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102 wealth advisor jobs at 39 companies in Los Angeles, CA

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Wealth Advisor
Los Angeles, California, United States
$125k-$150k/yr HybridFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
5+ YOEBachelor's degree, Series 65, completion of CFP®/CFA or other advanced designation, 5+ years industry experience, proficiency with e-Money and Salesforce, and strong client relationship and wealth-planning skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Wealth Advisor
Santa Clarita, California, United States
$100k-$120k/yr OnsiteFull Time
RFG Advisory
RFG Advisory: Hybrid RIA platform supporting independent financial advisors.
7+ YOECFP® and Series 65/66 required (or ability to obtain), 7+ years wealth management experience, life & health insurance license, experience leading support staff, proficiency with eMoney or MoneyGuidePro, in-office Santa Clarita availability.
eMoney, MoneyGuidePro, Orion
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
9+ YOEBachelor's degree plus 9+ years sales experience in financial services (or 13 years combined education/work with 5 years HNW sales); SAFE Act registration; proven wealth management and client acquisition track record.
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3w
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Associate Wealth Advisor
Santa Ana, California, United States
$70k/yr HybridFull Time
Orange County's Credit Union
Orange County's Credit Union: Member-owned financial institution providing banking and lending services.
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
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
9+ YOEBachelor's degree plus 9 years sales experience in financial services (or 13 years combined education/work including 5 years HNW sales). Must meet SAFE Act registration, implement wealth strategies, and achieve revenue goals. Securities licensing and professional designations preferred.
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Wealth Advisor
Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue
$80k-$95k/yr OnsiteFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
3+ YOE3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience.
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Wealth Advisor
Pasadena or Seattle or Palo Alto or San Diego or Portland or Phoenix or Bellevue
$80k-$95k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOE3+ years financial services experience required; Series 7,63 and 65 (or 66) completed within 120 days of start; university degree preferred; experience with client relationship management and financial planning.
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Wealth Strategies Advisor
Los Angeles or Chicago or San Francisco
$180k-$255k/yr HybridFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5 years wealth planning experience; proven sales with high net worth clients; JD/CPA/MBA/CFA/CTFA/CFP preferred; strong communication and relationship skills; team player.
Wealth Planning Tools, Tax Planning Software, CRM, Office Suite
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
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Private Wealth Advisor
Los Angeles, California, United States
$200k-$225k/yr OnsiteFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
5+ YOEBachelor's degree in finance, business, or related field; 5–7+ years in wealth management or an entrepreneurial environment; success with high-net-worth clients; Series 65; Salesforce and Microsoft Office proficiency.
Salesforce, Microsoft Office
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PWM Private Wealth Advisor
Rancho Cucamonga, California, United States
$150k-$176k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOE10+ years in high net worth wealth management; bachelor's degree; CFA or CFP preferred; NMLS registration and background/credit checks required.
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Wealth Advisor, Schwab Wealth Advisory
Irvine, California, United States
$110k-$168k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree and FINRA Series 7 and 66 (or obtainable within 120 days), CFP®/CFA® preferred. Strong client relationship, financial planning, time management, communication, and coachability skills.
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Wealth Advisor (Torrance)
Torrance, California, United States
$40k-$65k/yr OnsiteFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
2+ YOEUndergrad degree required; Series 65 or equivalent; 2+ years relationship management/sales in financial services; CFP pursuit preferred; basic financial concepts; strong communication; CRM and MS Office; ability to multi-task under pressure.
CRM software, Microsoft Office
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Wealth Advisor, Director
Los Angeles or Pasadena
$122k-$228k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOE7+ years relevant experience, post-secondary degree or equivalent, HNW client experience, CFP or MBA preferred, strong advisory, analytical, collaboration and communication skills, ability to lead strategic initiatives.
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Senior Wealth Advisor
Newport Beach, California, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years advising clients with proven client acquisition and asset growth; background in wirehouse/IB/BD/RIA preferred; CFP or CFA preferred; bachelor’s in finance/business/economics preferred; strong communication and sales skills.
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1w
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Wealth Strategies Advisor- Private Bank
Los Angeles or San Francisco or Chicago
$180k-$255k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOERequires 5 years of wealth planning experience, advanced knowledge of estate, tax, trust, investment, retirement, and philanthropic planning, sales experience, communication, presentation, and relationship management skills.
FDIC
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2w
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Wealth Advisor (Orange County)
Newport Beach or Orange County
$85k-$150k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
5+ YOEBachelor's degree preferred in business, economics, accounting, or finance; CFP required; 5–25 years of related experience; advanced financial planning knowledge; proficiency with Microsoft Office; ability to travel up to 50%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, Box, DocuSign, Microsoft Office
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Associate Wealth Advisor
Santa Monica, California, United States
$85k-$95k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Providing independent fiduciary wealth management and financial advisory services.
2+ YOEBachelor’s degree, Series 65 or equivalent within 120 days, 2+ years of financial services experience, financial planning knowledge, analytical skills, clean U4, and strong interpersonal skills.
CRM, Portfolio Management, trading, tax loss harvesting
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Senior Wealth Advisor | Los Angeles
Beverly Hills, California, United States
$70k-$200k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
6+ YOE6+ years experience; Series 7 and 66 required; BLS not relevant; proficiency with Microsoft Word and Excel and Bloomberg; strong communication and financial analysis skills; Bachelor's degree required, Master's preferred.
Microsoft Word, Microsoft Excel, Bloomberg
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Senior Wealth Advisor | Los Angeles
Los Angeles or Beverly Hills
$70k-$200k/yr OnsiteFull Time
Citi
CitiNYSE: C: A global financial services providing banking and credit services.
6+ YOERequires 6–10 years of experience, Series 7 and 66 licenses, a bachelor's degree, strong financial knowledge, communication skills, and proficiency with Microsoft Word, Excel, and Bloomberg.
Microsoft Word, Microsoft Excel, Bloomberg
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