Senior Private Banker & Wealth Advisor
JPMorganChase
JPMorganChase in the United States is seeking a seasoned Private Banking professional to manage relationships, provide investment guidance, and drive asset growth. The role emphasizes client-centric service, cross-functional collaboration, and adherence to risk controls across an integrated wealth management team. The candidate should bring extensive experience in private banking or financial services, coupled with required licenses or a plan to obtain them within 90 days. #J-18808-Ljbffr JPMorganChase
- 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...SeniorLocal area
- 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
- JPMorgan Private Bank is actively seeking exceptionally talented professionals who are collaborative, confident and client‑focused to... ...client relationships, advising on balance sheets, asset allocation, wealth planning, credit and banking needs, and partnering #J-18808-...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
$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...- 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...
$80k - $90k
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the...Interim roleWork at officeLocal areaImmediate startShift workDay shift- 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...
$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$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced...Local areaRemote workRelocation$170k - $225k
...U.S. Private Bank - Private Banker - Vice President or Executive Director Westlake Village, CA, United States Job Information Job Identification... ...Job Category: Client Advisory Business Unit: Asset & Wealth Management Posting Date: 06/04/2025, 04:24 AM...Full timeTemporary workWork experience placementLocal area$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at office- 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
- 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
$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$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- 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
$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$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- 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
$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- 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
- NFP P&C, Entertainment Specialty Group seeks a Senior Account Manager in Westlake Village, CA to service client accounts and lead renewal/marketing processes. You will interact with Advisors, Client Executives and Account Executives to deliver client services and prepare...Senior
$60.5k - $90k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their...SeniorTemporary workWork at officeFlexible hours$25 - $70 per hour
...and manufacturer resources to troubleshoot vehicle concerns. You’ll document completed work, communicate repair needs to Service Advisors, and contribute to a team that takes pride in technical expertise and customer service. The California pay range is $25.00-$70.00...SeniorHourly pay- EY is seeking a Cybersecurity Senior Manager (SM2) to drive strategic cyber solution development and support priority account growth across client engagements. The role serves as a trusted advisor to account leadership, helping clients address complex cyber risks while...Senior
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