66
Wealth Manager jobs in Los Angeles, CA
Selby Jennings —United States
BS or MS in an analytical or technical degree. Advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable…
$150,000 - $500,000 a year
Quick Apply
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
Arden Trust Company —Los Angeles, CA
Effectively communicates with all levels of technical and non-technical personnel. Wide latitude for independent judgment and is expected to provide guidance…
Estimated: $92.1K - $117K a year
Quick Apply
1h
Miracle Mile Advisors —Los Angeles, CA
Identify potential risks and challenges during the integration process and develop mitigation strategies. Bachelor’s degree in Finance, Business Administration,…
$90,000 - $100,000 a year
1h
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
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
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
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
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
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
4d
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
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
5d
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
19h
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
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
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
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
9d
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
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
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