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Weekend Wealth Management Jobs in Riverside, CA (NOW HIRING)

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 ...

US Bank

PWM Private Wealth Advisor

Ontario, CA

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 ...

Focus Financial Partners

Associate Wealth Advisor

Irvine, CA · On-site

$85K - $95K/yr

The Associate Wealth Advisorrole is an exciting opportunity to work with a planning centric team ... Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations ...

New

U.S. Bank

PWM Private Wealth Advisor

Rancho Cucamonga, CA · On-site

$149K - $175K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

US Bank

PWM Private Wealth Advisor

Rancho Cucamonga, CA

$149K - $175K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

Focus Partners Wealth

Associate Wealth Advisor

Irvine, CA · On-site

$85K - $95K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Responsibilities include creating and implementing strategies in retirement, risk management, tax ...

New

Leah Yosef International, Inc.

Wealth Advisor

Irvine, CA · On-site

$300K/yr

Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage relationships with high net worth clientele including tax and estate planning, financial planning, asset ...

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 ...

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 ...

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Showing results 1-20

All JobsWealth Management JobsWeekend Wealth Management JobsWeekend Wealth Management Jobs in Riverside, CA

Weekend Wealth Management information

What is the difference between Weekend Wealth Management vs Financial Advisor?

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

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 Weekend Wealth Management jobs in Riverside, CA? For Weekend Wealth Management jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Weekend Wealth Management jobs in Riverside, CA look for? The top searched job categories for Weekend Wealth Management jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Weekend Wealth Management jobs? Cities near Riverside, CA with the most Weekend Wealth Management job openings:
Weekend Wealth Management jobs near you
Infographic showing various Weekend Wealth Management job openings in Riverside, CA as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.
Wealth Management Client Associate

Wealth Management Client Associate

Bank of America

Brea, CA • On-site

Full-time

PTO

Posted 11 days ago

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including 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 life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills
  • Bilingual Mandarin preferred

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - CA - Brea - 145 S STATE COLLEGE BLVD - BREA PLACE (CA7800)
Pay and benefits information
Pay range
$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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