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
- 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
- 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
- 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
$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$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$117.24k - $187.58k
...stronger community of associates united by our mission.... ...day: Integrity, Client Focus, Diverse Perspectives,... ...as an Associate Wealth Planner II at Capital... ...you will support our Private Wealth Advisors (PWAs)... ...Comprehensive Wealth Management topics including but not...PrivateFull timeTemporary workLocal areaFlexible hours- ...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
- ...is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...high-performance culture focused on collaboration,... ...Management experience with HNW or UHNW client relationships, or... ...or Brokerage Client Associate.Demonstrated ability to transition...PrivateFull timeWork experience placementWork at office
$120k - $300k
...Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an... ...including wealth management, business management, tax... ...prospective clients Client-centric focus and attitude A team... ...whether or not stereotypically associated with the person's sex at...PrivateFull timeLocal areaRemote work$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...PrivateContract 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
- Bank of America in Los Angeles is seeking a leader to manage the client service experience within Private Wealth Management. You will ensure proactive client service, transition management, and issue resolution while coordinating with branch and home-office teams to deliver...PrivateHome office
- ...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...
- ...relationships with strategic wealth clients, driving funded... ...and profitable manner, managing a portfolio of existing... ...Effectively present to Private Bank leadership and... ...skills (commercial / UHNW) Organized and can handle... ...Customer and Client Focus Profitability Analysis...PrivateWork at officeShift workDay shift
$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
- Next Frontier Capital is seeking a Private Client Investment Associate to provide client service and operational support within J.P. Morgan Wealth Management. This role focuses on facilitating operational requests and maintaining relationships with clients while ensuring...
- ...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 to... ...DescriptionThe Ares Opportunistic Credit / Private Equity Finance team is seeking an Associate Vice President to join its Los... ...flows and data governance.Management of our quarterly reporting and annual...PrivateFull timeTemporary workWork experience placementWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Management Associate (UHNW Focus). Be the first to apply!
- radiology associates Los Angeles, CA
- media associate Los Angeles, CA
- creative associate Los Angeles, CA
- associates degree in criminal justice Los Angeles, CA
- social impact associate Los Angeles, CA
- associate trainee Los Angeles, CA
- membership associate Los Angeles, CA
- family law associate Los Angeles, CA
- associate professional Los Angeles, CA
- associate counsel Los Angeles, CA


