192 Results for

Wealth Manager Jobs in Silver Lake, CA

Jobs

Beverly Hills, CA28 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!

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.

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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!

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!

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.

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.

Cerritos, CA14 days ago

$206,340–$252,194

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.

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.

New!

Beverly Hills, CA5 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!

Diamond Bar, CA4 days ago

$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, CA29 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.

Los Angeles, California30+ days ago

Remote

$99,000–$176,000 Per Year

Manage projects and teams, including applying established methodologies, using change control templates and processes; managing time and recording activities using defined scheduling tools; monitoring budgets; coordinating resource acquisition and utilization; serving as a liaison with internal customers and external suppliers; and communicating regularly with project stakeholders. Create formalized reports and presentations, and present them to senior and executive level management (translate complex technical milestones into high-impact presentations for the Operating Committee).

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, CA8 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.

New!

Los Angeles, California4 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 32 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, CA4 days ago

$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.

Westminster, 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.

Costa Mesa, CA14 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.

San Gabriel, CA30+ days ago

Azusa, CA30+ days ago

Los Angeles, CA30+ days ago

Beverly Hills, CA30+ days ago

Los Angeles, 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

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.

Orange, CA30+ days ago

Full-time

The Senior A&A Manager thrives in a fast-paced, entrepreneurial environment, embraces challenges with agility, and quickly assumes the role of Client Service Manager (CSM)—responsible for designing and delivering A&A and consulting engagements, while proactively identifying additional client needs. Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners.

Orange, CA10 days ago

Full-time

Client service components include managing client relationships in conjunction with a partner on the firm’s top clients and as the client service manager on smaller clients; developing proactive, advisory relationships with clients; identification of issues, development of opportunities and assisting clients in IRS risk mitigation and tax reduction strategies. Production components consist of technical skills, including the management of client tax compliance, planning and tax projects; expertise in the processes utilized by the firm in the tax compliance function; project management skills and oversight, including contributions to operating efficiencies; and workflow management.

Westminster, CA27 days ago

Full-time

Los Angeles, CA30 days ago

Full-time

Northridge, CA30+ days ago

Full-time

Brea, CA30+ days ago

Full-time

Glendale, CA30+ days ago

Full-time

Manhattan Beach, CA30+ days ago

Full-time

Azusa, CA30+ days ago

Full-time

Irvine, CA30+ days ago

Full-time

San Gabriel, CA30+ days ago

Full-time

Orange, CA30+ days ago

Full-time

Cypress, CA30+ days ago

Full-time

Pasadena, CA30+ days ago

Full-time

Los Alamitos, CA30+ days ago

Full-time

Whittier, CA30 days ago

Full-time

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Wealth Manager Jobs in Silver Lake, CA

Jobs

Wealth Relationship ManagerHsbc Private Bank

Tax ManagerJobot

Project Manager - K-12 ConstructionJobot

Senior Tax Manager (Partnership Track)Jobot

Senior Tax ManagerJobot

Front Desk Receptionist - Wealth Management firmJobot

SVP, Relationship ManagerEnterprise Bank and Trust

Manager - Wealth ManagementRegal Executive Search

Wealth ManagerSagient

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

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

Wealth & Private Banking Regional ManagerEast West Bank

Technology Program Manager- Wealth ManagmentCity National Bank

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

Senior Wealth AdvisorColumbia Bank

Wealth Management, Senior Alternative Investment Specialist, Executive DirectorJPMorgan Chase

Team Wealth PlannerRockefeller Capital Management

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

Wealth Management Client Associate (Bilingual in Chinese)TransGlobal

Wealth Management AdvisorEast West Bank

Sales Manager - Financial ServicesGoldBook Financial

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 - Los Angeles, CA (Seventh and Fig)JPMorgan Chase

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

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

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

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

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

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

Senior Audit & Assurance Manager (Partner-Track)Talley LLP

Tax ManagerTalley LLP

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

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

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

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

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

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

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

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

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