Top 3390 Asset manager Jobs in Inglewood, Ca

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
7d
Maintenance Manager
Confidential —Torrance, CA
- $90,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Computer literacy
- Basic math
- Health savings account
- Health insurance
Quick Apply
Brand & Marketing Manager – Korean Bilingual Preferred
6th Avenue, Inc —Los Angeles, CA
- $90,000 - $110,000 a year
- Full-time
- 5 years
- Merchandising
- English
- Paid holidays
- Health insurance
Quick Apply
Sales and Marketing Operations Manager
Sling Pilot Academy —Torrance, CA
- $75,000 - $85,000 a year
- Weekends as needed
- Marketing
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
11d
Real Estate Portfolio Manager
1200 Management —Encino, CA
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- 3 years
- Administrative experience
- Health insurance
- Paid time off
Quick Apply
12d
Underwriter, Manager (Non-QM)
Cake Mortgage Corp. —Chatsworth, CA
- Up to $120,000 a year
- Full-time
- Background check
- 5 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Automotive Diesel/Transmission Technician
Santa Monica Ford —Santa Monica, CA
- $35 - $45 an hour
- Full-time
- ASE Certification
- Clean driving record
- Dealership
Quick Apply
7d
Human Resources Generalist
Family, Adult and Child Therapies (FACT) —Los Angeles, CA
- $66,560 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Employment & labor law
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Accountant
Rancho Federal Credit Union —Downey, CA
- $23.71 - $29.63 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
SEC Reporting and Consolidation Director
ONG Human Capital —Pico Rivera, CA
- $160,000 - $165,000 a year
- Full-time
- CPA
- Bachelor of Science
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
2d
Creative Content Project Coordinator (Content / Paid Ads / Influencer)
Wishare Media Group —El Monte, CA
- $1,000 - $1,200 a week
- Full-time
- Google Workspace
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Regional Director of Marina Operations
ExplorUS —California
- From $140,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Quick Apply
10d
CASE MANAGER SUPERVISOR
Latino Resource Organization, Inc. —North Hollywood, CA
- $31 - $33 an hour
- Weekends as needed
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
2d
Sr. Electronics / Electrical Engineer
MagTek —Seal Beach, CA
- $110,000 - $170,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Director, Wardman Library
Whittier College —Whittier, CA
- $110,000 - $115,000 a year
- Email
- University
- Team management
- US work authorization
6d
Senior Developer / Development Manager
West Hollywood Community Housing Corporation —West Hollywood, CA
- $100,000 - $140,000 a year
- Email
- Background check
- 3 years
- In-person
- 403(b) matching
- Health insurance
Quick Apply
14d
Freelance Project Manager - Legal Agreement & Policy Optimization (Contract)
Philanthropic Investment Company —Santa Monica, CA
- $50 - $55 an hour
- Contract
- Background check
- 5 years
- Writing skills
Quick Apply
Channel Marketing Specialist
Gigabyte —City of Industry, CA
- $26 - $30 an hour
- Email
- Social media management
- Data analysis skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Business Systems Analyst
IJW Whiskey Company —Beverly Hills, CA
- $120,000 - $140,000 a year
- Full-time
- Computer Science
- Mid-level
- SQL
Quick Apply
Senior Manager Financial Operations
The Cheesecake Factory —Calabasas Hills, CA
- $150,000 - $160,000 a year
- Email
- Microsoft Excel
- CPA
- ERP systems
- Health insurance
- Dental insurance
4d

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Relationship Manager and Financial Planner

Pasadena Private Wealth
Pasadena, CA

Quick Apply

Job Details

Full-time
$100,000 - $175,000 a year
7 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Matching gift program
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer relationship building
CFP
Customer relationship management
Cash management
Experience practicing in the securities industry
Financial data analysis tools
Estate planning
Technical Proficiency

Full Job Description

Overview

Join our dynamic team as a Relationship Manager and Financial Planner, where you will play a pivotal role in guiding clients through their financial journeys with confidence and clarity. This position offers an exciting opportunity to build meaningful relationships, deliver tailored financial solutions, and help clients achieve their wealth management goals. You will leverage your expertise in financial planning, investment management, and industry regulations to provide comprehensive advice that empowers clients to make informed decisions. We are committed to fostering a vibrant, supportive environment that encourages professional growth and excellence.

Responsibilities

Develop and maintain strong, trust-based relationships with clients by understanding their financial goals, risk tolerance, and personal circumstances.
Provide expert financial planning advice covering estate planning, tax strategies, wills, trusts, and estate law to optimize client outcomes.
Design and implement customized investment strategies aligned with client objectives, utilizing your knowledge of securities law, financial markets, and asset management.
Conduct thorough financial analysis using advanced software tools to evaluate client portfolios, cash flow, and compliance with industry regulations.
Stay current on industry trends, financial regulations, and product offerings to deliver relevant solutions that meet evolving client needs.
Educate clients on various financial concepts such as securities law compliance, wealth management techniques, and banking services options.
Collaborate with cross-functional teams to ensure seamless delivery of investment advisory services and ongoing client support.

Qualifications

Proven experience practicing in the wealth management industry
Extensive knowledge of estate planning, wills, trusts & estate law, tax experience, and wealth management principles.
Proficiency in financial analysis software, specifically E-Money, and technical accounting tools used for asset management and research purposes.
Strong client relationship management skills with the ability to communicate complex financial concepts clearly and effectively.
Certified Financial Planner designation is required. Series 65 registration is preferred.
Solid foundation in financial concepts including cash management, corporate accounting, public accounting practices, and industry knowledge of financial markets.
Bachelors Degree

Embark on a rewarding career where your expertise makes a tangible difference in clients’ lives! We value energetic professionals who are passionate about delivering exceptional service while continuously expanding their industry knowledge. Join us to help shape the future of personalized financial planning!

Pay: $100,000.00 - $175,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Matching gift program
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

asset manager jobs in inglewood, ca

Relationship Manager and Financial Planner

Maintenance Manager

Brand & Marketing Manager – Korean Bilingual Preferred

Sales and Marketing Operations Manager

Real Estate Portfolio Manager

Underwriter, Manager (Non-QM)

Automotive Diesel/Transmission Technician

Human Resources Generalist

Accountant

SEC Reporting and Consolidation Director

Creative Content Project Coordinator (Content / Paid Ads / Influencer)

Regional Director of Marina Operations

CASE MANAGER SUPERVISOR

Sr. Electronics / Electrical Engineer

Director, Wardman Library

Senior Developer / Development Manager

Freelance Project Manager - Legal Agreement & Policy Optimization (Contract)

Channel Marketing Specialist

Business Systems Analyst

Senior Manager Financial Operations

I want to receive the latest job alert for asset manager in inglewood, ca

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