63
Wealth Manager jobs in Los Angeles, CA
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
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
17h
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
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
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
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
8d
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
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
4d
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
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
Northwestern Mutual Santa Monica —Santa Monica, CA
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus. Requires a Bachelor’s degree in business administration, finance, or other…
$70,000 - $170,000 a year
Quick Apply
1h
Fidelity Investments —Torrance, CA
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
$45,000 - $75,000 a year
3h
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
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
4d
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
6d
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
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
1d
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