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

Wealth Management Associate: Licensing & Training Path

Equitable Advisors

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; we offer structured training, mentorship, and a path to long-term career growth within our national network. #J-18808-Ljbffr Equitable Advisors

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate: Licensing & Training Path in Los Angeles, CA vacancy
  •  ...with a leading Private Wealth Management firm seeking a driven...  ...Private Wealth Associate to join their Los Angeles...  ...offers comprehensive training, direct client exposure...  ...a strong long-term path within wealth management...  ...7, and Series 63 licenses with firm-sponsored study... 
    Training

    Drum Associates

    Los Angeles, CA
    1 day ago
  •  ...world’s premier Private Wealth Management firms to find a Private Wealth Associate for their elite client...  ...have access to: Advanced Training: Ongoing education...  ...Advancement: A defined path for growth into Wealth...  ...support, or a related role. Licensed: Currently hold the SIE... 
    Training

    Harrison Gray Search

    Los Angeles, CA
    1 day ago
  • $76k - $88k

     ...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment management firm advising...  ...in a robust and comprehensive training program – The Associate Development...  ...Series 63, but candidates with licenses are a plus Company... 
    Training
    Flexible hours

    AllianceBernstein

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

     ...POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support...  ...Participating in firm initiatives (e.g., training or education programs), special...  ...(RA) required • Additional product licenses may be required Knowledge/Skills... 
    Training
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Santa Monica, CA
    3 days ago
  • $68k - $120k

     ...Wealth Management AssociateWealth Management Associates provide exceptional service to our clients and support Financial...  ...lensParticipating in firm initiatives (e.g., training or education programs), special...  ...) required• Additional product licenses may be requiredKnowledge/Skills:... 
    Training
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Santa Monica, CA
    4 days ago
  • DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly...  ...planning with administration. Training is provided, with firm-sponsored...  ...SIE, Series 7, and Series 63 licenses, shaping a path #J-18808-Ljbffr DRUM Associates

    DRUM Associates

    Los Angeles, CA
    1 day ago
  • $85k - $120k

     ...responsibilitiesWe're looking for a Wealth Strategy Associate to:• Support Financial Advisors in developing...  ...and implementing customized wealth management strategies and financial plans for...  ...active FINRA Series 7 and Series 66 licenses.• Demonstrates knowledge of wealth... 
    Full time
    Work at office
    Flexible hours

    UBS

    Los Angeles, CA
    3 days ago
  • Licensed Life Insurance Agent | 140% Comp + Premium Lead Access Los Angeles...  ...scale your income. You will manage the full sales cycle, from...  ...Agency Building (Optional/Growth Path): Utilize complimentary...  ...our recruitment system to hire, train, and mentor new agents to earn... 
    Training

    Stratford Davis

    Los Angeles, CA
    2 days ago
  •  ...center of everything they do.Wealth & Investment Management (WIM) is one of the nation...  ...: work experience, training, military experience, education...  ...appropriate FINRA license(s) is required for ongoing...  ...Section 3, which states that Associated Persons should not be subject... 
    Training
    Ongoing contract
    Full time
    Work experience placement
    Immediate start
    Relocation package

    Wells Fargo

    Beverly Hills, CA
    3 days ago
  •  ...been retained by one of the world’s premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team. This role...  ...wealth management, holds SIE, Series 7, and Series 63 licenses, and excels in client services. #J-18808-Ljbffr... 

    Harrison Gray Search

    Los Angeles, CA
    1 day ago
  •  ...Associate Licensed Providers (ASW, APCC, AMFT) About Meridian Counseling Meridian Counseling is looking for licensed mental health therapists...  ...and triadic supervision as an unpaid benefit as well as CEU training, professional development opportunities, and clinical growth... 
    Training
    Hourly pay
    Full time
    Private practice
    Work at office
    Night shift

    Meridian Counseling Services LLC

    Los Angeles, CA
    3 days ago
  •  ...program, including privacy training, awareness initiatives, incident...  ...for CIM's third-party risk management program.Coordinate...  ...: (including certification, licenses, etc.)Bachelor's degree.6+ years...  ...the salary range is typically associated with the minimum experience... 
    Training
    16 hours
    Full time
    Local area

    CIM Group

    Los Angeles, CA
    3 days ago
  •  ...Associate, Wealth Management Los Angeles, CA Who We Are IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results... 
    Internship
    Flexible hours

    IEQ Capital

    Los Angeles, CA
    4 days ago
  •  ...Remotely? N Position Type Non-Management POSITION SUMMARY The JW Marriott...  ...Cooking School to offer culinary associates engaging online training opportunities to help grow their careers...  ...: No supervisory experience. License or Certification: None At... 
    Training
    Full time
    Work experience placement
    Immediate start
    Remote work
    Shift work
    Weekend work
    Day shift
    Afternoon shift

    Marriott International, Inc

    Glendale, CA
    1 day ago
  • $252.3k - $350k

     ...is seeking a Vice President, Associate General Counsel, attorney to...  ...assessment and partnership management to the Content Acquisitions...  ...Tubi Legal managers to develop training for the entire Legal team....  ...agreements, such as content licensing, content distribution, production... 
    Training
    Full time
    Temporary work
    Local area
    Remote work
    Flexible hours

    Tubi TV

    Los Angeles, CA
    4 days ago
  •  ...help people get better. We partner with a nationwide network of licensed clinicians committed to delivering compassionate, effective...  ...demonstrate the impact of your care. And we provide the tools, training, and guidance to make it seamless. A Supportive Community... 
    Training
    Live in
    Work at office
    Remote work

    Rula Health

    Los Angeles, CA
    12 hours ago
  • $175k - $250k

     ...Performance Improvement (PI), Interim Management (IM), Investment Banking (IB...  ...precision. The TAS Senior Associate will assume a wide set of...  ...as well as lead internal trainings where required Support...  ...Certified Public Accountant (CPA) license required Familiarity with... 
    Training
    Interim role
    Work at office
    Relocation

    Portage Point Partners

    Los Angeles, CA
    5 days ago
  • A leading independent wealth management firm is seeking an Associate Wealth Advisor to join their high-performing team in Santa Monica, California. This...  ...should have a bachelor's degree in Finance, relevant licenses, and at least 2 years' experience in wealth management... 

    Roklyn Consulting

    Santa Monica, CA
    2 days ago
  • $77k - $202k

     ...lines, geographies and career paths, and provides transparency on...  ...in the future. As a Senior Associate, you'll work as part of a team...  ...responsibilities for this management level include but are not limited...  ...three years of specialized training and/or progressively responsible... 
    Training
    Work experience placement
    H1b

    PwC

    Los Angeles, CA
    3 days ago
  • $125k - $155k

     ...CompanyOaktree is a leader among global investment managers specializing in alternative investments,...  ...honors diversity of thought. Providing training and career development opportunities and...  ...management and teamwork skillsFINRA licenses (Series 7 and 63) or the ability to... 
    Training
    Full time
    For contractors
    Work at office
    Local area
    Worldwide
    Flexible hours

    Oaktree Capital Management

    Los Angeles, CA
    1 day ago
  •  ...DESCRIPTION   JOB TITLE: Associate Advisor / Wealth Planner EMPLOYER:...  ...Maintains client and practice management data. Independently serves...  ...related experience and/or training, or equivalent combination...  .... Certificates, licenses, and registrations required... 
    Training

    Signature Estate & Investment Advisors, LLC

    Pasadena, CA
    15 days ago
  •  ...prominent coastal services company in Los Angeles is seeking a motivated Assistant Manager to help with daily operations and customer service. The role provides hands-on training and clear paths for advancement into management roles. Ideal candidates should have strong... 
    Training

    Platinum Coastal Group

    Los Angeles, CA
    4 days ago
  • The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised...  ...and active Securities Industry Essential Series 7 & Series 66 licenses (63/65), or successfully obtain within 120 days from start... 

    JP Morgan Chase

    Los Angeles, CA
    1 day ago
  • $100k - $150k

     ...CompanyOaktree is a leader among global investment managers specializing in alternative investments,...  ...honors diversity of thought. Providing training and career development opportunities and...  ...Los Angeles, Oaktree is seeking an associate to work within the U.S. Senior Loans... 
    Training
    Full time
    For contractors
    Local area
    Worldwide
    Flexible hours

    Oaktree Capital Management

    Los Angeles, CA
    1 day ago
  • $160k - $175k

     ...global scale with deep local expertise, managing more than 260 MSF of office, logistics,...  ...their growth leads.We are seeking a Senior Associate, Asset Management to join BGRE in Los...  ...their employees. We also invest time into training and developing our people.End your job... 
    Training
    Full time
    Temporary work
    Summer work
    Work at office
    Local area
    Worldwide

    Brookfield Properties

    Los Angeles, CA
    1 day ago
  • $77.33k - $157.67k

     ...range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we...  ...firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice...  ..., exercise sound judgment, effectively manage stress and work safely and respectfully... 
    Training
    Local area
    Remote work

    KPMG

    Los Angeles, CA
    2 days ago
  • $77.33k - $157.67k

     ...range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we...  ...firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice...  ...during and after preparation Build and manage client relationships, and supervise,... 
    Training
    Local area
    Remote work

    KPMG

    Los Angeles, CA
    1 day ago
  • $115k - $140k

     ...CompanyOaktree is a leader among global investment managers specializing in alternative investments,...  ...honors diversity of thought. Providing training and career development opportunities and...  ...our website at .ResponsibilitiesThe Associate position within Trade Operations serves... 
    Training
    Full time
    For contractors
    Local area
    Worldwide
    Flexible hours

    Oaktree Capital Management

    Los Angeles, CA
    4 days ago
  • $22.61 - $23.69 per hour

     ...details:Entry level job that works with Newsroom management to support news coverage and show production. News Associates will print scripts for anchors, operate the...  ...geographic location, market demands, experience, training, and education. The benefits available for this... 
    Training
    Live in
    Local area
    Weekend work
    Day shift
    Afternoon shift

    Paramount

    Studio City, CA
    2 days ago
  •  ...CompanyOaktree is a leader among global investment managers specializing in alternative investments,...  ...honors diversity of thought. Providing training and career development opportunities and...  ...are seeking an AVP or Senior Associate to build and maintain deal monitoring dashboards... 
    Training
    Full time
    For contractors
    Local area
    Worldwide
    Flexible hours

    Oaktree Capital Management

    Los Angeles, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Associate: Licensing & Training Path. Be the first to apply!