55
Wealth Manager jobs in Los Angeles, CA
Equitable Advisors —Los Angeles, CA
If you do not have them, you will be required to attain state life and health licenses, SIE, FINRA Series 7 and 63 exams (other designations a plus).
$52,000 - $152,000 a year
Quick Apply
Northwestern Mutual - West Los Angeles —Los Angeles, CA
Life, Accident, and Health Insurance license (Required). Life, Accident, and Health Insurance licensed or obtain licensing within 3 months of employment.
$55,000 - $75,000 a year
Quick Apply
11d
Paulson Investment Company, LLC —Beverly Hills, CA
Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to…
$50,000 - $250,000 a year
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Kingsview Partners Wealth Management —United States
This full-time salary position is condensed into traveling and then remote work. As a member of our integrations team, you travel onsite every time the firm…
$40,000 - $90,000 a year
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Hariri Financial Partners —California
*Innovative Resources:* Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.
$95,252 - $187,500 a year
Quick Apply
Shuster Financial Group, LLC —Pasadena, CA
Developing expertise in our firm’s technology and software tools and platforms within your first year of employment and ultimately assuming firm-wide training…
$75,000 - $90,000 a year
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3d
LourdMurray —Los Angeles, CA
Working closely with our Wealth Advisors, the Senior Wealth Manager will be tasked with meaningfully impacting clients’ financial standing by creating tailored…
From $135,000 a year
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M&T Bank —Los Angeles, CA
Securities licensing, CFP, CTFA, CPA designation. Maintain M&T internal control standards, including timely implementation of internal and external audit points…
$151,722.54 - $252,870.91 a year
5d
Northwestern Mutual - West Los Angeles —Los Angeles, CA
O California Life & Health license (or must obtain within 45 days of employment). O Assist in monitoring asset/security level variance including fixed income…
$80,000 - $100,000 a year
Quick Apply
Advisor Business Solutions —Pasadena, CA
Professional certification as a Chartered Financial Analyst (CFA), or similar qualification. Drafting market commentary, case studies, and market analysis.
$140,000 - $190,000 a year
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2d
City National Bank —Los Angeles, CA
This includes completing new account paperwork, answering client and colleague investment products/services related inquiries, resolving account-related issues,…
$65,296 - $104,304 a year
1d
Bank of America —Los Angeles, CA
Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date).
$140,000 - $235,000 a year
Capstone Partners Financial and Insurance Services (LA) —Los Angeles, CA
Source client opportunities through referrals, networking and online social media marketing strategies. At Capstone Partners Financial and Insurance Services …
$55,000 - $60,000 a year
Quick Apply
5d
Manhattan West Enterprise Company LLC —Los Angeles, CA
Minimum 3 years experience within financial advisory services with demonstrated ability to develop and manage client relationships and develop new business…
$120,000 - $300,000 a year
Quick Apply
Plaxonic Technologies —Los Angeles, CA
Recommend and implement solutions to enhance operational efficiency, reduce costs, and mitigate risks.*. Business analysis: 10 years (Preferred).
$100,000 - $160,000 a year
Quick Apply
Morgan Stanley —Los Angeles, CA
High motivation and energy with ability to develop strong working relationships. Provides coaching, guidance, and education to Financial Advisors on policies…
Estimated: $86.5K - $110K a year
Lenox Advisors —Los Angeles, CA
Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and…
$75,000 - $100,000 a year
Quick Apply
1d
Ameriprise Financial —Pasadena, CA
Ability to work with various financial tools and software. Strong analytical skills for research and data analysis.
$55,000 - $65,000 a year
Quick Apply
Morgan Stanley —Pasadena, CA
5+ years of work experience in a field relevant to the position required. Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall…
Estimated: $82.2K - $104K a year
Fidelity Investments —Los Angeles, CA
The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to…
$115,000 - $200,000 a year
3d
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