Wealth Management Client Associate | Path to Advisor
Manhattan West
Manhattan West Enterprise Company is seeking a Client Associate to join our Wealth Management team. You will provide administrative and operational support to Financial Advisors, onboard new clients, and manage day-to-day client requests from our Century City, Los Angeles office. This role offers exposure to proprietary investments across private equity, venture capital, real estate, private debt, and traditional portfolios, with potential path to becoming a Financial Advisor. #J-18808-Ljbffr Manhattan West
- 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...Suggested
- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including...Suggested
- JPMorganChase is seeking a Private Client Investment Associate in Los Angeles, California. The candidate will provide client service and operational marketing support to Private Client Advisors in Wealth Management. Responsibilities include supporting advisors' operations...Suggested
- CAPTRUST in Los Angeles is seeking a dedicated Financial Advisor to join their team. You will develop and manage client relationships, provide financial planning and... ...has at least 4 years of experience in the wealth management industry, strong communication skills,...Suggested
$25 - $44 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management... ...advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedHourly paySeasonal workWork at officeWork from homeDay shift$25 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique...Local area
$25 - $45 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional service to clients in a fast-paced banking environment. The role emphasizes client advocacy, operational excellence, and adherence to bank...
- Fairygodboss is seeking a Private Client Investment Associate to support Advisors in Wealth Management. This role involves client service, operational marketing, and relationship management, ensuring comprehensive support to clients. Applicants should hold a Series 7 license...
- JPMorgan Chase & Co. - Private Client Investment Associate in Wealth Management provides client service, operational support, and wealth planning assistance to Private Client Advisors. You will help manage client relationships, process requests, and support performance...
- Bank of America’s Merrill Wealth Management division seeks a Client Associate/Support role in Los Angeles. You will provide top-tier client service, educate... ...clients on banking offerings, and support Financial Advisors to deepen relationships. Role emphasizes accuracy, compliance...Work at office
$77k - $214k
Industry/SectorAsset and Wealth... ...advice and guidance to clients on tax planning, compliance... ...learning how to manage and inspire others... ...comfortable when the path forward isn’t... ...technology-enabled tax advisors who provide... ...efficiencies. As a Senior Associate you analyze...Full timeH1b- UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs),...Work at office
$34.32k - $90k
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis... ...or other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Temporary workWork at officeLocal area$110k - $120k
...Client Service/Advisory Associate Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts... ...experience) Hightower is a wealth management firm that provides investment...Permanent employmentWork at officeLocal areaFlexible hours$130k - $210k
...Private Wealth Consultant, Outsourced Advisory... ...community of associates united by our mission... ...day: Integrity, Client Focus, Diverse Perspectives... ...different career paths, we'll give you... ...'s largest asset management firms with assets... ...that partner with advisors to deliver...Work at officeLocal areaFlexible hours$25 - $37 per hour
...Bank Of America Client Service RepresentativeAt Bank of America, we are guided by a common... ...to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting... ...excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains...Hourly paySeasonal workWork at officeDay shift- ...Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique...Local area
- UBS in Los Angeles is seeking a Client Associate to support the Private Wealth Management desk. You will help Financial Advisors by handling day-to-day operations, maintaining client information, and delivering a seamless client experience for high-net-worth clients. This...
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob... ...on providing advice and guidance to clients on tax planning, compliance, and strategy... ...team member’s unique strengths, and managing performance to deliver on client expectations...Full timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior... ...on providing advice and guidance to clients on tax planning, compliance, and strategy...Full timeH1b$60k - $120k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving... ...that offers opportunities for our associates to learn, grow and enhance their... ...strategies to individual clients. This role focuses on building long...Temporary workWork at officeImmediate startFlexible hours$85k - $105k
...Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent... ...operational support to Financial Advisors, onboarding new clients, and managing... ...: • This position may provide a path to becoming a Financial Advisor if...Full timeWork at officeLocal area$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...$34.32k - $90k
...Job Description Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... ...initiatives directed by local management Regularly seek opportunities to...Full timeTemporary workWork at officeLocal area- About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.In this role you will:Assist Financial Advisor...Ongoing contractFull timeWork experience placementWork at officeImmediate start
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The... ...successful candidate will be responsible for providing clients with direct access to investment opportunities...
- Thornburg Investment Management Inc. is hiring a Private Wealth Consultant for the Western Region. This fully remote role is based near Los Angeles, CA or San Francisco, CA and focuses on driving sales of Thornburg mutual funds, SMA products, private strategies, and ETFs...Remote job
- ...seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team... ...Worth and Ultra High Net Worth clients. This leader will partner... ...managers, financial advisors, trust officers, and other... ...Advisor or Brokerage Client Associate.Demonstrated ability to transition...Full timeWork experience placementWork at office
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