Wealth Management Associate

4 days ago

Los Angeles, California, United States Equitable Services Full time
About Equitable Advisors

At Equitable Advisors, we are dedicated to delivering exceptional customer experiences and building long-term relationships that emphasize trust, guidance, and technology. Our team of financial professionals is committed to helping our clients achieve their financial goals and secure their financial well-being.

Job Summary

We are seeking a highly motivated and results-driven Wealth Management Associate to join our team. As a Wealth Management Associate, you will be responsible for providing exceptional customer service, building relationships with clients, and helping them achieve their financial goals.

Responsibilities
  • Provide exceptional customer service to clients, responding to their inquiries and addressing their concerns in a timely and professional manner.
  • Build relationships with clients, understanding their financial goals and objectives, and providing personalized recommendations to help them achieve their goals.
  • Assist clients with financial planning, investment, and retirement planning, and provide guidance on tax and estate planning strategies.
  • Stay up-to-date on industry trends and developments, and maintain a high level of knowledge and expertise in financial planning and wealth management.
  • Collaborate with other team members to achieve business objectives and provide exceptional customer experiences.
Requirements
  • Bachelor's degree in a related field, such as finance, accounting, or business.
  • Strong communication and interpersonal skills, with the ability to build relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, with a high level of energy and motivation.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and provide recommendations.
  • Ability to work independently and as part of a team, with a high level of flexibility and adaptability.
What We Offer

We offer a competitive salary and benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. We also offer opportunities for professional development and growth, with a focus on helping our employees achieve their career goals.

  • Wealth Management Professional

    1 week ago

    Los Angeles, California, United States Mission Wealth Management LP Full time

    About 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...

  • Senior Wealth Management Associate

    1 month ago

    Los Angeles, California, United States The Bank of New York Mellon Full time

    Senior 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 Associate

    1 week ago

    Los Angeles, California, United States Equitable Services Full time

    Job 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 Associate

    4 days ago

    Los Angeles, California, United States Equitable Services Full time

    About Equitable AdvisorsAt Equitable Advisors, we are dedicated to delivering exceptional customer experiences and building long-term relationships that emphasize trust, guidance, and technology. Our team of financial professionals is committed to helping our clients achieve their financial goals and secure their financial well-being.Job SummaryWe are...

  • Wealth Management Associate

    1 day ago

    Los Angeles, California, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission 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, focusing on the...

  • Wealth Management Associate

    2 weeks ago

    Los Angeles, California, United States Equitable Services Full time

    Job 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...

  • Wealth Management Associate

    2 weeks ago

    Los Angeles, California, United States Equitable Services Full time

    About 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...

  • Private Wealth Associate

    1 week ago

    Los Angeles, California, United States Harrison Gray Search and Consulting LLC Full time

    Private 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...

  • Wealth Management Professional

    7 days ago

    Los Angeles, California, United States Elite Placement Group, Inc. Full time

    Wealth Management Associate OpportunityAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Elite Placement Group, Inc. in Los Angeles, CA. As a Wealth Management Associate, you will have the opportunity to learn from seasoned Financial Advisors, develop your analytical and client services...

  • Tax Associate

    3 weeks ago

    Los Angeles, California, United States Aspiriant Full time

    Job DescriptionAs a Tax Associate at Aspiriant, you will join a dynamic team of tax specialists in our Exclusive Family Office, providing tax advisory and compliance services to high-net-worth clients. We are seeking a talented individual to assist with tax preparation, planning, and research, as well as work with wealth managers and clients to ensure...

  • Private Wealth Associate

    3 weeks ago

    Los Angeles, California, United States Harrison Gray Search & Consulting Full time

    Job 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...

  • Wealth Management Consultant Associate

    1 month ago

    Los Angeles, California, United States Charles Schwab Full time

    Position 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...

  • Wealth Management Associate

    7 days ago

    Los Altos, California, United States Cerity Partners Full time

    Join Our Wealth Management TeamCerity Partners is a leading national registered wealth management and institutional consulting firm. We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team.About the RoleAs a Wealth Management Associate, you will play a critical role in supporting our client-facing team with various...

  • Private Wealth Associate

    3 weeks ago

    Los Angeles, California, United States Harrison Gray Search and Consulting LLC Full time

    About 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

    5 days ago

    Los Altos, California, United States Cerity Partners Full time

    Job Title: Wealth Management AssociateCerity Partners is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a Wealth Management Associate, you will play a critical role in supporting our client-facing team with various activities, including onboarding new clients, managing account openings and maintenance...

  • Private Wealth Associate

    3 weeks ago

    Los Angeles, California, United States Private Investigator Dover Full time

    Private Wealth Associate OpportunityWe are seeking a highly skilled and motivated attorney to join our Private Wealth Advisors practice group of the Tax & ERISA team in a full-time, partnership track associate position. This role can be filled in multiple major cities across the United States.Key Responsibilities:Provide exceptional legal services to clients...

  • Wealth Management Expert

    3 weeks ago

    Los Angeles, California, United States The Bank of America Corporation Full time

    Join The Bank of America Corporation's Team of ExpertsAbout the Role:We are seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our organization, you will be responsible for providing comprehensive wealth management and investment products and services to individuals, companies, and institutions.Key...

  • Private Wealth Manager

    3 weeks ago

    Los Angeles, California, United States Capital Group Full time

    About the RoleAs a Private Wealth Manager at Capital Group, you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing their wealth across generations. You will help nonprofit foundations and endowments realize their long-term financial...

  • Private Wealth Manager

    2 weeks ago

    Los Angeles, California, United States Capital Group Full time

    About the RoleAs a Private Wealth Manager at Capital Group, you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing their wealth across generations. You will help nonprofit foundations and endowments realize their long-term financial...

  • Senior Wealth Manager

    4 days ago

    Los Angeles, California, United States Wilmington Trust Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Wilmington Trust. As a Wealth Advisor, you will be responsible for providing comprehensive wealth management services to high net worth individuals, families, and businesses.Key ResponsibilitiesDevelop and implement customized wealth management strategies for...