Last updated: 2025-06-06
24 Wealth Management jobs in Los Angeles.
Hiring now: Associate Client Engagement Group @ Cim, Sr Associate @ Cnm Llp, Audit Manager @ Ghj, Private Credit Direct Lending Investment @ Blackrock, Financial Advisor @ Ameriprise, Lead Advisor @ Brighton J, Sr Manager Of Compliance @ Acorns, Private Banker Pbo @ Citizens, Alternative Investment Sales Specialist @ Lincoln Fi, Client Associate @ Da Davidso. Explore more at at jobswithgpt.com
🔥 Skills
client service (5)
Wealth Management (5)
financial services (3)
professional excellence (3)
work-life balance (3)
Internal Controls (3)
Regulatory Compliance (3)
compliance (3)
Private Banking (3)
Client Relationship (3)
📍 Locations
Los Angeles (10)
Newport Beach (5)
Irvine (3)
Santa Monica (1)
San Gabriel (1)
Pasadena (1)
CIM Group
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val…
Associate, Client Engagement Group
Los Angeles
- Skills: Client Engagement, Institutional Client Group, cross-functional collaboration, Portfolio Oversight, Fund Operations, Marketing, Compliance, Accounting, Investments, support business development
- Type: Full-time
CNM LLP
CNM LLP is a technical advisory services firm that works with top local talent on comprehensive projects for various clients, including start-ups, mid-market c…
Senior Associate
Los Angeles
- Skills: Senior Associate, technical advisory, financial services, hybrid work environment, local travel, FSI team, professional excellence, trusted relationships, client service, work-life balance
- Type: Hybrid
GHJ
At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. We work as a business advocate for our clie…
Audit Manager
Los Angeles
- Skills: Audit, Compliance, Advisory services, Strategic planning, Client relationships, Personalized service, Entrepreneurial organizations, Industry resources, Benchmarking, Health and wellness
CNM LLP
CNM LLP is a technical advisory services firm that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ran…
Senior Associate
Los Angeles
- Skills: SOX, Internal Controls, advisory services, financial services, community banks, real estate, fin-tech, work-life balance, professional excellence, client services
- Type: Hybrid
BlackRock
BlackRock has built industry-leading private credit capabilities over the past 20 years, seeking to deliver attractive results throughout market cycles.
Private Credit, Direct Lending Investment Professional - Associate
Santa Monica
- Skills: private credit, direct lending, investment professional, financial models, investment strategy, portfolio management, credit investing, risk-adjusted returns, diligence, financial analysis
- Experience: 2-5 years
- Type: Full-time
- Salary: $135,000.00 - $180,000.00
Ameriprise Financial
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Financial Advisor
Los Angeles
- Skills: Financial Planning, Client Service, Marketing Plan, Prospecting, Networking, Entrepreneurial Spirit, Coaching, Relationship Building, Sales, Regulatory Compliance
- Experience: 3+ years of work experience with a proven track record of success
- Type: Full-time
- Salary: $66,040 - $68,640/ year
CNM LLP
CNM LLP is a technical advisory services firm that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ran…
Senior Associate
Irvine
- Skills: SOX, Internal Controls, technical advisory, financial services, local travel, hybrid work environment, client service, professional excellence, work-life balance, trusted relationships
Ameriprise Financial
Ameriprise Financial is a diversified financial services leader with more than $1 trillion in assets under management and administration. They advise and manag…
Registered Client Service Associate
Los Angeles
- Skills: financial planning, client service, portfolio materials, investment research, trade execution, meeting coordination, client correspondence, administrative duties, analytical skills, team collaboration
- Experience: 3 - 5 years relevant experience required.
- Type: Full-time
- Salary: $30.19 - $40.76/hour
Brighton Jones
Brighton Jones is a high-growth organization focused on Wealth Alignment, helping clients, teammates, and members of the global community align their time and …
Lead Advisor
Newport Beach
- Skills: Wealth Alignment, client experience, collaboration, community, curiosity, compassion, client expectations, business development, operations, personal growth
- Experience: CFP® certification
Acorns
Acorns is a financial wellness app that helps everyday people and families save and invest money for the long term.
Sr. Manager of Compliance
Irvine
- Skills: compliance, regulatory, marketing communications, risk mitigation, team management, strategic goals, SEC, FINRA, communication, financial solutions
- Experience: 7+ years of SEC Registered Investment Adviser or Broker Dealer relevant compliance related work experience.
- Type: Full-time
- Salary: $145,000 - $170,000/year
Citizens
Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Private Banker, PBO
Newport Beach
- Skills: Wealth Management, Private Banking, Client Relationship, Financial Advisor, Investment, Lending Specialist, Customer Experience, Financial Planning, Asset Management, Professional Growth
- Type: Full-time
Lincoln Financial
Lincoln Financial is a financial services company focusing on products like annuities, life insurance, and retirement plans, with a history of 120 years.
Alternative Investment Sales Specialist Account Executive
Los Angeles
- Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
- Experience: 3-5+ years in alternatives distribution
- Type: Full-time
- Salary: $190,000 - $480,000
Ameriprise Financial
A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022, advising and managing assets and i…
Client Service Associate
Los Angeles
- Skills: client service, financial plans, transactions, client data, administrative support, investment research, client meetings, new business, communication, teamwork
- Experience: 3-5 years relevant experience
- Type: Full-time
- Salary: $28.22 - $38.07 per hour
Citizens
Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture. They offer a range of banking services, in…
Private Client Financial Advisor - Hanover, MA
San Gabriel
- Skills: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
- Type: Full-time
D.A. Davidson & Co.
An employee-owned Financial Services firm with a rich history spanning more than 80 years, dedicated to integrity, ethics, and outstanding service in wealth ma…
Client Associate
Pasadena
- Skills: client service, financial plans, account maintenance, client requests, securities exam, client relationships, accuracy, multi-tasking, compliance, confidentiality
- Experience: Eager to advance and grow in the Financial Services Industry; opportunity to complete securities exams; experience in client relationships preferred.
- Type: Full-time
- Salary: $53,000 - $62,000 annually
Citizens
Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Sr Private Bank, Lending Specialist
Irvine
- Skills: Wealth Management, Private Banking, Lending Specialist, Client-Service, Problem-Solving, Community Support, Inclusion, Diversity, Financial Institution, Career Growth
- Type: Full-time
GHJ
We help our people and clients pursue their passions, build thriving businesses, and create a better future.
International Tax Manager
Los Angeles
- Skills: tax strategies, estate planning, international matters, tax credit maximization, federal tax, state tax, local tax, high net worth individuals, privately held businesses, strategic vision
- Type: full_time
- Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}
Merrill Wealth Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Financial Solutions Advisor
Newport Beach
- Skills: Wealth Management, Financial Advisory, Investment Strategies, Client Relationship, Financial Objectives, Portfolio Growth, Market Developments, Client Engagement, Sales Performance, Regulatory Compliance
- Type: full_time
- Salary: {'min': 75000.0, 'max': 85000.0, 'period': 'annual', 'currency': 'USD'}