Last updated 2026-08-02

100 Wealth Management Jobs in Long Beach, CA, United States

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Hub International Insurance Services Inc.

Jul 31
Director, Retirement Plan Services
Newport Beach, CA, United States senior Full Time
  • POSITION OVERVIEW: As a Retirement Plan & Wealth Management Advisor you will spend your day focused on servicing and maintaining…
  • Duties and Responsibilities Service and maintain a block of retirement plan clients Meet with retirement plan committees to review investme…

U.S. Bank National Association

Jul 31
Client Relationship Consultant 2 (Banker) - Mira Loma, CA (30hrs)
Corona, CA, United States mid Full Time $21.68-26.50/hr
  • Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person…
  • Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial…

Fifth Third Bank, National Association

Jul 31
Trust Advisor
Costa Mesa, CA, United States mid Full Time $96.5k-207.5k/yr
  • The Trust Advisor partners closely with the Advisor Solutions team to support regional growth strategies and deepen client relationships by…
  • Actively participate with the Advisor Solutions team to support new trust business; participate in client presentations, as requested, and…

Cerity Partners Management LLC

Jul 30
Client Portfolio Manager
Costa Mesa, CA, United States mid Full Time
  • Success in this role requires a balance of technical investment expertise, leadership capability, and strong communication skills to transl…
  • This role combines hands-on portfolio management with leadership responsibilities, guiding a team of investment professionals to deliver co…

The Northern Trust Company

Jul 29
Sr Relationship Manager, Advisory
Newport Beach, CA, United States mid Full Time $189.3k-331.2k/yr
  • Advises Relationship Advisors on fiduciary issues and serves as subject matter expert on fiduciary relationships managed by Relationship Ad…
  • Primarily responsible for leading client conversations for goals driven wealth management and holistic advice.

Mechanics Bank

Jul 29
Sr. Trust Officer - Market Lead
Irvine, CA, United States senior Full Time $170k-260k/yr
  • What you will do: Proactively administers and manages activities for assigned trust, investment management, agent for trustee and custody a…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Jul 29
Financial Solutions Advisor Registration Candidate - Irvine Area
Irvine, CA, United States mid Full Time $28.85-33.65/hr
  • Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next…
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients ach…

95-2563019 First American Trust, F.S.B.

Jul 28
Associate Relationship Manager, Banking Services (Hybrid)
Santa Ana, CA, United States entry Full Time $85k-113.3k/yr
  • Strong ability to work closely with Relationship Managers, Business Development Managers, and internal partners to support client needs and…
  • Banking, treasury management, commercial banking, private banking, or financial services experience preferred.

First American Financial Corporation

Jul 28
Associate Relationship Manager, Banking Services (Hybrid)
Santa Ana, CA, United States entry Full Time $85k-113.3k/yr
  • Strong ability to work closely with Relationship Managers, Business Development Managers, and internal partners to support client needs and…
  • Banking, treasury management, commercial banking, private banking, or financial services experience preferred.

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Wells Fargo

Jul 28
Associate Personal Banker LA Valley Corridor District
Whittier, CA, United States 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,…

Bank of Montreal

Jul 27
Associate Banker
La Habra, CA, United States entry Full Time $43.1k-58.3k/yr
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide…
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…

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City National Bank

Jul 24
Preferred Banking RM
Irvine, CA, United States mid Full Time $79k-126.1k/yr
  • The Preferred Banking RM is responsible for cultivating and expanding the Bank's affluent and future high net worth personal banking…
  • Outside Sales: Individually source and originate new banking and wealth relationships primarily through professional relationships and refe…

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94-1687665 Bank of America, National Association

Jul 24
Private Client Advisor II
Newport Beach, CA, United States mid Full Time $100k-275k/yr
  • Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experie…
  • Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and exter…

Raymond James & Associates, Inc.

Jul 24
Senior Registered Client Service Associate (Newport Beach, CA)
Newport Beach, CA, United States senior Full Time $55k-80k/yr
  • Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members.
  • This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and e…

Ameriprise Financial Inc

Jul 22
Paraplanner / Associate Financial Advisor
Irvine, CA, United States entry Full Time $85k-100k/yr
  • Job Description ArcBridge Financial Group, an Ameriprise Financial franchise, is seeking a detail-oriented and motivated Paraplanner / Asso…
  • This role is responsible for executing financial planning strategies, managing investment operations, and supporting advisor-led client rel…

Professional

Jul 22
Citi Commercial Bank - CSG Senior Relationship Manager - SVP
Irvine, CA, United States senior Full Time $182/hr
  • Responsibilities Manage and deepen a portfolio of commercial subsidiary client relationships by proactively identifying needs, anticipating…
  • Advise clients on tailored banking and financial solutions by collaborating with product specialists and subject matter experts to structur…

Baldwin Group Colleague, Inc.

Jul 21
Junior Wealth Advisor - The Baldwin Group Financial Services
Irvine, CA, United States entry Full Time $80k/yr
  • As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfo…
  • PRIMARY RESPONSIBILITIES: Support senior wealth advisors with day-to-day service for individual and household clients, including preparatio…

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Ameriprise Financial

Jul 21
Paraplanner / Associate Financial Advisor
Irvine, CA, United States entry Full Time $75k-90k/yr
  • Job Description ArcBridge Financial Group, an Ameriprise Financial franchise, is seeking a detail-oriented and motivated Paraplanner / Asso…
  • This role is responsible for executing financial planning strategies, managing investment operations, and supporting advisor-led client rel…

Mercer Advisors

Jul 20
Senior Financial Planner (Newport, Beach CA)
Newport Beach, CA, United States senior
  • In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with…
  • Co- present financial planning concepts and analysis with advisors.

Columbia Bank

Jul 20
Trust Operation Specialist - Client Service
Irvine, CA, United States entry Full Time $24.87-27.25/hr
  • About the Role: The Trust Operations Specialist - Client Service answers questions regarding investments in private equity, real estate, pr…
  • 2+ years' experience in a customer success role involving highly detailed transactions required.

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Fidelity Investments Careers

Jul 20
Planning Consultant- Seal Beach, CA
Seal Beach, CA, United States mid $66k-125k/yr
  • As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through…
  • This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth…

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Publicis Groupe Holdings B.V

Jul 17
Senior Product Manager (Wealth Management)
Irvine, CA, United States senior Full Time $164k-245k/yr
  • Responsibilities Own product vision, roadmap, and execution for Wealth Management platforms and advisor/client experiences.
  • Act as a Wealth Management SME with strong understanding of advisor workflows, households/accounts, UMA/SMAs, reporting, custodians, altern…

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Hubinternational

Jul 16
Client Engagement Coordinator
Newport Beach, CA, United States mid Full Time $28-33/hr
  • THE OPPORTUNITY: We are currently seeking a Client Engagement Coordinator to join our Wealth & Retirement team.
  • DUTIES & RESPONSIBILITIES: Assisting with proposal materials, presentations, and scheduling of meetings with prospective clients.

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Relation Insurance Services, Inc. - RISI

Jul 16
Risk Placement Specialist, High Net Worth - Personal Lines
Irvine, CA, United States mid Full Time
  • Minimum 5 years' experience supporting risk placement initiatives in Ultra High Net Worth and Family office space.
  • WHAT WE'RE LOOKING FOR The Risk Placement Specialist supports the sales process to retain and grow the business by providing…

SchoolsFirst Federal Credit Union

Jul 13
Lead Personal Banker (Member Service Representative IV)
Santa Ana, CA, United States senior Full Time
  • Acts as department resource for more complex Real Estate transactions.
  • We're passionate about living our mission of providing Members with World-Class Personal Service and financial security.
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