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Wealth Management Jobs in Ladera Ranch, CA (NOW HIRING)

Merican

Product Manager

Irvine, CA · On-site

Portfolio Management Wealth Management Someone who has done support before/ Program Management Flair for tech like AI (beyond just prompting), cloud (basic aws cloud stuff), data experience (SQL ...

U.S. Bank

Wealth Management Senior Trust Officer

Orange, CA · On-site

$117K - $143K/yr

May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as ...

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Wealth Management information

See Ladera Ranch, CA salary details

$79.7K

$103.9K

$124.4K

How much do wealth management jobs pay per year?

As of Aug 21, 2026, the average yearly pay for wealth management in Ladera Ranch, CA is $103,887.00, according to ZipRecruiter salary data. Most workers in this role earn between $92,000.00 and $115,900.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

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

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

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 jobs in Ladera Ranch, CA look for?

The top searched job categories for Wealth Management jobs in Ladera Ranch, CA are:

What cities near Ladera Ranch, CA are hiring for Wealth Management jobs?

Cities near Ladera Ranch, CA with the most Wealth Management job openings:

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Ladera Ranch, CA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $103,887 per year, or $49.9 per hour.

Wealth Advisor (Orange County)

Mercer Advisors

Newport Beach, CA

Full-time

Posted 16 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. 

Essential Job Functions for the Wealth Advisor will include:

  • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
  • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
  • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
  • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
  • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
  • Managing client communications and follow-up with clients' other advisors
  • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
  • Attending company workshops or lectures and speak to groups of potential clients when called upon
  • Implementing company policies and procedure
  • Other duties as needed

Required Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

  • Five to twenty-five years of job-related experience

Certifications:

  • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
  • Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.

Job Skills:

  • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
  • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
  • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired
  • Continually seeks to enhance job knowledge, learn quickly and efficiently
  • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
  • Technical and analytical training and experience in financial planning
  • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
  • Ability to work without close supervision managing and prioritizing deliverables
  • Must be highly flexible and confidential with all matters
  • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

Competencies:

Business & Technological Knowledge

Industry Experience

Advanced knowledge of the industry, financial products, and financial planning concepts

Economic Landscape

Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients

Business Ops - CSU

Strong working/core understanding of CSU Operations

SO's - FWS

Can generate and review performance reports and present recommendations to client relationship manager

SO's - FP

Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients

Wealth Management

Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities

Core Tech/Platforms

Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)

Compliance

Comprehensive understanding of compliance requirements

INTERPERSONAL EFFECTIVENESS

Teamwork & Collaboration

Role model for cross-Firm teamwork and collaboration

Work Environment

Role model for contributing to a positive work environment

Balancing Priorities

Balances competing priorities and manages time pressures with composure

Trustworthiness

Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability

Professional Presence

If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions

Communications

Presents oral and written communications in a concise and well-organized form

CLIENT FOCUS & ACCOUNTABILITY

Client Service

Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors

Resource Coordination

Begins to establish internal resource channels needed to deliver high quality work on a timely basis

Growth Mindset

Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market

Quality

Takes responsibility for ensuring work quality

LEADERSHIP

Guiding Principles

Consistently demonstrates full commitment to Firm vision and values

Talent Development & Team Leadership

Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing.  Seeks new leadership opportunities.

Innovation & Change Management

Identifies opportunities for improvement and proposes solutions

Firm-building

Represents the Firm in a professional manner

Driving Results

Partners with others to support achievement of KPI goals

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

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