19 wealth management analyst jobs at 7 companies in Torrance, CA
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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
1w
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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, 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
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
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 63 within three months.
3w
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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
4d
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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
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
2w
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2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Newport Beach, California, United States
$65k-$100k/yr OnsiteInternship
Summer internship for students pursuing a bachelor's or graduate degree, including orientation, training, and real responsibilities in asset and wealth management.
3mo
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2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Newport Beach, California, United States
$65k-$100k/yr OnsiteInternship
Internship in wealth management with exposure to financial planning and advisory services; includes orientation, training, and real responsibilities.
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
3w
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2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Newport Beach, California, United States
$65k-$100k/yr OnsiteInternship
Nine- to ten-week summer internship for students pursuing a bachelor's or graduate degree; applicants participate in training and real business responsibilities.
1w
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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
1w
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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
1w
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2027 Summer Intern - Global Wealth Management, Internal Sales Analyst, US
Austin or Newport Beach
$43/hr OnsiteInternship, Full Time
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
1w
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2027 Summer Intern – Global Wealth Management, Private Client Group Analyst, US
Newport Beach or Austin or New York City
$43/hr OnsiteInternship, Full Time
0+ YOEUndergraduate degree in progress, 3.2 minimum GPA, university enrollment in Fall 2027, business-proficient English, finance/economics foundation, communication, organization, analytical, and multitasking skills.
Microsoft Excel, AI tools
1w
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2027 Summer Intern – Global Wealth Management, Private Family Capital Analyst, US
Newport Beach or Austin or New York City
$43/hr OnsiteInternship, Full Time
Pursuing an undergraduate degree, enrolled in Fall 2027, minimum 3.2 GPA, business-proficient English, finance or economics foundation, investment interest, and analytical communication skills.
Microsoft Excel, AI tools
1w
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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
Pursuing an undergraduate degree, enrolled in Fall 2027, minimum 3.3 GPA, English proficiency, finance and economics foundation, research and data analysis skills, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, HireVue
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.
1w
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2027 Summer Intern – Global Wealth Management, Private Client Group Analyst, US
Newport Beach or Austin or New York City
$43/hr OnsiteInternship, Full Time
Undergraduate degree in progress, enrollment during Fall 2027, 3.2 GPA, English proficiency, and foundational finance and economics knowledge. Excel proficiency recommended.
Microsoft Excel, AI tools
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