2 investment analyst jobs found in Beverly Hills, CA

Position Title Financial Planner Location Beverly Hills, CA 90212 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...

Position Title Portfolio Management Associate – Flagstar Advisors Location Beverly Hills, CA 90212 Job Summary The Portfolio Management Associate will support a Senior Advisor in delivering comprehensive wealth management services to high-net-worth clients. This role is designed for a financial professional with strong investment and portfolio management capabilities who can oversee ongoing client portfolio needs, conduct client reviews, and provide thoughtful advice. The position allows the Senior Advisor to focus on strategic relationships and business development while ensuring disciplined portfolio management and exceptional client service. Job Responsibilities: JOB RESPONSIBILITIES Performance Monitoring Oversee portfolio allocation and implementation for a segment of existing client households, ensuring alignment with investment objectives and firm strategy. Monitor client portfolios, rebalance allocations as appropriate, and identify opportunities to...