Elite Private Banker & Wealth Advisor (VP)
Aumni
TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families on building, preserving, and managing their wealth while using their extensive knowledge in investments, financial planning, credit, and banking.
This role involves managing client relationships, generating new business, and ensuring compliance with regulatory policies. Candidates should have at least six years of private banking experience and a Bachelor’s Degree.
#J-18808-Ljbffr- ...Wealth Advisor | $3B+ Independent RIA (CA-Based) Presented by Roklyn Consulting At Roklyn... ..., multi-year partnerships with the most elite firms. A Note from the Recruiter: I... ...-conviction alternative investments and private assets that provide true diversification...SuggestedWork at office
- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM 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...SuggestedTemporary workWork at officeImmediate startFlexible hours
- ...brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise...Suggested
$48k - $100k
Bank of America is seeking Financial Advisors and Wealth Management Client Associates in Westlake Village, California. This role involves delivering goals-based financial planning and building solid client relationships. The ideal candidate should have a strong background...Suggested- EP Wealth Advisors (EPWA) is a wealth management firm serving high net worth clients with a focus on personalized financial advice and comprehensive wealth strategies. The Wealth Advisor role emphasizes building long-term relationships, understanding client goals, and coordinating...SuggestedFlexible hours
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build long-term client relationships, deliver personalized investment solutions,...
- ...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...
- ...A leading financial institution in California is seeking a Private Banker. In this role, you will manage client relationships and provide comprehensive financial advice on investments and wealth planning. Ideal candidates have over 6 years of experience in private banking...
- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...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
- Morton Wealth in California is seeking a Wealth Advisor to join our independent RIA. You will provide investment and financial planning advice, design portfolios, and expand client relationships. The role emphasizes CFP standards, high ethical practice, and collaborative...
$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...$70k - $80k
Bank of America is looking for a Financial Advisor to provide comprehensive financial advice and customized solutions for clients. This role focuses on planning clients’ financial goals and recommending products that align with their needs. You will need to hold at least...$48k - $100k
About the Company Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...through investment advice and guidance. Job Overview Financial Advisors and Wealth Management Client Associates help clients pursue the...Shift workDay shift$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 is seeking a dedicated financial advisor to assist clients in achieving their financial goals through tailored brokerage products and investment strategies. Candidates should possess effective communication skills and a deep understanding of the financial...
$28.85 - $33.65 per hour
...America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... ...engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated...Temporary workWork experience placementImmediate start$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at office- Charles Schwab in Thousand Oaks seeks a Financial Consultant Partner to support the growth and management of an affluent wealth management practice. You will service clients, deepen relationships, and deliver advice with the Sr. Financial Consultant to help grow the client...Local area
- ...biotechnology industry. Workplace: Remote (USA) Position Title: VP of Toxicology Salary range: 310,000-340,000/year About the... ...through late-stage clinical milestones. Serve as a critical advisor and the principal nonclinical safety expert on multidisciplinary...Temporary workLocal areaRemote work
- Bank of America is seeking a financial advisor in Thousand Oaks to provide comprehensive financial advice and customized solutions to clients. Responsibilities include reviewing financial goals, making investment recommendations, and triaging client requests for services...Full time
$23.83 - $29.79 per hour
...Description Job Description Description: Job Title: Personal Banker III – Full-time – Westlake Branch Overview: We are... ...Personal Banker III, who is an experienced branch banking advisor in establishing, developing and retaining relationships with members...Hourly payFull timeFlexible hours$21 - $26 per hour
Description Overview We are seeking a dynamic 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 will have the ability to develop and retain financial...Full timeWork experience placement- ...deepening existing relationships. The role emphasizes delivering high-touch client experiences, cross-collaborating with Private Bank, Asset Wealth Management, and other units, and ensuring risk-managed, tailored financial solutions for business owners. #J-18808-Ljbffr...
- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to...Local areaImmediate startRemote work
- 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
- Job Overview: The role is subject to SAFE Act registration. Employees must register with the federal registry system and maintain good standing. Failure to maintain registration may result in immediate termination. Responsibilities Obtain Securities Industry Essentials ...Immediate start
- ...the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial... ...management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our...Local 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...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America in Thousand Oaks, California, is hiring for a role requiring SAFE Act registration. This position entails obtaining securities licenses within specified timeframes, managing client relationships, and providing tailored financial advice. The ideal candidate...
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