Last updated: 2025-05-22

24 Wealth Management jobs in Los Angeles.

Hiring now: Private Client Financial @ Citizens, Personal Banker @ Umpqua Ban, Svp Relationship Mgr @ Enterprise, Financial Advisor @ Ameriprise, Principalpartner Forensic @ Ghj, Sr Investment Advisor Ass @ Kayne Ande, Associate Client Engageme @ Cim, Client Portfolio Spec @ Kayne Ande, Sr Associate @ Cnm Llp, Lead Advisor @ Brighton J.Explore more at at kaamvaam.com

🔥 Skills

client service (9) business development (6) portfolio management (6) Wealth Management (4) Private Banking (4) Financial Advisor (3) Portfolio Management (3) Asset Management (3) client relationships (3) wealth management (3)

📍 Locations

Los Angeles (11) Newport Beach (5) Irvine (2) Santa Monica (2) Bellflower (1) Buena Park (1) Cerritos (1) Costa Mesa (1)
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Citizens

Private Client Financial Advisor - Hanover, MA Bellflower
Skills & Focus: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture. They offer a range of banking services, in…
Type: Full-time

Umpqua Bank

Personal Banker Buena Park
Skills & Focus: client experience, relationship banking, consumer lending, financial needs, client service, product referral, banking experience, cash handling, client relationship, financial review
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They support thei…
Experience: 1 year of Client Service Specialist (Teller) or other banking experience preferred
Salary: $19.00 to $26.00 per hour
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) with employer match, employee assistance program, life insurance, disability …

Enterprise Bank & Trust

SVP, Relationship Manager Cerritos
Skills & Focus: relationship management, commercial deposit, loan accounts, financial solutions, business development, portfolio management, credit assessment, risk analysis, cross-selling, team leadership
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company t…
Experience: Minimum of seven or more years of Commercial Lending experience preferred.
Salary: $149,503 - $224,254
Benefits: Annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker …

Umpqua Bank

Sr Private Bank Relationship Manager Costa Mesa
Skills & Focus: business development, client relationships, wealth management, estate planning, investment management, financial markets, portfolio management, compliance, credit quality, community involvement
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: More than 10 years of experience in the financial services industry.
Salary: $129,000.00 to $238,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, tuition assistance, retirement savings plan, and more.
Sr Private Bank Relationship Manager Irvine
Skills & Focus: business development, client relationships, wealth management, estate planning, investment management, financial markets, portfolio management, compliance, credit quality, community involvement
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: More than 10 years of experience in the financial services industry.
Salary: $129,000.00 to $238,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, tuition assistance, retirement savings plan, and more.
Healthcare Relationship Manager Irvine
Skills & Focus: Healthcare, Relationship Manager, Wealth Management, Client Relationships, Business Development, Compliance, Credit Management, Portfolio Management, Training, Teamwork
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 7 years of experience in healthcare and lending, required
Salary: $113,000.00 to $200,000.00
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.

Ameriprise Financial

Financial Advisor Los Angeles
Skills & Focus: Financial Planning, Client Service, Marketing Plan, Prospecting, Networking, Entrepreneurial Spirit, Coaching, Relationship Building, Sales, Regulatory Compliance
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of work experience with a proven track record of success
Salary: $66,040 - $68,640/ year
Type: Full-time
Benefits: Base salary plus uncapped monthly bonus opportunities and a full employee benefits package including vacation time, sic…

Ghj

Principal/Partner- Forensic Accounting & Litigation Support Los Angeles
Skills & Focus: Forensic Accounting, Litigation Support, Fraud Risk Mitigation, Internal Controls, Client Relationship Development, Business Development, Expert Testimony, Forensic Investigations, Mentoring, Leadership Opportunities
About the Company: At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.
Experience: Senior-level professional experience in consulting or accounting practice
Benefits: Path to partnership at GHJ, involvement in thought leadership, developing and mentoring staff

Kayne Anderson Rudnick Investment Management

Senior Investment Advisor Associate Los Angeles
Skills & Focus: client service, high-net-worth investors, investment management, asset allocation, portfolio review, equity markets, fixed income, custodial experience, financial regulations, team-oriented culture
About the Company: KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strate…
Experience: 5 + years client service working with high-net-worth individuals at an investment management firm, private bank, or broker/dealer with history of increasing responsibilities
Salary: $75,000- $96,000
Type: Full-time
Benefits: Competitive Pay, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Health Savings Account with a Co…

Cim Group

Associate, Client Engagement Group Los Angeles
Skills & Focus: Client Engagement, Institutional Client Group, cross-functional collaboration, Portfolio Oversight, Fund Operations, Marketing, Compliance, Accounting, Investments, support business development
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val…
Type: Full-time

Ameriprise Financial

Registered Client Service Associate Los Angeles
Skills & Focus: financial planning, client service, portfolio materials, investment research, trade execution, meeting coordination, client correspondence, administrative duties, analytical skills, team collaboration
About the Company: Ameriprise Financial is a diversified financial services leader with more than $1 trillion in assets under management and administration. They advise and manag…
Experience: 3 - 5 years relevant experience required.
Salary: $30.19 - $40.76/hour
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life …

Kayne Anderson Rudnick Investment Management

Wrap Trader Los Angeles
Skills & Focus: Wrap Trader, client service, administrative aspects, portfolio review, strategy models, model delivery, corporate actions, trade execution, financial management, communication skills
About the Company: KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strate…
Experience: 5 to 7 years of WRAP trading experience
Salary: $100,000.00 to $140,000.00
Type: Full-time
Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and welln…

Kayne Anderson Rudnick

Client Portfolio Specialist Los Angeles
Skills & Focus: client portfolio management, wealth advisory services, Fidelity Wealth Advisor Solutions, business development, sales and marketing, client service, relationship management, financial services, Microsoft Office, FINRA Series 65
About the Company: KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strate…
Experience: Minimum 5 years in Financial Services sales
Salary: $118,000.00 to $144,000.00
Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and welln…

Ameriprise Financial

Client Service Associate Los Angeles
Skills & Focus: client service, financial plans, transactions, client data, administrative support, investment research, client meetings, new business, communication, teamwork
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022, advising and managing assets and i…
Experience: 3-5 years relevant experience
Salary: $28.22 - $38.07 per hour
Type: Full-time
Benefits: Comprehensive health and wellness benefits, vacation time, sick leave, 401(k), life insurances, and more.

Ghj

Audit Manager Los Angeles
Skills & Focus: Audit, Compliance, Advisory services, Strategic planning, Client relationships, Personalized service, Entrepreneurial organizations, Industry resources, Benchmarking, Health and wellness
About the Company: At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. We work as a business advocate for our clie…
Benefits: Flexible work environments, commitment to health and wellness, anytime/anywhere work.

Cnm Llp

Senior Associate Los Angeles
Skills & Focus: Senior Associate, technical advisory, financial services, hybrid work environment, local travel, FSI team, professional excellence, trusted relationships, client service, work-life balance
About the Company: CNM LLP is a technical advisory services firm that works with top local talent on comprehensive projects for various clients, including start-ups, mid-market c…
Type: Hybrid
Benefits: Great Place to Work® recognition, focus on work-life balance, outstanding culture.

Kayne Anderson Rudnick Investment Management

Senior Investment Advisor Associate Los Angeles
Skills & Focus: client service, high-net-worth individuals, equity and fixed income markets, account registrations, custodians, Charles Schwab, Fidelity Investments, portfolio review, tax analysis, incentive plan
About the Company: KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strate…
Experience: 5 + years client service working with high-net-worth individuals at an investment management firm, private bank, or broker/dealer
Salary: $75,000- $96,000
Type: Full-time
Benefits: Competitive Pay, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Health Savings Account with a Co…

Ameriprise Financial

Registered Client Service Associate Newport Beach
Skills & Focus: financial planning, client service, investment research, portfolio management, administrative duties, data entry, meeting coordination, documentation, customer relationships, analytical skills
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration. Offers personalized financial planning and ad…
Experience: 3 - 5 years relevant experience required
Salary: $30.19 - $40.76 / hour
Type: Full-time
Benefits: Vacation time, sick time, 401(k), health, dental and life insurances.

Citizens

Private Banker, PBO Newport Beach
Skills & Focus: Wealth Management, Private Banking, Client Relationship, Financial Advisor, Investment, Lending Specialist, Customer Experience, Financial Planning, Asset Management, Professional Growth
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Type: Full-time

Brighton Jones

Lead Advisor Newport Beach
Skills & Focus: Wealth Alignment, client experience, collaboration, community, curiosity, compassion, client expectations, business development, operations, personal growth
About the Company: Brighton Jones is a high-growth organization focused on Wealth Alignment, helping clients, teammates, and members of the global community align their time and …
Experience: CFP® certification
Benefits: Programs like MESI Training, teammate-led Giving, path to ownership for every team member.

Citizens

Private Client Financial Advisor - Hanover, MA Newport Beach
Skills & Focus: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture. They offer a range of banking services, in…
Type: Full-time
Private Banker, PBO Newport Beach
Skills & Focus: Private Banking, customer service, sales management, client relationships, P&L management, wealth management, team leadership, operational integrity, financial understanding, business development
About the Company: Citizens Private Bank is opening a Private Bank Office in Newport Beach as part of its strategy to build out Wealth Management, scale Business Banking, grow de…
Experience: 4 years sales management experience in Private Banking office/branch environment
Salary: $120,000 - $140,000 per year for the PBO Manager position
Type: Full-time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…

Blackrock

Private Credit, Direct Lending Investment Professional - Associate Santa Monica
Skills & Focus: private credit, direct lending, investment professional, financial models, investment strategy, portfolio management, credit investing, risk-adjusted returns, diligence, financial analysis
About the Company: BlackRock has built industry-leading private credit capabilities over the past 20 years, seeking to deliver attractive results throughout market cycles.
Experience: 2-5 years
Salary: $135,000.00 - $180,000.00
Type: Full-time
Benefits: comprehensive healthcare, retirement benefits, tuition reimbursement, Flexible Time Off (FTO)

Wilshire

Equity Specialist Santa Monica
Skills & Focus: equity, research, investment, analysis, portfolio management, qualitative, quantitative, client services, strategists, collaborative