Associate Wealth Manager
Listed on 2025-12-20
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Position: Associate Wealth Manager
Location: Greater Los Angeles, CA
Employer: KWB Wealth
Salary: $65,000 - $75,000 + bonuses
KWB Wealth is an independent Registered Investment Advisor (RIA) based in Southern California that provides personalized financial planning and investment management services to individuals, families, and businesses. We are seeking a highly motivated and enthusiastic individual to join our team as an Associate Wealth Manager. At KWB Wealth, you will have the opportunity to work alongside experienced Wealth Managers and learn how to provide expert financial advice to help our clients achieve their financial goals.
We invest in our employees’ personal growth by offering leadership workshops and support in obtaining additional licenses and certifications. We are committed to building a positive, inclusive work culture that supports professional development.
As an Associate Wealth Manager, you proactively help our Wealth Managers acquire, service, retain, and deepen client relationships while ensuring a top‑notch client experience. Specific areas of responsibility include:
- Assist KWB Wealth Managers: help leverage the Wealth Manager’s time by providing support, prepare agendas, assist in meeting preparation, participate in client meetings, document discussions in CRM, email summaries to clients, follow up on service requests, perform research and respond to account inquiries, assist with telephone inquiries and document conversations.
- Assist KWB Firm: learn how to provide value and expert advice to help clients succeed financially, attract prospective clients, deepen client relationships, identify and help implement industry trends, explore and introduce potential marketing opportunities.
- Proficiency with KWB and LPL Financial technology: use Sales Force CRM, Orion investment platform, eMoney financial planning software, Riskalyze risk tolerance measurement, Zoom and Ring Central virtual meetings, KWB Tool Suite, Client Works – LPL’s platform.
Believe you can do well by doing right. The firm’s success is measured by the lives we positively impact and the raving fans we create. You must be an independent thinker who is adaptable and willing to take on tasks occasionally outside your job description. Collaboration, humility, and respect are essential. You must be committed to achieving client‑centered goals and communicating effectively.
We value tech‑savvy and creativity in generating content.
There is a lot to learn about the financial planning world. KWB provides a supportive environment with mentors ranging from Social Security experts to planning professionals, technology gurus, and client service specialists. We are not a stuffy corporate office; our doors are always open, and the team is committed to your personal and professional development.
Necessary Qualifications- Bachelor’s degree from a four‑year college or university.
- Knowledge of, and/or working toward or has CFP designation.
- Two to three years previous job experience.
- Must pass a regulatory background check. Within the first 6 months of employment, a new hire must pass the FINRA Series 66, 7, and SIE examinations and obtain the CA insurance licenses.
To Apply: You must submit a resume and cover letter.
Salary
Description:
$65,000 - $75,000 + bonuses
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).