70
Wealth Manager jobs in Los Angeles, CA
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
Govic Capital, LLC —Los Angeles, CA
Must be Life and Health licensed, Series 6 licensed and Series 7 license preferred; CFP designation is strongly preferred.
$75,000 - $500,000 a year
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Northwestern Mutual - West Los Angeles —Los Angeles, CA
FINRA Series 7, Series 63, and California Life Insurance license. The Associate Wealth Management Advisor will help oversee the design, creation, and…
$80,000 - $120,000 a year
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4d
Lenox Advisors —Los Angeles, CA
Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and…
$75,000 - $100,000 a year
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Paulson Investment Company, LLC —Beverly Hills, CA
Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to…
$50,000 - $250,000 a year
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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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New York Life —Glendale, CA
Develop and implement business and marketing plans. \*Variable products can only be sold by registered representatives holding appropriate securities licenses.
$85,000 - $260,000 a year
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5d
JPMorgan Chase & Co —Los Angeles, 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
Kingsview Partners Wealth Management —United States
This full-time salary position is condensed into traveling and then remote work. As a member of our integrations team, you travel onsite every time the firm…
$40,000 - $90,000 a year
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5d
Hariri Financial Partners —California
*Innovative Resources:* Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.
$95,252 - $187,500 a year
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12d
Edward Jones —United States
CTFA, J.D., CFP, CPA, or substantial progress toward professional certification strongly preferred. Formulating plans for the execution of estate plans, using…
$70,659 - $116,516 a year
1d
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…
$58,900 - $120,000 a year
LourdMurray —Los Angeles, CA
Working closely with our Wealth Advisors, the Senior Wealth Manager will be tasked with meaningfully impacting clients’ financial standing by creating tailored…
From $135,000 a year
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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
1d
Plaxonic Technologies —Los Angeles, CA
Recommend and implement solutions to enhance operational efficiency, reduce costs, and mitigate risks.*. Business analysis: 10 years (Preferred).
$100,000 - $160,000 a year
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2d
Advisor Business Solutions —Pasadena, CA
The ideal candidate must possess exceptional knowledge of high-end concierge services for HNW and UHNW clients, strong organization skills, and be proactive,…
$85,000 - $95,000 a year
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1d
Morgan Stanley —Los Angeles, CA
High motivation and energy with ability to develop strong working relationships. Provides coaching, guidance, and education to Financial Advisors on policies…
Estimated: $69.4K - $87.9K a year
2d
Advisor Business Solutions —Pasadena, CA
Keep client service team members adequately informed on all active and pending client matters. The firm seeks a Wealth Advisor CFA responsible for solid…
$130,000 - $175,000 a year
Quick Apply
1d
WestPac Wealth Partners —Glendale, CA
Have or willing to obtain state Life/Health Insurance License, SIE, Series 7 & Series 66. Access to study and licensing materials – reimbursements for tests.
$52,000 - $250,000 a year
Quick Apply
Morgan Stanley —Pasadena, CA
10+ years of work experience in a field relevant to the position required. Advanced degree or professional certification or industry experience required.
Estimated: $213K - $269K a year
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