Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles

Wealth Management Professional will deliver world-class financial solutions, directly impacting the financial success and legacy of ultra-high net worth individuals, families, and institutions. The role offers a dynamic blend of strategic oversight and hands-on engagement, fostering enduring client partnerships within a culture defined by integrity, innovation, and excellence.

Requirements

• Bachelor's Degree Required
• 1-3 years of preferred experience in client service and/or the financial industry
• SIE, Series 7 and 63 required (must be obtained within three months of employment)

Benefits

• Discretionary bonus
• Comprehensive benefits, wellness, and personal finance offerings
• Mindfulness programs