59 wealth management associate jobs at 18 companies in San Jose, CA
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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
1w
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Senior Associate - Wealth Management - EFO
Mountain View or San Francisco or Los Angeles or Irvine
$92k-$125k/yr HybridFull Time
2+ YOERequires a bachelor's degree, 2–4 years supporting wealth management clients or in tax and accounting, client communication experience, and Excel and Word proficiency. CPA and CFP preferred.
Microsoft Excel, Microsoft Word, eMoney
2mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Client service support for wealth management; assist Financial Advisors; ensure timely client materials; follow bank policies; multi-task and adapt in a fast environment.
Microsoft Office, Salesforce
2mo
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Private Wealth Management, Wealth Management Associate
San Francisco, California, United States
$68k-$120k/yr OnsiteFull Time
5+ YOE5+ years relevant experience, active SIE and Series 7 and 66 (or 63 and 65), four-year degree preferred, strong Microsoft Office skills, effective communication, compliance knowledge, and client relationship experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Associate, Wealth Management
San Francisco, California, United States
$95k-$115k/yr HybridFull Time
Bachelor's degree required; 1-2+ years relevant experience preferred. Strong organization, communication, critical thinking, and relationship-building; curiosity about financial markets; Salesforce experience a plus.
Salesforce
1w
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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
1w
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Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1 year of experience; client service, communication, prioritization, computer application, and relationship management skills; Microsoft Office and Salesforce proficiency preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
5d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
4d
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2027 | Americas | San Francisco | Wealth Management, Private Wealth Management | New Associate
San Francisco, California, United States
$160k/yr OnsiteFull Time
2+ YOEFull-time associate program for candidates with 2–5 years of experience and an advanced degree, offering product-specific and function-specific development in wealth management.
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
1w
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Associate Wealth Advisor
Menlo Park or Walnut Creek
$110k-$125k/yr HybridFull Time
4+ YOEBachelor's degree, Series 65 or equivalent, and 4+ years of financial services experience. Requires financial analysis, modeling, strategic planning, investment, tax, estate, and risk management expertise.
CRM, custodian websites
1mo
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
17h
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Analyst or Associate, Wealth Management
Chicago or Abu Dhabi or Austin or Beijing or Boston or Hong Kong or London or Munich or Menlo Park or New York City or Seoul or Singapore or Sydney or Tokyo or Toronto
$85k-$110k/yr OnsiteFull Time
1+ YOERequires 1–2+ years of professional experience, preferably in wealth management or client-facing private markets, strong English communication, MS Office and Salesforce proficiency, organizational skills, and a business-focused undergraduate degree preferred.
Microsoft Excel, Microsoft PowerPoint, Salesforce, CRM
3w
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Associate Wealth Advisor - Hightower Signature Wealth
San Ramon, California, United States
$75k-$80k/yr OnsiteFull Time
3+ YOE3+ years in investment management, CFP® or on-track, Series 65 or 66, knowledge of financial planning and regulatory requirements, strong communication and analytical skills.
eMoney, Salesforce, Tamarac
2mo
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Financial Advisor Associate — Wealth Management Partnerships
San Francisco, California, United States
$55k-$80k/yr HybridContract, Full Time
2+ YOE2+ years in financial services; high-volume outreach; strong communication; familiarity with RIA/wealth management; FINRA licenses; CFP/CFA/CAIA a plus.
CRM, LinkedIn, Quantitative trading platform, Portfolio management platform
5d
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Private Wealth Advisor Associate
San Francisco, California, United States
$65k-$90k/yr HybridFull Time
3+ YOEBachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE required before joining; Series 7 and 66 required within 1–2 months.
3mo
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Credit Officer, Senior Associate - Asset Wealth Management
San Francisco, California, United States
$100k-$161k/yr OnsiteFull Time
3+ YOEBachelor’s degree; 3+ years credit risk/underwriting; strong financial analysis; Excel; effective communication; portfolio management; cross-border experience preferred.
Microsoft Excel, Microsoft Word, PowerPoint
2mo
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Senior Associate/Associate, RIA Relationship Management (West Coast)
Palo Alto, California, United States
$105k-$130k/yr HybridFull Time
3+ YOE3+ years in financial services, wealth management, or asset management; strong Salesforce proficiency; analytical skills; client relationship experience; demonstrated use of AI tools; comfort with outreach and events.
Salesforce, LinkedIn
1w
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Associate Director, Client Advisory
San Francisco, California, United States
$120k-$160k/yr OnsiteFull Time
5+ YOEBachelor's degree, advanced degree or professional designation progress, 5–8+ years in wealth management or financial advisory, Series 65, strong analytical, communication, relationship management, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Salesforce
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