59
Wealth Manager jobs in Los Angeles, CA
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
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
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: $61K - $77.2K a year
7d
Charles Schwab —Pasadena, CA
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
$43,800 - $86,600 a year
12h
NYL —Pasadena, 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…
$52,309 - $125,523 a year
Quick Apply
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
4d
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
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: $63.3K - $80.2K a year
Quick Apply
East West Bank —Beverly Hills, CA
Series 6 and 63 investment and life insurance license. Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card…
$23 - $26 an hour
Deloitte —Los Angeles, CA
Bachelor's degree in accounting, finance, or other business-related field. Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
Estimated: $182K - $230K a year
Northwestern Mutual - West Los Angeles —Los Angeles, CA
Life, Accident, and Health Insurance license (Required). Life, Accident, and Health Insurance licensed or obtain licensing within 3 months of employment.
$55,000 - $75,000 a year
Quick Apply
6d
Capstone Partners Financial and Insurance Services (LA) —Los Angeles, CA
Source client opportunities through referrals, networking and online social media marketing strategies. At Capstone Partners Financial and Insurance Services …
$55,000 - $60,000 a year
Quick Apply
3h
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
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
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
3h
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
Cetera Financial Group —El Segundo, CA
Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and…
$90,000 - $110,000 a year
3d
Northwestern Mutual Santa Monica —Santa Monica, CA
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus. We are seeking an eager, strategic, and definitive financial advisor to fill…
$70,000 - $170,000 a year
Quick Apply
8d
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
4d
PRICE WATERHOUSE COOPERS —Los Angeles, CA
Identifying opportunities to provide additional services with experience utilizing a CRM system in a professional services firm to network, develop…
Estimated: $188K - $238K a year
7d
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