Top 68 Wealth manager Jobs in Newport Beach, Ca

Experienced RIA taxable Portfolio Manager/Trader
Confidential —Newport Beach, CA
- $95,000 - $150,000 a year
- Full-time
- Writing skills
- Office
- Analysis skills
- Profit sharing
- Health savings account
Quick Apply
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Sr Relationship Manager, Advisory
Northern Trust Corp. —Newport Beach, CA
- $189,290 - $331,200 a year
- Full-time
- 11+ years
- Business development
- Analysis skills
- Health insurance
- Dental insurance
Associate Trader
CAPTRUST —Costa Mesa, CA
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
J.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CA
JPMorganChase —Newport Beach, CA
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
8d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Newport Beach, CA
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Certified Financial Planner (Tax Focused)
Compak Asset Management —Newport Beach, CA
- $105,000 - $210,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor (Wealth Mgmt and Insurance)
True Path Financial and Insurances Services —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental 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
Financial Professional
New York Life —Newport Beach, CA
- $57,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Sagient —Irvine, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Health insurance
Quick Apply
Director, Wealth Advisor
The Bank of New York Mellon Corporation —Newport Beach, CA
- $130,000 - $300,000 a year
- Full-time
- Bilingual
- Office
- Business development
Financial Adviser/Wealth Manager
Benefit Financial Services Group(BFSG) —Irvine, CA
- Email
- 5 years
- Research
- Presentation skills
- Health insurance
- Paid time off
Wealth & Private Banking Regional Manager
East West Bank —Irvine, CA
- $150,000 - $230,000 a year
- Full-time
- Management
- 5 years
- Finance
- Opportunities for advancement
Registered Wealth Management Client Associate
Bank of America —Newport Beach, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Financial Advisor
Edward Jones —Newport Beach, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
14d
U.S. Private Bank - AWM Program Analyst
JPMorganChase —Irvine, CA
- $100,000 - $110,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
4d
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $161,700 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Fund Banking Analyst
Stifel —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance

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wealth manager jobs near newport beach, ca

Experienced RIA taxable Portfolio Manager/Trader

Confidential
Newport Beach, CA

Quick Apply

Job Details

Full-time
$95,000 - $150,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Professional development assistance
Retirement plan

Qualifications

Trade execution in financial markets
Market analysis
Analysis skills
Bachelor's degree
Financial services
Portfolio management
Experience practicing in the securities industry
Chartered Financial Analyst

Full Job Description

Fee-Only Wealth Management Firm

Position: Portfolio Manager/Trader

Location: Southern California

Overview

Our nationally recognized multi-family office is uniquely positioned, with just 100+ client families and $1 billion under management, to provide customized financial planning and individualized investment management services. The firm utilizes a true team approach with every client and maintains a client-to-staff ratio of approximately 8 to 1. In addition to advising on all client assets, the firm has a dedicated investment team managing client portfolios in-house, with a minimum requirement of $10 million in net worth for new clients.

The firm seeks to add an investment professional with at least three years of individual taxable and tax-deferred portfolio management/trading experience at a fee-only wealth management firm (CFA Charterholder or Candidate preferred).

To be successful in this role, one must be a motivated team player who possesses the ability to successfully work in a collaborative and fast-paced environment. A successful candidate is willing to take ownership and accountability for their actions and is enthusiastic and capable of advancing their knowledge and understanding beyond the scope of their specific functions.

Summary of Qualifications

The ideal candidate should possess an understanding of asset allocation, tax strategies, and experience with trading equity and fixed income instruments.

The candidate will be responsible for successfully processing security transactions for client portfolios as directed by the firm’s investment committee and individual advisors. This includes performing centralized trade analysis and compliance for client portfolios using rebalancing software. This position requires assisting other members of the team with the delivery of integrated services to clients. Consistently exercising strong analytical skills and working with a sense of urgency and accountability is required to establish and maintain credibility and confidence within and outside of the organization.

Major Duties and Responsibilities:

Trading:

Execute daily trades, including portfolio/account rebalancing
Manage rebalancing system and define strategy trading parameters as directed by the firm’s investment committee
Monitor portfolios to confirm that all portfolios are in compliance with strategy guidelines
Proactively monitor custodian and internal alerts on a daily basis for change
Act as the systems manager for firm’s portfolio trading rebalancer, including data maintenance, reporting and special projects
Oversee, monitor and actively participate in the implementation and maintenance of portfolio strategies to ensure that portfolios are within risk tolerance constraints and comply with client securities guidelines and restrictions

We seek an exceptional, investment-focused individual with a curious mind, an enthusiasm for learning, excellent social skills, a genuine service orientation, who is a strong team player, and is comfortable working in a collaborative environment.

Additional Responsibilities include:

Identifying and performing due diligence on alternative investments
Assisting in the analysis of prospect portfolios and the preparation of marketing materials to pitch new clients
Vetting client-sourced private equity opportunities
Performance attribution analysis
Writing economic and market analysis considered a plus

Compensation/Benefits

Initial salary based on experience and credentials.
Significant long-term upside compensation potential.
Benefits include disability and health insurance, and 401(k) and profit-sharing plan.
Generous vacation policy.
Fantastic working environment and location.

Job Type: Full-time

Pay: $95,000.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Paid time off
Professional development assistance
Retirement plan
Tuition reimbursement

Physical Setting:

Office

Schedule:

Monday to Friday

Supplemental Pay:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Trading: 3 years (Required)

License/Certification:

CFA Charter or are a CFA Candidate (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in newport beach, ca

Experienced RIA taxable Portfolio Manager/Trader

2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst

Sr Relationship Manager, Advisory

Associate Trader

J.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CA

Senior Wealth Advisor

Private Equity Investment Sales Associate

Certified Financial Planner (Tax Focused)

Financial Advisor (Wealth Mgmt and Insurance)

Financial Advisor

Financial Professional

Financial Advisor

Director, Wealth Advisor

Financial Adviser/Wealth Manager

Wealth & Private Banking Regional Manager

Registered Wealth Management Client Associate

Associate Financial Advisor

U.S. Private Bank - AWM Program Analyst

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Fund Banking Analyst

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