hr

Lead and direct the management of staff and directly supervised team members to ensure availability ... Participate in and represent Redwood Credit Union at internal and external events and community ...

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Wealth Management Representative information

What does a wealth management representative do?

A Wealth Management Representative assists clients in managing their financial assets by providing personalized investment advice, financial planning, and portfolio management services. They work closely with clients to understand their financial goals and risk tolerance, and then recommend tailored strategies to help achieve those objectives. Additionally, they may educate clients about various investment products, monitor account performance, and ensure that clients are informed about relevant market trends. Their role often involves building long-term relationships with clients and providing ongoing support to help them meet their financial goals.

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

To thrive as a Wealth Management Representative, you need a solid understanding of financial markets, investment products, and regulatory compliance, often supported by a bachelor’s degree in finance and relevant licenses such as Series 7 and 66. Familiarity with portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, active listening, and effective communication help build lasting client relationships and trust. These skills and qualifications are essential for delivering tailored financial advice, maintaining regulatory standards, and growing a loyal client base.

What are some common challenges faced by wealth management representatives when working with clients?

Wealth Management Representatives often encounter challenges such as managing diverse client expectations, staying up-to-date with changing financial regulations, and addressing complex financial needs. Building trust with clients can take time, especially when advising on sensitive topics like retirement planning or investment risks. Additionally, representatives must balance client acquisition with providing ongoing, high-quality service to existing clients, requiring strong organizational and communication skills.

What is the difference between Wealth Management Representative vs Financial Advisor?

AspectWealth Management RepresentativeFinancial Advisor
CertificationsSeries 7, Series 66, CFP (optional)CFP, Series 7, Series 66 (often required)
Work EnvironmentBank branches, financial firms, client meetingsIndependent, firm-based, or online platforms
Employer & IndustryBanks, financial institutions, wealth management firmsIndependent firms, brokerages, financial planning companies
Primary FocusSales, client service, investment productsComprehensive financial planning, investment advice

While both roles involve client financial services, Wealth Management Representatives primarily focus on sales and client service within financial institutions, often with a sales-driven approach. Financial Advisors typically provide broader financial planning and investment advice, often working independently or in specialized firms. The certifications and work environments overlap but differ in scope and responsibilities.

Is wealth management a good paying career?

Wealth management representatives often earn competitive salaries that include base pay, commissions, and bonuses, with total compensation varying based on experience, client portfolio size, and performance. The role can be financially rewarding, especially for those with strong sales skills and industry certifications like the CFP or CFA. However, income levels can fluctuate depending on market conditions and individual success.

What is an entry-level job in wealth management representative?

An entry-level wealth management representative typically starts in roles such as client associate or financial services associate, assisting senior representatives with client onboarding, account management, and financial data analysis. These positions often require a bachelor's degree and may involve obtaining certifications like the Series 7 or Series 66 license to provide financial advice or sell investment products.

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

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

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

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

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

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

Wealth Management Representative jobs near you
Infographic showing various Wealth Management Representative job openings in California as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Wealth Management Client Associate

Bank of America

Los Angeles, CA • On-site

Full-time

PTO

Re-posted 13 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 535 frontline employees who took The Breakroom Quiz

52nd of 174 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 - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159)
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

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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

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