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Wealth Management Jobs in Riverside, CA (NOW HIRING)

Trilogy Financial

Wealth Management Assistant

Corona, CA · On-site

$27/hr

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to obtain their licenses while gaining a comprehensive ...

U.S. Bank

PWM Private Wealth Advisor

Ontario, CA · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

US Bank

PWM Private Wealth Advisor

Ontario, CA

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

Pwc

Asset & Wealth Management Tax Manager

Irvine, CA

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

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All JobsWealth Management JobsWealth Management Jobs in Riverside, CA

Wealth Management information

See Riverside, CA salary details

$78.2K

$102K

$122.1K

How much do wealth management jobs pay per year?

As of Aug 28, 2026, the average yearly pay for wealth management in Riverside, CA is $101,955.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,200.00 and $113,700.00 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 Riverside, CA?

The most popular types of Wealth Management jobs in Riverside, CA are:

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For Wealth Management jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Wealth Management jobs in Riverside, CA look for?

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

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

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

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Riverside, CA as of August 2026, with employment types broken down into 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 68% In-person, 12% Hybrid, and 20% Remote job distribution, with an average salary of $101,955 per year, or $49 per hour.

Senior Product Manager - Wealth Management

Constel Global India Global Private Limited

Irvine, CA • On-site

$135K - $179K/yr

Other

Posted 3 days ago

New

Job description

Role: Senior Product Manager- wealth Management

Location: Irvine, CA – 4 days onsite per week (mandatory)

Key Responsibilities
  • Own and drive product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release planning.
  • Translate complex wealth management business requirements into clear product capabilities, workflows, user stories, and technical delivery requirements.
  • Work with data across clients, households, accounts, positions, transactions, cash flows, performance, and activities to support product and business decisions.
  • Partner closely with business stakeholders, advisors, design, architecture, engineering, data, QA, operations, and offshore delivery teams.
  • Lead requirements workshops, backlog refinement, sprint planning, demos, UAT, release readiness, and stakeholder reviews.
  • Identify and shape AI and Generative AI opportunities for advisors, clients, operations, and service teams. Use AI tools where appropriate for discovery, requirements analysis, prototyping, testing, documentation, and delivery acceleration.
  • Support rapid prototyping using AI, low-code/no-code, analytics, or design tools and demonstrate an understanding of AI-first SDLC and responsible AI practices.
  • Manage milestones, dependencies, risks, issues, and cross-functional coordination, including teams operating across multiple geographies and time zones.
  • Provide strong wealth management domain context and clear functional direction to engineering teams.
Required Experience
  • 8+ years of experience across Product Management, Product Ownership, Consulting, Business Analysis, or related product delivery roles
  • 5+ years of relevant Wealth Management / Financial Services experience
  • Strong hands-on understanding of Portfolio Management and Wealth Management
  • Experience working with HNW/UHNW or Private Wealth businesses strongly preferred
  • Experience with SQL, Excel, BI, analytics, or data exploration tools
  • Experience working with technology and engineering teams in an Agile delivery environment
  • Strong stakeholder management and executive communication skills
  • Experience coordinating onshore/offshore teams
  • Ability to combine domain knowledge + product ownership + delivery/program management + technology awareness

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