Wealth Management Associate

What you’d do

Support Financial Advisors and Private Wealth Advisor teams by building client relationships and assisting with digital marketing, portfolio holdings, proposal tools, and financial planning. Full time role based in Santa Monica. Found on the employer's careers page on Oct 6, 2026. Apply through the link.

You’ll need

• 5+ years of relevant work experience
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Knowledge of equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Strong interpersonal skills