Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Associate will support client relationships by managing operational functions, communicating with clients, and participating in educational sessions to learn about financial markets. This role offers growth opportunities within the company.

This role involves managing client relationships, providing investment advice, analyzing portfolios, and supporting organizational functions, focusing on exceptional client service.

The Associate Director will manage client relationships, provide investment advice, analyze portfolios, and support senior directors and partners.

The Director, Wealth Management manages client relationships, provides investment advice, prepares reports, and requires 5-7 years of experience.

The Director will manage client relationships, support partners through portfolio analysis, and deliver customized financial strategies. The role involves critical thinking, relationship building, and some travel.

The Senior Associate will manage client relationships, process money movement, prepare accounts and meetings, place trades, and collaborate on financial strategies.