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Wealth Management Jobs in Riverside, CA (NOW HIRING)

Sunflower Bank NA

Wealth Planner

Irvine, CA

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth Planners in all aspects of enhancing client relationships and growing the organization's wealth ...

Sunflower Bank, N.A.

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth Planners in all aspects of enhancing client relationships and growing the organization's wealth ...

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth Planners in all aspects of enhancing client relationships and growing the organization's wealth ...

Pwc

Asset & Wealth Management Tax Manager

Irvine, CA · On-site

$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 ...

Claire Myers Consulting

Private Wealth Associate

Irvine, CA · Hybrid

$125K - $160K/yr

Our client is a comprehensive wealth management and insurance planning firm dedicated to helping clients "Get the most out of life." The team delivers integrated financial planning that spans private ...

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 ...

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Showing results 1-20

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 Jun 12, 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.

Is 200,000 enough to work with a financial advisor?

For a wealth management professional, having $200,000 can be sufficient to start working with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by advisor and service level, and some may require higher investments or offer different fee structures based on the client's assets and goals.

What does a wealth management job do?

A wealth management professional provides financial planning, investment advice, and portfolio management services to high-net-worth clients. They analyze clients' financial situations, develop strategies to meet their goals, and often use tools like financial software; certifications such as CFP or CFA are common. The role typically involves client meetings, market research, and ongoing portfolio monitoring.

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.

Can financial advisors make $500,000 a year?

Financial advisors in wealth management can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills. High earnings often depend on commissions, fees, and the size of assets under management, with top performers in the industry reaching this level through performance and reputation.

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.

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 the 5 types of wealth management?

Wealth management typically includes five main types: investment management, estate planning, tax planning, retirement planning, and risk management. Wealth managers tailor these services to help clients grow, protect, and transfer their wealth effectively, often requiring certifications like CFP or CFA. Understanding these areas is essential for professionals in the field to provide comprehensive advice.

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.
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:
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 June 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Hybrid job distribution, with an average salary of $101,955 per year, or $49 per hour.
Tax Manager - Wealth Management

Tax Manager - Wealth Management

Regal Executive Search

Irvine, CA • On-site

$118K - $155K/yr

Full-time

Medical, Retirement

Posted 26 days ago

Job description

Job Description
Tax Manager - Wealth Management
What we are looking for -
As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates. This position will be responsible for the supervision, training, and mentoring of Tax Services Associates. Occasional travel and periodic after-hours work will be required.
You will -
  • Prepare and review (individual, fiduciary, partnership, S-Corporation, non-profit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
  • Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
  • Supervise, evaluate and mentor members of the department
  • Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
  • Perform other professional and administrative duties as assigned

We are looking for -
  • Bachelor's degree in accounting, finance, or business
  • CPA, Masters in Taxation, LLM in Taxations, or JD
  • Five to seven years of progressive tax compliance and/or tax consulting experience; experience in public accounting
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Previous tax return review experience
  • Team Player attitude
  • Strong leadership, recruiting, training and mentoring skills
  • Good organization skills
  • Strong computer skills including proficiency in Microsoft Office Suite, Go-System Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
  • Ability to work additional hours as needed and travel to various client sites

We offer -
  • Collaborative fun environment
  • Commuter benefit up to $265 monthly
  • Generous 401(k) match
  • Individual and cash profit sharing bonuses
  • Generous company contribution to medical benefits
  • Summer 'Give Back to the Community' outings
  • Catered weekly lunch and healthy snacks
  • Fully paid company retreats

Meet Your Recruiter
Tim Bramley

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