Wealth Manager Salaries in Ladera Ranch, CA

0-3 years of experience in trading, investment management, wealth management, financial analysis, or a related field.

$85,000 - $95,000 a year

7 days ago

Minimum Required: Bachelor's Degree in finance, accounting, or another business-related field required. Other benefits and offerings include, but not limited to…

$70,000 - $100,000 a year

Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through…

$71,000 - $130,000 a year

Obtains clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns,…

$150,000 - $230,000 a year

Construct and manage diversified portfolios across equities, fixed income, alternatives, and other approved investment strategies in alignment with PWM…

$159,970 - $225,000 a year

0–3 years of experience in financial services or related field (internships or prior roles in wealth management, insurance, or accounting are advantageous).

14 days ago