65
Wealth Manager jobs in Los Angeles, CA
TIAA —Pasadena, CA
Reviews client information, including financial statements, risk investment profile and cash availability. MoneyGuidePro, and or experience with other advice…
$75,000 - $105,000 a year
Confidential —Pasadena, CA
Other responsibilities include: review of marketing materials, investment analysis and modeling, cash flow analysis, and risk analysis (life insurance and long…
$75,000 - $80,000 a year
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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
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6d
Second 50 Financial, LLC —Manhattan Beach, CA
Will be cross trained to answer phones and help clients with account administration questions. Manage/Track client contributions, distributions, and cash…
$80,000 - $100,000 a year
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7d
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
Advanced Portfolio Strategies —Torrance, CA
Bachelor's degree in finance, economics, business, or a related field (preferred, but not required). Work-life balance and flexibility in managing your own time…
Estimated: $105K - $133K a year
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6d
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…
$70,700 - $130,700 a year
Arden Trust Company —Los Angeles, CA
Effectively communicates with all levels of technical and non-technical personnel. Wide latitude for independent judgment and is expected to provide guidance…
Estimated: $92.1K - $117K a year
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2h
Fidelity Investments —Torrance, CA
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
$45,000 - $75,000 a year
7h
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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Morgan Stanley —Los Angeles, CA
Litigate disputes in arbitration and state and federal courts, including responsibilities for strategy, case investigation, legal research, drafting and arguing…
$110,000 - $190,000 a year
Northwestern Mutual —Los Angeles, CA
Requires a Bachelor’s degree in business administration, finance, or other related field. Our successful entry-level financial advisor candidate has a passion…
$100,000 a year
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6d
Miracle Mile Advisors —Los Angeles, CA
Identify potential risks and challenges during the integration process and develop mitigation strategies. Bachelor’s degree in Finance, Business Administration,…
$90,000 - $100,000 a year
2h
Oppenheimer & Co. Inc. —Los Angeles, CA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
$55,000 - $65,000 a year
Quick Apply
1d
Sagient —Beverly Hills, CA
Ongoing resources and support, with autonomy to run your own practice. Full marketing, prospecting, and technical support.
$50,000 - $250,000 a year
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1d
Rothschild & Co —Los Angeles, CA
The ideal candidate will be an experienced credit analyst, capable of analyzing complex credit transactions, ideally with leveraged loan or private equity…
$105,000 - $130,000 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
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Trilogy Financial —Torrance, CA
Training consists of: Provide support to the Team through client service calls, preparing for client meetings, observe and take notes during client meetings,…
$27 an hour
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The Bank of New York Mellon Corporation —Los Angeles, CA
Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention.
$81,000 - $205,000 a year
Capstone Partners Financial and Insurance Services, LLC —Los Angeles, CA
Financial concepts: 1 year (Preferred). Financial concepts: 2 years (Preferred). Full equity ownership of your book (plus, support in valuing and selling it…
$89,475 - $157,342 a year
Quick Apply
1d
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