Top 194 Wealth manager Jobs in Cypress, Ca

Associate
AllianceBernstein —Los Angeles, CA
- $76,000 - $82,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
7d
Associate Trader
CAPTRUST —Costa Mesa, CA
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
2d
Senior Financial Advisor
Current —Los Angeles, CA
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Senior level
- Disability insurance
- Health insurance
Registered Wealth Management Client Associate
Bank of America —Newport Beach, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Private Banker
Sunflower Bank NA —Irvine, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Associate Financial Planner
Wealth Enhancement Group —Los Angeles, CA
- $51,450 - $84,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Finance
- Profit sharing
- Paid parental leave
7d
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Wealth Planner
Cerity Partners —Pasadena, CA
- $85,000 - $125,000 a year
- Email
- Hybrid work
- Mid-level
- Bachelor's degree
- Quality control
- Commuter assistance
- Dental insurance
Custom Models Consultant
Capital Group Companies —Los Angeles, CA
- $179,273 - $286,837 a year
- Full-time
- Business development
- Travel
- Senior level
- Health insurance
- Benefits from day one
Wealth Advisor (Torrance)
EP Wealth Advisors, LLC —Torrance, CA
- $60,000 - $170,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Los Angeles, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager and Financial Planner
Pasadena Private Wealth —Pasadena, CA
- $100,000 - $175,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
3d
Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
Quick Apply
VP, Financial Consultant- Brea, CA
Charles Schwab —Brea, CA
- $70,000 - $120,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
Certified Financial Planner
Compak Asset Management —Newport Beach, CA
- $100,000 - $200,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Compliance Specialist Senior Wealth Management
City National Bank —Los Angeles, CA
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Certified Financial Planner (Tax Focused)
Compak Asset Management —Newport Beach, CA
- $105,000 - $210,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Paraplanner / Associate Financial Advisor
Ameriprise Financial —Irvine, CA
- $85,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Paid time off
Financial Representative
Northwestern Mutual - Irvine —Irvine, CA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply

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Associate

AllianceBernstein -
Los Angeles, CA

Apply Now

Job Details

Full-time
$76,000 - $82,000 a year
7 days ago

Benefits

Opportunities for advancement

Qualifications

Customer communication
Customer relationship building
Productivity software
Analytics

Full Job Description

Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

An Associate will:

Collaborate and network with senior professionals throughout the firm to fuel career success
Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
Strive to provide a world-class level of customer service and support

Our Comprehensive Development Program

Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.

Components of the Associate Development Program (ADP) Include:

In-depth industry training on proprietary investments, services, policies and procedures
Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
Behavioral training geared toward the development of communication, leadership, and other professional skills
Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.

Job Qualifications

We Are Seeking:

People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel are required

Desired Qualifications

1-2 years client service experience, financial services industry experience a plus
The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus

Company Overview

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.

Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com

To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html

Equal Employment Opportunity Employer

People of color, women, and LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation. Gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Salary Disclosure

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary: $76,000-$82,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.

Los Angeles, California

Apply Now

Refine Your Search

wealth manager jobs in cypress, ca

Associate

Associate Trader

Senior Financial Advisor

Registered Wealth Management Client Associate

Private Banker

Associate Financial Planner

2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst

Wealth Planner

Custom Models Consultant

Wealth Advisor (Torrance)

Lenox Advisors - Financial Advisor

Relationship Manager and Financial Planner

Financial Advisor

VP, Financial Consultant- Brea, CA

Certified Financial Planner

Compliance Specialist Senior Wealth Management

Private Equity Investment Sales Associate

Certified Financial Planner (Tax Focused)

Paraplanner / Associate Financial Advisor

Financial Representative

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