Last updated: 2025-08-11
22 Wealth Management jobs in Los Angeles.
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…
Los Angeles
- Skills: Client Engagement, Institutional Client Group, cross-functional collaboration, Portfolio Oversight, Fund Operations, Marketing, Compliance, Accounting, Investments, support business development
- Level: mid
- 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…
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
- Level: mid
- Type: full_time
GHJ
At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.
Los Angeles
- Skills: Forensic Accounting, Litigation Support, Fraud Risk Mitigation, Internal Controls, Client Relationship Development, Business Development, Expert Testimony, Forensic Investigations, Mentoring, Leadership Opportunities
- Level: mid
- Type: full_time
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…
Los Angeles
- Skills: Financial Planning, Client Service, Marketing Plan, Prospecting, Networking, Entrepreneurial Spirit, Coaching, Relationship Building, Sales, Regulatory Compliance
- Level: mid
- Type: full_time
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 …
Newport Beach
- Skills: Wealth Alignment, client experience, collaboration, community, curiosity, compassion, client expectations, business development, operations, personal growth
- Level: mid
- Type: full_time
Citizens
Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Newport Beach
- Skills: Wealth Management, Private Banking, Client Relationship, Financial Advisor, Investment, Lending Specialist, Customer Experience, Financial Planning, Asset Management, Professional Growth
- Level: mid
- Type: full_time
GHJ
GHJ is a leading accounting firm in Los Angeles, California, specializing in tax, audit, and advisory services. Founded in 1953, the firm prides itself on prov…
Los Angeles
- Skills: International Tax, Tax Compliance, Tax Returns, IRS, CPA, Tax Planning, Complex Tax Issues, Tax Research, Tax Software, Client Relations
- Level: mid
- Type: full_time
Ameriprise Financial
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team …
Los Angeles
- Skills: mutual funds, sales, wholesaling, investment, portfolio management, consultative sales, relationship management, advisor training, business solutions, financial services
- Level: mid
- Type: full_time
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secu…
Los Angeles
- Skills: financial services, sales, retirement plans, relationship building, sales strategy, market share, compliance, reporting, engagement, negotiation
- Level: mid
- Type: full_time
Umpqua Bank
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We value Trust, …
Irvine
- Skills: business development, wealth management, relationship banking, credit quality, estate planning, tax planning, investment management, client team, financial markets, portfolio management
- Level: senior
- Type: full_time
Aprio
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more tha…
Los Angeles
- Skills: CPA, advisory, tax, Associate, clients, maximize, opportunities, progressive, fast-growing, team
- Level: mid
- Type: full_time
Citi
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.
Los Angeles
- Skills: Private Banking, UHNW, relationship selling, wealth management, financial strategies, investment strategies, risk management, client relationships, financial planning, strategic advice
- Level: senior
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Los Angeles
- Skills: investment solutions, financial planning, client engagement, technological proficiency, interpersonal skills, consultative skills, relationship management, training and onboarding, hybrid work environment, compliance
- Level: entry
- Type: full_time
Citi
Citi operates in various locations globally and is dedicated to providing financial services while maintaining a commitment to community and client impact.
Los Angeles
- Skills: Consumer Retail, Relationship Management, Credit Underwriting, Debt Capital Markets, Risk Management, Compliance, Client Engagement, Business Development, Mentoring, Financial Performance
- Level: senior
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Los Angeles
- Skills: financial planning, investment strategies, client relationship management, FINRA licenses, comprehensive investment solutions, retirement plans, customer experience, interpersonal skills, training and onboarding, professional growth
- Level: mid
- Type: full_time
Citi
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.
Downey
- Skills: Wealth Management, Financial Advisory, Investment Solutions, Client Relationships, Securities Recommendations, KYC/AML Compliance, Financial Planning, Regulatory Adherence, Portfolio Management, Sales Strategy
- Level: mid
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Pasadena
- Skills: financial planning, client relationships, investment strategies, compliance, retirement plans, customer experience, educational assistance, financial solutions, relationship building, hybrid working model
- Level: mid
- Type: full_time
Citi
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.
Los Angeles
- Skills: financial advisory, wealth management, Citi Private Bank, investment advice, securities recommendations, regulatory compliance, KYC/AML, relationship management, sales and service, financial planning
- Level: mid
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Torrance
- Skills: financial planning, branch management, sales strategy, employee development, team building, customer service, market growth, coaching, mentoring, business opportunities
- Level: mid
- Type: full_time
Kayne Anderson Rudnick Investment Management
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strate…
Los Angeles
- Skills: Investment, Client Service, High-Net-Worth, Asset Allocation, Account Monitoring, Portfolio Management, Financial Reporting, Regulatory Compliance, Market Knowledge, Wealth Solutions
- Level: mid
- Type: full_time