Wealth & Investment Solutions Advisor
Bank of America ATM
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 7 & 66 licenses (63/65 acceptable), at least 1 year in investments or financial services, and a proven ability to triage client needs, refer to partners, and build tailored financial plans. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth & Investment Solutions Advisor in Westlake Village, CA vacancy
- 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...Suggested
- ...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...SuggestedLocal area
- ...is hiring a Relationship Banker in Thousand Oaks, CA. You will welcome clients, manage relationships, and offer tailored banking solutions using Chase mobile and digital tools. You will learn and explain products, stay compliant, and collaborate with specialists to address...SuggestedWeekend workAfternoon shift
- ...functions to broaden your career in a dynamic private banking environment. The role emphasizes building trusted client relationships, advising on balance sheets, asset allocation, wealth planning, credit and banking needs, and partnering #J-18808-Ljbffr JPMorgan Chase & Co.Suggested
- ...Private Banking professional to manage relationships, provide investment guidance, and drive asset growth. The role emphasizes client-centric... ..., and adherence to risk controls across an integrated wealth management team. The candidate should bring extensive experience...Suggested
- ...Wealth Advisor | $3B+ Independent RIA (CA-Based) Presented by Roklyn Consulting At Roklyn we specialize exclusively in the California... ..." philosophy, specializing in high-conviction alternative investments and private assets that provide true diversification beyond...Work at office
Roklyn Consulting
Thousand Oaks, CA5 days ago $70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- 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...
$170k - $225k
...Client Advisory Business Unit: Asset & Wealth Management Posting Date: 06/04/2025,... ...wealth. You will use your knowledge of investments, financial planning, credit and banking... ...targeted advice, developing thoughtful solutions and delivering an exceptional client experience...Full timeTemporary workWork experience placementLocal areaAumni
Westlake Village, CA5 days ago- EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with wealth advisory, financial planning, and internal support... .... The role emphasizes collaboration across Operations, Investments, and Financial Planning, with a culture rooted in integrity,...
$140k - $185k
...a mature portfolio through prescribed servicing and sales processes. Identifies client needs and recommends a product or service solution, making referrals to banking partners as appropriate. Builds strong relationships with clients in accordance with the Bank's core...First Citizens Bank
Thousand Oaks, CA5 days ago$80k - $90k
A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This... ...on building client relationships and providing comprehensive investment guidance. The ideal candidate has a Series 7 and 66 license and...$70k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- 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
$20.75 - $25.5 per hour
...relationships, identifying financial needs, recommending banking solutions, and supporting branch growth through proactive service and... ...partners, including mortgage, consumer lending, business banking, investments, and insurance. Participate in branch sales campaigns,...Hourly payRemote workFirst Bank & Trust Company
Westlake Village, CA2 days ago- 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
- ...of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** +... ...network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Agoura Hills, CA3 days ago - 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
$80k - $90k
Job Description Merrill Wealth Management is a leading provider of... ...wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client... ...executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift$23 - $28 per hour
...and account information demonstrating and educating clients on available deposit and loan products and services and recommending solutions based on each customers unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow...Full timeTemporary workLocal areaU.S. Bank
Oak Park, Los Angeles County, CA10 days ago- ...orders. Our reputation for honesty, integrity and high ethics is as important to us as our reputation for making innovative sensing solutions.Teledyne is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to...Minimum wageFull timeWork experience placementLocal area
Teledyne AnaFocus
Thousand Oaks, CA7 days ago - ...client financial plans using brokerage products. You will triage leads, refer to partners, and guide clients toward suitable investment solutions. This role requires Series 7 and 66 (or 63/65) licenses, at least one year in investments or financial services, and strong...
- Bank of America is hiring a financial advisor to provide comprehensive advice and customized solutions aligned with clients’ financial goals. The role includes building financial plans, reviewing asset thresholds with referrals to partners, and ensuring compliance with...
- ...seeking a Relationship Banker at a Chase Branch to deliver welcoming service, cultivate client relationships, and present banking solutions using digital tools. You will proactively engage clients, assess financial needs, and offer suitable products to improve their financial...
- ...seeking a Relationship Banker to represent our brand with hospitality, build lasting client relationships, and provide financial solutions using modern technology. You will manage clients, deliver with care, advise on products, and collaborate with a team while meeting...Weekend workAfternoon shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a... ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis... ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Calabasas, CA2 days ago$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...& Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...For contractorsWork at officeNorthwestern Mutual
Westlake Village, CA4 days ago$18.47 per hour
CREDIT ANALYST Agoura Hills, CA | On-site Responsible for all aspects of underwriting in the Acquisitions unit to affect maximum possible profitability on a Westlake Financial deal. Focus on process and performance improvement and assume leadership responsibilities...Hourly payWork at officeLocal areaFlexible hoursWestlake Services
Agoura Hills, CA1 day ago$31 - $43 per hour
...We are a private wealth advisory practice with Ameriprise Financial Services focused on... ...Paraplanner plays an integral role in supporting advisors by managing financial planning... ...planning recommendations and initial product solutions for advisor review and use in client...Hourly payFull timePrivate practiceWork at officeAmeriprise Financial Services, Inc.
Calabasas, CA3 days ago$167k - $260k
...flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting... ...compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to...Full timeWork experience placementLocal areaWells Fargo
Woodland Hills, CA6 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth & Investment Solutions Advisor. Be the first to apply!
Related searches