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 - $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$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...SuggestedWork at officeLocal areaRemote work2 days per week$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$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...SuggestedFull timeContract workPart timeLocal areaShift work- 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
$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 workWork at officeImmediate start$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 area- ...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...InternshipFlexible 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
- ...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
- ...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
- 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...
$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 timeH1bWorldwideFlexible hours- ...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 placementWork at officeWork from home
$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 timeTemporary workWork at officeFlexible hours- 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
- ...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...
$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- 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...
- 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
$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- 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...
- 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 office3 days per week
- 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
- 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...
$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$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 timeH1b- 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...
$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...- 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...
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