Investment Associate
About the role
Evoke Advisors, a division of MAI Capital, is seeking an Advisory Associate to join our client service team in Los Angeles, CA. You will manage onboarding and maintenance of client accounts, coordinate trades, and support advisors with custodial paperwork and information requests. Based in Century City, this in-office role requires five days on-site and a bachelor's degree with at least two years of client service in finance.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
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
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.