Wealth Management Associate: High-Impact Client Service

Posted 10 days ago

drum associatesLos Angeles (CA)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Junior

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About the role

DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly with Wealth Advisors, supporting high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service. You will participate in client meetings from day one, handle servicing needs, and balance planning with administration. Training is provided, with firm-sponsored study for SIE, Series 7, and Series 63 licenses, shaping a path

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Your profile is current

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A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.