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22 wealth management analyst jobs at 8 companies in Pasadena, CA

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Wealth Management Risk Analyst
Los Angeles, California, United States
$71k-$75k/yr OnsiteFull Time
East West Bank
East West BankNasdaq: EWBC: The premier financial bridge between the East and West.
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
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1w
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Wealth Management Analyst
Pasadena, California, United States
$68k-$120k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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1mo
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Wealth Management Analyst
Los Angeles, California, United States
$75k-$110k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
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
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Wealth Management Analyst
Los Angeles, California, United States
$75k-$110k/yr OnsiteFull Time
Rockefeller Global Family Office
Rockefeller Global Family Office: Privately owned financial adviser serving wealthy families, institutions, and corporations through wealth management, investments, and investment banking.
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
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1w
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Wealth Management Analyst
Pasadena, California, United States
$68k-$120k/yr OnsiteFull Time
Morgan Stanley Wealth Management
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
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
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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
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
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.
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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
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
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
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23h
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Wealth Analyst (Seattle)
Seattle or San Francisco or New York City or Los Angeles or Philadelphia or South Dakota or United States
$90k-$115k/yr HybridFull Time
Laird Norton Wetherby
Laird Norton Wetherby: Private wealth management and trust-services firm serving families and individuals across the United States.
4+ YOEBachelor's degree required; 4–6 years of client service, financial planning, tax, or private client relationship management experience; Microsoft Office Suite proficiency and strong analytical, communication, and portfolio management skills.
Microsoft Office Suite
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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
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
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.
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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
Infosys
InfosysNYSE: INFY: Global leader in next-generation digital services and consulting.
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
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2027 Summer Intern - Global Wealth Management, Internal Sales Analyst, US
Austin or Newport Beach
$43/hr OnsiteFull Time, Internship
PIMCO
PIMCO: Global investment management firm specializing in fixed income strategies.
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
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2027 Summer Intern - Global Wealth Management, Internal Sales Analyst, US
Austin or Newport Beach
$43/hr OnsiteInternship, Full Time
PIMCO
PIMCO: Manages investment portfolios specializing in active fixed income strategies.
0+ YOECurrent undergraduate student at an accredited four-year university with a minimum 3.2 GPA, English proficiency, financial markets interest, communication skills, Microsoft Excel proficiency, and ability to multitask.
Microsoft Excel
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1mo
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Client Service Analyst - Investments
Los Angeles, California, United States
$69k-$128k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
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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