Top 26 Wealth management director Jobs in California

Director of Trading
Falcon Wealth Planning, Inc. —Ontario, CA
- $150,000 - $160,000 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
12d
Associate Director, Wealth Management
IEQ Capital —San Francisco, CA
- $135,000 - $175,000 a year
- Hybrid work
- Research
- Bachelor's degree
- Organizational skills
Managing Director/Director, Relationship Management, Wealth Advisory
Allocate —Palo Alto, CA
- $150,000 - $220,000 a year
- Full-time
- Hybrid work
- Office
- 8 years
- Travel
- Health insurance
- Dental insurance
Director, Wealth Advisor
The Bank of New York Mellon Corporation —Newport Beach, CA
- $130,000 - $300,000 a year
- Full-time
- Bilingual
- Office
- Business development
Managing Director & Market Leader for Orange County, US Wealth Management
BMO Financial Group —Newport Beach, CA
- $150,700 - $261,800 a year
- Office
- Analysis skills
- Senior level
Private Wealth Management Portfolio Management Associate Director
Morgan Stanley —Beverly Hills, CA
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
Private Wealth Director
Northern Trust Corp. —Los Angeles, CA
- $236,555 - $414,115 a year
- Full-time
- CPA
- Finance
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Wealth Advisor, Director
BMO Financial Group —Los Angeles, CA
- $122,400 - $228,000 a year
- Full-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Director, Financial Planning
Edelman Financial Engines, LLC —El Segundo, CA
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Regional Director
Beacon Pointe Advisors LLC —Los Angeles, CA
- $200,000 - $250,000 a year
- 5 years
- Finance
- Bachelor's degree
J.P. Morgan Wealth Management - Executive Director, Lending Specialist
JPMorganChase —San Francisco, CA
- $157,000 - $285,000 a year
- Full-time
- Senior level
- Leadership
- Time management
- Health insurance
- Tuition reimbursement
Director, Risk & Control Assessments
Royal Bank of Canada —Los Angeles, CA
- $150,000 - $250,000 a year
- Full-time
- Office
- Presentation skills
- Mentoring
- Disability insurance
- Health insurance
Wealth Management Senior Analyst | Director
One Capital Management —Westlake Village, CA
- $100,000 - $125,000 a year
- Email
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health insurance
U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChase —Walnut Creek, CA
- $170,000 - $225,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
2d
Wealth Advisor, Managing Director
BakerAvenue —San Francisco, CA
- From $200,000 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Training & development
- Commuter assistance
- Health savings account
Quick Apply
Regional Director
EP Wealth Advisors, LLC —Walnut Creek, CA
- $175,000 - $275,000 a year
- Hybrid work
- 11+ years
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Director, Family Office Solutions
Northern Trust Corp. —San Francisco, CA
- $236,555 - $414,115 a year
- Full-time
- CPA
- 11+ years
- Finance
- Health insurance
- Dental insurance
Director II, Family Office Solutions
Northern Trust Corp. —Los Angeles, CA
- $236,555 - $414,115 a year
- Full-time
- CPA
- 11+ years
- Finance
- Health insurance
- Dental insurance
Director, Retirement Plan Services
HUB International —Newport Beach, CA
- Online Application
- Microsoft Outlook
- Computer literacy
- Writing skills
- Health savings account
- Disability insurance
Financial Planning Director
One Capital Management, LLC —Westlake Village, CA
- $120,000 - $140,000 a year
- Email
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health insurance
Quick Apply

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Director of Trading

Falcon Wealth Planning, Inc.
Ontario, CA

Quick Apply

Job Details

Full-time
$150,000 - $160,000 a year
12 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Vendor relationship building
Trade execution in financial markets
Trading team leadership
Investment management software
Experience at asset management companies
Income tax planning
Salesforce Cloud
Bachelor's degree
Sales management systems proficiency
CRM system proficiency
Experience practicing in the securities industry
Senior leadership

Full Job Description

IMPORTANT: You must apply through this link, you may need to copy and paste : https://ats.rippling.com/falcon-wealth-planning-careers/jobs/d891abb2-aa5a-4888-8547-29b7f8ed86ea

Falcon Wealth Planning is a fee-only, fiduciary wealth management firm committed to putting clients’ best interests first. As a non-commission-based firm, we provide objective, conflict-free financial advice grounded in integrity, transparency, and long-term relationships.

Our team of Certified Financial Planner™ professionals delivers comprehensive financial planning and investment management services, including retirement planning, tax strategies, estate planning coordination, and portfolio management. We pride ourselves on combining disciplined strategy with a personalized client experience.

At Falcon, we value accountability, high performance, collaboration, and continuous growth. We are building a team of driven professionals who take ownership of their work, strive for excellence, and contribute to a culture rooted in trust and results.

Position Summary

The Director of Trading is responsible for the strategic leadership of Falcon's trading department. This role oversees portfolio implementation, trade execution, rebalancing, investment operations, and trading technology while building a collaborative, high-performing team capable of supporting the firm's continued growth.

Trading Leadership

· Lead all daily trading operations across discretionary client portfolios.

· Oversee rebalancing, model implementation, cash management, tax-loss harvesting, and portfolio transitions.

· Ensure best execution, compliance, and operational excellence.

· Develop scalable trading strategies and workflows.

Team Leadership & Culture

· Lead, mentor, and coach a high-performing trading team. This is a hands on role, with high team involvement, mentoring, coaching, motivating and supporting the team

· Strengthen team dynamics through collaboration, trust, accountability, and open communication.

· Foster cross-training, knowledge sharing, and continuous learning.

· Recruit, develop, and retain top talent while creating clear career paths.

· Promote a positive culture focused on service, innovation, and continuous improvement.

Advisor & Executive Partnership

· Partner closely with Financial Advisors to implement investment strategies.

· Collaborate with executive leadership on strategic initiatives, staffing, technology, and operational improvements.

· Communicate effectively across all levels of the organization and present key departmental metrics.

Process Improvement & Technology

· Identify and implement workflow improvements and automation opportunities.

· Serve as Falcon's Orion Advisor Technology and Orion Eclipse Trading subject matter expert.

· Evaluate AI and technology enhancements that improve scalability and efficiency.

Vendor Management

· Manage relationships with Orion, Charles Schwab, Fidelity, and other key vendors.

· Negotiate contracts and recommend technology enhancements.

Required Qualifications

· Minimum 7 years of trading experience within a Registered Investment Advisor (RIA).

· Minimum 3 years leading or managing a trading team.

· Extensive Orion Advisor Technology and Orion Eclipse Trading experience.

· Strong knowledge of discretionary portfolio management, tax-efficient trading, and portfolio rebalancing.

Salesforce experience

· Excellent communication, coaching, and leadership skills.

· Bachelor's degree required.

Preferred Qualifications

· CFA, CFP®, or Series 65/7/66.

· Experience supporting RIAs with $1B+ in assets.

What Success Looks Like

· Build a collaborative, high-performing trading team.

· Improve operational efficiency through automation and standardized processes.

· Strengthen advisor partnerships and enhance service delivery.

· Develop scalable systems that support Falcon's continued growth.

Why Join Falcon Wealth Planning?

At Falcon Wealth Planning, our people are our greatest competitive advantage. We are looking for a collaborative leader who enjoys developing others, improving systems, and building a best-in-class trading organization.

Pay: $150,000.00 - $160,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

wealth management director jobs in california

Director of Trading

Associate Director, Wealth Management

Managing Director/Director, Relationship Management, Wealth Advisory

Director, Wealth Advisor

Managing Director & Market Leader for Orange County, US Wealth Management

Private Wealth Management Portfolio Management Associate Director

Private Wealth Director

Wealth Advisor, Director

Director, Financial Planning

Regional Director

J.P. Morgan Wealth Management - Executive Director, Lending Specialist

Director, Risk & Control Assessments

Wealth Management Senior Analyst | Director

U.S. Private Bank - Private Banker - Vice President or Executive Director

Wealth Advisor, Managing Director

Regional Director

Director, Family Office Solutions

Director II, Family Office Solutions

Director, Retirement Plan Services

Financial Planning Director

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