Wealth Management Advisor Salaries in Manhattan Beach, CA

Receive client calls and resolve questions/issues as needed. Alongside the advisor, the wealth planner will develop individualized financial plans and…

$90,000 - $115,000 a year

Assist Private Wealth Advisors in sending follow ups after client meetings through emails, phone calls, and/or virtual or in-person meetings.

$75,000 - $125,000 a year

Work closely with internal Operations and Planning teams to develop and refine financial plans for both new and existing clients. Paid time off and holidays.

$165,000 - $280,000 a year

10 days ago

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.

$96,000 - $210,000 a year

As a new associate, you will be an integral part of our business and develop product-specific and function-specific skills and interact closely with senior…

1 day ago

Active FINRA Series 66 license (or equivalent). May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA®…

$120,000 - $174,000 a year