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Wealth Planning Associate Jobs in California (NOW HIRING)

Bank of America

Wealth Planner

San Jose, CA · On-site

... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...

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Wealth Planning Associate information

See California salary details

$38K

$77.3K

$106.6K

How much do wealth planning associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for wealth planning associate in California is $77,258.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $90,300.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

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

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

What are popular job titles related to Wealth Planning Associate jobs in California?

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

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

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

What cities in California are hiring for Wealth Planning Associate jobs?

Cities in California with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $77,258 per year, or $37.1 per hour.

Wealth Advisor

Mission Wealth Management LP

Newport Beach, CA • On-site

$200K - $260K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 7 days ago

Key responsibilities

  • Provide technical financial support to clients and Lead Advisors

  • Deliver wealth management services to up to 100 households, including family office, private client, and emerging wealth services

  • Manage ongoing client service, take on new clients, and support business development activities

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team! If you’re ready to elevate your career with a leading wealth management company with a commitment to giving back, let’s go! Our ideal candidate is a self-starter with experience working in a wealth management role and the ability to take on clients and grow. You define ambition, a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding advisory role, steering client relationships that drive results, we want to hear from you!

As a Wealth Advisor, your service-oriented nature and impeccable attention to detail are key in this position, as well as in collaborating with your Lead Advisor, fellow Wealth Advisors, and Advisor Associates. Interacting with high-net-worth individuals, executives, business owners, and families, you’re confident being yourself and possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. 

Day-to-Day as a Wealth Advisor:

  • Work with an extremely high-performing & growth-oriented team. 
  • Provide technical financial support to clients and Lead Advisors
  • Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households
  • Receive support from a dedicated full-time Wealth Advisory Associate and operations team to meet client service and practice management needs.
  • Some focus on weekly business development/referrals
  • Manage ongoing client service while taking on new clients
  • Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day
  • Grow yourself personally and professionally with the support of your team and leadership
  • Be financially rewarded for putting in the hard work

What You Bring as a Wealth Advisor:

  • 5+ years’ proven experience as an advisor in wealth management
  • Bachelor’s Degree 
  • Must have a valid and active CFP or CFA designation
  • Experience working within the Schwab Advisor Network (SAN) and Fidelity Wealthscape (WAS).
  • Experience delivering holistic, comprehensive wealth-planning solutions for clients.
  • Excellent attention to detail, multitasking, and time management skills
  • Ability to begin taking on clients immediately
  • Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis 
  • Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers
  • Outstanding ability to communicate, present, and influence your team and clients
  • A sincere desire to make a difference not only in your client's lives but in the world, demonstrated through your own volunteer journey

Job Type: Full-time, salaried exempt

Location: This position requires working in the office five days per week, primarily from our Newport Beach office, with frequent travel to our San Diego office.

Salary: $130,000 annual base salary; $70,000 - $130,000+ estimated annual bonus paid in quarterly increments


This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

We offer competitive compensation packages that include base salary, regional revenue shares, performance-based incentives, and a transparent pathway to equity ownership. We are deeply committed to professional growth and long-term alignment with our team members. Qualified individuals have the opportunity to become Partners through a clearly defined and merit-based process, allowing for equity participation in the firm’s success and strategic direction. Benefits include medical, dental, and vision coverage, 401(k) with Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), sabbaticals, wellness benefits, and ongoing educational reimbursements. Our holistic approach supports your financial security, personal well-being, and long-term career growth within the firm.