535 wealth jobs at 134 companies in California
1w
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Wealth Strategist
Houston or Menlo Park
$125k-$200k/yr OnsiteFull Time
8+ YOERequires 8+ years in advanced financial planning or private wealth management, expertise in tax, estate, and wealth transfer planning, a bachelor's degree, CFP designation, and client presentation experience.
eMoney, Holistiplan, Vanilla
2mo
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Wealth Planner
Irvine, California, United States
$78k-$113k/yr OnsiteFull Time
3+ YOE2-3 years wealth management/financial planning; Bachelor's in Finance/Economics/Business; CFP preferred; additional certifications (CFA, ChFC, CPA) a plus.
Financial planning software, Microsoft Office
4d
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
2mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Wealth Advisor
Santa Clarita, California, United States
$100k-$120k/yr OnsiteFull Time
7+ YOECFP® and Series 65/66 required (or ability to obtain), 7+ years wealth management experience, life & health insurance license, experience leading support staff, proficiency with eMoney or MoneyGuidePro, in-office Santa Clarita availability.
eMoney, MoneyGuidePro, Orion
3w
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Wealth Relationship Manager
Cupertino, California, United States
$101k-$151k/yr OnsiteFull Time
Experience in financial sales and wealth planning, strong client relationship and business development skills, knowledge of wealth products and regulatory frameworks, and ability to work with Compliance/Credit/Risk.
1w
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Team Wealth Planner
Los Angeles, California, United States
$75k-$175k/yr OnsiteFull Time
7+ YOERequires 7+ years in family office, private client services, or wealth management; complex client experience; trust and estate knowledge; financial modeling; and experience serving high-net-worth families.
Addepar, Tamarac, Archway, Eton Solutions, Black Diamond, Microsoft Excel, Google Sheets
4d
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Associate Wealth Advisor
Pleasanton, California, United States
$85k-$120k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years of relevant financial planning experience, and CFP designation or Series 65 required. Requires wealth management knowledge, financial planning software experience, and strong communication skills.
eMoney, MoneyGuide Pro
3mo
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Senior Wealth Advisor
San Diego, California, United States
$125k-$175k/yr FieldFull Time
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/BD/bank/RIA preferred, CFP/CFA preferred, bachelor’s in finance/business/economics preferred.
2mo
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Associate Wealth Advisor
Walnut Creek or United States
$80k-$100k/yr OnsiteFull Time
1+ YOEBachelors required, Series 65 required, CFP preferred, 1+ year wealth management experience (3+ preferred), strong analytical and communication skills, CRM and financial planning software familiarity, willingness to be available when clients are.
Salesforce, MoneyGuidePro, Orion, Fidelity WealthScape
1mo
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
9+ YOEBachelor's degree plus 9+ years sales experience in financial services (or 13 years combined education/work with 5 years HNW sales); SAFE Act registration; proven wealth management and client acquisition track record.
2mo
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Private Wealth Management, Wealth Management Associate
San Francisco, California, United States
OnsiteFull Time
5+ YOE5+ years in wealth management or related field; bachelor’s degree or professional certification preferred; active SIE, Series 7 and 66 (or 63 and 65) licenses; additional product licenses may be required
Microsoft Office
3w
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Associate Wealth Advisor
Santa Ana, California, United States
$70k/yr HybridFull Time
2+ YOE2+ years in sales/delivery of investment products or wealth management; FINRA Series 7 and Series 66 (or 63 & 65); California Life Agent with variable contracts; fluent English, Spanish helpful; residency within 50-mile commute of Santa Ana.
Guided Wealth Portfolios
1w
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Team Lead, Wealth Management
Los Angeles, California, United States
$135k-$175k/yr HybridFull Time
3+ YOE3+ years wealth management experience, people management, strong organizational and communication skills, bachelor\u0002s degree required, familiarity with operational processes.
Salesforce, Fidelity Investments
1mo
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
9+ YOEBachelor's degree plus 9 years sales experience in financial services (or 13 years combined education/work including 5 years HNW sales). Must meet SAFE Act registration, implement wealth strategies, and achieve revenue goals. Securities licensing and professional designations preferred.
1mo
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Wealth Manager (San Francisco)
San Francisco, California, United States
$160k-$255k/yr HybridFull Time
10+ YOESeries 65 required; preferred 10+ years in investment/wealth management or financial planning; four-year degree or equivalent experience; strong communication, organization, and client relationship skills; background and credit checks required.
3w
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Wealth Relationship Manager
Cupertino, California, United States
OnsiteFull Time
Experience in financial sales and wealth planning; strong client relationship, business development, compliance and communication skills; Series 7, 63, 65 or 66 and life & health insurance licenses required.
2mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
3mo
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Wealth Strategies Advisor
Los Angeles or Chicago or San Francisco
$180k-$255k/yr HybridFull Time
5+ YOE5 years wealth planning experience; proven sales with high net worth clients; JD/CPA/MBA/CFA/CTFA/CFP preferred; strong communication and relationship skills; team player.
Wealth Planning Tools, Tax Planning Software, CRM, Office Suite
3mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
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