Senior Private Banker — UHNW Wealth Advisor
Aumni
JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing their wealth using investments, credit and banking solutions. You will be part of a local team, supported by an institutional platform with resources to help you grow assets and serve clients, while strictly adhering to risk, compliance and regulatory guidelines. #J-18808-Ljbffr Aumni
- EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with wealth advisory, financial planning, and internal support teams. You will focus on client satisfaction, retention, and growth, acting as the primary contact for inquiries related to accounts...Senior
- ...Wealth Advisor | $3B+ Independent RIA (CA-Based) Presented by Roklyn Consulting At Roklyn we specialize exclusively in the California... ...specializing in high-conviction alternative investments and private assets that provide true diversification beyond the public...SuggestedWork at office
- Merrill Wealth Management in Westlake Village, CA, is hiring for an entry-level Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). This role starts with licensing training (SIE, Series 7, 66) and progresses toward becoming a Merrill Financial...Suggested
- ...Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Wealth Advisor position. We are an RIA that manages roughly $3 billion in assets across 1,200+ families. Our investment approach is distinctly not "Wall Street...Suggested
$80k - $90k
A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This role focuses on building client relationships and providing comprehensive investment guidance. The ideal candidate has a Series 7 and 66 license...Suggested- Bank of America in Thousand Oaks seeks a financial professional to deliver comprehensive financial advice and customized solutions. You will triage leads, refer to partners, review goals with clients, build financial plans, and recommend brokerage products while completing...
- Bank of America in Westlake Village, CA is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals with brokerage products, banking, and investment strategies. The role requires Series...
- ...spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the...SeniorPart timeLocal area
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...For contractorsWork at office$32.5 - $36 per hour
...spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the...SeniorLocal area- Premier America Credit Union in Thousand Oaks, CA seeks a dynamic Personal Banker III to advise members, establish and develop relationships, and help meet financial goals. You will rotate between teller and platform, delivering high‑quality service and identifying needs...Senior
- Jambalaya Group, a private wealth advisory practice, seeks a detail-oriented Paraplanner to support advisors throughout the financial planning process. You will gather client data, analyze information, prepare planning deliverables, and assist with ongoing client service...Private practice
- Jambalaya Group in Calabasas, CA is seeking a detail-oriented Paraplanner to join our private wealth advisory practice. You will support advisors by preparing financial planning deliverables, analyzing client information, creating charts, and developing portfolio recommendations...Private practice
- Ameriprise Financial Services, LLC invites a detail-oriented Paraplanner to join our private wealth advisory practice in Calabasas. You will support advisors by preparing financial planning materials, analyzing client data, and delivering polished planning deliverables...Full timePrivate practiceWork at office
$147.42k - $180.18k
...stage of your career. Try new things learn new skills and discover what you excel atall from Day One. Job Description Private Wealth Management (PWM) Private Banking is responsible for developing managing and retaining full service relationships with high income...Full timeTemporary workWork experience placementLocal area- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...the next level. As a Private Banker in the U.S. Private Bank, you... ...preserving and managing their wealth. You will use your knowledge... ...Management provides individuals, advisors and institutions with...Temporary workWork experience placementLocal area
$23 - $29 per hour
...family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships... ...standard expectations. Performs a full range of senior teller, operational, and account management transactions...Hourly payWork experience placementFlexible hours$22 - $26 per hour
...Job Description Job Description Description: Overview: We are seeking a dynamic Part-Time Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate...Hourly payPart timeFlexible hours$76.96k - $136.24k
.... Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network... ...and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a...SeniorFull timeTemporary workWork experience placementImmediate start$90k - $120k
...individuals and closely held businesses. Our clients trust us because we deliver what the big firms can't: direct access to experienced advisors, nuanced understanding of their specific situations, and solutions that actually work.The RoleYou'll own complex tax engagements...SeniorFull time$26.92 - $28.84 per hour
Financial Aid Advisor As a Christian University, Pepperdine is committed to serving students with a holistic approach to address their individual needs in a supportive, student-centered environment. The Financial Aid Advisor's primary responsibility is to promote a student...Hourly payTemporary workWork experience placementLocal area- The Calabasas Chamber invites you to explore a rewarding career as a financial advisor. If you enjoy helping people and building relationships, your people skills can translate into a financial path with training, coaching, and support to help you succeed. Join us for a...Flexible hours
$70k - $80k
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...PEOPLE SKILLS INTO A REWARDING FINANCIAL CAREER! You don't need a background in finance to build a successful career as a financial advisor. If you enjoy building relationships, helping people make important decisions, and making a difference in your community, your...Flexible hours
- Northwestern Mutual is offering a College Financial Representative internship in Westlake Village, CA. You will learn to prospect, build a client base, and develop a personal business plan with guidance from a Fortune 500 company. As an intern, you’ll participate in coaching...InternshipFlexible hours
- Amgen, located at the Thousand Oaks, CA campus, seeks a Senior Principal Scientist to lead bioconjugate process development. You will guide a multidisciplinary team to develop scalable manufacturing processes for ADCs, driving innovation and ensuring regulatory readiness...Senior
- Amgen is seeking a Senior Principal Scientist to join the Pivotal Drug Product Technologies group in Thousand Oaks, CA. The group supports commercial formulation development as well as formulation/fill/finish process development for Amgen’s Late-Stage biologics. The Senior...Senior
- NFP Corp is seeking a Senior Account Manager in Westlake Village, CA to service a specific client set in the entertainment industry. This role partners with Advisors/Client Executives and Account Executives to manage renewals, marketing, and day-to-day servicing, including...SeniorRemote job
$100k
...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the...Interim roleWork at officeLocal areaShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker — UHNW Wealth Advisor. Be the first to apply!
- financial consultant Westlake Village, CA
- financial associate Westlake Village, CA
- jde finance consultant Westlake Village, CA
- financial planner Westlake Village, CA
- wealth advisor Westlake Village, CA
- financial planning administrator Westlake Village, CA
- financial planning assistant Westlake Village, CA
- estate planning consultant Westlake Village, CA
- financial counselor Westlake Village, CA
- financial advisor associate Westlake Village, CA





