Top 158 Wealth manager Jobs in Encino, 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
14d
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
4d
Financial Services Representative
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Customer service
- No experience needed
- Profit sharing
- Paid training
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
Client Service Associate (Wealth Management)
Your Hiring Partners —Century City, CA
- $60,000 - $75,000 a year
- Full-time
- Microsoft Access
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k)
Quick Apply
2h
J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)
JPMorganChase —Northridge, CA
- $70,320 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Premier Relationship Manager
East West Bank —Encino, CA
- $71,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Wealth Relationship Manager SAFE ACT Burbank
Citi —Burbank, CA
- $83,920 - $125,880 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Disability insurance
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
Wealth Management Associate
Morgan Stanley —Santa Monica, CA
- $68,000 - $120,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
6d
Wealth Relationship Manager SAFE ACT - La Canada
Citi —La Cañada Flintridge, CA
- $83,920 - $125,880 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Disability insurance
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
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- 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 Advisor - Sherman Oaks, CA
TIAA —Sherman Oaks, CA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development
14d
Senior Wealth Advisor
Current —Los Angeles, CA
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Associate
AllianceBernstein —Los Angeles, CA
- $76,000 - $82,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
8d
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 Management Client Associate
Bank of America —Los Angeles, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
7d

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wealth manager jobs near encino, ca

Wealth Manager

LourdMurray
Los Angeles, CA

Quick Apply

Job Details

Full-time
$85,000 - $145,000 a year
14 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 manager jobs in encino, ca

Wealth Manager

Relationship Manager and Financial Planner

Financial Services Representative

Lenox Advisors - Financial Advisor

Client Service Associate (Wealth Management)

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)

Premier Relationship Manager

Wealth Relationship Manager SAFE ACT Burbank

Wealth Management Associate

Wealth Management Associate

Wealth Relationship Manager SAFE ACT - La Canada

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

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

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

Wealth Management Advisor - Sherman Oaks, CA

Senior Wealth Advisor

Associate

Wealth Planner

Custom Models Consultant

Wealth Management Client Associate

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