80
Wealth Manager jobs in Los Angeles, CA
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
JPMorgan Chase & Co —Torrance, CA
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
$66,576 a year
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…
$70,700 - $130,700 a year
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
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
Morgan Stanley —Sherman Oaks, CA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
$35,000 - $85,000 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.
$110,000 - $145,000 a year
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
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
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.
$84,980 - $193,440 a year
Citi —Los Angeles, CA
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its…
$70,000 a year
Royal Bank of Canada —Beverly Hills, CA
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
$39,000 - $72,000 a year
7d
Cetera Financial Group —El Segundo, CA
Facilitates addendum and new contracts for banks and credit unions. Previous or current experience within banking or credit unions. Bachelor’s Degree.
$50,000 - $65,000 a year
Cetera Financial Group —El Segundo, CA
The Senior Advisor Engagement Analyst role collects and interprets data in order to help the Business Consulting Education & Training (BCET) team identify…
$85,000 - $95,000 a year
Quick Apply
PRICE WATERHOUSE COOPERS —Los Angeles, CA
Knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies.
Estimated: $137K - $173K 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,…
$546.00 - $762.40 a week
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.
$146,510 - $272,090 a year
PRICE WATERHOUSE COOPERS —Los Angeles, CA
Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.
Estimated: $156K - $198K a year
PRICE WATERHOUSE COOPERS —Los Angeles, CA
As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with…
Estimated: $121K - $153K a year
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