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Associate Wealth Advisor — Independent Wealth Management

Job in Santa Monica, Los Angeles County, California, 90403, USA
Listing for: Roklyn Consulting
Contract position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading independent wealth management firm is seeking an Associate Wealth Advisor to join their high-performing team in Santa Monica, California. This role involves supporting lead advisors with high-net-worth client relationships and financial planning initiatives. Ideal candidates should have a bachelor's degree in Finance, relevant licenses, and at least 2 years' experience in wealth management. The firm values mentorship and offers a clear career trajectory, ensuring a supportive environment for growth.
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Position Requirements
10+ Years work experience
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