92
Wealth Manager jobs in Los Angeles, CA
The Bank of New York Mellon Corporation —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…
$58,900 - $120,000 a year
City National Bank —Los Angeles, CA
The Senior Manager of IT PMO may lead a Team of supervisors and individual contributorsThe PMO Analysis Group owns part and is a key contributor in all major…
$127,626 - $237,014 a year
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
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
JPMorgan Chase & Co —Los Angeles, CA
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Advise clients on their overall balance sheet, including…
$170,000 - $250,000 a year
1d
M&T Bank —Los Angeles, CA
Securities licensing, CFP, CTFA, CPA designation. Maintain M&T internal control standards, including timely implementation of internal and external audit points…
$151,722.54 - $252,870.91 a year
9h
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
Morgan Stanley —Pasadena, CA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $54K - $68.4K a year
5d
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
HUB International —Los Angeles, CA
As the Product Lead, you will be responsible for driving the business process, adoption and optimization of our Wealth Management tools while supporting the…
$125,000 - $150,000 a year
8d
AllianceBernstein —Los Angeles, CA
The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability…
$74,000 - $80,000 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
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
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
Ross Wealth Management Group —Long Beach, CA
Series 6 or 7 registered representative license. Valid California life, health and variable contract insurance license. Series 66 or Series 63 and 65 licenses.
Estimated: $61.7K - $78.1K a year
14h
Royal Bank of Canada —Beverly Hills, CA
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $72K - $91.2K a year
Cetera Financial Group —El Segundo, CA
Prepare presentation materials for Board of Director meetings, Earnings calls, and Internal Leadership meetings. Experience in the Financial Service industry.
$90,000 - $110,000 a year
3d
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
Bank of America —Pasadena, CA
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. 1st shift (United States of America).
Estimated: $67.9K - $86K a year
13d
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
8d
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