Associate Wealth Advisor — Independent Wealth Management
Roklyn Consulting
A leading independent wealth management firm is seeking an Associate Wealth Advisor to join their high-performing team in Santa Monica, California. This role involves supporting lead advisors with high-net-worth client relationships and financial planning initiatives. Ideal candidates should have a bachelor's degree in Finance, relevant licenses, and at least 2 years' experience in wealth management. The firm values mentorship and offers a clear career trajectory, ensuring a supportive environment for growth. #J-18808-Ljbffr Roklyn Consulting
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Associate Wealth Advisor — Independent Wealth Management in Santa Monica, CA vacancy
$75k - $80k
...Associate Financial Advisor Meaningful work. Rewarding career. Thrivent is a different kind... ...banking and generosity. South Bay Wealth Advisors is an independent financial services practice of... ...extension of their family and not just managing accounts, but supporting lives....SuggestedLocal area$75k - $80k
## Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CAApplylocations: CA - Redondo Beachtime... ...South Bay Wealth Advisors is an independent financial services practice of... ...extension of their family and not just managing accounts, but supporting lives....Suggested$85k - $95k
## Associate Wealth AdvisorApplyremote type: Partially Remotelocations:... ...seeking an Associate Wealth Advisor to join our team! The... ...strategies in retirement, risk management, tax, estate, and investment... ...Advisors (AWAs)* Ability to independently lead client communications...SuggestedWork at officeLocal areaRemote work2 days per week$85k - $95k
...Summary: Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate... ...trading. Partner with the Portfolio Management team to approve and execute portfolios... ...Associate Wealth Advisors (AWAs) Ability to independently lead client communications and...SuggestedWork at officeLocal areaRemote work2 days per week- Focus Partners in Santa Monica seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice across retirement, risk management, tax, estate, and investments. The role partners with Wealth Advisors to maintain client relationships...Suggested
- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026,... ...that offers opportunities for our associates to learn, grow and enhance their... ...and goal-oriented Ability to work independently, self-directed, and exercise discretion...Temporary workWork at officeImmediate startFlexible hours
$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 senior members of the service team, through regular interactions with clients...Temporary workWork experience placementLocal areaMorgan Stanley
Santa Monica, CA4 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... ...with our clients. We are an independent, predominantly employee-owned company...InternshipFlexible hours
IEQ Capital
Los Angeles, CA3 days ago - ...Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering superior client experiences. You will handle client service, marketing support, reports, and financial planning materials with senior service team...
Morgan Stanley
Santa Monica, CA2 days ago $68k - $120k
...Wealth Management AssociateWealth 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 senior members of the service team, through regular interactions with...Temporary workWork experience placementLocal areaMorgan Stanley
Santa Monica, CA4 days ago$122.4k - $228k
Provides advisory-based sales and relationship management to attract, retain and grow a portfolio... ...matter experts to the client. Shares wealth solutions expertise and product... ...roadmap for strategic execution. Conducts independent analysis and assessment to resolve strategic...Part timeLocal areaShift work- 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...
- ...Senior Associate In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services provided... ...are Aspiriant, a leading, independent, 100% employee-owned... ...from clients and their other advisors) in a thorough and timely...Work at office
- ...fostering a culture where associates thrive. We are... ...individuals who can think independently, work collaboratively,... ...join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC... ...the Role:A Senior Wealth Advisor is an experienced...Full timeImmediate start
$85.33k - $145.13k
...global leader in innovative wealth management, asset servicing, asset... ...partnership with a Senior Financial Advisor, this motivated and client-... ...an opportunity to work independently to support the needs of the... ...Management. As the Associate Financial Advisor progresses...Full timeH1bWorldwideFlexible hoursNorthern Trust
Los Angeles, CA4 days ago$51.45k - $84k
...About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives... ...opportunity for an Associate Financial Planner ! This role... ...centralized support to Financial Advisors and their clients by developing...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Los Angeles, CA1 day ago- ...finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary... ...approach to investing. As an Associate Wealth Advisor , you’ll support 2–4 Wealth Advisors... ...relationship success. Through our Wealth Management Institute, mentorship, and ongoing...Work at office
Charles Schwab
Los Angeles, CA5 days ago $90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST... ...dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide... ...including hair texture or hairstyles associated with race), religion, color, national...Temporary workLocal areaFlexible hoursCAPTRUST
Encino, CA1 day ago- ...goals. Job Overview As an Associate Financial Advisor, you’ll work alongside a successful... ...planning, and investment management support. You’ll have... ...ability to work independently and collaboratively in a fast... ...among the fastest growing wealth management firms in the U....Work experience placementWork at officeWork from home
- About Wealth Enhancement: Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients... ...every client craft their future. Associate Financial Planner -... ...recommendations with Financial Advisors. Review and summarize clients...Full timeTemporary workWork at officeFlexible hours
- Charles Schwab in Los Angeles is seeking an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual... ...provides real client experience through Schwab's Wealth Management Institute and ongoing mentorship. You will develop skills...
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will be responsible...
- ...Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This... ..., as well as comprehensive wealth management services to a global client base spanning... ...behavior, whether or not stereotypically associated with the person’s sex at birth, gender...Local area
Manhattan West Enterprise Company, LLC
Los Angeles, CA10 days ago - Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under management. You will lead client meetings, onboard new relationships, and collaborate across tax, legal, and investment...
- A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client...Full time
- Savvy Wealth is transforming wealth management by providing AI-powered tools and seamless back-office support so advisors can focus on client outcomes. As a Financial Advisor on the Savvy platform, you’ll run your own client-first business with maximum autonomy, backed...Remote jobFlexible hours
- EP Wealth Advisors in Los Angeles seeks a Wealth Advisor to deliver personalized financial guidance and wealth-management strategies to individual clients. You will build long-term client relationships, understand goals, and tailor solutions across investments, retirement...
- CAPTRUST in Los Angeles is seeking a dedicated Financial Advisor to join their team. You will develop and manage client relationships, provide financial planning... ...has at least 4 years of experience in the wealth management industry, strong communication skills, and...
- A well-established and growing wealth management organization is seeking a Wealth Advisor to join its team and support a sophisticated client base, including responsibility for helping service and grow a $1 billion+ book of business . This is an excellent opportunity...
$150k
...:This job is responsible for managing clients and related credit products... ...management responsibilities, independent thought leadership, strong... ...-based lending solutions to wealth management clients in Merrill... ...partnership with Merrill advisors and market leadership within...Full timeWork at officeWork from homeFlexible hoursDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Wealth Advisor — Independent Wealth Management. Be the first to apply!
Related searches
- general maintenance associate Santa Monica, CA
- senior associate Santa Monica, CA
- program associate Santa Monica, CA
- venture associate Santa Monica, CA
- mental health associate Santa Monica, CA
- associates degree in criminal justice Santa Monica, CA
- associate degree computer science Santa Monica, CA
- associates degree business Santa Monica, CA
- partnerships associate Santa Monica, CA
- purchasing associate Santa Monica, CA