97
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
Quick Apply
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
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4d
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
Quick Apply
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
Quick Apply
4h
Shuster Advisory Group, LLC —Pasadena, CA
Professional certification such as a Chartered Financial Analyst (CFA), or similar qualification. Drafting market commentary, case studies, and market analysis.
$140,000 - $190,000 a year
Quick Apply
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
9h
Wedbush Securities —Los Angeles, CA
Bachelor's Degree from an accredited university, preferably in Business, Finance, or related field. Decisions regarding compensation are determined on a case-by…
$140,000 - $260,000 a year
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
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
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
Quick Apply
7d
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
Quick Apply
TCG Group Holdings LLP —Los Angeles, CA
This particular individual would work directly in conjunction with the Managing Director and play an integral role in growing our private client business…
Estimated: $75.3K - $95.4K a year
Quick Apply
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
4h
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
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
Quick Apply
1d
Cerity Partners —Los Angeles, CA
You will have the opportunity to acquire new clients, using your own channels as well as the existing channels within Cerity Partners and via the existing…
Estimated: $118K - $149K a year
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