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
$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world... ...reach their financial goals. Our advisor-led wealth management businesses provide... ..., developing agendas and driving associated action itemsSKILLS & EXPERIENCE WE...SuggestedFull timeTemporary workPart time$60k - $120k
...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... ...goal-oriented Ability to work independently, self-directed, and exercise discretion...SuggestedTemporary workWork at officeImmediate startFlexible hours$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...SuggestedFull 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,...SuggestedTemporary workWork experience placementLocal areaWork visa- ...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...SuggestedInternshipFlexible hours
$70k - $200k
...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and...Full timeWork 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
- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building trusted client relationships and delivering an exceptional client experience. You will...
$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- ...Lead Advisor is a wealth management consulting and search firm. This role is for a client in Boise. Position Overview and Purpose The advisor... .... • Directly oversee a team of 1-2 Client Servicing Associates and collaborate effectively with the Financial Planning,...Interim role
- ...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
- 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
- JPMorgan Chase & Co. in Manhattan Beach, CA, is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advise individuals and families, building a relationship-driven practice that supports a wide range of clients...
- 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...
- JPMorgan Chase is seeking a Wealth Client Specialist within Wealth Management to address the wealth needs of High Net Worth and Ultra High Net Worth clients and institutions. You will market and sell wealth management services and source new business, collaborating with...
$76k - $88k
...Position Overview Bernstein Private Wealth Management is a premier investment management... ...talent. Bernstein Private Wealth Associates are client service professionals who... ...who, in collaboration with Financial Advisors, help propel the growth of our Private...Flexible hours- ...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...
- ...Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to...Local areaRemote work
- Brighton Jones seeks a seasoned Advisor to manage daily client-service activities within our wealth management practice. You will collaborate with Lead Advisor, review portfolios, and prepare comprehensive meeting deliverables to guide strategic planning for high-net-worth...Full time
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build strong client relationships, offer advised solutions, and leverage Chase referrals to deepen...
$170k - $200k
NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles. This role involves working closely with the ground control team to address... ...client needs and inquiries while providing integrated wealth management solutions. The ideal candidate should have a strong...$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$150k
...job is responsible for managing clients and related... ...management responsibilities, independent thought leadership,... ...lending solutions to wealth management clients in... ...partnership with Merrill advisors and market leadership... ...Mentors and supports associates Cultivate...Work at officeWork from homeFlexible hoursShift workDay shift$60k - $125k
The Goldman Sachs Group is seeking a Wealth Management Professional in Los Angeles, California. This role requires a Bachelor's degree and 1-3 years of client service experience. You will manage relationships with ultra-high net worth clients, oversee asset management,...- Bernstein Private Wealth Management, part of AllianceBernstein, seeks Associates to support client service for high-net-worth clients and collaborate with Financial Advisors to deliver portfolio analysis, asset allocation recommendations, and wealth planning insights. Training...
- Equitable Advisors is seeking a Wealth Management professional to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role requires in-office presence and licensing through FINRA sponsorship during training....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...
- Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial... ..., Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client...Work experience placementWork at officeLocal areaFlexible hours
- Equitable Advisors is recruiting for a Wealth Management Associate within the Retirement Benefits Group in Los Angeles, CA. You will engage clients, learn our retirement products, and help implement tailored solutions while working toward professional licensure. The program...
$120k - $135k
Job Description Job Duties: Associate, Business Development with Goldman Sachs & Co. LLC in Los Angeles, California. Leverage prior... ...to build an advisory business. Create comprehensive wealth management plans for high-net-worth individuals and families, as well as...
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