57
Wealth Manager jobs in Los Angeles, CA
Your Hiring Partners —Los Angeles, CA
Record incoming assets to the appropriate blotting tool. Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
$110,000 - $120,000 a year
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2d
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…
Estimated: $96.6K - $122K a year
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
5d
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
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
Principal Financial Group —Los Angeles, CA
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now…
$63,750 - $100,000 a year
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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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
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
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
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
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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
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
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
Quick Apply
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
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
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
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