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Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning. We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients.

Regal Executive Search

Investment Advisor Associate:

HaleyMarketing

Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions. An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.

Henley & Partners Holdings Ltd

Client Advisor

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ESSENTIAL DUTIES AND RESPONSIBILITIES: Proactively communicates and collaborates with WMAs to acquire new investment-related business opportunities while serving and expanding investment relationships with existing clients by meeting with prospects and engaging in other client-acquisition activities, learning about client investment goals, and presenting proposals for investment management. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

YEAR

Fifth Third Bancorp

Senior Investment Advisor

Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. Cerity Partners is the one of the largest and fastest growing independent financial advisory firms, managing over $160+ billion in assets under management, and over $1 trillion assets under advisement.

Cerity Partners LLC

Product Manager

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial Holdings Inc

VP, Outside Recruiting Firm Partner Program Leader

Castlewatch Wealth an Ameriprise Financial advisory practice is seeking a highly organized, detail-oriented Client Relationship Manager to support our advisors and deliver an exceptional experience to our clients. At Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management.

Castlewatch Wealth

Client Relationship Manager

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Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone

Associate Director, Client Advisory

Develop an understanding of the operational requirements for WEG's financial products, including Equities, Fixed Income, Alternative Investments, Separately Managed Accounts, and Donor Advised Funds. WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Wealth Enhancement Group Acquisition

Client Service Manager

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WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

HOUR

Client Service Associate

Key imperatives include leading U.S. Models platforms asset growth, building and managing strategic partnerships with enterprise and advisor platforms, and driving integration of models across GWM including adoption by Specialists and Sales teams. The Model Sales and Strategy Lead will lead the continued build‑out and scale of PIMCO's Model Portfolio platform, partnering closely with Sales, Specialists, Portfolio Management, Client Solutions & Analytics, Marketing, Legal/Compliance, and Technology.

PIMCO

Model Sales And Strategy Lead

Key imperatives include leading U.S. Models platforms asset growth, building and managing strategic partnerships with enterprise and advisor platforms, and driving integration of models across GWM including adoption by Specialists and Sales teams. The Model Sales and Strategy Lead will lead the continued build‑out and scale of PIMCO’s Model Portfolio platform, partnering closely with Sales, Specialists, Portfolio Management, Client Solutions & Analytics, Marketing, Legal/Compliance, and Technology .

Model Sales and Strategy Lead

The successful candidate leads with a digital-first mindset, knows the target audiences well enough to anticipate how allocators, advisors and intermediary firms evaluate managers, and is fluent across the full marketing toolkit: integrated campaigns, paid media, events, content, digital channels and account-based programs. Own the Americas event and sponsorship portfolio, including client conferences, roadshows and industry presence, partnering with the business to design events as integrated campaign moments that generate and advance opportunities, oversee effective execution across vendor strategy, audience development, on-site delivery and post-event measurement.

Head of Americas Marketing

Head Of Americas Marketing

With a highly customized, client-first approach, the firm manages sophisticated, multi-faceted wealth strategies that extend well beyond traditional investment management - from complex tax and estate planning to direct business acquisitions and high-impact philanthropy. Naviga Recruiting & Executive Search is a leading provider of Executive Search, Leadership, Individual Contributor, and Contingent Workforce Solutions, empowering businesses to achieve their strategic objectives through expert talent acquisition.

Naviga Recruiting & Executive Search

Relationship Manager

Our clients are passionate about the tools and experiences we provide, and we create experiences that inspire trust, simplify the complex, demystify investing, and empower our clients to truly own their tomorrow. Effective relationship builder--ability to partner cross-functionally, cross-enterprise and work effectively with various levels of the organization as well as various personality types.

Mindlance

Document Control Records Management - Content Strategist - Senior

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Prepare client meeting materials using eMoney, Black Diamond, Kwanti, and Riskalyze/Nitrogen — including net worth statements, cash flow analysis, depletion analysis, and planning strategy updates (1031 exchanges, Pledge Asset lines, etc.). Cooper McManus is an established, flourishing wealth management firm managing over $2.5B in assets for high-net worth individuals, families, and clients navigating complex financial circumstances.

Widger Talent

Paraplanner

Work across a broad security technology stack including endpoint detection and response (EDR), email security platforms, SIEM and log management systems, secure browser technologies, cloud security platforms, IDS/IPS, DLP, WAF, firewalls, and AI security and automation platforms. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Principal of Cloud Security

Principal Business Information Security Officer (BISO)

Our financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the worlds leading banks use Sierra!), insurers that provide protection for life's most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.

Sierra Technologies Inc

Product Manager, Agent Development - Financial Services

Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. To KAR, quality means that a company has competitive strengths that will allow it to grow and remain successful over time, both in investment management and wealth management business lines.

Wealth Advisor Jobs in California

Investment Advisor Associate: Regal Executive Search

Client Advisor Henley & Partners Holdings Ltd

Senior Investment Advisor Fifth Third Bancorp

Product Manager Cerity Partners LLC

VP, Outside Recruiting Firm Partner Program Leader LPL Financial Holdings Inc

Client Relationship Manager Castlewatch Wealth

Associate Director, Client Advisory Pathstone

Client Service Manager Wealth Enhancement Group Acquisition

Client Service Associate Wealth Enhancement Group Acquisition

Model Sales And Strategy Lead PIMCO

Model Sales and Strategy Lead PIMCO

Head of Americas Marketing PIMCO

Head Of Americas Marketing PIMCO

Relationship Manager Naviga Recruiting & Executive Search

Document Control Records Management - Content Strategist - Senior Mindlance

Paraplanner Widger Talent

Principal of Cloud Security LPL Financial Holdings Inc

Principal Business Information Security Officer (BISO) LPL Financial Holdings Inc

Product Manager, Agent Development - Financial Services Sierra Technologies Inc

Investment Performance Analyst - KAR Virtus Investment Partners

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