Last updated 2026-07-05

113 Wealth Management Jobs in Los Angeles, CA, United States

Browse 113 Wealth Management jobs across Los Angeles, CA, United States. Listings are updated hourly and include salary data where available.

Snapshot updated 2hr, 52m ago

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94-1687665 Bank of America, National Association

Jul 3
Relationship Banker - South Bay Market
Torrance, CA, United States entry Full Time $25-26.77/hr
  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • This position is open for the entire market and the specific Financial Center location will be based on business needs.

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Wells Fargo

Jul 3
Associate Personal Banker Long Beach Main
Long Beach, 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,…

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Candidate Experience Site - Lateral

Jul 2
Asset & Wealth Management, Goldman Sachs Ayco, Financial Planner...
Newport Beach, CA, United States entry
  • Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and st…

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001 The Northern Trust Company

Jul 2
Banking Advisor
Los Angeles, CA, United States mid Full Time $131.7k-223.9k/yr
  • Identifies prospects and develops the marketing strategy for specific clients Manages complex wealth management banking credit and treasury…
  • Oversees and negotiates the preparation of documentation necessary for the financing agreement Advises and consults with clients as it rela…

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

Jul 2
Financial Solutions Advisor - South Bay
Long Beach, CA, United States mid Full Time $70k-80k/yr
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeti…
  • Obtained your insurance licenses Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communicatio…

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Columbia Bank

Jul 1
Relationship Banker
Hawthorne, CA, United States entry Full Time $20-29/hr
  • May partner with branch Manager to do outbound business development meetings in the community.
  • Develops a pipeline of prospects from in branch and outbound business development activities.

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Cerity Partners Management LLC

Jun 30
Portfolio Manager
Costa Mesa, CA, United States mid Full Time $120k-170k/yr
  • This role combines hands-on portfolio management with leadership responsibilities, guiding a team of investment professionals to deliver co…
  • The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated…

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Baker Tilly Advisory Group, LP

Jun 30
Director, Family Office Managed Services
Los Angeles, CA, United States senior Full Time $232.8k-305.5k/yr
  • Our Family Office team provides accounting, advisory, and consulting services to ultra-high-net-worth individuals and family clients.
  • Would you like the opportunity to join a highly dynamic team focused on delivering exceptional client service in the areas…

0100 KeyBank National Association

Jun 30
Senior Relationship Manager, Income Property Group
Newport Beach, CA, United States senior Full Time $112k-210k/yr
  • Sr Relationship Managers also drive the financial performance of the team through profitable revenue growth, active portfolio management an…
  • Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives an…

USA016 Refinitiv US LLC

Jun 30
Proposition Sales Specialist - Wealth
Los Angeles, CA, United States entry Full Time $87k-145k/yr
  • Role Responsibilities Structure, negotiate and close deals Proactively identify pipeline opportunities Develop a sales strategy for their t…
  • As a subject matter expert to pre-sales and pursuit activities, the Associate Proposition Sales Specialist role will focus on all…

711 MS Smith Barney, LLC

Jun 30
Registered Client Service Associate
Newport Beach, CA, United States entry Full Time $16.50/hr
  • Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advi…
  • Through regular interactions with clients, individuals in this role build trusted relationships.

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LPL Employee Services

Jun 30
Senior Financial Representative
Newport Beach, CA, United States senior Full Time
  • Job Overview: The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee advisors who provide…
  • This is a competitive team based environment that is focused on employee career development, delivering best in class client experience,…

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Bank of Montreal

Jun 30
Client Service Analyst
Newport Beach, CA, United States mid Full Time $49.5k-91.3k/yr
  • Assists Wealth Advisors in identifying prospective clients.
  • Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship…

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LPL Financial

Jun 30
Advisor Licensing Program
Newport Beach, CA, United States mid Full Time $24.51-40.85/hr
  • Job Overview: The Advisor Licensing Program provides aspiring Financial Advisors the foundational skills necessary for a successful career…
  • Consultative Sales : Advisors will be responsible for meeting goals in asset investment, wallet share consolidation, and relationship deepe…

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City National Bank

Jun 29
Relationship Manager II
Torrance, CA, United States mid Full Time $71.9k-114.8k/yr
  • Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts.
  • Business Development – nurture existing client relationships, create new connections and win new business through best practices, networkin…

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NFP Corp

Jun 29
Senior Private Equity Broker
Santa Ana, CA, United States senior Full Time $205k-273k/yr
  • This role focuses on the largest and most complex placements and serves as a senior advisor to private equity sponsors…
  • Mentor, support and develop brokers and account management team.

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Andersen

Jun 29
Senior Associate – Private Client Services
Los Angeles, CA, United States senior Full Time $98.9k-124.4k/yr
  • The Role Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a…
  • Senior Associates can expect to: Review and prepare complex tax returns; Engage in the tax planning and consulting process; Collaborate…

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First American Financial Corporation

Jun 29
Senior Relationship Manager, Trust Counsel (Hybrid)
Santa Ana, CA, United States senior Full Time $148.6k-198.2k/yr
  • The position combines relationship management with legal expertise to support trust operations and client needs.
  • What We Do The Senior Relationship Manager, Trust Counsel is responsible for managing client relationships while providing legal guidance r…

Citi

Jun 29
Wealth Relationship Manager - Westchester CA
Los Angeles, CA, United States mid Full Time $83.9k-125.9k/yr
  • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with…
  • Strong analytical and financial skills. *.

Early Career

Jun 29
Wealth Relationship Manager - Westchester CA
Los Angeles, CA, United States mid Full Time $83.9k-125.9k/yr
  • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial…
  • Strong analytical and financial skills.

001 Manufacturers and Traders Trust Co

Jun 29
Senior Wealth Advisor, Los Angeles, CA
Los Angeles, CA, United States senior Full Time $162.1k-270.1k/yr
  • The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and…
  • Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/…

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Mercer

Jun 27
Senior Investment Consultant
Los Angeles, CA, United States senior
  • What you need to have: Bachelor's degree required At least 8 years' of related investment industry experience Deep understanding of…
  • As an Investment Consultant , you will advise institutional clients—both defined benefit and defined contribution—on investment objectives,…

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

Jun 26
Client Relationship Manager, Trust & Legal Counsel (Hybrid)
Santa Ana, CA, United States mid Full Time $148.6k-198.2k/yr
  • The position combines relationship management with legal expertise to support trust operations and client needs.
  • What We Do The Relationship Manager, Legal Counsel – Trust is responsible for managing client relationships while providing legal guidance…

320 Kayne Anderson Rudnick Investment Management, LLC

Jun 25
Investment Advisor Associate
Los Angeles, CA, United States entry Full Time
  • Job Description Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual…
  • DUTIES AND RESPONSIBILITIES: Act as primary service related and administrative contact for high-net-worth investors and their professional…

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Navy Federal Credit Union

Jun 24
Financial Advisor - Fullerton CA
Fullerton, CA, United States mid Full Time
  • To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives.
  • Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered rep…

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