Senior Associate

Evolve Private Wealth, LLC; Los Angeles (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Evolve Private Wealth, LLC in Los Angeles seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will work as a key extension of Advisors, owning complex servicing needs and contributing to client experience and investment workflows.

This role suits individuals with hands-on wealth management experience who are ready for deeper client-facing and analytical responsibilities, including portfolio analysis, trade execution, performance reporting, and

Qualifications

• 2–4+ years in wealth management or related field.
• Strong analytical skills and attention to detail.
• Excellent communication and relationship-building abilities.
• Ability to manage a fast-paced, high-volume environment with accuracy.
• Experience with advisory operations (account opening, money movement, proposals, CRM workflows).
• Familiarity with Fidelity, Schwab, Addepar, or Wealthbox is a plus.
• Series 65 or progress toward certification is a plus.

Responsibilities

• Provide advanced support to Advisors, including: portfolio analysis and preparation of investment proposals.
• Trade execution and rebalancing.
• Complex account maintenance, transfers, and money movement.
• Prepare detailed performance reports, asset allocation analyses, and recommended portfolio adjustments.
• Serve as a primary point of contact for many client servicing needs.
• Research and resolve client inquiries with clear, proactive follow‑up.
• Participate in client meetings, speaking to operational and increasingly investment‑related topics.
• Assist Advisors in developing customized financial and investment strategies for clients and prospects.
• Collaborate with custodians, internal teams, and third‑party providers to ensure seamless client delivery.
• Contribute to ongoing process improvements across advisory operations and client experience initiatives.
• Uphold firm compliance standards and maintain strict client confidentiality.

Skills

Wealth management experience

Analytical skills

Communication skills

Attention to detail

CRM workflows

Education

Series 65 or progress toward certification

Tools

Fidelity

Schwab

Addepar

Wealthbox

Job description

Evolve is a Registered Investment Advisor serving high‑to ultra‑high‑net‑worth clients across the greater Los Angeles area. We are an independent, predominantly employee‑owned firm experiencing rapid growth. Our multi‑generational team fosters an agile, insightful, and forward‑thinking advisory environment.

The Role

We are seeking a highly capable Senior Associate to take on elevated responsibilities in client service, portfolio support, and operational execution. Senior Associates serve as a key extension of Advisors, independently owning complex servicing needs and contributing directly to client experience and investment workflows.

This role is well‑suited for individuals with hands‑on wealth management experience who are ready to step into deeper client-facing and analytical responsibilities.

Responsibilities

• Provide advanced support to Advisors, including:
• Portfolio analysis and preparation of investment proposals
• Trade execution and rebalancing
• Complex account maintenance, transfers, and money movement
• Prepare detailed performance reports, asset allocation analyses, and recommended portfolio adjustments
• Serve as a primary point of contact for many client servicing needs
• Research and resolve client inquiries with clear, proactive follow‑up
• Participate in client meetings, speaking to operational and increasingly investment‑related topics
• Assist Advisors in developing customized financial and investment strategies for clients and prospects
• Collaborate with custodians, internal teams, and third‑party providers to ensure seamless client delivery
• Contribute to ongoing process improvements across advisory operations and client experience initiatives
• Uphold firm compliance standards and maintain strict client confidentiality

Qualifications

• 2–4+ years of experience in wealth management or a related field
• Strong analytical skills, attention to detail, and ability to anticipate client needs
• Excellent communication and relationship‑building skills
• Ability to navigate a fast‑paced, high‑volume environment with accuracy and composure
• Experience with advisory operations (account opening, money movement, proposals, CRM workflows)
• Familiarity with Fidelity, Schwab, Addepar, or Wealthbox is a plus
• Series 65, or progress toward certification is a plus

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Do you agree to the additional job application terms, linked in the job description and available at https://www.linkedin.com/help/linkedin/answer/a7729058