Investment Associate Jobs in California
Investment Associate jobs in California are among the most active in the country, concentrated in private equity, venture capital, asset management, and investment banking across a broad seniority range from analyst-level associates through senior and principal roles. San Francisco, Los Angeles, and San Diego are the primary hiring markets, anchored by firms such as BlackRock, Apollo Global Management, and Franklin Templeton, which maintain significant California operations. The most in-demand specializations include private equity deal execution, venture capital portfolio support, and institutional fixed-income analysis. Find a role that fits below and apply directly.
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Showing 5 of 66+ Investment Associate jobs
Job Description
What is the opportunity?
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.
Performing contract administration support and resolving contract related issues.
Developing new prospects, establishing clients, and finding opportunities to introduce RBC's products and services.
What do you need to succeed?
Must-have
Minimum of 5 years of industry experience as a Registered Client Associate or related industry experience
Series 7 and 66 (or 63/65)
Preferred
Previous experience in leadership
The good-faith expected salary range for the above position is $60,000 - $100,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Job Description
What is the opportunity?
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.
Performing contract administration support and resolving contract related issues.
Developing new prospects, establishing clients, and finding opportunities to introduce RBC's products and services.
What do you need to succeed?
Must-have
Minimum of 5 years of industry experience as a Registered Client Associate or related industry experience
Series 7 and 66 (or 63/65)
Preferred
Previous experience in leadership
The good-faith expected salary range for the above position is $60,000 - $100,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
See All 66 Investment Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Investment Associate JobsInvestment Associate Jobs by City in California
Where California roles are concentrated, by current openings.
Investment Associate Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- JPMorganChase17
- Goldman Sachs6
- Andersen4
- RBC2
- Citi2
Top Industries Hiring
- Investment & Asset Management19
- Banking & Financial Services14
- Fintech10
- Education1
- Manufacturing1
What California Employers Look For
The qualifications that appear most often in investment associate jobs across California.
- FINRA Series 79 or Series 7 license preferred or required for client-facing investment roles
- Bachelor's degree in finance, economics, or a related quantitative field required
- Proficiency in financial modeling, DCF valuation, and comparable company analysis
- CFA designation or active candidacy strongly preferred for asset management positions
- One to three years of experience in investment banking, private equity, or a related field
- Strong command of Excel, Bloomberg Terminal, and pitch book preparation
Investment Associate Jobs in California: Frequently Asked Questions
How do you become an investment associate in California?
Most investment associate roles in California require a bachelor's degree in finance, economics, accounting, or a related field, followed by experience in investment banking, corporate finance, or asset management. While California does not issue a state-specific license for investment associates, many employers require or prefer FINRA registrations such as the Series 79 or Series 7, obtained through a registered broker-dealer sponsor. The CFA program is a widely recognized credential that strengthens candidacy for buy-side and asset management roles in the state.
Which companies hire investment associates in California?
Employers hiring investment associates in California right now include JPMorganChase, Goldman Sachs, and Andersen, based on current listings on Migrate Mate as of September 2026. California's concentration of venture capital firms in the Bay Area and large asset managers in Los Angeles means hiring activity is spread across both growth-stage and institutional investment environments.
Which California cities have the most investment associate jobs?
San Francisco, Los Angeles, and Irvine have the most investment associate openings in California. San Francisco leads due to its dense concentration of venture capital and private equity firms, Los Angeles draws significant volume from its entertainment finance, real estate, and wealth management sectors, and San Diego contributes through its biotech investment and family office communities.
Are there remote investment associate jobs in California?
Yes, though they are less common than in purely analytical or technology roles, since investment associate work often involves in-person deal meetings, site visits, and client interaction. About 37% of investment associate openings tied to California are remote or hybrid as of September 2026, with hybrid arrangements more prevalent than fully remote. Research and screening functions tend to be the portions of the role most suited to remote work.
How can I get hired as an investment associate in California with little or no experience?
The most realistic entry path is securing an investment banking analyst or private equity analyst role at a California-based firm, then transitioning to an associate track after one to two years. Large asset managers such as BlackRock and Franklin Templeton run structured analyst and associate programs that accept candidates directly from California universities. Lateral moves from corporate finance, financial planning and analysis, or equity research roles are also common entry points. Pursuing CFA candidacy and building a financial modeling portfolio significantly strengthens applications for candidates without direct investment experience.
Where can I find and apply to investment associate jobs in California?
You can find and apply to investment associate jobs in California on Migrate Mate, which lists current California openings across private equity, venture capital, asset management, and investment banking. Find the roles that fit your experience and target industry and apply directly from the listings.
See All 66 Investment Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Investment Associate Jobs