90
Wealth Manager jobs in Los Angeles, CA
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
Quick Apply
4d
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
IDB —Beverly Hills, CA
Acts as the principal business development officer including client acquisition, cross sales of deposits, loans and investment services.
$150,000 - $250,000 a year
Quick Apply
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
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
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
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
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
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
7d
East West Bank —Pasadena, CA
Financial licenses/state registration as required (L&H, FINRA Series 7 and 66). They will meet regularly with clients to assess how life changes such as…
$67,000 - $95,000 a year
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
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: $75.1K - $95.1K a year
Quick Apply
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
Quick Apply
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
BMO US —Los Angeles, CA
Oversees the design, development, and implementation of tools and training required to deliver business results. Develops and manages a business/group program.
$110,000 - $204,100 a year
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