59
Wealth Manager jobs in Los Angeles, CA
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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LIDO ADVISORS, LLC —Los Angeles, CA
Ensures correct ticket entry and order routing. Ensures all trades are booked to front office position keeping system on the day they are executed.
Estimated: $107K - $136K a year
7d
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
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
7d
Cetera Financial Group —El Segundo, CA
Provide timely, accurate responses to inbound and escalated service calls, chats and emails related to usage of the technology platform applications.
Estimated: $57.6K - $72.9K a year
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…
Estimated: $90K - $114K 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…
Estimated: $157K - $199K a year
8d
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
Capital Group Companies —Los Angeles, CA
You have a bachelor’s degree in finance, business, or a related field, and 5+ years of experience in financial portfolio analysis.
$116,174 - $185,878 a year
13d
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
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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
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Cetera Financial Group —El Segundo, CA
Perform surveillance reviews of advisors, transactions, and client accounts to identify exceptions and detect patterns or trends that may be of concern.
$75,000 - $80,000 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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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
Cetera Financial Group —El Segundo, CA
Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location.
$75,000 - $90,000 a year
Kayne Anderson Rudnick (KAR) —Los Angeles, CA
The candidate will be responsible for assisting the Senior Financial Planner and Wealth Advisors in creating the financial plans (data entry into software),…
$100,000 - $137,500 a year
Ares Management —Los Angeles, CA
Investor Services acts as a centralized point of contact for external clients, internal teams and service providers on investor data, onboarding, inquiry…
Estimated: $67.2K - $85.1K a year
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
6d
Virtus Investment Partners, Inc. —Los Angeles, CA
The candidate will be responsible for assisting the Senior Financial Planner and Wealth Advisors in creating the financial plans (data entry into software),…
$100,000 - $137,500 a year
Capstone Partners Financial and Insurance Services (LA) —Los Angeles, CA
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients…
$80,000 - $95,000 a year
Quick Apply
9d
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