Join our team of investment professionals and help shape the future of wealth management. Discover opportunities at our Long Beach location.
Join a team that values excellence, innovation, and professional growth in the investment management industry
Work alongside industry experts and contribute to innovative investment strategies that shape the future of wealth management.
Advance your career with comprehensive training programs, mentorship opportunities, and support for professional certifications.
Be part of a collaborative environment where diverse perspectives are valued and teamwork drives exceptional client outcomes.
Explore career opportunities at our Long Beach, California location
111 W Ocean Blvd, Suite 4500, Long Beach, CA 90802
(562) 936-9864
careers.longbeach@bluenture.com
Lead client relationships and provide comprehensive investment advisory services to high-net-worth individuals.
CFA or CFP certification required
Minimum 5 years investment advisory experience
Strong client relationship management skills
Series 7 and 66 licenses required
Bachelor's degree in Finance or related field
5+ years
Long Beach, California
Manage institutional and high-net-worth client portfolios with focus on risk-adjusted returns.
CFA designation preferred
7+ years portfolio management experience
Strong quantitative analysis skills
Experience with alternative investments
Master's degree in Finance preferred
7+ years
Long Beach, California
Conduct financial analysis and research to support investment decision-making processes.
Bachelor's degree in Finance, Economics, or Accounting
2-4 years financial analysis experience
Advanced Excel and financial modeling skills
CFA Level I candidate preferred
Strong written and verbal communication skills
2-4 years
Long Beach, California
Manage client relationships and ensure exceptional service delivery for our advisory clients.
Bachelor's degree in Business or related field
3-5 years client service experience
Excellent communication and interpersonal skills
Experience in financial services preferred
Strong organizational and project management skills
3-5 years
Long Beach, California
Support daily operations including trade settlement, account maintenance, and regulatory compliance.
Bachelor's degree preferred
1-3 years operations experience
Knowledge of financial markets and instruments
Attention to detail and accuracy
Proficiency in financial software systems
1-3 years
Long Beach, California
Provide comprehensive wealth management services to ultra-high-net-worth families and individuals.
CFP or CFA certification required
6+ years wealth management experience
Experience with family office services
Strong estate planning knowledge
Excellent presentation and communication skills
6+ years
Long Beach, California
Develop and implement tax-efficient strategies for high-net-worth clients and their investments.
CPA license required
5+ years tax planning experience
Knowledge of investment taxation
Experience with estate and gift tax planning
Master's in Taxation preferred
5+ years
Long Beach, California
Support investment research team with market analysis, due diligence, and investment recommendations.
Bachelor's degree in Finance or Economics
1-2 years research experience
Strong analytical and quantitative skills
Proficiency in Bloomberg and FactSet
CFA Level I candidate preferred
1-2 years
Long Beach, California
Ensure adherence to regulatory requirements and maintain compliance programs across all business lines.
Bachelor's degree in Finance, Law, or related field
4+ years compliance experience in financial services
Knowledge of SEC and FINRA regulations
Series 7 and 66 licenses required
Strong attention to detail and analytical skills
4+ years
Long Beach, California
Support marketing initiatives and client communications for our wealth management services.
Bachelor's degree in Marketing or Communications
2-4 years marketing experience
Experience in financial services marketing
Strong writing and creative skills
Proficiency in digital marketing tools
2-4 years
Long Beach, California
Take the next step in your career and become part of our growing team of investment professionals