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Wealth Manager Jobs in California (NOW HIRING)

CivicMinds, Inc.

Wealth Manager

Los Angeles, CA · On-site

The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the planning, organization, and management of Redwood Credit Union's Wealth Management program. Emphasis is ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the planning, organization, and management of Redwood Credit Union's Wealth Management program. Emphasis is ...

Redwood Credit Union

Wealth Manager

Napa, CA · On-site

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the planning, organization, and management of Redwood Credit Union's Wealth Management program. Emphasis is ...

AllianceBernstein

Private Wealth Manager

San Diego, CA · On-site

$108K - $117K/yr

This position is responsible for managing all aspects of San Diego's Private Wealth Management sales support and client service functions. Key responsibilities include the following: * Recruit ...

RK Partners

Senior Wealth Advisor-Remote

San Francisco, CA · On-site +1

$165K - $185K/yr

Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of ...

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Wealth Manager information

See California salary details

$24.2K

$58.7K

$114.5K

How much do wealth manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth manager in California is $58,746.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $67,600.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
More about Wealth Manager jobs

What are the most commonly searched types of Wealth jobs in California?

The most popular types of Wealth jobs in California are:

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For Wealth Manager jobs in California, the most frequently searched job titles are:

What job categories do people searching Wealth Manager jobs in California look for?

The top searched job categories for Wealth Manager jobs in California are:

What cities in California are hiring for Wealth Manager jobs?

Cities in California with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in California as of August 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $58,746 per year, or $28.2 per hour.

Wealth Manager

CivicMinds, Inc.

Los Angeles, CA • On-site

Full-time

Re-posted 15 days ago

Job description

The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with meaningfully impacting clients' financial standing by creating tailored financial solutions based upon their distinctive facts and circumstances. As a valuable internal and external partner, the Wealth Manager is tasked with identifying planning issues and opportunities and channeling them upwards to the senior members of the team. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients.
This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and subject to change.
Our focus on employee growth and development, combined with your ambition, will equip you with the experience and knowledge needed for success in this role.
RESPONSIBILITIES
• Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.
• Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.
• Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.
• Works with the client services and portfolio operations team in supporting the client needs.
• Special projects as assigned.
SKILLS/EXPERIENCE
• 5+ years of related industry experience: wealth management, financial planning for high-net-worth clients.
• Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.
• Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality.
• Familiarity with eMoney or similar portfolio accounting systems.
• Proficiency in Microsoft Office, CRM (Salesforce), and other task management applications.
QUALIFICATIONS
• CERTIFIED FINANCIAL PLANNER (CFP®) designation.
• Bachelor's degree (MBA is a plus).
• A general understanding of personal tax issues.
• Thorough, attentive to the details, and accountable to deadlines and clients.
• Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.

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