Senior Wealth Strategy Associate

Harrison Gray Search has partnered with a premier investment management firm seeking their next Private Wealth Associate in Los Angeles. Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of the...

Job DescriptionJob DescriptionHarrison Gray Search has partnered with a premier investment management firm seeking their next Private Wealth Associate in Los Angeles.Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help...

Associate Wealth Manager, Wealth Management 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...

Associate Wealth Manager, Wealth Management 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...

Associate Wealth Manager, Wealth ManagementBring 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...

Venable LLP's West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high-net-worth wealth planning to join the practice in the San Francisco or Los Angeles office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience...

Job DescriptionJob DescriptionPrivate Client Associate (2-5 yrs Exp) (West LA)Our client is a premier investment management firm with over $10B in AUM advising high net worth and ultra-high net worth clients. As an industry leader, they put people first and pride themselves on selecting and developing high caliber talent. They are current seeking a Private...

Venable LLP’s West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high-net-worth wealth planning to join the practice in the San Francisco or Los Angeles office. The salary range for associate positions is $205,000 to $365,000 per year, depending upon associate level. - Venable LLP is an...

Job Description Job Description We are a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed company, our technology and flexibility is a structural...

Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors...

**Associate Wealth Management Advisor** John Calvert leads one of the largest practices within Northwestern Mutual, a Fortune 100 Company and manages an excess of $800M in client assets and company retirement plans. The team works with some of the most successful and influential families and businesses in California and across the United States. The...

IDR is looking for an eager Private Wealth Management Associate to join a well known client of theirs' permanently! This client is greatly known for diversity, room for growth within the company, and will allow you to be client facing from month one. If this sounds like the role for you, please apply today! Must be local to Los Angeles, CA!Position Overview...

Overview: **WEALTH STRATEGIST CNR** **WHAT IS THE OPPORTUNITY?** This position is responsible for further expanding City National Rochdale's relationships with its high and ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they...

Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors...

Job DescriptionJob DescriptionWe are a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed company, our technology and flexibility is a structural...

Job DescriptionJob DescriptionWe are a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed company, our technology and flexibility is a structural...

Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently.As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors at...

Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently.As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors at...

Job DescriptionJob DescriptionBased in Los Angeles, our client was established in 1990, and their vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing...

Job DescriptionJob DescriptionBased in Los Angeles, our client was established in 1990, and their vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing...