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Wealth Management Trainee Jobs in Ladera Ranch, CA

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Wealth Management Trainee information

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$14

$22

$38

How much do wealth management trainee jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for wealth management trainee in Ladera Ranch, CA is $22.48, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $25.82 per hour, depending on experience, location, and employer.

How much does a wealth management trainee make?

A wealth management trainee typically earns between $40,000 and $60,000 annually, depending on the location, firm, and level of experience. Entry-level trainees may start at lower salaries, with potential for bonuses and commissions as they gain skills and certifications such as the Series 7 or 66 exams.

How to get into a wealth management trainee role with no experience?

To enter a wealth management trainee role with no experience, candidates should focus on obtaining relevant education such as a finance or economics degree, develop strong interpersonal and analytical skills, and consider earning certifications like the Series 7 or 66. Internships or entry-level positions in finance can also provide valuable industry exposure and demonstrate commitment to the field.

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

To thrive as a Wealth Management Trainee, you need a strong background in finance, economics, or business, often supported by a relevant degree or progress toward certifications like the Series 7 or CFP. Familiarity with financial planning software, CRM systems, and investment analysis tools is typical in this role. Excellent interpersonal skills, active listening, and a client-focused mindset help trainees build trust and deliver tailored financial advice. Mastering these skills is crucial for effectively supporting clients’ financial goals and for progressing within the competitive wealth management industry.

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

AspectWealth Management TraineeFinancial Advisor
Required CredentialsTypically pursuing or holding relevant certifications (e.g., CFP, Series 7)Often holds certifications like CFP, Series 7, or Series 66
Work EnvironmentTraining programs within banks, investment firms, or financial institutionsClient-facing roles in banks, independent firms, or financial planning companies
Employer & Industry UsageUsed by firms to develop future advisors; entry-level trainingActive role providing financial advice and planning services to clients

While both roles involve financial knowledge and certifications, a Wealth Management Trainee is primarily in a training phase within a firm, preparing for a future advisory role. A Financial Advisor actively manages client portfolios and provides personalized financial planning. The trainee position is more focused on learning and development, whereas the advisor role involves direct client interaction and decision-making.

What are some common challenges faced by wealth management trainees during their first year, and how can they overcome them?

Wealth Management Trainees often encounter challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, performance-driven environment. Success requires proactive networking, continuous learning, and seeking mentorship from experienced advisors. Trainees can overcome these hurdles by leveraging training resources provided by their firm, actively participating in team meetings, and staying up-to-date with market trends to provide informed guidance to clients.

What is a wealth management trainee?

Wealth Management Trainees are entry-level professionals who are learning the fundamentals of financial planning and investment management under the guidance of experienced advisors. They assist with research, client account management, and administrative tasks while studying to become licensed financial advisors. The role is designed to provide hands-on experience in developing financial strategies, understanding market trends, and building client relationships, eventually preparing trainees for a full advisory position. This career path is ideal for individuals interested in finance, client service, and long-term career growth within the wealth management industry.
What are the most commonly searched types of Wealth Management jobs in Ladera Ranch, CA? The most popular types of Wealth Management jobs in Ladera Ranch, CA are:
What job categories do people searching Wealth Management Trainee jobs in Ladera Ranch, CA look for? The top searched job categories for Wealth Management Trainee jobs in Ladera Ranch, CA are:
What cities near Ladera Ranch, CA are hiring for Wealth Management Trainee jobs? Cities near Ladera Ranch, CA with the most Wealth Management Trainee job openings:
Infographic showing various Wealth Management Trainee job openings in Ladera Ranch, CA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $46,763 per year, or $22.5 per hour.

$33.47/hr

Full-time

Medical, Retirement, PTO

Posted 19 days ago


University Of California Irvine rating

8.7

Company rating: 8.7 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

55th of 617 rated colleges and universities


Job description

Who We Are
Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its academic achievement, premier research, innovation and anteater mascot. Led by Chancellor Howard Gillman, UC Irvine has more than 36,000 students and offers 224 degree programs. It's located in one of the world's safest and most economically vibrant communities and is Orange County's second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide.
To learn more about UC Irvine, visit www.uci.edu.
Our Brunson Center for Translational Vision Research at the Gavin Herbert Eye Institute serves as an international leader in advancing research and bolstering the support of investigators pursuing basic and translational sciences relevant to vision. We are bringing together exceptional scientific expertise from within the University, the School of Medicine and other schools, and complementary research programs to advance collaborations that focus on fundamental discoveries in vision research with translational potential. We aim to integrate basic and clinical research, including genetics and pharmacology, in order to develop innovative and accessible therapies for millions robbed of their sight or progressing toward blindness.
Your Role on the Team
The UCI Brunson Center for Translational Vision Research (BCTVR) is seeking a detail-oriented and analytical Research Administrator to join our administrative team. Under the general direction of the Associate Research Director, the Research Administrator will play a critical role in managing financial aspects of research grants, ensuring compliance, and supporting faculty with research administration.
Key Responsibilities Include:
Grant and Financial Management: Oversee post-award financial administration of research grants, including budget preparation, financial reporting, reconciliations, and cost accounting. Ensure compliance with NIH and institutional policies.
Payroll and Salary Management: Maintain salary worksheets, process payroll distributions, and track personnel effort on grants to ensure accurate funding allocations. Financial Reporting and Reconciliation: Prepare and reconcile financial reports, track expenditures, analyze budget variances, and provide recommendations to optimize resource utilization.
Reimbursement Management: Process and monitor travel, purchasing, and reimbursement requests for faculty, staff, trainees, and visiting scholars. Review documentation for accuracy and compliance with university and sponsor policies, track reimbursement status, and resolve issues to ensure timely payment.
Fund Accounting & Compliance: Manage fund allocations and cost accounting to ensure proper usage of grant funds. Monitor adherence to university policies and sponsor guidelines.
Collaboration & Problem-Solving: Work in a dynamic team environment, demonstrating effective problem-solving skills and the ability to manage multiple priorities efficiently.
This role requires strong organizational and analytical skills, attention to detail, and the ability to navigate complex financial and administrative systems in a research setting.
What It Takes to be Successful
Required:
  • Working knowledge of finance policies, practices, and systems.
  • Ability to gather reasonably retrievable information to organize and perform financial analysis assignments.
  • Demonstrated ability to effectively present information verbally and in writing clearly and concisely.
  • Demonstrated ability using spreadsheet and database software, specifically Microsoft Office Suite for financial analysis, fiscal management, and financial reports.
  • Demonstrated interpersonal skills at all levels within the unit; excellent service orientation and critical thinking skills; and attention to detail. Demonstrated ability using organizational skills to multi-task in a high-volume environment.
  • Demonstrated ability to respond with flexibility and efficiency to frequent changes in task focus, competing priorities, and multiple and sometimes competing deadlines.
  • Ability to work well with others, in both one-on-one capacity and in group settings.
  • Strong computer skills using MS Office Suite, Excel, Word, and PowerPoint.
  • Bachelor's degree in Accounting, Finance, or Economics and / or equivalent experience / training.
  • Experience with financial, purchasing, personnel, and payroll systems.

Preferred:
  • Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources.
  • Experience working in an academic medical setting.

Total Rewards
In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our compensation practices and benefits.
Conditions of Employment:
The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment:
  • Background Check and Live Scan
  • Employment Misconduct*
  • Legal Right to work in the United States
  • Vaccination Policies
  • Smoking and Tobacco Policy
  • Drug Free Environment

*Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements.
  • California Child Abuse and Neglect Reporting Act
  • E-Verify
  • Pre-Placement Health Evaluation

Details of each policy may be reviewed by visiting the following page - https://hr.uci.edu/new-hire/conditions-of-employment.php
Closing Statement:
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC Anti-Discrimination Policy.
We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming.
UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at (949) 824-0500 or eec@uci.edu.
Consideration for Work Authorization Sponsorship
Must be able to provide proof of work authorization

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