Wealth Advisor Jobs in California
Wealth Advisor jobs in California are among the most active in the country, concentrated in private banking, registered investment advisory firms, and wealth management divisions of major financial institutions, with openings from entry-level client associate roles through senior portfolio managers. The largest hiring hubs are Los Angeles, San Francisco, and San Diego, where firms like Charles Schwab, Wells Fargo Wealth Management, and Fidelity Investments maintain deep California operations. The most in-demand specialties are high-net-worth client advisory, financial planning, and retirement and estate planning. Find a role that fits below and apply directly.
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Showing 5 of 37+ Wealth Advisor jobs
Location: Irvine, CA
Requisition ID 2026-122710
Category Financial Planning
Position type Regular
Pay range USD $44.42 - $58.56 / Hour
Application deadline 2026-06-23
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.
As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.
What you have
Required Qualifications:
- Active and valid FINRA Series 7
- Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
- 1-3 years of experience in the financial services industry
Preferred Qualifications:
- Experience servicing high net worth clients
- Bachelor’s Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Irvine, CA
Requisition ID 2026-122710
Category Financial Planning
Position type Regular
Pay range USD $44.42 - $58.56 / Hour
Application deadline 2026-06-23
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.
As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.
What you have
Required Qualifications:
- Active and valid FINRA Series 7
- Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
- 1-3 years of experience in the financial services industry
Preferred Qualifications:
- Experience servicing high net worth clients
- Bachelor’s Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See All 37 Wealth Advisor Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in California
Where California roles are concentrated, by current openings.
Wealth Advisor Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- Citi6
- Equitable Advisors4
- Lpl Financial3
- Stanford Medicine Children's Health3
- CommonSpirit Health2
Top Industries Hiring
- Investment & Asset Management12
- Banking & Financial Services9
- Healthcare & Medical Services8
- Insurance5
- Education3
What California Employers Look For
The qualifications that appear most often in wealth advisor jobs across California.
- Active FINRA Series 65 or Series 66 license required or must obtain within 90 days
- Bachelor's degree in finance, economics, business, or a closely related field
- CFP designation preferred or actively in progress toward certification
- Minimum two to five years of client-facing financial planning or advisory experience
- Demonstrated ability to build and retain a high-net-worth client book of business
- Strong knowledge of California community property and estate planning considerations
Wealth Advisor Jobs in California: Frequently Asked Questions
How do you become a wealth advisor in California?
The standard California path begins with a bachelor's degree in finance, economics, or business, followed by passing the FINRA Series 65 exam to register as an Investment Adviser Representative, which is required to provide fee-based advice in California and overseen by the California Department of Financial Protection and Innovation. Most advisors then pursue the CFP designation, which requires additional coursework, a board exam, and supervised experience hours. Many candidates start at large California firms as client associates or financial planning analysts while completing their licensing.
How much do wealth advisors make in California?
Wealth advisors in California earn a median of about $130,330 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $67,690 for the lowest 10% to over $393,860 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in California?
Employers hiring wealth advisors in California right now include Citi, Equitable Advisors, and Lpl Financial, based on current listings on Migrate Mate as of June 2026. California's large concentration of high-net-worth individuals and family offices means both national wirehouses and independent registered investment advisors maintain significant ongoing hiring activity across the state.
Which California cities have the most wealth advisor jobs?
Los Angeles, Irvine, and San Francisco have the most wealth advisor openings in California. Los Angeles and San Francisco anchor the market given their density of private banking headquarters, independent RIA firms, and ultra-high-net-worth clientele, while San Diego supports a strong secondary market driven by its concentration of wealth management boutiques and the financial services arms of large regional employers.
Are there remote wealth advisor jobs in California?
Yes, but they're less common than in purely analytical finance roles, since client relationship management in wealth advisory typically requires regular in-person contact. About 3% of wealth advisor openings tied to California are remote or hybrid as of June 2026, and when remote options do exist they tend to cover back-office financial planning, portfolio analysis, and ongoing service work for established client books rather than new business development.
How can I get hired as a wealth advisor in California with little or no experience?
The most realistic entry path is a client associate or financial planning associate role at a large California firm, which provides hands-on exposure to client service and portfolio administration while you complete your licensing. Charles Schwab, Fidelity, and Wells Fargo Wealth Management all run structured associate programs in California that are specifically designed for candidates without prior advisory experience. Completing your Series 65 before applying gives you a measurable edge, and working toward your CFP education requirement while in an associate role signals a credible long-term commitment to the profession.
Where can I find and apply to wealth advisor jobs in California?
You can find and apply to wealth advisor jobs in California on Migrate Mate, which lists current California openings from employers actively hiring. Find roles that fit your experience and location and apply directly through the listing.
See All 37 Wealth Advisor Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Wealth Advisor Jobs