Top 130 Wealth management advisor Jobs in Downey, Ca

Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
13d
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
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
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
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Los Angeles, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Associate
Equitable Advisors LLC —Los Angeles, CA
- $38,550 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Employee stock purchase plan
- Disability insurance
Quick Apply
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Goldman Sachs —Los Angeles, CA
- $60,000 - $125,000 a year
- Office
- Bachelor's degree
- Organizational skills
- Disability insurance
- Health insurance
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA
JPMorganChase —La Habra, CA
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Associate
AllianceBernstein —Los Angeles, CA
- $76,000 - $82,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
8d
Junior Financial Advisor
The Pacific Goup —Los Angeles, CA
- From $90,000 a year
- Full-time
- Hybrid work
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Health insurance
- Dental insurance
Quick Apply
11d
Wealth Management Associate
Morgan Stanley —Santa Monica, CA
- $68,000 - $120,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
5d
Wealth Management Advisor - Pasadena, CA
TIAA —Pasadena, CA
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
7d
Private Wealth Management Business Development Associate
Morgan Stanley —Long Beach, CA
- $68,000 - $120,000 a year
- Email
- 5 years
- Computer literacy
- Writing skills
Wealth Management Advisor II
Sunflower Bank NA —Los Angeles, CA
- $106,200 - $157,200 a year
- Online Application
- 7 years
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
VP, Wealth Management Advisor - Los Angeles, CA
Fidelity Investments —Los Angeles, CA
- $96,000 - $210,000 a year
- Full-time
- 11+ years
- Bachelor's degree
- Organizational skills
- Loan repayment program
- Tuition reimbursement
13d
Associate Wealth Advisor
Focus Financial Partners —Costa Mesa, CA
- $85,000 - $95,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Work from home
Senior Financial Advisor
Current —Los Angeles, CA
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Senior level
- Disability insurance
- Health 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 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

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wealth management advisor jobs near downey, ca

Wealth Manager

LourdMurray
Los Angeles, CA

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Job Details

Full-time
$85,000 - $145,000 a year
13 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

CFP
Bachelor's degree

Full Job Description

The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with meaningfully impacting clients’ financial standing by creating tailored financial solutions based upon their distinctive facts and circumstances. As a valuable internal and external partner, the Wealth Manager is tasked with identifying planning issues and opportunities and channeling them upwards to the senior members of the team. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients.

This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and subject to change.

Our focus on employee growth and development, combined with your ambition, will equip you with the experience and knowledge needed for success in this role.

COMPENSATION

$85,000 - $145,000 annually, + discretionary annual bonus

RESPONSIBILITIES

· Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.

· Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.

· Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.

· Works with the client services and portfolio operations team in supporting the client needs.

· Special projects as assigned.

SKILLS/EXPERIENCE

· 5+ years of related industry experience: wealth management, financial planning for high-net-worth clients.

· Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.

· Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality.

· Familiarity with eMoney or similar portfolio accounting systems.

· Proficiency in Microsoft Office, CRM (Salesforce), and other task management applications.

QUALIFICATIONS

· CERTIFIED FINANCIAL PLANNER (CFP®) designation.

· Bachelor’s degree (MBA is a plus).

· A general understanding of personal tax issues.

· Thorough, attentive to the details, and accountable to deadlines and clients.

· Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.

ABOUT LOURDMURRAY

Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes and other extra ordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to pursue their passions.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Pay: $85,000.00 - $145,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Los Angeles, CA 90024

Quick Apply

Refine Your Search

wealth management advisor jobs in downey, ca

Wealth Manager

Lenox Advisors - Financial Advisor

Financial Advisor

Financial Advisor

Wealth Advisor, Schwab Wealth Advisory

Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside

Wealth Management Associate

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles

J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA

Associate

Junior Financial Advisor

Wealth Management Associate

Wealth Management Advisor - Pasadena, CA

Private Wealth Management Business Development Associate

Wealth Management Advisor II

VP, Wealth Management Advisor - Los Angeles, CA

Associate Wealth Advisor

Senior Financial Advisor

Custom Models Consultant

Wealth Planner

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