Wealth Management Advisor Salaries in California

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

$60,000 - $170,000 a year

Assist Private Wealth Advisors in sending follow ups after client meetings through emails, phone calls, and/or virtual or in-person meetings.

$75,000 - $125,000 a year

Receive client calls and resolve questions/issues as needed. Alongside the advisor, the wealth planner will develop individualized financial plans and…

$90,000 - $115,000 a year

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.

$96,000 - $210,000 a year

Work closely with internal Operations and Planning teams to develop and refine financial plans for both new and existing clients. Paid time off and holidays.

$165,000 - $280,000 a year

9 days ago

These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave…

$118,000 - $226,000 a year