Wealth Management Associate Jobs in California
Wealth Management Associate jobs in California are among the most active in the country, concentrated in private banking, registered investment advisory firms, and family offices serving the state's high-net-worth population, with openings at every level from entry-level client service roles through senior portfolio support positions. The largest hiring metros are San Francisco, Los Angeles, and San Diego, where firms such as Wells Fargo Advisors, Morgan Stanley, and Charles Schwab maintain significant operations. The most in-demand specialties are financial planning support, client relationship management, and investment portfolio analysis. Find a role that fits below and apply directly.
Find JobsOverview
Showing 5 of 87+ Wealth Management Associate jobs
If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.
As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients.
Job responsibilities
- Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
- Convert high quality leads into new clients and help to maintain those relationships
- Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
- Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment. This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
- At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
- Bachelor's degree preferred
- CFP preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.
As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients.
Job responsibilities
- Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
- Convert high quality leads into new clients and help to maintain those relationships
- Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
- Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment. This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
- At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
- Bachelor's degree preferred
- CFP preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
See All 87 Wealth Management Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in California
Where California roles are concentrated, by current openings.
Wealth Management Associate Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- JPMorganChase44
- U.S. Bank8
- Bank of America5
- IEQ Capital4
- Goldman Sachs4
Top Industries Hiring
- Investment & Asset Management
- Fintech
- Banking & Financial Services
What California Employers Look For
The qualifications that appear most often in wealth management associate jobs across California.
- Active FINRA Series 7 and Series 66 licenses required or must obtain within 90 days
- Bachelor's degree in finance, economics, business administration, or a closely related field
- One to three years of experience in financial services, banking, or investment advisory support
- Proficiency with CRM platforms and financial planning software such as Salesforce or eMoney
- Strong written and verbal communication skills for client-facing and internal reporting tasks
- CFP candidacy or progress toward a Certified Financial Planner designation preferred
Wealth Management Associate Jobs in California: Frequently Asked Questions
How do you become a wealth management associate in California?
Most California employers require a bachelor's degree in finance, economics, or business alongside FINRA licensing, typically the Series 7 and Series 66 exams administered by FINRA and registered through the California Department of Financial Protection and Innovation. Candidates pass these exams while sponsored by a hiring firm. Many California wealth management firms also value progress toward the Certified Financial Planner designation, and some larger institutions offer structured associate programs that combine licensing support with on-the-job training.
How much do wealth management associates make in California?
Wealth management associates 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 management associates in California?
Employers hiring wealth management associates in California right now include JPMorganChase, U.S. Bank, and Bank of America, based on current listings on Migrate Mate as of September 2026. California's deep concentration of high-net-worth individuals and venture-backed wealth means both national wirehouses and boutique registered investment advisors maintain consistent hiring across the state.
Which California cities have the most wealth management associate jobs?
San Francisco, Los Angeles, and San Diego have the most wealth management associate openings in California. San Francisco leads because of its concentration of technology wealth, venture capital, and established private banking offices, while Los Angeles draws volume from entertainment industry clients and large wirehouse branch networks, and San Diego supports steady demand through its growing number of independent registered investment advisory firms and affluent coastal clientele.
Are there remote wealth management associate jobs in California?
Yes, but they're less common than in purely analytical roles because client relationship work often requires in-person or hybrid presence. About 53% of wealth management associate openings tied to California are remote or hybrid as of September 2026, reflecting the client-facing nature of much of the work. The tasks most frequently performed remotely are financial plan preparation, portfolio reporting, and CRM data management rather than direct client meetings.
How can I get hired as a wealth management associate in California with little or no experience?
The most realistic entry path is joining a large California wirehouse or bank as a client associate or financial advisor trainee, roles that Wells Fargo Advisors, Morgan Stanley, and Charles Schwab run as structured new-associate programs with built-in FINRA licensing sponsorship. Candidates who start in bank branch roles, operations, or personal banking at California retail banks often move laterally into wealth management support. Completing the Series 7 exam before applying, even without sponsorship through a community college-affiliated program, gives candidates a clear edge in California's competitive market.
Where can I find and apply to wealth management associate jobs in California?
You can find and apply to wealth management associate jobs in California on Migrate Mate, which lists current California openings updated regularly. Search the available roles, find the ones that match your experience and target city, and apply directly to the employer through each listing.
See All 87 Wealth Management Associate Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Jobs