Current jobs related to Senior Associate, Wealth Manager - Los Angeles, California - The Bank of New York Mellon
-
Senior Wealth Management Associate
4 weeks ago
Los Angeles, California, United States The Bank of New York Mellon Full timeSenior Associate, Wealth Management We are looking for a dedicated professional for the role of Senior Associate in Wealth Management at BNY Mellon. This position plays a crucial role in supporting Wealth Managers to maintain, enhance, and expand client relationships. The Senior Associate will report directly to a Wealth Manager in our Wealth Management...
-
Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States EFC Wealth Management Firm,LLC Full timeJoin Our Team as a Financial Advisor at EFC Wealth Management FirmAbout Us:EFC Wealth Management Firm, LLC is a prominent Registered Investment Advisor committed to the principles of integrity, dedication, and the continuous enhancement of our clients' financial well-being.Our Senior Advisor, who brings 27 years of extensive industry expertise, is seeking...
-
Wealth Management Associate
2 days ago
Los Angeles, California, United States Equitable Services Full timeJob Title: Wealth Management AssociateWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in providing financial products and services to our clients.Key Responsibilities:Provide financial planning and...
-
Wealth Management Professional
2 days ago
Los Angeles, California, United States Mission Wealth Management LP Full timeAbout the RoleMission Wealth Management LP is seeking a seasoned Wealth Advisor to join our team in Santa Barbara, CA. As a key member of our high-performing team, you will provide technical financial support to clients and Lead Advisors, delivering a comprehensive family office/private client/integrated wealth/emerging wealth service model to up to 100...
-
Wealth Management Consultant Associate
4 weeks ago
Los Angeles, California, United States Charles Schwab Full timePosition Type:RegularYour OpportunityAt Charles Schwab, we empower you to shape your career. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry together.As a Wealth Management Consultant Associate, you will be at the forefront of our operations, serving as a reliable partner to our Senior Financial...
-
Private Wealth Associate
2 days ago
Los Angeles, California, United States Harrison Gray Search and Consulting LLC Full timePrivate Wealth Associate Job DescriptionHarrison Gray Search and Consulting LLC is seeking a highly motivated and detail-oriented Private Wealth Associate to join their team in Los Angeles. As a key member of the Private Wealth Management Platform, this individual will play a critical role in providing exceptional client service and support to high-net-worth...
-
Senior Wealth Management Consultant
4 weeks ago
Los Angeles, California, United States Capital Group Full time"I can thrive as a Senior Wealth Management Consultant at Capital Group."As one of the premier firms in the wealth management sector, Capital Group Private Client Services is strategically expanding its team of wealth management consultants nationwide. In this role, you will engage directly with affluent individuals and families to develop tailored...
-
Private Wealth Associate
3 weeks ago
Los Angeles, California, United States Harrison Gray Search & Consulting Full timeJob OverviewHarrison Gray Search & Consulting is partnering with a premier investment management firm to find their next Private Wealth Associate in Los Angeles.This is an exciting opportunity to join a dynamic team and contribute to the growth of the Private Wealth Management Platform.Key ResponsibilitiesCollaborate with senior professionals to fuel career...
-
Senior Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment...
-
Senior Wealth Management Professional
2 weeks ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment plans for...
-
Senior Wealth Management Professional
3 weeks ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment plans for...
-
Senior Wealth Management Professional
2 weeks ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment plans for clients,...
-
Senior Wealth Management Professional
3 weeks ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will play a critical role in delivering exceptional client experiences and providing personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement...
-
Private Wealth Associate
2 weeks ago
Los Angeles, California, United States Harrison Gray Search and Consulting LLC Full timeAbout the RoleHarrison Gray Search and Consulting LLC is seeking a highly motivated and detail-oriented Private Wealth Associate to join their team in Los Angeles. As a Private Wealth Associate, you will play a critical role in providing exceptional client service and support to high-net-worth individuals and families.Key ResponsibilitiesCollaborate with...
-
Wealth Management Associate
6 days ago
Los Angeles, California, United States Equitable Services Full timeJob Title: Wealth Management AssociateWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in providing financial products and services to our clients.Key Responsibilities:Provide financial education and guidance...
-
Senior Wealth Management Professional
2 weeks ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Charles Schwab. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment...
-
Senior Wealth Advisor
14 hours ago
Los Angeles, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleAs a Senior Wealth Advisor within...
-
Wealth Management Associate
5 days ago
Los Angeles, California, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving...
-
Senior Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States Charles Schwab Full timeYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to challenge the status quo and transform the finance industry together.As a Senior Wealth Management Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and...
-
Senior Wealth Advisor
2 weeks ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment plans for...
Senior Associate, Wealth Manager
3 months ago
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology.
We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration.
Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.
With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive innovative ideas at every turn.
Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself.
This is what#LifeAtBNYMellonis all about.
As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.
Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S.
and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We're seeking a future team member for the role of Associate Wealth Manager, to join our team within BNY Wealth Management.
The Associate Wealth Manager provides support to the Wealth Managers in managing, retaining and growing existing client relationships and the position reports to one of our Wealth Managers in our Los Angeles Wealth Management office.
In this role, you'll make an impact in the following ways:- Preparing balance sheets, calculating wealth projections, recommending and executing portfolio rebalancing programs, cash management, verifying client objectives and analyzing investment performance.
- At the guidance of the Team Leader, the Associate Wealth Manager may also have independent responsibility for managing some client relationships with the Wealth Advisory segment.
- Serving in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions.
- Serve as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework.
- Utilizing technology and client's net worth statement to introduce BNY Mellon's capabilities and bringing insights to the Wealth Managers.
- Degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
- 5+ years of total work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management.
- Strong analytical and problem-solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.
Here's a few of our awards:
- Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
- Bloomberg's Gender Equality Index (GEI)
- Best Places to Work for Disability Inclusion, Disability: IN - 100% score.
- 100 Best Workplaces for Innovators, Fast Company
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- CDP's Climate Change 'A List'
- Forbes Blockchain 50
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.BNY Mellon assesses market data to ensure a competitive compensation package for our employees.
The base salary for this position is expected to be between $70,700 and $130, 700 per year at the commencement of employment.
However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work.
