221 Results for

Wealth Manager Jobs in Los Angeles, CA

Jobs

New!

Irvine, CA4 days ago

$120,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 5–7 years of relevant experience in public accounting or a combination of public accounting and high-net-worth individual/wealth management tax work.

New!

San Dimas, CA4 days ago

Remote

$150,000–$225,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Unlike larger firms, we offer a clear and achievable path to partnership—giving experienced tax professionals the opportunity to take ownership of their career and directly influence the firm’s future.

New!

Los Angeles, CA4 days ago

$29–$41 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

Westchester, CA4 days ago

$140,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Professional services company that serves Aviation, Infrastructure, Transportation, Education, Healthcare, Land Development and Municipal clients across the nation is looking for a Project Manager with K-12 project experience in the LA area.

New!

Glendale, CA4 days ago

$200,000–$275,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.

Cerritos, CA7 days ago

$206,340–$252,194 Per Year

Develop and maintain comprehensive knowledge of all commercial products including loans, treasury management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Also responsible for increasing the bank’s deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.

New!

Calabasas, CA1 day ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

West Los Angeles, CA30+ days ago

Develop, document and implement a client’s overall integrated wealth plan with the other departments of Family Office Services including Investment Advisory, Investment Operations, Tax Services, Strategic Planning, and Expense Management. We are looking for a talented manager to support Directors on certain Family Office client service teams and, in time, lead an increasing number of client relationships, as well as manage most day-to-day aspects of client engagements.

Beverly Hills, CA12 days ago

$200,000–$500,000 Per Year

We enable you to better serve your clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. Sagient, a leading firm dedicated to cultivating long-term partnerships offers concierge level service to premier wealth managers looking to grow their book of business.

New!

Monrovia, CAToday

$78,000–$100,000 Per Year

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Wealth Management Operations Manager plays a critical leadership role in directing the firm's regulatory compliance, advisor registration, training programs, reporting processes, and overall operational support.

Los Angeles, CA30+ days ago

Full-time

Los Angeles,CA $185,000.00 - $255,000.00 / year; New York,NY $185,000.00 - $255,000.00 / year; San Diego,CA $185,000.00 - $255,000.00 / year; Irvine,CA $170,000.00 - $235,000.00 / year; Chicago,IL $170,000.00 - $235,000.00 / year . With ~$400 billion in assets under management and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private Client Investment Managers.

Irvine, California30+ days ago

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, recommending changes in goals and plans, Provides financial management information by preparing financial status analyses and reports.

Beverly Hills, CA30+ days ago

Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations . You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.

New!

Los Angeles, California3 days ago

Remote

$141,830–$263,408 Per Year

WHAT WILL YOU DO?Oversight of a nation-wide portfolio of real estate and real estate-related assets which may include multi-family complexes, retail, industrial and office properties, limited liability companies, partnerships, net leased assets, single family homes, cooperatives, condominiums, ranches, timber and vacant land parcels. Negotiate lease agreements with residential and commercial tenants and monitor compliance with lease terms including rent payments, Consumer Price Index increases, client account management payments, real estate tax payments, maintenance of appropriate insurance and upkeep and maintenance covenants.

New!

Santa Clarita, CA1 day ago

$100,000–$120,000 Per Year

Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.

Los Angeles, CA30+ days ago

$95,000–$160,000 Per Year

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Irvine, CA15 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Los Angeles, CA30+ days ago

$170,000–$350,000 Per Year

The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds.

Los Angeles, California11 days ago

$75,000–$175,000 Per Year

Position: A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a highly skilled Team Wealth Planner to deliver white‑glove, high‑touch family office services to ultra‑high‑net‑worth families, founders approaching liquidity events, and multigenerational households. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London.

Los Angeles, CA30+ days ago

Full-time

Using 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.

New!

Diamond Bar, CAToday

$22.50–$28.85 Per Hour

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. The Operations Assistant provides essential support in managing daily operational tasks, ensuring seamless execution of financial advisory services.

New!

Seal Beach, CA5 days ago

As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, youll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.

Irvine, California25 days ago

$71,600–$85,550 Per Year

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. The Center offers leadership and serves as a resource for financial education with goals of increasing financial literacy, minimizing financial instability for the benefit of society, and training the next generation of financial industry leaders.

Los Angeles, CA30+ days ago

Full-time

In this high-impact, fast-paced role, you will design and deliver custom lending solutions across commercial real estate (CRE), unsecured lending, restricted stock and concentrated equity-related financing, and other tailored specialty structures-helping some of the firm's largest advisors and clients execute complex liquidity and financing objectives with excellence. Leveraging a platform that integrates wealth management, valuation, and transaction expertise, you will develop specialty financing solutions for clients seeking to extract liquidity from illiquid or complex assets, while maintaining a strong focus on disciplined risk management, best-in-class execution, and an exceptional client experience.

San Gabriel, CA30+ days ago

Azusa, CA30+ days ago

Beverly Hills, CA30+ days ago

Long Beach, CA30+ days ago

Northridge, CA30+ days ago

Rancho Palos Verdes, CA30+ days ago

Los Angeles, CA30+ days ago

Seal Beach, CA30+ days ago

Glendale, CA30+ days ago

Buena Park, CA30+ days ago

Costa Mesa, CA7 days ago

$75,000–$200,000 Per Year

This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.

Los Angeles, CA30+ days ago

Full-time

Long Beach, CA30+ days ago

Full-time

Beverly Hills, CA30+ days ago

Full-time

Whittier, CA30+ days ago

Full-time

Brea, CA30+ days ago

Full-time

Pasadena, CA30+ days ago

Full-time

Irvine, CA30+ days ago

Full-time

Azusa, CA30+ days ago

Full-time

San Gabriel, CA30+ days ago

Full-time

Los Alamitos, CA30+ days ago

Full-time

Westminster, CA30+ days ago

Full-time

Manhattan Beach, CA30+ days ago

Full-time

Northridge, CA30+ days ago

Full-time

Orange, CA30+ days ago

Full-time

Gardena, CA30+ days ago

Full-time

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Wealth Manager Jobs in Los Angeles, CA

Tax Manager Jobot

Senior Tax Manager (Partnership Track) Jobot

Front Desk Receptionist - Wealth Management firm Jobot

Project Manager - K-12 Construction Jobot

Senior Tax Manager Jobot

SVP, Relationship Manager Enterprise Bank and Trust

Financial Consultant - Thousand Oaks, CA Fidelity Investments

Manager - Wealth Management Regal Executive Search

Wealth Manager Sagient

Wealth Management Operations Manager (Bilingual in Chinese) – H1B Sponsorship Available TransGlobal

J.P. Morgan Wealth Management - Private Client Investment Associate Program Manager JPMorgan Chase Bank, N.A.

Wealth & Private Banking Regional Manager East West Bank

Wealth Relationship Manager Hsbc Private Bank

Manager National Specialty Wealth Assets City National Bank

Wealth Advisor RFG Advisory

J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist JPMorgan Chase

Senior Wealth Advisor Columbia Bank

Wealth Management, Senior Alternative Investment Specialist, Executive Director JPMorgan Chase

Team Wealth Planner Rockefeller Capital Management

J.P. Morgan Wealth Management - Market Director of Wealth - North Los Angeles Region JPMorgan Chase Bank, N.A.

Wealth Management Client Associate (Bilingual in Chinese) TransGlobal

VP, Assistant Branch Manager Charles Schwab

Program Director, Todd and Lisa Halbrook Center for Investment & Wealth Management University of California, Irvine

J.P. Morgan Wealth Management - Executive Director, Custom Lending Specialist JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area) JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Beverly Hills, CA (area) JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding Areas JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita (area) JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Rancho Palos Verdes, CA JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area) JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Glendale, CA JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Buena Park, CA (Buena Park Valley View St.) JPMorgan Chase

Sales Manager - Financial Services GoldBook Financial

J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Beverly Hills, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Brea, Diamond Bar, Anaheim, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Irvine, Mission Viejo, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Alhambra, CA (Atlantic and Valley Branch JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Los Alamitos, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Manhattan Beach, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Orange and Anaheim, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Gardena, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

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