Wealth Management Advisor Salaries in California

Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth…

$101,000 - $113,000 a year

Interest to develop career within financial services industry; working towards CFP certification preferred. Basic knowledge of financial and investment concepts…

$60,000 - $120,000 a year

CFP certification preferred, or willingness to pursue certification. Conduct research and analysis on financial planning topics such as retirement income…

$90,000 - $105,000 a year

Active FINRA Series 66 license (or equivalent). May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA®…

$120,000 - $191,000 a year

Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.

$63,300 - $117,200 a year

0–3 years of experience in financial services or related field (internships or prior roles in wealth management, insurance, or accounting are advantageous).