Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 13 hours ago
Similar jobs that could be interesting for youBased on the Associate Wealth Advisor — Independent Wealth Management in Santa Monica, CA vacancy
  • $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... 
    Suggested
    Local area

    Thrivent

    Redondo Beach, CA
    4 days ago
  • $85k - $95k

     ...Summary Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate...  ...implementing strategies in retirement, risk management, tax, estate, and investment...  ...Wealth Advisors (AWAs) Ability to independently lead client communications and interactions... 
    Suggested
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners

    Santa Monica, CA
    2 days ago
  • $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

    Thrivent Financial

    Redondo Beach, CA
    4 days ago
  • $122.4k - $228k

     ...26Address:300 S. Grand Ave.Job Family Group:Wealth Sales & ServiceProvides 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... 
    Suggested
    Full time
    Contract work
    Part time
    Local area
    Shift work

    BMO Bank

    Los Angeles, CA
    3 days ago
  • 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

    Focus Financial Partners

    Santa Monica, CA
    2 days ago
  • $60k - $120k

    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving...  ...offers opportunities for our associates to learn, grow and enhance their...  ...and goal-orientedAbility to work independently, self-directed, and exercise discretion... 
    Temporary work
    Work at office
    Immediate start

    EP Wealth Advisors, Inc

    Los Angeles, CA
    1 day ago
  • $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 work
    Work experience placement
    Local area

    Morgan Stanley

    Santa Monica, CA
    1 day ago
  •  ...Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the...  ...with our clients. We are an independent, predominantly employee-owned company...  ...to join our team as an Associate. The Associate will work closely... 
    Internship
    Flexible hours

    Ieqcapital

    Los Angeles, CA
    2 days ago
  •  ...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 time
    Immediate start

    Columbia Bank

    Los Angeles, CA
    4 days 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, CA
    1 day ago
  •  ...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

    Aspiriant

    Los Angeles, CA
    2 days ago
  • 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... 

    PowerToFly

    Santa Monica, CA
    4 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... 
    Full time
    H1b
    Worldwide
    Flexible hours

    Sacbar

    Los Angeles, CA
    23 hours ago
  •  ...goals. Job Overview: As an Associate Financial Advisor, you’ll work alongside a...  ...planning, and investment management support. You’ll have access...  ...Demonstrated ability to work independently and collaboratively in a...  ...among the fastest growing wealth management firms in the U.... 
    Work experience placement
    Work at office
    Work from home

    LPL Financial LLC

    Los Angeles, CA
    1 day ago
  • $51.45k - $84k

    About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives...  ...exciting opportunity for an Associate Financial Planner! This role...  ...centralized support to Financial Advisors and their clients by... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement

    Los Angeles, CA
    23 hours ago
  • 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 time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group, LLC

    Los Angeles, CA
    2 days ago
  •  ...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... 

    Confidential

    Los Angeles, CA
    2 days ago
  • $164k - $280k

    Lead Advisor is a wealth management consulting and search firm. This role is for a client in Manhattan Beach. The role is 3x a week on site. Candidates MUST have their CFP and client facing advisor experience. Our client is seeking a CFP to be a private wealth advisor.... 
    Work at office

    Lead Advisor

    Manhattan Beach, CA
    3 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, CA
    2 days ago
  • 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

    Melius Consulting

    Los Angeles, CA
    2 days ago
  • $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 work
    Local area
    Flexible hours

    CAPTRUST

    Los Angeles, CA
    4 days ago
  • 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... 

    Goldman Sachs

    Los Angeles, CA
    1 day ago
  • Lead Advisor, a wealth management consulting and search firm, seeks a CFP-certified private wealth advisor for a client in Manhattan Beach. The role is hybrid, with in-office work required 3 days per week. You will manage client relationships, review financial plans, and... 
    Work at office
    3 days per week

    Lead Advisor

    Manhattan Beach, CA
    3 days ago
  • 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

    PowerToFly

    Los Angeles, CA
    3 days ago
  • 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... 

    CAPTRUST

    Los Angeles, CA
    2 days ago
  • $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 time
    Local area
    Remote work

    Manhattan West

    Los Angeles, CA
    23 hours ago
  • $77k - $202k

     ...consulting services related to financial management and strategy. These individuals analyse...  ...), the Firm's code of conduct, and independence requirements.The OpportunityAs part of...  ...and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges... 
    Full time
    H1b

    PwC

    Los Angeles, CA
    23 hours ago
  • BMO Financial Group in Los Angeles is seeking a senior wealth management professional to lead advisory-based sales and client relationship management for a high-net-worth portfolio. You will coordinate cross-functional experts to craft holistic financial plans and solutions... 

    Koitecc Solutions

    Los Angeles, CA
    2 days ago
  • $200k

    NorthCoast Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus on developing relationships and driving revenue growth without sourcing new clients. The ideal... 

    Nc

    Los Angeles, CA
    3 days ago
  • BMO Financial Group is seeking a senior Wealth Sales & Service professional to manage relationships with high-net-worth clients in the Los Angeles region. The role focuses on advisory-based financial planning, cross-functional collaboration, and delivering holistic wealth... 

    Hispanic Alliance for Career Enhancement

    Los Angeles, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Wealth Advisor — Independent Wealth Management. Be the first to apply!