64
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
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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
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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
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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
William Blair & Company —Beverly Hills, CA
Lead due diligence, research, analysis and documentation of potential and live transactions. What sets us apart is that we are an independent partnership, with…
Estimated: $83.3K - $105K a year
18h
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
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
6d
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
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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
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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
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5d
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
3h
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
4h
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
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
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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
Sagient —Beverly Hills, CA
Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field. To ensure your application is considered, kindly answer our…
$50,000 - $250,000 a year
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1d
Capstone Partners Financial and Insurance Services, LLC —Los Angeles, CA
Capstone Partners is seeking an experienced financial advisor to join our team in , to partner with us on our mission to impact the lives of your clients in…
$89,475 - $157,342 a year
Quick Apply
1d
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