Top 2055 client associate Jobs in los angeles, ca

Financial Planning Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Private Practice MFT Associate
Scott L. Johnson, MFT —Culver City, CA
- $500 - $12,000 a month
- Part-time
- Hybrid work
- Private practice
- LMFT
- Office
- Professional development assistance
- Flexible schedule
Quick Apply
Insurance Operations Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $70,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
14d
Associate Banker-Bilingual Chinese
East West Bank —Rosemead, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Front Desk Receptionist/Assistant
Chopurian Law Firm, PC —Glendale, CA
- $19 - $20 an hour
- 8 hour shift
- Inventory management
- Customer service
- Word processing
- Health insurance
- Paid time off
Quick Apply
Mail Associate
XBP Global —Los Angeles, CA
- From $22.50 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
Quick Apply
Office Services Associate
RR Donnelley —Los Angeles, CA
- $22 an hour
- Overtime
- Hospitality
- Pass drug screening
- Office
- Disability insurance
- Health insurance
Quick Apply
13d
Customer Service Associate
XBP Global —Los Angeles, CA
- From $22.50 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
Retail Associate - Century City
Aritzia —Los Angeles, CA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Customer Support Specialist
Remote Talent Cloud —Los Angeles, CA
- $20,800 - $41,600 a year
- Contract
- Remote
- Computer literacy
- English
- Entry level
Quick Apply
Associate Attorney
Prestige Legal Solutions, P.C. —Los Angeles, CA
- From $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Time management
- Free parking
- Paid holidays
Quick Apply
FEHA Individual Employment Associate Attorney
LAWYERS for JUSTICE, PC —Glendale, CA
- $130,000 - $170,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney - Employment, Class Action, and Personal Injury
Mahoney Law Group, APC —Long Beach, CA
- From $120,000 a year
- Full-time
- 5 years
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney - Trial & Arbitration
Bibiyan Law Group, P.C. —Los Angeles, CA
- $125,000 - $160,000 a year
- Full-time
- Mentoring
- Senior level
- 2 years
Quick Apply
Subrogation Associate Attorney: California
National Commercial Services/Law Offices of Jay W. Smith —Van Nuys, CA
- From $110,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Quick Apply
Associate Attorney - Litigation Defense
Orion Placement —Los Angeles, CA
- $100,000 - $180,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
14d
Associate Attorney - Personal Injury
Rafii & Associates, P.C. —Beverly Hills, CA
- From $130,000 a year
- 8 hour shift
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney - Litigation Defense
Orion Placement —Pasadena, CA
- $100,000 - $180,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
14d
Bilingual Sales Associate
Dolfintech —Los Angeles, CA
- $16.90 an hour
- Communication skills
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Bibiyan Law Group, P.C. —Los Angeles, CA
- Full-time
- Writing skills
- Analysis skills
- Organizational skills
Quick Apply

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client associate jobs near los angeles, ca

Financial Planning Associate

Northwestern Mutual - Los Angeles -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$75,000 - $95,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Investment
Teamwork
CFP
Bachelor's degree
Attention to detail

Full Job Description

Financial Planning Associate

Location: Downtown Los Angeles (in-office; hybrid 3 days/week) Company: Sage Capital Wealth Management & Insurance Solutions (under the Northwestern Mutual umbrella)

Our mission is to help clients articulate a clear financial plan and serve as their strategic partner to achieve their goals in the most efficient way possible. As a team, we commit to excellence, integrity, growth, and efficiency to deliver the best client experience.

Role Summary: We are seeking a Financial Planning Associate to operate as a “second chair” to our Wealth Management Advisor across planning and investments and help manage workflow and deliverables for the team. This role supports end-to-end plan creation, investment implementation, workflow management, and delivery of client-ready materials.

Key Responsibilities

Financial plan construction and updates
Create, finalize, and quality-check comprehensive financial plans (PX plans) for new and existing clients; ensure recommendations align with our planning visuals and client goals.
Integrate multiple planning areas into cohesive timelines and action steps: investments; retirement accumulation and income/distribution; estate planning concepts; risk management (life, disability, long-term care); cash flow and asset/liability management; tax implications; education funding; major purchases; business planning.
Client engagement (second chair)
Attend some client meetings (not primary client-facing), take notes, present portions of deliverables, and explain product/recommendation rationale in clear, client-friendly language.
Prepare advisor in advance with concise planning and investment updates.
Investments and qualified plans
Apply our investment philosophy to recommend and place clients into appropriate models; create/update investment proposals.
Support qualified plan management for existing clients; prepare 401(k) proposals and related plan deliverables.
Workflow and operations
Oversee case progression across the team: direct tasks related to opening accounts, submitting applications, and ensuring accurate documentation.
Build, refine, and deliver high-quality planning materials and visuals; ensure all client data is captured and tracked in the CRM.
Collaboration and continuous improvement
Partner with the President/Wealth Management Advisor and team to enhance client experience, improve processes, and optimize financial outcomes.

Qualifications

Bachelor’s degree required.
CFP designation preferred
Investment proficiency required: FINRA SIE, Series 7 and 63 (or comparable) OR 5+ years of hands-on financial planning experience within the industry.
Demonstrated experience building comprehensive financial plans and supporting investment implementation.
Strong attention to detail, high follow-through, and ability to manage multiple priorities.
Clear written and verbal communication skills; ability to present complex concepts simply.
Collaborative, client-focused mindset aligned with our values of excellence, integrity, growth, and efficiency.
Ability to be in our Downtown Los Angeles office at least three days per week.

Compensation

Base salary: $75,000–$95,000, commensurate with experience and credentials.
Typical ranges: CFP $90,000–$95,000; investment-licensed (non-CFP) $75,000–$85,000.

Equal Opportunity Sage Capital Wealth Management & Insurance Solutions is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all team members.

Job Type: Full-time

Pay: $75,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

Bachelor's (Required)

Experience:

Financial Planning: 5 years (Required)

License/Certification:

CA Life & Health Insurance License (Preferred)
SIE, Series 6 or7, and Series 63 or 66 (Preferred)

Ability to Relocate:

Los Angeles, CA 90071: Relocate before starting work (Required)

Work Location: Hybrid remote in Los Angeles, CA 90071

Quick Apply

Refine Your Search

client associate jobs in los angeles, ca

Financial Planning Associate

Private Practice MFT Associate

Insurance Operations Associate

Associate Banker-Bilingual Chinese

Front Desk Receptionist/Assistant

Mail Associate

Office Services Associate

Customer Service Associate

Retail Associate - Century City

Customer Support Specialist

Associate Attorney

FEHA Individual Employment Associate Attorney

Associate Attorney - Employment, Class Action, and Personal Injury

Associate Attorney - Trial & Arbitration

Subrogation Associate Attorney: California

Associate Attorney - Litigation Defense

Associate Attorney - Personal Injury

Associate Attorney - Litigation Defense

Bilingual Sales Associate

Associate Attorney

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