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
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents...Suggested
$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- Mariner in Los Angeles, CA is seeking an Associate Wealth Advisor to work with the wealth management team. The role focuses on creating tailored financial strategies for high net worth clients, requiring collaboration to prepare comprehensive wealth plans. The ideal candidate...Suggested
$75k - $80k
...insurance, banking and generosity. South Bay Wealth Advisors is an independent financial services practice of Thrivent... ...extension of their family and not just managing accounts, but supporting lives. We are growing and adding an Associate Financial Advisor to our team. In this...SuggestedLocal area$159.97k - $188.2k
...U.S. Bank Wealth Management At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better... ...presentation skills Ability to make critical decisions independently Professional designation such as CFA or CFP is preferred...SuggestedTemporary workWork experience placement3 days per week- ...Senior Financial Advisor We are seeking an ambitious, driven,... ...to join our multidisciplinary wealth advisory team. The candidate... ...with our Wealth Advisors and Managers in a team-based setting and... ...planning acumen Ability to work independently or in a team for the purposes...Work at officeLocal area
- ...Associate, Wealth Management Los Angeles, CA Who Are We? 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
- Kayne Anderson Rudnick Investment Management in Century City is seeking an Investment Advisor Associate (Client Service Support). The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service...
$122.4k - $228k
...Address 300 S. Grand Ave. Job Family Group Wealth Sales & Service Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect... ...roadmap for strategic execution. Conducts independent analysis and assessment to resolve strategic...Part timeLocal areaShift work$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- ...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
- ...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
- ...As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy...
- ...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...
$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 work$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...Temporary workLocal areaFlexible hours- Charles Schwab Corporation in Los Angeles seeks an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing and deepening virtual client relationships while delivering customized financial planning and addressing portfolio needs. This role thrives in a fast...
- As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy...
- Charles Schwab seeks an Associate Wealth Advisor to support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships... ...mentorship, coaching, and growth through Schwab's Wealth Management Institute, focusing on client outcomes and relationship...
$65k - $80.2k
A financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's...- A financial advisory firm is seeking Wealth Management Agents to empower clients in achieving financial well-being. This remote position requires strong customer service skills and a passion for helping others. Agents will receive comprehensive training, including materials...Remote job
- Goldman Sachs in Los Angeles seeks Wealth Management Professionals to deliver world‑class client service within Private Wealth Management.... ...nurture deep client relationships, coordinate with Private Wealth Advisors, and ensure accurate onboarding, trading, and reporting to...
- Larson Maddox is actively seeking a Wealth Advisor to join their team in Los Angeles, CA. This role is designed for professionals with a background in wealth management who are ready to take over an existing book of high-net-worth clients. The firm is known for its strong...
- A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate... ...client relationships, and mentoring junior associates. The firm fosters professional growth in a diverse...
- City National Bank is seeking a Senior Financial Advisor in Los Angeles to serve as the primary contact for wealth management, developing business and maintaining relationships with affluent clients. The ideal candidate will possess at least 5 years in investment-related...
- Current is seeking an Experienced Financial Advisor to join Cross Financial in Los Angeles.... ...book of business and a strong client management track record. Successful advisors... ...significant growth without sacrificing independence. A great opportunity for those motivated...
- Equitable Advisors in Los Angeles is seeking ambitious individuals to start a wealth management career through a structured licensing path and employment. You will engage clients, tailor financial strategies, and discuss suitable products in an in-office role with a flexible...TraineeshipWork at officeFlexible hours
- 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
- 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...
- 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...
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