59
Wealth Manager jobs in Los Angeles, CA
Morgan Stanley —Beverly Hills, CA
Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and…
Estimated: $101K - $128K a year
4d
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
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
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
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
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
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: $62.7K - $79.4K a year
12d
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: $58.1K - $73.6K a year
The Bank of New York Mellon Corporation —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
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
10d
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: $178K - $226K 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
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: $172K - $217K a year
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
1d
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