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Wealth Jobs in California (NOW HIRING)

Morton Wealth

Wealth Advisor

Calabasas, CA · On-site

Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Wealth Advisor position. We are an RIA that manages roughly $3 billion in assets across 1 ...

EP Wealth Advisors LLC

Wealth Advisor

San Luis Obispo, CA · On-site

$60K - $120K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment ...

EP Wealth Advisors, LLC

Wealth Advisor

San Luis Obispo, CA · Hybrid

$60K - $120K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

The Wealth Architect is primarily responsible for the ongoing management and retention of existing client relationships. This position also serves as a coach to develop the Associate Wealth ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$100K - $150K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...

Ci

Wealth Advisor

Newport Beach, CA · On-site

Our experienced team of wealth advisors has knowledge and access to the full spectrum of world class offerings including planning, investing, lending and money management disciplines. Our unique ...

Boutique Recruiting

Wealth Advisor

Pasadena, CA · On-site

$100K - $150K/yr

Wealth Advisor This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Pasadena. The selected candidate will build on existing relationships with ...

Wealth Architects

Associate Wealth Architect

Mountain View, CA · On-site

$21.75 - $25/hr

The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with wealth management and financial planning. This position is responsible for providing support to and ...

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All JobsWealth JobsWealth Jobs in California

Wealth information

See California salary details

$46.4K

$101.7K

$146.6K

How much do wealth jobs pay per year?

As of Aug 21, 2026, the average yearly pay for wealth in California is $101,730.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,400.00 and $121,900.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

What are the key skills and qualifications needed to thrive as a wealth manager?

To thrive as a Wealth Manager, you need expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

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

The most popular types of Wealth jobs in California are:

What cities in California are hiring for Wealth jobs?

Cities in California with the most Wealth job openings:

Wealth jobs near you
Infographic showing various Wealth job openings in California as of August 2026, with employment types broken down into 74% Full Time, 25% Part Time, and 1% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $101,730 per year, or $48.9 per hour.

Wealth Advisor

Morton Wealth

Calabasas, CA • On-site

Full-time

Re-posted 24 days ago

Job description

Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Wealth Advisor position. We are an RIA that manages roughly $3 billion in assets across 1,200+ families. Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral finance.
At Morton, our Wealth Advisors are key contributors to our organization, as their primary responsibility is to foster deep relationships with each of our clients. Through regular and transparent communication, our Wealth Advisors ensure our clients feel valued and understood, fostering a sense of stability and partnership. The expectation is that our advisors prioritize building trust and rapport with our clients to create an amazing experience that ultimately leads to client referrals. Additionally, Wealth Advisors play a critical role in fostering collaboration between the Client Service, Operations and Financial Planning teams to ensure timely execution of any tasks related to their clients.
Requirements
Daily responsibilities include:
  • Provide clients with investment and financial planning advice, which includes: overseeing portfolio design, making new alternative investment recommendations and general client communication regarding investments.
  • Connect with clients on a regular basis via text, video, phone or social gathering.
  • Oversee the accuracy of client planning services and review portfolio for recommendations/changes.
  • Provide each client with a "WOW" moment at least once per year.
  • Coordinate with trading team regarding new deposits and cash buildup.
  • Network with professionals that can help fulfill client needs and solve problems.
  • Grow the revenue of the organization through wallet share, client and personal network referrals and Morton generated leads.
  • Execute the prospect experience through connect calls, prospect meetings, prospect proposals and onboarding oversight.
  • Actively participate in weekly advisor growth meetings and contribute to the development of your peers.

Our ideal candidate for this role will strive to reflect our core values in the following ways:
  • Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks.
  • Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently.
  • Empathy - Has good communication skills and understands how the role fits into company goals.
  • Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with role and strives for efficiency.
  • Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the larger objectives of the entire firm.
  • Enjoyment - Works well as part of a team and participates in Morton events.

Apply