96
Wealth Manager jobs in Los Angeles, CA
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
10d
William Blair & Company —Beverly Hills, CA
Lead due diligence, research, analysis and documentation of potential and live transactions. Utilize creative approaches to analyses that illustrate key…
Estimated: $83.3K - $105K a year
10h
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: $180K - $228K a year
Northwestern Mutual - West Los Angeles —Los Angeles, CA
O California Life & Health license (or must obtain within 45 days of employment). O Assist in monitoring asset/security level variance including fixed income…
$80,000 - $100,000 a year
Quick Apply
5d
New York Life & NYLIFE Securities LLC —Los Angeles, CA
Develop and implement business and marketing plans. \*Variable products can only be sold by registered representatives holding appropriate securities licenses.
$36,601 - $126,775 a year
Quick Apply
7d
Equitable Advisors —Los Angeles, CA
If you do not have them, you will be required to attain state life and health licenses, SIE, FINRA Series 7 and 63 exams (other designations a plus).
$52,000 - $152,000 a year
Quick Apply
3d
Second 50 Financial, LLC —Manhattan Beach, CA
Will be cross trained to answer phones and help clients with account administration questions. Manage/Track client contributions, distributions, and cash…
$80,000 - $100,000 a year
Quick Apply
7d
EFC Wealth Group, Inc. —Los Angeles, CA
*Licensed & Ready:* You hold a Series 65 license and a life insurance license, and you’re prepared to put them to great use. Why This Opportunity Is For You*.
$74,000 - $90,000 a year
Quick Apply
6d
Advanced Portfolio Strategies —Torrance, CA
Bachelor's degree in finance, economics, business, or a related field (preferred, but not required). Work-life balance and flexibility in managing your own time…
Estimated: $105K - $133K a year
Quick Apply
5d
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
Ameriprise Financial —Pasadena, CA
Collect and analyze all pertinent client data including but not limited to income, asset, and liability statements and utilize data to develop comprehensive…
$60,000 - $80,000 a year
Quick Apply
5d
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
1d
Northwestern Mutual —Los Angeles, CA
Requires a Bachelor’s degree in business administration, finance, or other related field. Our successful entry-level financial advisor candidate has a passion…
$100,000 a year
Quick Apply
6d
Capstone Partners Financial and Insurance Services, LLC —Los Angeles, CA
Financial concepts: 1 year (Preferred). Financial concepts: 2 years (Preferred). Full equity ownership of your book (plus, support in valuing and selling it…
$89,475 - $157,342 a year
Quick Apply
20h
JPMorgan Chase & Co —Los Angeles, CA
Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as…
$150,000 - $160,000 a year
3d
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
1d
Bessemer Trust Company —Los Angeles, CA
Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. Coordinate annual unitrust payments, private foundation grant payments,…
$100,000 - $160,000 a year
4d
JPMorgan Chase & Co —Los Angeles, CA
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. If you have an entrepreneurial mindset and are looking to…
$85,500 - $110,000 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
3d
Altruist Corp —Los Angeles, CA
As the subject matter expert on Altruist’s core product offering, operational processes, and best practices, Onboarding Specialists must be adept at…
$79,000 - $113,000 a year
4d
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