87
Wealth Manager jobs in Los Angeles, CA
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
1d
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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Capital Group Companies —Los Angeles, CA
You have at 15+ years of wealth management experience (ideally as an independent Registered Investment Advisor).
$100,000 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
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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13d
Northwestern Mutual —Los Angeles, CA
A Bachelor’s degree in finance, business administration, or alternate related analytical field is required. Experience working with Microsoft Office, Excel, CRM…
From $100,000 a year
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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
JPMorgan Chase & Co —Los Angeles, CA
To be successful in this role the individual will need to be a subject matter expert on various investment platforms and products/investment strategies and firm…
$109,250 - $175,000 a year
JPMorgan Chase & Co —Glendale, CA
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
$66,576 a year
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: $78K - $98.8K 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: $165K - $209K a year
4d
Deloitte —Los Angeles, CA
Managing deliverables for utility EAM implementation and integration projects including architectural specifications, use case development, requirements…
Estimated: $146K - $185K a year
Equitable Advisors —Los Angeles, CA
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$24,000 a year
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
4d
U.S. Bank National Association —Los Angeles, CA
FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license. Centralized marketing support, local marketing, and sales…
$65,000 - $68,000 a year
Morgan Stanley —Los Angeles, CA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $56.7K - $71.8K a year
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
9d
BNY Mellon —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
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
12d
JPMorgan Chase & Co —Los Angeles, CA
You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities with…
$92,150 - $155,000 a year
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