Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Analyst, UHNW Wealth Advisory — Growth & Bonus

MAI Capital Management

Evoke Advisors, a division of MAI Capital, seeks an Investment Analyst with quantitative, analytical, and interpersonal skills to join our team of Forbes- and Barron’s-recognized Advisors. This is a financial, markets-focused role for someone who thrives on portfolio analysis, financial modeling, and translating data into actionable insights for UHNW individuals and families. This position is based in the Century City office and requires five days per week in office. #J-18808-Ljbffr MAI Capital Management

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investment Analyst, UHNW Wealth Advisory — Growth & Bonus in Los Angeles, CA vacancy
  •  ...specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a...  ...based, and non-discretionary investment advisory solution,...  ...role is also eligible for bonus or incentive opportunities...  ...future. We champion your growth through meaningful work,... 
    Bonus
    Work at office

    Charles Schwab

    Los Angeles, CA
    4 days ago
  •  ...Capital, is seeking an Investment Analyst with excellent...  ...Ultra High Net Worth (UHNW) individuals and families...  ...families. As a member of the advisory team, you will support...  ..., investing, and wealth advisory generally. This...  ...BENEFITS Discretionary Bonus · Medical, Dental &... 
    Bonus
    Work experience placement
    Work at office

    MAI WEALTH MANAGEMENT, INC.

    Los Angeles, CA
    3 days ago
  •  ...communities through industry-focused wealth advisory, digital, audit, tax,...  ...built for durable, organic growth.Our advisors average $250M...  ...advanced knowledge across tax, investments, financial planning,...  ...eligible for discretionary bonuses based on company performance... 
    Bonus
    Full time
    Shift work

    CliftonLarsonAllen

    Pasadena, CA
    15 hours ago
  •  ...: Full-Time Industry: Investment Banking / Financial Services...  ...Experience Level: Analyst / Early Career...  ...Competitive base + performance bonus (Varies by employer)...  ...transactions, M&A advisory, financial modeling, due...  ...thrive in fast-paced, high-growth environments and want... 
    Bonus
    Full time
    Internship

    Career Launch AI

    Los Angeles, CA
    2 days ago
  • $68k - $120k

     ...candidate will have over 10 years of experience, strong leadership skills, and relevant financial services knowledge. Compensation includes a base pay range of $68,000 to $120,000 per year, along with additional incentives and bonuses. #J-18808-Ljbffr 711 MS Smith Barney, LLC
    Bonus

    711 MS Smith Barney, LLC

    Los Angeles, CA
    3 days ago
  • $71.87k - $114.8k

     ...INVESTMENT RELATIONSHIP OFFICER Candidates hired on the east coast...  ...all RBC Securities Ivestment Advisory Program and client-directed accounts...  ..., particularly those of Wealth Management. Has the...  ...location. This job is eligible for bonus and/or commissions.... 
    Bonus
    Remote work

    City National Bank

    Los Angeles, CA
    1 day ago
  • $110k - $140k

    Ducera Partners LLC is seeking experienced investment banking team members for its Los Angeles office. The role involves assisting in deal execution across various advisory areas, including mergers & acquisitions and strategic advisory. Successful candidates will have a... 
    Work at office

    Ducera Partners LLC

    Los Angeles, CA
    2 days ago
  • Guggenheim Securities is seeking exceptional Analysts to join its Global Aerospace & Defense Investment Banking team in Los Angeles. Analysts contribute to client...  ...bankers and clients. The role emphasizes M&A advisory and capital-raising services, with formal and hands... 

    Guggenheim Securities

    Los Angeles, CA
    5 days ago
  • MAI Wealth Management, Inc. is seeking an Investment Analyst to join our Century City team. This role focuses on portfolio analysis, financial modeling, and translating data into actionable insights for Ultra High Net Worth clients. The Analyst supports Advisors in portfolio... 
    Work at office

    MAI Wealth Management, Inc.

    Los Angeles, CA
    4 days ago
  • $32.5 - $36 per hour

     ...opportunities with TurboTax’s network of growth-minded professionals and marketing support...  ...a plus \n Experience in holistic tax advisory services beyond tax filing \n Must be...  ...This position will be eligible for a cash bonus, equity rewards and benefits, in accordance... 
    Bonus
    Local area

    Intuit

    Los Angeles, CA
    1 day ago
  • Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized...  ...Century City, CA, you will partner with Wealth Advisors to navigate complex financial...  ...a competitive salary with additional bonuses and a comprehensive benefits package.... 
    Bonus

    Virtus Investment Partners, Inc

    Los Angeles, CA
    4 days ago
  • A leading middle-market investment bank is seeking a motivated Investment Banking Analyst to join a dynamic team. The analyst will...  ...transactions, including M&A advisory and financial modeling. Ideal candidates...  ...compensation and performance bonuses. Join to access exclusive... 
    Bonus

    TEEMA Solutions Group

    Los Angeles, CA
    2 days ago
  • $100k

     ...Intrepid is a specialty investment bank and provides M&A,...  ...raising and strategic advisory services to...  ...experiencedInvestment Banking Analysts across our offices for...  ...integral role in Intrepid’s growth• Excellent written and...  ...performance-based bonus and/or incentive... 
    Bonus
    Full time
    Internship
    Work at office
    Local area
    Remote work

    MUFG

    Los Angeles, CA
    15 hours ago
  • $85k - $95k

    ## Associate Wealth AdvisorApplyremote type: Partially...  ..., tax, estate, and investment planning. Focus provides...  ...ensure compliance for the advisory team* Engage in...  ...include an annual cash bonus and a comprehensive benefits...  ...people, support their growth, and create meaningful... 
    Bonus
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Santa Monica, CA
    1 day ago
  • $102.45k - $174.24k

     ...days) to receive an alert: Sr. Insurance Investments Analyst 35894 We are Farmers - where ambition...  ...accountability and bold solutions. Here, growth isn’t just a goal - it’s a way of life...  ...$150,260 o WA Only: $96,075 - 182,625 Bonus Opportunity (based on Company and Individual... 
    Bonus
    Work at office
    Flexible hours

    Farmers Group Inc.

    Los Angeles, CA
    2 days ago
  •  ...excellent communication skills, focusing on managing client relationships and driving revenue growth. The ideal candidate will have 3-7 years of relevant experience in wealth management, a Bachelor's degree, and necessary certifications. Benefits include health coverage... 

    Hong Kong Study Skills Research Institute

    Los Angeles, CA
    5 days ago
  •  ...consulting firm in Los Angeles seeks an Associate for Accounting Advisory, requiring a Bachelor's in Accounting and 4-6 years of...  ...mentoring juniors. Benefits include a salary range of $100k-$125k, bonuses, and a hybrid work environment. Ideal candidates are CPA holders... 
    Bonus

    Palm Tree LLC

    Los Angeles, CA
    2 days ago
  • $110k - $120k

     ...fostering shared and sustainable growth for a better world.With a...  ...speed and agility. This means investing in talent, technologies, and...  ...bookrunning, and project finance advisory services. Transactions often...  ...performance-based bonus and/or incentive compensation... 
    Bonus
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work

    MUFG

    Los Angeles, CA
    4 days ago
  • Charles Schwab is seeking a Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary, fee-based guidance and ongoing advice to clients. You will...  ...financial plans using Schwab's suite of investment products to help clients manage complex portfolios. In... 

    Charles Schwab

    Los Angeles, CA
    4 days ago
  • $255k - $300k

     ...financial planning, investment management,...  ...– including size, growth, service quality,...  ...multi-generational wealth. Regis clients often...  ...lead and grow our UHNW-focused estate planning...  ...-based financial advisory environment. ~...  ...salary and an annual bonus. The total... 
    Bonus
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Los Angeles, CA
    16 days ago
  • $68k - $120k

     ...Job Description “Investment Consultant – Team Chief...  ...Financial Advisor / Private Wealth Advisor Team. As part...  ...of assets, growth, and performance of FA...  ...Closely coordinate with analysts and FA / PWAs to oversee...  ...compensation, discretionary bonuses, other short and long-... 
    Bonus
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Beverly Hills, CA
    5 days ago
  • Live Nation Entertainment in Beverly Hills is seeking an Analyst, Business Development to lead financial underwriting and analysis for...  ...include conducting due diligence and preparing investment recommendations for senior leadership. #J-18808-Ljbffr Live Nation... 

    Live Nation Entertainment

    Beverly Hills, CA
    3 days ago
  • AWM Capital Investment Associate Pasadena, CA·Full time Apply for Investment Associate The...  ...to innovate this comprehensive view of wealth that prepares clients for the future and...  ...Capital, we’ve experienced exceptional growth over the past decade by delivering world... 
    Full time
    Work at office

    Athletewealth

    Pasadena, CA
    1 day ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) in Los Angeles, CA. You will deliver fiduciary, fee-based, non-discretionary advice to high-net-worth clients, building durable relationships and guiding complex portfolios with... 

    Charles Schwab

    Los Angeles, CA
    4 days ago
  • Rockefeller Capital Management is seeking a Team Wealth Planner within the Rockefeller Global Family Office to deliver white‑glove, high...  ...initiatives and ensure seamless coordination across the advisory ecosystem. The role focuses on translating strategy into execution... 
    Work at office

    Rockefeller Capital Management

    Los Angeles, CA
    3 days ago
  • $168k - $240k

     ...business outcomes. We accelerate the growth of more impactful work and the...  ...matter expertise in M&A advisory with emphasis on IMO...  ...a result, Slalom is proud to invest in benefits that include meaningful...  ...eligible for an annual discretionary bonus . Actual compensation will... 
    Bonus
    Temporary work
    Work at office
    Local area

    Slalom

    Los Angeles, CA
    5 days ago
  • Goodwin Procter LLP in Los Angeles seeks a 2025 associate for its Private Equity group. The role focuses on private M&A and growth equity transactions, with an emphasis on understanding the diligence process and organizing signing/closing activities. The candidate should... 

    Goodwin Procter LLP

    Los Angeles, CA
    5 days ago
  • Citizens M&A Advisory in Los Angeles seeks an Investment Banking Analyst to join the Consumer & Retail/Restaurant team. The role supports sell-side and buy-side advisory, capital raises and strategic advisory for lower mid-market firms under $500 million in enterprise value... 

    Citizens Bank

    Los Angeles, CA
    2 days ago
  • $32.5 - $36 per hour

     ...opportunities with TurboTax’s network of growth-minded professionals and marketing support...  ...a plus \n Experience in holistic tax advisory services beyond tax filing \n Must be...  ...This position will be eligible for a cash bonus, equity rewards and benefits, in accordance... 
    Bonus
    Local area

    Intuit

    Glendale, CA
    11 days ago
  • $70k - $151k

     ...beginning, our goal was to establish an advisory firm that stands apart from the rest – one...  ...and sizes, including early-stage, emerging growth, middle-market, and large, complex...  ...is $70,000 - $151,000 per year + annual bonus + additional benefits. Benefits Summary... 
    Bonus
    Work at office
    Local area
    Flexible hours

    CrossCountry Consulting

    Los Angeles, CA
    11 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Analyst, UHNW Wealth Advisory — Growth & Bonus. Be the first to apply!