UNKNOWN

FEED

The ideal candidate is someone who can hit the ground running-a highly organized, efficient, and solutions-oriented professional who is comfortable working across multiple custodial platforms, systems, and applications simultaneously and takes pride in getting things done accurately and quickly. This is an opportunity to join a fast-growing, established independent wealth management firm where your work has a direct impact on our advisors, our clients, and the continued success of the business.

Gerber Kawasaki Wealth & Investment Management Inc

Client Services Associate

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Gerber Kawasaki

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OTHER

This role is ideal for a relationship-driven investment professional who is passionate about helping high-net-worth individuals, families, and nonprofit organizations achieve their long-term financial goals through personalized investment management and financial guidance. A well-established, independent wealth management firm is seeking an experienced Investment Counselor / Portfolio Manager to join its team.

Ultimate Staffing Services

Investment/Portfolio Manager

Broadbean

YEAR

This role is ideal for an experienced financial services professional who enjoys the technical side of wealth management and wants to play an integral role in developing customized financial plans and investment strategies. This position offers the opportunity to deepen your expertise in comprehensive financial planning, portfolio management, and wealth management while working alongside experienced financial advisors.

Jambalaya Group

Paraplanner

Workable

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Merrill Wealth Management Market Executive job is responsible for leading the market to ensure the delivery of an exceptional client experience and focusing on achieving sustainable, responsible growth through operational excellence and risk management.

Bank of America

MWM Market Executive

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Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business.

Wealth Enhancement Group Acquisition

Associate Regional Vice President

A large and rapidly growing wealth management firm with approximately $2 billion of assets under management is seeking to fill the position of Portfolio Manager within a newly created Registered Investment Advisory (RIA). Client (Advisor) Development and Servicing Develops a deep understanding of RIA’s investment strategy and philosophy and delivers that information effectively face?to?face, via conference calls, and through presentations to advisors, end clients, and prospects.

Regal Executive Search

Portfolio Manager

HaleyMarketing

Castlewatch Wealth an Ameriprise Financial advisory practice is seeking a highly organized, detail-oriented Client Relationship Manager to support our advisors and deliver an exceptional experience to our clients. At Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management.

Client Relationship Manager

The Family Office Lead will work closely with the IEQ professionals who oversee and manage our clients’ investment portfolios, taking ownership of the broader non-investment workstreams associated with a select group of complex client relationships. This individual will serve as a central point of accountability across initiatives involving clients, internal team members, attorneys, CPAs, tax professionals, insurance advisors, financial institutions, and other third-party providers.

IEQ Capital

Director, Family Office Lead

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As a leading SaaS platform in the fintech space, we're trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience-from portfolio construction and reporting to compliance and client engagement. Demonstrated success building relationships and driving growth with RIAs, broker-dealers, or financial institutions - navigating long sales cycles and multi-stakeholder decision-making.

Advisor 360

Enterprise Account Executive

The Model Consultant serves as the regional ambassador for Invesco's model business, combining sales acumen, investment expertise, and practice management insights to deliver a differentiated client experience and help advisors achieve better outcomes for their clients and practices. This highly consultative, external-facing role partners with financial advisors, RIAs, broker-dealers, home offices, and platform partners to position Invesco's model portfolio solutions as a core component of advisor practice growth.

Invesco

Model Consultant

IRecruitee

As we move upmarket, the registered investment advisor (RIA) firms we work with are larger and more complex, with multiple offices, dedicated operations and compliance teams, and many advisors serving thousands of clients. Superb communication - You create clarity across teams, influence without formal authority, and explain complex tradeoffs in plain language to firms and internal partners alike.

Altruist Corp

Senior Product Manager, Enterprise

This role is focused on delivering a white-glove onboarding experience for new and existing clients, serving as a central point of coordination across clients, advisors, custodians, and internal teams. You will own the onboarding workflow from initial intake through account opening and funding, helping gather client information, facilitate clear communication, track outstanding items, and ensure each onboarding experience is handled with accuracy, responsiveness, and care.

Associate, Client Onboarding Specialist

Telepathy

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Orchestrates specialists to provide holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.

Northern Trust

Director, Family Office Solutions

Angeles Wealth Group

Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. This includes setting the overall design direction, prototyping and shipping to test hypotheses, defining how design collaborates with engineering and product, and creating the visual language and interaction models for experiences.

Cerity Partners LLC

Product Designer

Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. Cerity Partners is the one of the largest and fastest growing independent financial advisory firms, managing over $160+ billion in assets under management, and over $1 trillion assets under advisement.

Product Manager

Software Engineer

About Us Zapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. Zapata Private Wealth Group Upland, CA Full-Time Ready to move beyond retail banking and build a long-term career in financial services?

Wealth Advisor Jobs in Los Angeles, CA

Client Services Associate Gerber Kawasaki Wealth & Investment Management Inc

Client Services Associate Gerber Kawasaki

Investment/Portfolio Manager Ultimate Staffing Services

Paraplanner Jambalaya Group

MWM Market Executive Bank of America

Associate Regional Vice President Wealth Enhancement Group Acquisition

Portfolio Manager Regal Executive Search

Client Relationship Manager Jambalaya Group

Director, Family Office Lead IEQ Capital

Enterprise Account Executive Advisor 360

Model Consultant Invesco

Senior Product Manager, Enterprise Altruist Corp

Associate, Client Onboarding Specialist IEQ Capital

Model Consultant Telepathy

Director, Family Office Solutions Northern Trust

Paraplanner Angeles Wealth Group

Product Designer Cerity Partners LLC

Product Manager Cerity Partners LLC

Software Engineer Cerity Partners LLC

Financial Services Administrative Coordinator Cb

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