73
Wealth Manager jobs in Los Angeles, CA
Lenox Advisors —Los Angeles, CA
Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and…
$75,000 - $100,000 a year
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3d
Charles Schwab —Los Angeles, CA
Active and valid FINRA Series 7 license. Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment).
$145,000 - $190,000 a year
New York Life —Glendale, CA
Develop and implement business and marketing plans. \*Variable products can only be sold by registered representatives holding appropriate securities licenses.
$81,734 - $198,980 a year
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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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2h
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…
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
3d
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
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
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
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
11d
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
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.
Estimated: $92K - $116K 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
7d
NFP Corp —Los Angeles, CA
Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios,…
$100,000 - $140,000 a year
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
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
10d
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: $59.9K - $75.9K a year
7d
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
Royal Bank of Canada —El Segundo, CA
This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company…
Estimated: $77.5K - $98.2K 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
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