75
Wealth Manager jobs in Los Angeles, CA
Charles Schwab —Los Angeles, CA
Must have an Active and valid FINRA Series 7. Must have an Active and valid FINRA Series 66 (may be obtained with a 120-day COE). Base salary + annual bonus.
$95,000 - $115,000 a year
Charles Schwab —Los Angeles, CA
Active and valid FINRA Series 7 license. Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment).
$145,000 - $190,000 a year
JPMorgan Chase & Co —Manhattan Beach, CA
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
$66,576 a year
JPMorgan Chase & Co —Torrance, CA
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
$66,576 a year
New York Life —Glendale, CA
Develop and implement business and marketing plans. \*Variable products can only be sold by registered representatives holding appropriate securities licenses.
$81,734 - $198,980 a year
Quick Apply
Your Hiring Partners —Los Angeles, CA
Record incoming assets to the appropriate blotting tool. Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
$110,000 - $120,000 a year
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2h
BNY Mellon —Los Angeles, CA
At the guidance of the Team Leader, the Associate Wealth Manager may also have independent responsibility for managing some client relationships with the Wealth…
Estimated: $96.6K - $122K a year
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
3d
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
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
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3d
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
NYL —Glendale, CA
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…
$62,309 - $125,523 a year
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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
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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
Cetera Financial Group —El Segundo, CA
Respond to telephone support inquiries from Financial Advisors, their supporting staff in the field, and end clients. Superior written and communication skills.
$49,000 - $57,000 a year
Quick Apply
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
5d
Ameriprise Financial —Pasadena, CA
Ability to work with various financial tools and software. Strong analytical skills for research and data analysis.
$55,000 - $85,000 a year
Quick Apply
Fidelity Investments —Burbank, CA
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
$56,000 - $82,000 a year
Northwestern Mutual Santa Monica —Santa Monica, CA
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus. Gather and assess each client’s financial information to accurately determine…
$70,000 - $170,000 a year
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Morgan Stanley —Pasadena, CA
10+ years of work experience in a field relevant to the position required. Advanced degree or professional certification or industry experience required.
Estimated: $170K - $215K a year
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