82
Wealth Manager jobs in Los Angeles, CA
Confidential —Pasadena, CA
Other responsibilities include: review of marketing materials, investment analysis and modeling, cash flow analysis, and risk analysis (life insurance and long…
$75,000 - $80,000 a year
Quick Apply
Second 50 Financial, LLC —Manhattan Beach, CA
Will be cross trained to answer phones and help clients with account administration questions. Manage/Track client contributions, distributions, and cash…
$80,000 - $100,000 a year
Quick Apply
7d
EFC Wealth Group, Inc. —Los Angeles, CA
*Licensed & Ready:* You hold a Series 65 license and a life insurance license, and you’re prepared to put them to great use. Los Angeles, CA 90045 (Required).
$74,000 - $90,000 a year
Quick Apply
6d
Charles Schwab —Los Angeles, CA
Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals.
$41,400 - $76,600 a year
22h
BNY Mellon —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…
$70,700 - $130,700 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
3d
Northwestern Mutual —Los Angeles, CA
Requires a Bachelor’s degree in business administration, finance, or other related field. Our successful entry-level financial advisor candidate has a passion…
$100,000 a year
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6d
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
1d
Capstone Partners Financial and Insurance Services, LLC —Los Angeles, CA
Financial concepts: 1 year (Preferred). Financial concepts: 2 years (Preferred). Full equity ownership of your book (plus, support in valuing and selling it…
$89,475 - $157,342 a year
Quick Apply
20h
Sagient —Beverly Hills, CA
Ongoing resources and support, with autonomy to run your own practice. Full marketing, prospecting, and technical support.
$50,000 - $250,000 a year
Quick Apply
1d
Morgan Stanley —Sherman Oaks, CA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
$35,000 - $85,000 a year
The Bank of New York Mellon Corporation —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
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
Quick Apply
Bessemer Trust Company —Los Angeles, CA
Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. Coordinate annual unitrust payments, private foundation grant payments,…
$100,000 - $160,000 a year
4d
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
JPMorgan Chase & Co —Los Angeles, CA
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Consult on and execute brokerage trades, including: advising the…
$85,500 - $110,000 a year
3d
Morgan Stanley —Los Angeles, CA
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates.
$110,000 - $145,000 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
3d
Core Talent —Los Angeles, CA
Evaluate clients' risk tolerance and develop strategies to mitigate potential financial risks. Bachelor's degree in Finance, Business, or a related field.
$100,000 - $200,000 a year
Quick Apply
10d
William Blair & Company —Beverly Hills, CA
Lead due diligence, research, analysis and documentation of potential and live transactions. Utilize creative approaches to analyses that illustrate key…
Estimated: $83.3K - $105K a year
11h
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