51 associate wealth management jobs at 19 companies in Los Angeles, CA
2w
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Senior Associate - Wealth Management - EFO
Mountain View or San Francisco or Los Angeles or Irvine
$92k-$125k/yr HybridFull Time
2+ YOERequires a bachelor's degree, 2–4 years supporting wealth management clients or in tax and accounting, client communication experience, and Excel and Word proficiency. CPA and CFP preferred.
Microsoft Excel, Microsoft Word, eMoney
3w
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Wealth Management Associate
Newport Beach, California, United States
$68k-$120k/yr OnsiteFull Time
5+ YOE5+ years relevant experience, Series 7 and Series 66 or Series 63+65 required, four-year degree preferred, strong client service, leadership, MS Excel and platform proficiency, excellent communication and organizational skills.
MS Office, MS Excel, MS Online
3w
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Wealth Management Associate
Newport Beach, California, United States
$68k-$120k/yr OnsiteFull Time
5+ YOE5+ years relevant experience, active Series 7 and Series 66 or Series 63+65 required, four-year degree preferred, strong client service, Excel and MS Office proficiency.
Microsoft Office, Microsoft Excel
2mo
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Wealth Management Associate
Brea or United States
$70k-$110k/yr OnsiteFull Time
1+ YOEBachelor's degree required, Series 7 & 66 (or equivalent), 1+ year client relationship experience in financial services, CRM and Microsoft Office/Excel proficiency, knowledge of investments, trading, and financial planning.
Client Relationship Management (CRM) software, Microsoft Office Suite, Microsoft Excel, Financial planning software
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
1d
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Wealth Management Client Associate
Los Angeles or Los Angeles or Los Angeles
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma or GED required; 1 year of experience. Requires client service, communication, judgment, and technology skills. FINRA credentials and investment product knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1d
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Wealth Management Client Associate
Los Angeles or Los Angeles
$25-$44/hr OnsiteFull Time
High school diploma or GED required. Seeks a motivated client-service professional with strong communication, judgment, adaptability, and computer skills; investment industry knowledge and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Associate - CA, Los Angeles (5258)
Los Angeles, California, United States
$36k/yr OnsiteFull Time
Bachelor's or equivalent experience; required licensing: State Life & Health, SIE, Series 7, Series 66; FINRA sponsorship and 120-day training provided; must be authorized to work in the U.S.
1mo
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Senior Wealth Planning Associate
Santa Monica, California, United States
$100k/yr OnsiteFull Time
Gerber Kawasaki: Independent wealth management and personalized financial planning services.
3+ YOEBachelor's degree, 3+ years supporting financial advisors in wealth management/RIA, Series 65 required or quickly obtainable, CFP® preferred or candidate, proficiency with Microsoft Office and planning/CRM tools, strong communication and organization.
Microsoft Office, financial planning software, CRM systems
3w
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Associate Wealth Advisor
Santa Ana, California, United States
$70k/yr HybridFull Time
2+ YOE2+ years in sales/delivery of investment products or wealth management; FINRA Series 7 and Series 66 (or 63 & 65); California Life Agent with variable contracts; fluent English, Spanish helpful; residency within 50-mile commute of Santa Ana.
Guided Wealth Portfolios
2mo
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Associate Director, Wealth Management
Los Angeles, California, United States
$135k-$175k/yr OnsiteFull Time
3+ YOE3-5+ years wealth management; strong organization and communication; CFA/ CFP/ CAIA a plus; CFA/ CFP/ CAIA and Fidelity experience a plus; bachelor’s degree required.
Salesforce, Fidelity Investments
1mo
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Associate Director Product Management (Wealth Management)
Irvine, California, United States
$164k-$245k/yr OnsiteFull Time
8+ YOE8+ years in Wealth Management or Financial Services product roles; experience with advisor platforms, custodians, APIs, cloud (AWS), GenAI/AI-enabled workflows, Agile delivery; strong communication and executive presence.
Claude, VS Code, Copilot, BMAD, SpecKit, AWS
1mo
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Associate Director Product Management (Wealth Management)
Irvine, California, United States
$164k-$245k/yr OnsiteFull Time
8+ YOE8+ years in wealth management or financial services product roles; advisor platform and reporting expertise; Agile delivery experience; APIs, data, and cloud (AWS) knowledge; practical GenAI experience and strong communication skills.
Claude, Microsoft VS Code, Microsoft Copilot, BMAD, SpecKit, AWS, APIs, GenAI
1w
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J.P. Morgan Wealth Management - Senior Associate, Business Management
New York City or Los Angeles or Boston
$95k-$145k/yr OnsiteFull Time
4+ YOEBachelor’s degree and 4+ years of relevant sales, marketing, project management, finance, analytics, or strategy experience. Requires advanced Microsoft Office and Excel reporting skills.
Microsoft Office, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, PivotTables, VLOOKUP
1w
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Private Wealth Advisor Associate
Los Angeles, California, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE exam required before joining; Series 7, Series 66, and insurance licenses required.
5d
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2027 | Americas | Los Angeles | Wealth Management, Private Wealth Management | New Associate
Los Angeles, California, United States
$160k/yr OnsiteFull Time
2+ YOEFull-time new associate program for individuals with 2–5 years of experience and an advanced degree; develops product- and function-specific skills through collaboration with senior professionals and clients.
Anaplan
3mo
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Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate
Boston or Los Angeles or Baltimore or Chicago or New York
$77k-$214k/yr HybridFull Time
3+ YOEBachelor’s degree, 3 years of tax experience; CPA or commitment to CPA exam; strong data and advisory skills.
Data visualization, Pricing analysis, Contract review
4w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
1mo
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Sr. Advisory Associate
Los Angeles, California, United States
OnsiteFull Time
5+ YOE5+ years in wealth management or financial services; strong knowledge of account types and custodial/estate documents; exceptional organization, communication, and problem-solving; proficiency with Microsoft Excel, PowerPoint, and Word; custodial platform and CRM experience preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CRM, custodial platforms, Fidelity, Schwab
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