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Associate Portfolio Manager, Wealth Management
Job in
Torrance, Los Angeles County, California, 90504, USA
Listed on 2026-08-26
Listing for:
ep wealth advisors
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
EP Wealth Advisors in Torrance, CA is seeking an Associate Portfolio Manager to assist Senior Portfolio Managers and advisors in managing client investments. You will participate in trading, model changes, rebalancing, and data entry within the portfolio management system to support client portfolios.
The ideal candidate has 3–5 years in investments, a strong wealth-management mindset, and excellent communication. CFA coursework is a plus, and a degree in business/finance is required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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