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
- ...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,...BonusWork at office
- ...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 &...BonusWork experience placementWork at office
- ...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...BonusFull timeShift work
- ...: 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...BonusFull timeInternship
$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, LLCBonus$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....BonusRemote work$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- 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...
- 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
$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...BonusLocal area- 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
- 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
$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...BonusFull timeInternshipWork at officeLocal areaRemote work$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...BonusWork at officeLocal areaRemote work2 days per week$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...BonusWork at officeFlexible hours- ...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...
- ...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
$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...BonusFull timeWork experience placementWork at officeLocal areaRemote work- 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...
$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...BonusTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$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-...BonusTemporary workWork experience placementLocal area- 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...
- 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 timeWork at office
- 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...
- 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
$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...BonusTemporary workWork at officeLocal area- 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...
- 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...
$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...BonusLocal area$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...BonusWork at officeLocal areaFlexible hours
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