56
Wealth Manager jobs in Los Angeles, CA
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
9d
Shuster Financial Group, LLC —Pasadena, CA
Developing expertise in our firm’s technology and software tools and platforms within your first year of employment and ultimately assuming firm-wide training…
$75,000 - $90,000 a year
Quick Apply
1d
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…
$58,900 - $120,000 a year
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
2d
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
3d
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
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
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
6d
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
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: $61K - $77.2K a year
10d
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
2d
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
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
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
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
Morgan Stanley —Sherman Oaks, CA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $53.1K - $67.3K a year
Northern Trust Corp. —Pasadena, CA
Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Leadership and organizational skills are required to…
$158,000 - $275,000 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
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
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
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