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Entry-level financial advisor associate jobs in California: 31 open roles

31 open entry-level financial advisor associate jobs in California, taken from employers’ own career sites and checked to still be open. Listings that state pay show a median of $77,000 a year. A client associate supports a financial advisor: preparing client meetings, processing account paperwork and answering routine client questions. A path toward becoming an advisor.

Open entry-level financial advisor associate jobs in California

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Showing the newest 15 of about 31 verified open jobs here. Search all jobs

Search all financial advisor associate jobs in California · What a financial advisor associate does and the skills it takes

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The financial advisor associate job in California

The job is the same anywhere; what changes is who is hiring.

A typical day

  1. 1. Prepare client meeting materials
  2. 2. Process account forms and transfers
  3. 3. Answer client questions
  4. 4. Maintain records
  5. 5. Study for licenses (e.g., SIE, Series 7)

Skills it uses

  1. 1. Client service
  2. 2. Attention to detail
  3. 3. Financial products basics
  4. 4. Compliance awareness
  5. 5. CRM software
Find training for these skills

Employers hiring in California

  • Robert Half 5
  • Ameriprise Financial 4
  • JPMorgan Chase 3
  • Morgan Stanley 2
  • Whittier Advisors 2
  • Ameriprise Certificate 1
  • AssuredPartners 1
  • Citigroup 1

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