Private Wealth Management Associate (UHNW Focus)
$60k - $125kThe Goldman Sachs Group
The Goldman Sachs Group is seeking a Wealth Management Professional in Los Angeles, California. This role requires a Bachelor's degree and 1-3 years of client service experience. You will manage relationships with ultra-high net worth clients, oversee asset management, and ensure a top-notch client experience. Applicants must possess strong communication and organizational skills, along with a commitment to excellence. The expected salary is between $60,000 and $125,000, along with eligibility for discretionary bonuses. #J-18808-Ljbffr The Goldman Sachs Group
$68k - $120k
...POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As... ...strong interpersonal skills and their focus will be on delivering an exceptional...PrivateTemporary workWork experience placementLocal area- Morgan Stanley in Santa Monica is seeking a Senior Service Associate to support Financial Advisors and Private Wealth Advisors, focusing on client service, reports, and marketing activities. The role emphasizes building trusted client relationships and helping execute business...Private
- About the program Our New Associate Program is a full-time program... ...About the division Asset & Wealth Management (AWM) offers students an... ...alternative investments, with a focus on long-term performance and... ...Wealth Management includes Private Wealth Management, Goldman Sachs...PrivateFull timeApprenticeshipWork at office
- SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to support senior wealth management professionals in delivering comprehensive guidance... ...tax planning, philanthropic advisory, insurance analysis, and #J-18808-Ljbffr Focus Financial PartnersSuggested
- ...Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering superior client experiences. You will handle client service, marketing support, reports, and financial planning materials with senior service team...Private
- Rockefeller Capital Management is seeking a Team Wealth Planner within the Rockefeller Global Family Office to deliver white‑glove, high‑touch services... ...coordination across the advisory ecosystem. The role focuses on translating strategy into execution, managing planning...PrivateWork at office
- Bernstein Private Wealth Management in Los Angeles seeks Associates for its Associate Development Program (ADP). You will partner with Advisors to provide portfolio analysis, accounting setup, and client meeting preparation, while building client relationships and delivering...Private
- AllianceBernstein L.P. in Los Angeles seeks an Associate Development Program participant for Bernstein Private Wealth Management. You will collaborate with Financial Advisors to deliver asset allocation guidance, portfolio analysis, and wealth planning support for high-...Private
$200k
...ABOUT CIM GROUP: CIM is a community-focused real estate and infrastructure owner, operator... ...comprised of investments and portfolio management professionals working collaboratively to... ...of experience working in finance and private investments, an MBA degree or equivalent...Private16 hoursWork at officeLocal area$120k - $135k
Job Description Job Duties: Associate, Business Development with Goldman Sachs & Co. LLC... ...advisory business. Create comprehensive wealth management plans for high-net-worth individuals... ...planning, philanthropic planning, and private banking and lending services. Work to source...Private- ...Citigroup Inc. is seeking a Private Banker Sr. Principal in Los Angeles, CA... ...in Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal position... ...solutions to meet their complex wealth management needs. The ideal candidate will...Private
- JPMorgan Chase & Co. in Los Angeles is seeking a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high net worth clients. You will manage onboarding, document collection, investment quotes, and trade execution...
$76k - $82k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...clients. Bernstein Private Wealth Associates are client service professionals who... ...and financial management strategies. Focus on client service excellence, partnership...Private$75k - $160k
Wealth Management Across Wealth Management, Goldman Sachs helps... ...by a relentless focus on our people, our clients... ...design. Goldman Sachs Private Bank provides... ...PWM coverage teams. The Associate will partner closely with... ...Working knowledge of UHNW lending, credit analysis...PrivateFull timeTemporary workPart timeWork at office$76k - $82k
...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth... ...philosophies, and financial management strategies A focus on client service excellence, partnership and...PrivateFlexible hours- ...Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an... ...as comprehensive wealth management services to a global... ...clients • Client-centric focus and attitude • A team player... ...or not stereotypically associated with the person’s sex at...PrivateLocal area
- ...Citi Private Bank in Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and coordinate cross‑functional... ...solutions. You will develop long‑term wealth strategies, lead client teams, and ensure exceptional...Private
$200k - $300k
Citi Global Wealth brings together the full power of Citi to serve... ...family offices through Citi Private Bank, operates in the affluent... ...Client and captures wealth management in the workplace through Citi... ...Private Banking having covered the UHNW market / Extensive experience...PrivateFull time- Goldman Sachs in Los Angeles seeks Wealth Management Professionals to impact the financial success of high net worth clients. Responsibilities include managing client relationships, executing investment transactions, and providing tailored financial solutions. The ideal...Private
$115k - $160k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...Wealth Management Client Associates help clients pursue the life... ...service experience for the Private Wealth Management.... ...flows, while simultaneously focusing on future initiative and their...PrivateFull timeContract workWork at officeWork from homeHome officeShift workDay shift- ...Associate, Wealth Management IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is... ...fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives...InternshipFlexible hours
- Bank of America seeks an Executive Wealth Services professional to deepen client relationships and deliver... ...corporate executives. You will lead the Client Management Process and coordinate with the enterprise to offer private bank capabilities and personalized solutions....Private
- ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry... ..., specifically targeting private wealth clients. This role involves managing asset-raising campaigns for...Private
- Equitable Advisors in Los Angeles is seeking ambitious financial professionals to join our wealth management team, focusing on client engagement, financial planning, and licensed product guidance. This role requires a bachelor’s degree, FINRA licensing, and strong communication...
$130k - $210k
...stronger community of associates united by our mission.... ...day: Integrity, Client Focus, Diverse Perspectives,... ...world’s largest asset management firms with assets... ...backbone of Capital Group Private Client Services (PCS),... ...a $50B, full-service wealth management firm, with...PrivateFull timeTemporary workWork at officeLocal areaFlexible hours$81.13k - $164.57k
...firm.KPMG is currently seeking a Senior Associate, Asset Management Technology (DAC) to join our Business... ...with the DAC Solutions Team, focusing on training and onboarding strategic... ...estate, financial services, hedge funds, private equity, credit, or oil and gas is advantageousBasic...PrivateLocal area- ...Job Overview A law firm seeks a Private Wealth Associate in Los Angeles. The ideal candidate will have 4 or more years of experience in tax and wealth planning for high-net-worth clients. Duties Advise clients on tax and wealth planning strategies. Develop and implement...Private
- ...Advisor seeking to transform traditional wealth management. Our quest is to integrate the... ...to put our clients’ interests first. We focus our efforts on helping clients meet their... ...with a high degree of accuracy. Support Private Placement Document preparation and alternative...Private
$165k - $185k
...career development and employee-focused programming, we are committed... ...is seeking an experienced Associate Vice President to join the Corporate... ...and Assistant Controller in managing the accounting function for a... ...in accountingBoth public and private accounting experience...PrivateFull timeTemporary workWork experience placementFlexible hours$145k - $195k
...career development and employee-focused programming, we are committed... ...Department oversees and manages Ares’ global Legal, Regulatory... ...Ares is seeking a Compliance Associate Vice President to support the... ...from employee personal trading, private investments, and outside...PrivateFull timeTemporary workWork experience placementFlexible hours
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