73
Wealth Manager jobs in Los Angeles, CA
Bank of America —Los Angeles, CA
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $61.4K - $77.7K a year
1d
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
1d
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: $70.6K - $89.4K a year
Quick Apply
1d
Ares Management —Los Angeles, CA
Investor Services acts as a centralized point of contact for external clients, internal teams and service providers on investor data, onboarding, inquiry…
Estimated: $63.5K - $80.4K 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
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
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
6d
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
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
12d
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
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
11d
JPMorgan Chase & Co —Los Angeles, CA
To be successful in this role the individual will need to be a subject matter expert on various investment platforms and products/investment strategies and firm…
$109,250 - $175,000 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
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: $70.9K - $89.8K 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
4h
Deloitte —Los Angeles, CA
Managing deliverables for utility EAM implementation and integration projects including architectural specifications, use case development, requirements…
Estimated: $143K - $181K a year
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
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
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
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