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Wealth Management Jobs in Riverside, CA (NOW HIRING)

Sunflower Bank, N.A.

Private Banker

Irvine, CA · On-site

$132K - $205K/yr

Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities. * Collaborate with specialists (e.g., Treasury Management, Mortgage Loan ...

Sunflower Bank NA

Private Banker

Irvine, CA

$132K - $205K/yr

Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities. * Collaborate with specialists (e.g., Treasury Management, Mortgage Loan ...

Sunflower Bank NA

Private Banker

Irvine, CA · On-site

$132K - $205K/yr

Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities. * Collaborate with specialists (e.g., Treasury Management, Mortgage Loan ...

Regal Executive Search

Accounting Supervisor Tax

Irvine, CA · On-site

$118K - $155K/yr

They are a full service CPA and Wealth Management firm providing a Comprehensive Financial Approach to meet the needs of our clients with accounting, tax, business consulting, QuickBooks management ...

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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 7, 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 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 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 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 are popular job titles related to Wealth Management jobs in Riverside, CA? 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 72% In-person, 12% Hybrid, and 16% Remote job distribution, with an average salary of $101,955 per year, or $49 per hour.

Specialty Wealth Asset Officer Senior

City National Bank

Irvine, CA • On-site

$92K - $156K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

SPECIALTY WEALTH ASSET OFFICER SENIOR
WHAT IS THE OPPORTUNITY?
Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including providing oversight of property operations (oversight of 3rd party service provider selection/performance/retention, rent collection, expense payment, oversight of maintenance activities, etc.) and managing transactions and asset level projects (acquisitions, dispositions, leasing, recognized environmental conditions, and capital expenditures, etc.), while completing all asset level regulatory/reporting requirements in accordance with established policies, procedures, practices, and direction. Provides support to the relationship team by providing asset level expertise and coordinating communication with colleagues, clients, tenants, managers/general partners/officer, and 3rd party service providers around activities and issues at the asset level. Considers investment objectives, account circumstances, investment performance, concentration issues, and profitability from a fiduciary perspective while administering the assets in their portfolio. Partners with client facing colleagues in proactive client service/communication and sales activities.
WHAT WILL YOU DO?
  • Provides asset/investment management services for their assigned portfolio of Specialty Wealth assets held in fiduciary accounts within investment guidelines and the regulatory framework.
  • Manages portfolio while mitigating risk and following established company and department policies, procedures, and best practices.
  • Completes all regulatory and internal requirements associated with the assets in their portfolio in accordance with established policies, procedures and practices, such as annual reviews, inspections, valuations, document retention, audit inquiries, etc.
  • Oversees the operations at the asset level, either through a 3rd party or directly, including but not limited to asset performance, income collection, expense payment, 3rd party repair/maintenance activities, etc.
  • Recommends and (with appropriate approvals) implements strategies for the Specialty Wealth assets of an account which incorporates client's investment objective, account size, asset mix, liquidity and account circumstance.
  • Facilitates transactions and projects of Specialty Wealth assets in accounts, including acquisitions, dispositions, exchanges, leases, capital expenditures, etc.
  • When necessary, works closely with the relationship team, clients, managers/general partners/officers, operations services, attorneys, brokers, appraisers and other industry and relationship managers to facilitate activities at the asset level.
  • When necessary, works closely with the relationship team, clients, managers/general partners/officers, operations services, attorneys, brokers, appraisers and other industry and relationship managers to facilitate activities at the asset level.
  • Coordinate/communicate specialty wealth asset activities as appropriate with assigned Trust Officers and other relationship managers.
  • Participate in meetings and presentations that promote product and service awareness among clients, prospects, and referral sources.
  • Maintain a "Satisfactory" internal and external audit review.
  • Comply with policies to identify and resolve environmental issues and ADA compliance issues.

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • 7 years of property/asset management (residential/commercial) experience necessary. Fiduciary Experience a plus.
  • 7 years of experience in analyzing appropriate industry investments, including operating statements, market data and its sources, offering memorandums/offerings, and relevant 3rd party reports.

Additional Qualifications
  • Proven communication, analytical, negotiating and sales skills, coupled with computer literacy
  • Strong attention to detail and customer service orientation
  • Proven ability to work in a multi-task environment with oversight
  • Works effectively within a team as well as individually
  • Professional Credentials such as CPM, CCIM or other relevant and recognized industry backed designations preferred.

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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