63
Wealth Manager jobs in Los Angeles, CA
Bessemer Trust Company —Los Angeles, CA
Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. Bessemer Trust retains its original focus as a privately owned and…
$100,000 - $160,000 a year
4d
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
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
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
4d
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
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.
$65,000 a year
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
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
15h
Altruist Corp —Los Angeles, CA
As the subject matter expert on Altruist’s core product offering, operational processes, and best practices, Onboarding Specialists must be adept at…
$79,000 - $113,000 a year
4d
Atria Wealth Solutions —Los Angeles, CA
Undergraduate Degree in Business, Finance, or related field. Excellent communications skills, both verbal and written, necessary to provide exceptional service…
Estimated: $69.5K - $88K a year
Quick Apply
10d
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…
$92,100 - $155,000 a year
City National Bank —Beverly Hills, CA
This position is responsible for executing fixed income transactions by gathering relevant market information, performing market analysis, and leveraging broker…
$101,231 - $172,355 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
PRICE WATERHOUSE COOPERS —Los Angeles, CA
Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.
Estimated: $138K - $174K a year
7d
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,…
$546.00 - $762.40 a week
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
EY —Los Angeles, CA
CPA license or a licensed Attorney is required. Broad exposure to federal income taxation and some exposure to state and local tax.
Estimated: $167K - $212K a year
5d
EY —Los Angeles, CA
Must have a Bachelor's degree in Accounting, Finance, Tax, Law, or a related field, and 5 years of post-bachelor’s, progressive related work experience ; OR a…
$160,005 a year
9d
PRICE WATERHOUSE COOPERS —Los Angeles, CA
Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; Required Field(s) of Study (BQ).
Estimated: $158K - $200K a year
5d
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
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