Last updated 2026-06-18
68 Wealth Management jobs in Long Beach ()
Browse 68 Wealth Management jobs across Long Beach, including Business Relationship Manager South Orange County CA, Assistant Vice President, Associate Banker, Wealth Relationship Manager SAFE Act, Manager Branch II, and Associate Personal Banker Long Beach Traffic Circle roles. Listings are updated hourly and include salary data where available.
Wealth Management jobs in Long Beach
Professionals specializing in advising and managing financial assets for individuals and institutions.
Browse Wealth Management jobs in Long Beach from companies including Bank of America, Bank of Montreal, Wells Fargo, Early Career, City National Bank, Citi, and Executive.
- Common titles include Business Relationship Manager South Orange County CA, Assistant Vice President, Associate Banker, Wealth Relationship Manager SAFE Act, Manager Branch II, and Associate Personal Banker Long Beach Traffic Circle.
- Roles span entry, mid, and senior levels.
- Recent postings include financial advisor, wealth relationship, relationship manager, business relationship, and personal banker roles.
- Most listed roles are in Irvine (12), with openings also in Newport Beach (12), Costa Mesa (11), Santa Ana (7), and Long Beach (5).
- Reported pay for Wealth Management jobs near Long Beach ranges around $70,000-$184,890 annually (P25-P75 across 57 postings that disclosed pay).
- Hourly Wealth Management roles near Long Beach pay a median rate of $31/hr based on 27 postings.
- Explore Wealth Management salaries in California in Salary Explorer.
Wealth Management jobs in Long Beach
Professionals specializing in advising and managing financial assets for individuals and institutions.
Browse Wealth Management jobs in Long Beach from companies including Bank of America, Bank of Montreal, Wells Fargo, Early Career, City National Bank, Citi, and Executive.
- Common titles include Business Relationship Manager South Orange County CA, Assistant Vice President, Associate Banker, Wealth Relationship Manager SAFE Act, Manager Branch II, and Associate Personal Banker Long Beach Traffic Circle.
- Roles span entry, mid, and senior levels.
- Recent postings include financial advisor, wealth relationship, relationship manager, business relationship, and personal banker roles.
- Most listed roles are in Irvine (12), with openings also in Newport Beach (12), Costa Mesa (11), Santa Ana (7), and Long Beach (5).
- Reported pay for Wealth Management jobs near Long Beach ranges around $70,000-$184,890 annually (P25-P75 across 57 postings that disclosed pay).
- Hourly Wealth Management roles near Long Beach pay a median rate of $31/hr based on 27 postings.
- Explore Wealth Management salaries in California in Salary Explorer.
Snapshot updated 1hr, 10m ago
Long Beach
entry
Full Time
You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consi…
As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility,…
La Habra
mid
Part Time
$23.19-28.35/hr
Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person…
Basic Qualifications - High school diploma or equivalent - Typically has a minimum three to four years of job-related, retail…
Irvine
mid
Full Time
$108k/yr
Client Advisory: Applies expertise to inform recommendations and provide guidance in Employee Benefits (market strategy, exposure analysis).
Develop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.
Corona
entry
Full Time
$28.85-33.65/hr
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients ach…
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next…
Chino
mid
Full Time
$122.4k-228k/yr
Manages high-value client portfolios, driving cross-selling, retention, and profitability.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
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Associate BankerJun 12
Financial Advisor
Jun 15
Costa Mesa
mid
Full Time
$50k-150k/yr
Financial Freedom: Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transiti…
Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients.
Newport Beach
mid
Full Time
$100k-150k/yr
Skill Development: actively learn the technical nuances of treasury management and deposit structuring to prepare for future advancement.
What You'll Be Doing: Deal Support: Partner with Senior Bankers to prepare pitch materials, financial models, and relationship plans.
Santa Ana
mid
Full Time
$75k-119.5k/yr
Job Description: Job Title Client Services Administrator - Project Finance Agency Services Corporate Title Client Services Administrator Lo…
They assist with client issues independently, proactively, and efficiently to the satisfaction of the client, under the guidance of Client…
Huntington Beach
entry
Full Time
$94k-141k/yr
Expand business banking customer relationships by identifying needs and maximizing opportunities while ensuring customer satisfaction and r…
Collaborate with Consumer and Wealth business partners to deepen client relationships. *.
Huntington Beach
entry
Full Time
$94k-141k/yr
Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and…
Collaborate with Consumer and Wealth business partners to deepen client relationships.
Client Service Administrator
Jun 11
Costa Mesa
mid
Full Time
$33-35/hr
The Client Service Administrator is employed by Shields-Cattau Financial Group.
Job Description Position Roles/Responsibilities/Accountabilities Build rapport with clients in person and on the phone so that the clients…
Assurance Director
Jun 8
Costa Mesa
senior
Job Duties: Business Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and adv…
In this capacity, may sign audit review and compilation reports related to these engagements, as well as engagement letters and…
Fountain Valley
mid
Full Time
Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered rep…
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives.
Newport Beach
senior
Full Time
$220k-270k/yr
You will lead product development and innovation for the firm’s pension risk transfer business.
You have experience combining product development expertise with strategic vision, strong commercial acumen, and the ability to influence c…
Relationship Manager I
Jun 3
Irvine
mid
Full Time
$65.3k-104.3k/yr
Business Development – nurture existing client relationships, create new connections and win new business through best practices, networkin…
Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the inten…
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Manager Branch IIJun 3
Newport Beach
mid
Full Time
$134.5k-184.9k/yr
As the primary point of contact for clients and broker/consultant partners, the Client Executive brings a consultative, strategic approach…
This role is accountable for delivering an exceptional client experience while driving retention, profitable growth, and strong business ou…
Santa Ana
senior
Full Time
Assists Members with financial planning, including but not limited to mutual funds, securities transactions and/or life insurance, 529 plan…
Manages a portfolio and cross-sells to clients and prospects.
Costa Mesa
senior
Full Time
$250/hr
Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguardi…
Newport Beach
senior
$109k-150k/yr
To sustain this level of excellence, we are seeking a senior partner to lead colleague experience and organization effectiveness for…
Acting as an internal advocate for the banker experience, this partner will drive training, skill, and development programs that strengthen…
Irvine
entry
$50k-85k/yr
Put your expertise in retirement planning to work every day The Expertise We’re Looking For FINRA Series 7 & 66…
You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal re…
Wealth Management Advisor
May 26
Irvine
mid
Full Time
$100k/yr
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with…
Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mind…
Irvine
mid
$93.1k-173.4k/yr
As our Business Development Executive on the Private Client Services National team, you'll consistently complete sales calls and presentati…
Private Client Services – National is part of a broader Marsh McLennan Agency platform and is seeking candidates for the…
Asset & Wealth Management Goldman Sachs Ayco, Portfolio Advisory Group, Associate, Newport Beach, CA
May 24
Newport Beach
entry
1000 Required Discard Add Summary Page Asset & Wealth Management Goldman Sachs Ayco, Portfolio Advisory Group, Associate, Newport Beach, CA…
Irvine
senior
Full Time
$159.2k-231.2k/yr
Job Responsibilities Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns a…
In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowle…
Irvine
entry
Full Time
$80k-140k/yr
Assist with change management with clients where needed.
Operate with little supervision in a complex environment Exhibit leadership and mentorship skills within and outside the team Division-wide…
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