Top 104 Brokerage associate Jobs in Los Angeles, Ca

Senior Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
Quick Apply
Partner Success Associate (Los Angeles)
TheGuarantors —Los Angeles, CA
- $70,000 - $80,000 a year
- Full-time
- Remote
- Mid-level
- Presentation skills
- Travel
- Paid parental leave
- Health savings account
Quick Apply
13d
U.S. Private Bank - Investment Professional - Associate
JPMorganChase —Los Angeles, CA
- $100,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Client Service Associate
Wedbush Securities —Los Angeles, CA
- $55,000 - $75,000 a year
- Urgently hiring
- Mid-level
- Office
- 3 years
Accounting Associate's Needed - Logistics
AppleOne —Compton, CA
- $25 an hour
- Temporary
- Spanish
- Mid-level
- 3 years
- Dental insurance
- 401(k)
Quick Apply
Account Associate - Commercial Insurance
Insurance Office of America, Inc. —Encino, CA
- $60,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Transaction Coordinator - Sotheby's International Realty - Los Angeles, CA (Brentwood)
Anywhere Real Estate —Los Angeles, CA
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Wrap-Up Program Administrator
Alliant Insurance Services —Los Angeles, CA
- $75,000 - $100,000 a year
- Email
- Remote
- Research
- Mid-level
- Experience equivalent to degree accepted
Quick Apply
Associate Principal Analyst, Surveillance and Market Intelligence
Financial Industry Regulatory Authority, Inc. —Los Angeles, CA
- $83,900 - $180,400 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid jury duty
- Commuter assistance
Quick Apply
6d
Associate, Asset Management
Perform Properties LLC —Santa Monica, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
8d
Senior Advisory Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
Quick Apply
Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Paid parental leave
- Health savings account
Quick Apply
11d
Associate, Asset Management
Brookfield Properties —Los Angeles, CA
- $125,000 - $140,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Paid parental leave
- Disability insurance
Registered Client Service Associate (Newport Beach or Los Angeles)
Oppenheimer & Co. Inc. —Los Angeles, CA
- $55,000 - $65,000 a year
- Full-time
- Mid-level
- 3 years
- Organizational skills
Quick Apply
Entry-Level Commercial Real Estate Agent
Marcus & Millichap —Los Angeles, CA
- Up to $250,000 a year
- Marketing
- Finance
- Real Estate License
7d
Associate Financial Advisor
Northern Trust Corp. —Los Angeles, CA
- $85,330 - $145,130 a year
- Full-time
- Research
- Mid-level
- Finance
- Health insurance
- Dental insurance
Tenant Associate
Transwestern Commercial Services, L.L.C. —Encino, CA
- $65,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Pass drug screening
- Office
Quick Apply
SPQREA - Associate Broker
CBRE —Glendale, CA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
Transaction Coordinator
Marcus & Millichap —Calabasas, CA
- $25.50 - $28.85 an hour
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Administrative experience
- Paid holidays
- Disability insurance
7d
Office Coordinator - Pacific Palisades, CA
Anywhere Real Estate —Pacific Palisades, CA
- Full-time
- Mid-level
- Office
- Bachelor's degree

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Senior Client Service Associate- Bel Air Investment Advisors

HighTower Advisors -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$125,000 - $150,000 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Health insurance
Dental insurance
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Customer communication
Research

Full Job Description

Your Future Team
Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform. The firm was founded in 1997, with offices based in Los Angeles built on a set of client-centric core beliefs which guide its practice.

Bel Air Investment Advisors employs more than 50 individuals including financial analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative support. The company is looking to add a Senior Client Service/Advisory Associate (CSA) to help the team grow.

What You’ll Do

Coordinates the implementation of the service and operational functions of the advisory team necessary to ensure proper servicing of clients and the timely/accurate execution of investments.
Acts as a liaison between the advisory team, their clients & internal departments to provide day to day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities.
Coordinates the new client process including participating in meeting preparation, collection of client background information, providing and obtaining required account and investment strategy documentation, and operational coordination of account establishment and transfers.
Coordinates the asset allocation & reallocation process including, addressing necessary paperwork, account establishment, and investment implementation and/or changes with applicable department(s).
Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests.
Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes.
Performs other necessary duties and participates in Firm projects as assigned.

What You’ll Bring
The candidate should have strong professional verbal and written communication, and interpersonal skills, as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes.

The ideal candidate will have experience and attributes in the following areas:

Deep experience in a similar role with a Registered Investment Advisor and/or Brokerage Firm.
Strong understanding of standard concepts, practices, and procedures within the industry.
Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment.
Ability to solve problems, anticipate needs and provide superior service.
High energy with ability to handle pressure and meet deadlines.
Detail-oriented with ability to prioritize and organize workflow
Ability to work effectively in a team environment
Flexible and willing to perform other tasks as assigned
Strong technical skills using the Microsoft Office Suite including Excel, Word and Outlook.
BA/BS degree in finance or related field preferred

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $125,000- $150,000 plus annual performance and profit-sharing bonuses (exact base salary amount will be dependent on experience)

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

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.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Quick Apply

Refine Your Search

brokerage associate jobs in los angeles, ca

Senior Client Service Associate- Bel Air Investment Advisors

Partner Success Associate (Los Angeles)

U.S. Private Bank - Investment Professional - Associate

Client Service Associate

Accounting Associate's Needed - Logistics

Account Associate - Commercial Insurance

Transaction Coordinator - Sotheby's International Realty - Los Angeles, CA (Brentwood)

Wrap-Up Program Administrator

Associate Principal Analyst, Surveillance and Market Intelligence

Associate, Asset Management

Senior Advisory Associate- Bel Air Investment Advisors

Client Service Associate- Bel Air Investment Advisors

Associate, Asset Management

Registered Client Service Associate (Newport Beach or Los Angeles)

Entry-Level Commercial Real Estate Agent

Associate Financial Advisor

Tenant Associate

SPQREA - Associate Broker

Transaction Coordinator

Office Coordinator - Pacific Palisades, CA

I want to receive the latest job alert for brokerage associate in los angeles, ca

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