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
$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 weekFocus Partners Wealth
Santa Monica, CA1 day ago$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 weekLE0123 Focus Partners Wealth LLC
Santa Monica, CA17 hours ago$169.38k - $207.02k
...financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas... ...presentation skills- Ability to make critical decisions independently- Professional designation such as CFA or CFP is...SuggestedWork experience placementLocal area3 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...SuggestedTemporary workWork at officeImmediate startFlexible hours
- U.S. Bank is seeking a seasoned wealth management leader to retain and grow medium to large high net worth client relationships in a hybrid... ...relationship growth, cross-functional collaboration, and independent decision making, with a focus on delivering tailored financial...
$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... ....• Works effectively both independently and collaboratively within a team...Full timeWork at officeFlexible 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, CA3 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- ...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, CA4 days ago $100k
...and a stronger community of associates united by our mission. At... ...I can succeed as a Private Wealth Advisor at Capital Group.”As a Private... ...expertise, and investment management. Our support structure is... ...experience (ideally as an independent Registered Investment Advisor...Full timeTemporary workLocal areaFlexible hours- ...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
$120k - $300k
...Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This... ...financial services including wealth management, business management, tax, and insurance... ..., whether or not stereotypically associated with the person's sex at birth, gender...Full timeLocal areaRemote workManhattan West
Los Angeles, CA2 days ago- ...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...
EP Wealth Advisors
Los Angeles, CA3 days ago $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... ...Sales Management. As the Associate Financial Advisor progresses...Full timeH1bWorldwideFlexible hours- 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...
- JPMorgan Chase & Co. is hiring a Private Client Advisor for Chase Wealth Management in Los Angeles. You will deliver comprehensive financial planning and investment advice to individuals and families, leveraging client relationships, digital tools, and referrals to grow...
- Goldman Sachs in Los Angeles seeks Wealth Management Professionals to impact the financial success of high net worth clients. Responsibilities include managing client relationships, executing investment transactions, and providing tailored financial solutions. The ideal...
$170k - $210k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...planning, investment management, business management, tax, estate... ..., Mercer Advisors is an independent fiduciary legally bound to act... ...Job Summary: The Senior Wealth Advisor focuses on deepening...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $175k
...: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- Rockefeller Capital Management is seeking a Team Wealth Planner within the Rockefeller Global Family Office to deliver white‑glove, high‑touch services to ultra‑high‑net‑worth families and multigenerational households. You will execute sophisticated planning initiatives...Work at office
- Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen affluent and high-net-worth client relationships through comprehensive financial planning and tailored advisory solutions. The role emphasizes proactive discovery, profiling, and the delivery...
- ...We are partnered with a leading Private Wealth Management firm seeking a driven and versatile Private Wealth Associate to join their Los Angeles team. This individual will work directly alongside Wealth Advisors supporting high-net-worth and ultra-high-net-worth clients...
Drum Associates
Los Angeles, CA1 day ago $76k - $88k
...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-... ...building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth...Flexible hoursAllianceBernstein
Los Angeles, CA4 days ago- ...Search has 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 partners with senior Financial Advisors to deliver sophisticated wealth management solutions for high-...
- 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...
- ...member of a client service team, the Wealth Management Senior Associate is responsible for helping the... ...contact with clients, vendors, and other advisors as necessary as part of the client... ...We are Aspiriant , a leading, independent, 100% employee-owned wealth management...Work at office
- DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly with Wealth Advisors, supporting high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service...
- ...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 is more... ...serve as a strategic partner to senior Financial Advisors, directly contributing to the client experience...
- ...this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services... ...We are Aspiriant , a leading, independent, 100% employee-owned wealth... ...(to/from clients and their other advisors) in a thorough and timely manner....Work at office
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
- ecommerce associate Santa Monica, CA
- part time associate Santa Monica, CA
- psychology associate Santa Monica, CA
- front desk associate Santa Monica, CA
- junior legal associate Santa Monica, CA
- purchasing associate Santa Monica, CA
- relationship associate Santa Monica, CA
- community outreach associate Santa Monica, CA
- delivery associate Santa Monica, CA
- team associated Santa Monica, CA