31 Wealth Management jobs in Los Angeles.

Hiring now: Team Leader Exec Protecti @ Gavin De B, Financial Solutions Advis @ Merrill We, Retirement Services Distr @ Adp, Financial Advisor @ Ameriprise, Private Wealth Associate @ Bernstein , Client Portfolio Spec @ Kayne Ande, Sr Associate @ Cnm Llp, Prod Lead Universal Money @ Lightspark, Principalpartner Forensic @ Ghj, Sr Investment Advisor Ass @ Kayne Ande.Explore more at jobswithgpt.com.

🔥 Skills

client service (7) financial services (5) relationship management (4) Relationship Building (3) Advisory (3) business development (3) Compliance (3) real estate (3) wealth management (3) portfolio management (3)

đź“Ť Locations

Los Angeles (18) Newport Beach (3) Monterey Park (2) Santa Monica (2) Anaheim (1) Buena Park (1) Irvine (1) Pasadena (1) Rancho Cucamonga (1) San Dimas (1)
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Gavin De Becker & Associates (Gdba)

Team Leader - Executive Protection Anaheim
Skills & Focus: executive protection, close protection, high-net-worth clients, leadership, security, emergency medical technician, law enforcement, protective security, client communication, team management
About the Company: Gavin de Becker & Associates (GDBA) protects the world’s most influential and at-risk public figures. Founded in 1978 by 3-time Presidential appointee, Gavin d…
Experience: 3+ years in close protection/executive protection; 3+ years as certified law enforcement officer; 2+ years as EMT/NREMT, Paramedic, or Registered Nurse; International/domestic experience beneficial
Salary: $80,000 to $110,000 per year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, and 401(k)

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) Buena Park
Skills & Focus: Client Management, Relationship Building, Investment Management, Advisory, Sales Performance, Financial Goals, Portfolio Management, Risk Management, Regulatory Compliance, Networking
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience, 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, training opportunities, and strong referral network

Adp

Retirement Services District Manager Irvine
Skills & Focus: sales, retirement services, client relationships, business development, team collaboration, prospecting, networking, presentation skills, financial services, sales training
About the Company: ADP is a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 2+ years of outside business-to-business sales experience
Salary: $43,300.00 - $93,900.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Merrill Wealth Management

Market Leader - Advisor Development Program Los Angeles
Skills & Focus: Wealth management, Investment products, Client acquisition, Sales management, Coaching, Compliance, Risk management, Performance management, Goal setting, Diversity
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 3+ years industry experience with a leading firm; 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
Salary: $130,000.00 - $170,000.00
Type: Full-time
Benefits: Employee benefits include industry-leading access to paid time off, resources and support.

Ameriprise Financial

Financial Advisor Los Angeles
Skills & Focus: Financial Planning, Client Service, Marketing Plan, Prospecting, Networking, Entrepreneurial Spirit, Coaching, Relationship Building, Sales, Regulatory Compliance
About the Company: 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…
Experience: 3+ years of work experience with a proven track record of success
Salary: $66,040 - $68,640/ year
Type: Full-time
Benefits: Base salary plus uncapped monthly bonus opportunities and a full employee benefits package including vacation time, sic…

Bernstein Private Wealth Management

Private Wealth Associate Los Angeles
Skills & Focus: client service, private wealth management, analytical skills, communication skills, relationship-building, portfolio analysis, wealth planning, client-focused, problem-solving, financial management strategies
About the Company: Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…
Experience: 1-2 years client service experience, financial services industry experience a plus
Salary: $76,000-82,000
Type: Full-time
Benefits: Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, c…

Kayne Anderson Rudnick

Client Portfolio Specialist Los Angeles
Skills & Focus: client portfolio management, wealth advisory services, Fidelity Wealth Advisor Solutions, business development, sales and marketing, client service, relationship management, financial services, Microsoft Office, FINRA Series 65
About the Company: KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strate…
Experience: Minimum 5 years in Financial Services sales
Salary: $118,000.00 to $144,000.00
Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and welln…

Cnm Llp

Senior Associate Los Angeles
Skills & Focus: SOX, Internal Controls, advisory services, financial services, community banks, real estate, fin-tech, work-life balance, professional excellence, client services
About the Company: 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…
Type: Hybrid

Gavin De Becker & Associates (Gdba)

Protector Team Leader Los Angeles
Skills & Focus: executive protection, close protection, team leader, medical experience, law enforcement, high-net-worth clients, residential security, corporate security, travel security, leadership
About the Company: Gavin de Becker & Associates (GDBA) protects the world’s most influential and at-risk public figures. Founded in 1978 by 3-time Presidential appointee, Gavin d…
Experience: 3+ years
Salary: $80,000 - $110,000
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, and 401(k).

Lightspark

Product Lead - Universal Money Address (UMA) Los Angeles
Skills & Focus: Product Lead, Universal Money Address, health insurance, life insurance, 401k, paid time off, stock options, flexible work schedule, family leave policies, annual bonuses
Salary: $220K – $295K
Type: Full time
Benefits: Health insurance, life insurance, 401k contribution, paid time off including vacation and sick leave, stock options, co…

Ghj

Principal/Partner- Forensic Accounting & Litigation Support Los Angeles
Skills & Focus: Forensic Accounting, Litigation Support, Fraud Risk Mitigation, Internal Controls, Client Relationship Development, Business Development, Expert Testimony, Forensic Investigations, Mentoring, Leadership Opportunities
About the Company: At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.
Experience: Senior-level professional experience in consulting or accounting practice
Benefits: Path to partnership at GHJ, involvement in thought leadership, developing and mentoring staff

Kayne Anderson Rudnick Investment Management

Senior Investment Advisor Associate Los Angeles
Skills & Focus: client service, high-net-worth investors, investment management, asset allocation, portfolio review, equity markets, fixed income, custodial experience, financial regulations, team-oriented culture
About the Company: KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strate…
Experience: 5 + years client service working with high-net-worth individuals at an investment management firm, private bank, or broker/dealer with history of increasing responsibilities
Salary: $75,000- $96,000
Type: Full-time
Benefits: Competitive Pay, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Health Savings Account with a Co…

Cim Group

Associate, Client Engagement Group Los Angeles
Skills & Focus: Client Engagement, Institutional Client Group, cross-functional collaboration, Portfolio Oversight, Fund Operations, Marketing, Compliance, Accounting, Investments, support business development
About the Company: 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…
Type: Full-time

Ghj

State and Local Tax (SALT) Manager Los Angeles
Skills & Focus: State and Local Tax, SALT, Tax strategies, Tax credit maximization, Estate planning, International matters, Tax benefits, Tax accountants, Complex tax issues, Client relationships
About the Company: At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. Our Tax Practice is comprised of nearly 100…
Experience: Post-graduate degrees in tax, law or business; experience with 'Big Four' accounting firms preferred.
Type: Full-time
Benefits: Flexible work environments, health and wellness support, commitment to anytime/anywhere work.

Cim Group

Fundraising Professional Los Angeles
Skills & Focus: fundraising, financial institutions, insurance channel, growth strategy, asset gathering, relationship management, North America, career growth, community-focused, real estate
About the Company: 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…
Experience: Experienced
Type: Full-time

Banner Bank

Client Relationship Consultant Los Angeles
Skills & Focus: client service, sales activities, account maintenance, cross-sell, Bank products, loan applications, client profiles, financial solutions, enable client goals, community organizations
About the Company: Banner Bank has over 150 locations throughout Washington, Oregon, Idaho, and California. The bank emphasizes client service, employee volunteerism, and communi…
Type: Full-time

Ghj

Audit Manager Los Angeles
Skills & Focus: Audit, Compliance, Advisory services, Strategic planning, Client relationships, Personalized service, Entrepreneurial organizations, Industry resources, Benchmarking, Health and wellness
About the Company: 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…
Benefits: Flexible work environments, commitment to health and wellness, anytime/anywhere work.

Cnm Llp

Senior Associate Los Angeles
Skills & Focus: Senior Associate, technical advisory, financial services, hybrid work environment, local travel, FSI team, professional excellence, trusted relationships, client service, work-life balance
About the Company: 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…
Type: Hybrid
Benefits: Great Place to Work® recognition, focus on work-life balance, outstanding culture.

Kayne Anderson Rudnick Investment Management

Senior Investment Advisor Associate Los Angeles
Skills & Focus: client service, high-net-worth individuals, equity and fixed income markets, account registrations, custodians, Charles Schwab, Fidelity Investments, portfolio review, tax analysis, incentive plan
About the Company: KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strate…
Experience: 5 + years client service working with high-net-worth individuals at an investment management firm, private bank, or broker/dealer
Salary: $75,000- $96,000
Type: Full-time
Benefits: Competitive Pay, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Health Savings Account with a Co…

Ghj

Tax Consultant Los Angeles
Skills & Focus: tax strategies, tax credit maximization, estate planning, international tax, compliance, consulting, tax benefits, private equity, pass-through entity, collaboration
About the Company: At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.

Webtoon Entertainment

Investor Relations Manager Los Angeles
Skills & Focus: Investor Relations, communication, independent thinker, multitask, project management, attention to detail, excellent judgment, integrity, work ethic, successful outcomes
About the Company: WEBTOON Entertainment is a leading global entertainment company and home to some of the world's largest storytelling platforms. It is a global leader and pione…

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) Monterey Park
Skills & Focus: wealth management, investment advice, client relationships, financial goals, advisory strategies, high-net worth, client solutions, training and development, referral network, risk management
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience; 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, leadership opportunities, strong referral network
Financial Solutions Advisor Monterey Park
Skills & Focus: wealth management, investment products, client solutions, financial goals, relationship management, market developments, business growth, investment advisory, formal training, diversity
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years' experience working in the financial service industry and/or a sales environment
Salary: $75,000.00 - $85,000.00
Type: Full-time
Benefits: Ongoing professional development, leadership opportunities, potential for growth

Ameriprise Financial

Registered Client Service Associate Newport Beach
Skills & Focus: financial planning, client service, investment research, portfolio management, administrative duties, data entry, meeting coordination, documentation, customer relationships, analytical skills
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration. Offers personalized financial planning and ad…
Experience: 3 - 5 years relevant experience required
Salary: $30.19 - $40.76 / hour
Type: Full-time
Benefits: Vacation time, sick time, 401(k), health, dental and life insurances.

Bank Of America

Private Client Advisor II Newport Beach
Skills & Focus: Business Development, Client Management, Advisory, Prospecting, Wealth Planning, Analytical Thinking, Relationship Building, Risk Management, Collaboration, Decision Making
About the Company: A financial institution committed to helping make financial lives better through responsible growth and delivering for clients.
Experience: 12+ years of private banking and/or complex financial services experience
Salary: $100,000.00 - $250,000.00
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to employees.
Private Client Advisor II Newport Beach
Skills & Focus: client management, business development, wealth management, financial services, negotiation, analytical thinking, relationship building, asset management, risk management, collaboration
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…
Experience: 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
Salary: $100,000.00 - $250,000.00
Type: Full-time
Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and …

Hcvt

Tax, Audit, Advisory, and Business Management Services Professional Pasadena
Skills & Focus: Tax, Audit, Advisory, Business Management, Private Equity, Real Estate, Healthcare, Nonprofit, Technology, Diversity
About the Company: HCVT offers Tax, Audit, Advisory, and Business Management services to clients including private and public companies, high-net-worth individuals, and family of…
Benefits: Training, diverse client engagements, hybrid work model, team-building activities

Marcus & Millichap

Commercial Real Estate Sales Professional Rancho Cucamonga
Skills & Focus: real estate, sales, financing, investment, research, advisory services, property marketing, transaction, broker specialization, client wealth preservation
About the Company: Marcus & Millichap (NYSE: MMI) is the industry’s largest firm specializing in real estate investment sales and financing, as well as a leading source of resear…
Experience: No experience required
Salary: six-figure earning potential
Type: Full-time

Adp

Relationship Manager Retirement Services San Dimas
Skills & Focus: client satisfaction, relationship management, retirement services, HR strategies, executive relationships, account reviews, service issues, client advocate, travel, finance
About the Company: ADP is a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 5-8 Years of directly related experience
Salary: $71,600.00 - $145,200.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Blackrock

Private Credit, Direct Lending Investment Professional - Associate Santa Monica
Skills & Focus: private credit, direct lending, investment professional, financial models, investment strategy, portfolio management, credit investing, risk-adjusted returns, diligence, financial analysis
About the Company: BlackRock has built industry-leading private credit capabilities over the past 20 years, seeking to deliver attractive results throughout market cycles.
Experience: 2-5 years
Salary: $135,000.00 - $180,000.00
Type: Full-time
Benefits: comprehensive healthcare, retirement benefits, tuition reimbursement, Flexible Time Off (FTO)

Wilshire

Equity Specialist Santa Monica
Skills & Focus: equity, research, investment, analysis, portfolio management, qualitative, quantitative, client services, strategists, collaborative