Senior Associate, Wealth Mgmt - Client & Portfolio Ops

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 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