Senior Financial Planner/Wealth Strategist - KAR Virtus Investment PartnersSenior Financial Planner/Wealth Strategist - KARLos Angeles, CaliforniaThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Manager AllianceBernstein Holding LPManagerLos Angeles, CA$114,000–$124,000 / yearBernstein's integrated approach allows the firm to tailor each client's portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on AB's deep research expertise across asset classes and geographies. Bernstein Private Wealth Management is distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship.
Wealth Planner Cerity Partners LLCWealth PlannerPasadena, CA$85,000–$125,000 / yearExceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values.
Relationship Manager, Trust Counsel (Hybrid) First AmericanRelationship Manager, Trust Counsel (Hybrid)Santa Ana, CaliforniaFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. The position partners closely with trustees, beneficiaries, financial advisors, tax professionals, and wealth management teams to deliver exceptional client service and fiduciary solutions.
NewJ.P. Morgan Advisors - Client Service Manager - Los Angeles, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Client Service Manager - Los Angeles, CALos Angeles, CAFull timeMorgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Relationship Manager Sr I _RBC City National BankRelationship Manager Sr I _RBCLos Angeles, CARemote$87,027–$138,965 / yearKey measures of success include acquisition of new small business relationships, deposit and fee income growth from both new and existing relationships, new lending origination and loan retention that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as establishing strong relationships with internal partners to drive referrals and deepen relationships. This is a national role, requiring consistent virtual collaboration with RBC USWM Financial Advisors, educating them on our small business capabilities to establish the most qualified client introductions, providing financial advice to clients and prospects, and consistently connecting client needs with CNBs service and offerings.
Security Operations Manager Altruist CorpSecurity Operations ManagerLos Angeles, CA$181,000–$265,000 / yearExperience - 6+ years in security operations, including 2+ years leading or managing a SOC or detection & response team: Hands-on incident response and investigations in a cloud-first environment. Altruist is in the midst of an exciting phase and we're excited to hire a Security Operations Manager to lead detection, response, and security monitoring for a self-clearing broker-dealer.
Cloud Engineering Manager Altruist CorpCloud Engineering ManagerLos Angeles, CA$181,000–$265,000 / yearOwn delivery of the Cloud Engineering roadmap: governed EKS platform in Broker-Dealer and Clearing, pilot-light disaster recovery (RTO 60 min / RPO 15 min), Postgres upgrades, and edge gateway consolidation. In this role, you will lead the engineers who build Infrastructure as a Service for every product team at Altruist - infrastructure that is highly available, secure, and observable, with self-service paths that let developers move without waiting on us.
Senior Network Engineer Altruist CorpSenior Network EngineerLos Angeles, CA$170,000–$225,000 / yearYou will own how those networks are designed, segmented, secured, and operated - from cloud routing topology and partner connectivity to how our own people reach internal systems - working in close partnership with our Security team, whose requirements shape much of this roadmap, and bringing an AI-native approach to the work. We run a regulated broker-dealer and clearing platform on a multi-account, multi-region AWS estate, connected to clearing, custody, market-data, and banking partners over dedicated circuits and encrypted tunnels.
Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan StanleyPrivate Wealth Management Investment Consultant Team Chief Operating OfficerBeverly Hills, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.
Wealth Custody & Clearing Sales, Managing Director State Street CorporationWealth Custody & Clearing Sales, Managing DirectorIrvine, CA$170,000–$267,500 / yearThe Sales team will focus on delivering differentiated, scalable solutions to ultra-high-net-worth (UHNW) clients and large enterprise wealth management firms, ensuring seamless integration across our global platforms and markets. Cultivate and deepen strategic partnerships with UHNW clients, wealth managers, and registered investment advisors, delivering customized custody, clearing, and investment solutions that meet evolving client needs.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area)Azusa, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Director (Business Development Officer) Franklin Resources IncWealth Director (Business Development Officer)Pasadena, CA$180,000–$225,000 / yearKey Responsibilities: Pursue prospective new business situations with high-net-worth individuals and families; Lead segment new business strategies for the Los Angeles market; Maintain active contact with known referral source relationships and prospective clients; Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services; Coordinate presentations of the firm's capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants); Contribute to the development and enhancement of prospect presentations and on-going marketing material; Participate in the development of new ideas, planning and execution of HNW business development issues with senior management; Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients; Manage new clients from prospecting stage to onboarding.
Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCWealth Advisor - The Baldwin Group Financial ServicesIrvine, CAResponsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
Wealth Management Advisor - Sherman Oaks, CA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Sherman Oaks, CASherman Oaks, CA$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
NewWealth Custody & Clearing Sales, Vice President State Street CorporationWealth Custody & Clearing Sales, Vice PresidentIrvine, CA$110,000–$207,500 / yearClient Engagement: Cultivate and deepen strategic partnerships with UHNW clients, wealth managers, and registered investment advisors, delivering customized custody, clearing, and investment solutions that meet evolving client needs. The Sales team will focus on delivering differentiated, scalable solutions to ultra-high-net-worth (UHNW) clients and large enterprise wealth management firms, ensuring seamless integration across our global platforms and markets.
Vice President, Wealth Business Development (West Coast) Wilshire Advisors, LLCVice President, Wealth Business Development (West Coast)Santa Monica, CA$130,000–$230,000 / yearThis individual will be responsible for expanding Wilshire's presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners. Wilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem with a particular emphasis on growing Wilshire''s presence throughout the West Coast.
Associate Director, Wealth Management IEQ CapitalAssociate Director, Wealth ManagementLos Angeles, CA$135,000–$175,000 / yearDuties and responsibilities include, but are not limited to: Support to CEOs and Partners by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation. Interact with clients, supporting all aspects of their servicing needs: Researching client inquiries, managing follow up communication and conducting quarterly performance reviews.
Senior Wealth Advisor, Los Angeles, CA Wilmington TrustSenior Wealth Advisor, Los Angeles, CALos Angeles, CaliforniaBachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, US Pacific Investment Management Co LLC2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, USNewport Beach, CAYou'll excel as a Global Wealth Management (GWM), Private Client Group Account Analyst if you: Show strong interest in the financial markets, macroeconomics, and investment finance as demonstrated through relevant coursework, certifications, internship/work experience and/or professional organization & campus club participation. See yourself as GWM, Private Client Group Account Analyst: Global Wealth Management (GWM)'s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO's overall business results.