23 wealth management analyst jobs at 8 companies in Cypress, CA
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Wealth Management Risk Analyst
Los Angeles, California, United States
$71k-$75k/yr OnsiteFull Time
1+ YOEBA/BS in related field, 1-2 years professional experience, knowledge of wealth management products and FX/banking, advanced Excel and VBA, strong communication skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, VBA
5d
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Wealth Management Analyst
Pasadena, California, United States
$68k-$120k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant work experience, active Series 7 and Series 66 or Series 63 and Series 65 licenses, financial services product knowledge, MS Office proficiency, and strong client service skills.
Microsoft Excel, MS Online
5d
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Wealth Management Analyst
Pasadena, California, United States
$68k-$120k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant experience, active Series 7 and Series 66 or Series 63 and Series 65 licenses, financial services knowledge, Microsoft Office and Excel proficiency, and strong organizational and client service skills.
Microsoft Excel, Microsoft Office, MS Online
1mo
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Wealth Management Analyst
Los Angeles, California, United States
$75k-$110k/yr OnsiteFull Time
2+ YOEBachelor's degree required, 2+ years relevant experience, SIE/Series 7/66 (or 63/65) preferred, CFP preferred, strong client service, Microsoft Excel/PowerPoint and financial planning software proficiency.
Microsoft Excel, Microsoft PowerPoint, eMoney, MoneyGuidePro, Financial Profiles
1mo
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Wealth Management Analyst
Los Angeles, California, United States
$75k-$110k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years relevant experience, SIE/Series licenses preferred, CFP preferred, strong client service, Excel and PowerPoint skills, experience with financial planning software.
Microsoft Excel, Microsoft PowerPoint, eMoney, MoneyGuidePro, Financial Profiles
3w
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Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
Boston or Dallas or Austin or Irvine
$60k-$101k/yr OnsiteFull Time
2+ YOEUndergraduate degree required (graduate preferred); 2+ years related experience in product, strategy, consulting, or finance; product lifecycle, stakeholder management, and presentation skills; familiarity with custody, clearing, trading, and integrations.
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and Series 63 licenses within three months.
client reporting, digital capabilities
3mo
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles, California, United States
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1-3 years client service/financial industry experience; able to work in fast-paced environment; strong communication and organizational skills; SIE, Series 7 and 63 required within 3 months of employment.
1mo
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Asset-Wealth & Capital Management BA
Boston or Charlotte or Dallas or Jersey City or Los Angeles or New York or Tampa
$79k-$137k/yr OnsiteFull Time
Experience in asset/wealth/capital markets, Scrum Master knowledge, data analytics and SQL experience, bachelor's degree or equivalent, strong communication and documentation skills, US work authorization without sponsorship.
SQL Server - Analytics, Agile Management Tools
5d
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2027 Summer Intern - Global Wealth Management, Strategic Accounts Analyst, US
New York City or Newport Beach
$43/hr OnsiteInternship, Full Time
Undergraduate degree in progress, 3.3 GPA, English proficiency, finance and economics foundation, research and data analysis skills, client relationship interest, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, HireVue, AI tools
5d
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2027 Summer Intern - Global Wealth Management, Internal Sales Analyst, US
Austin or Newport Beach
$43/hr OnsiteFull Time, Internship
0+ YOECurrently pursuing an undergraduate degree, enrolled in Fall 2027, minimum 3.2 GPA, English proficiency, financial markets interest, communication skills, teamwork, multitasking, and Microsoft Excel proficiency.
Microsoft Excel
1mo
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Client Service Analyst - Investments
Los Angeles, California, United States
$69k-$128k/yr OnsiteFull Time
4+ YOE4+ years relevant experience and a post-secondary degree or equivalent; in-depth financial planning and wealth management knowledge; strong communication, analytical and collaboration skills; proficiency with office and sales software.
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