Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Partner: Financial Consultant

Charles Schwab

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 base. As a licensed financial professional with Series 7 and Series 66, you will build cross‑enterprise relationships, identify new business opportunities, and participate in local events. #J-18808-Ljbffr Charles Schwab

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Partner: Financial Consultant in Thousand Oaks, CA vacancy
  • Charles Schwab Corporation in Thousand Oaks is seeking a Financial Consultant Partner to help grow and manage an affluent wealth management practice. You will serve clients, provide advice, and strengthen relationships under the mentorship of a Senior Financial Consultant... 
    Suggested

    Charles Schwab Corporation

    Thousand Oaks, CA
    1 day ago
  •  ...Wealth Advisor | $3B+ Independent RIA (CA-Based) Presented by Roklyn Consulting At Roklyn we specialize exclusively in the California wealth management market. We don't just "post jobs" we build deep...  ...portfolio design and high-touch financial planning, backed by a... 
    Suggested
    Work at office

    Roklyn Consulting

    Thousand Oaks, CA
    1 day ago
  • $60k - $120k

    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals...  ...including portfolio management, operations and financial planning on client meeting preparation and monitoring... 
    Suggested
    Temporary work
    Work at office
    Immediate start

    EP Wealth Advisors, Inc

    Westlake Village, CA
    3 days ago
  • $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

    Bank of America

    Westlake Village, CA
    1 day ago
  • $70k - $90k

    Area of Interest: Private Client, Wealth Management Company Description: One Capital Management, LLC ("OCM") is a leading global wealth management...  ...1‑2 years of experience in wealth planning or a related financial services field. Excellent analytical and problem‑solving... 
    Suggested
    Flexible hours

    Valid8 Financial, Inc.

    Westlake Village, CA
    4 days ago
  •  ...Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an... 
    Local area

    Charles Schwab Corporation

    Thousand Oaks, CA
    1 day ago
  • $48k - $100k

     ...About the Company Merrill Wealth Management is a leading provider of comprehensive wealth management...  ...advice and guidance. Job Overview Financial Advisors and Wealth Management Client Associates...  ...strongly preferred Proven ability to partner and promote lead generation Experience... 
    Shift work
    Day shift

    Bank of America

    Westlake Village, CA
    1 day ago
  •  ...Morton Wealth is currently looking for talented individuals who are interested in future...  ...Advisor position. We are an RIA that manages roughly $3 billion in assets across 1,20...  ...investment approach, we also offer comprehensive financial advice that aligns with traditional CFP®... 

    Morton Wealth

    Calabasas, CA
    1 day ago
  • $80k - $90k

     ...Job Description: Merrill Wealth Management is a leading provider of comprehensive...  ...and guidance. Merrill’s Financial Advisors and Wealth...  ...knowledge by using a defined consultative approach to systematically...  ...core banking and investment partners. Connect to all the solutions... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Dormont Manufacturing Company

    Westlake Village, CA
    4 days ago
  • $80k - $90k

     ...Job Overview Merrill Wealth Management (part of Bank of America) offers comprehensive wealth...  ...Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth...  ...on a team and with key partners. Proven ability to listen and probe for... 
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Westlake Village, CA
    2 days ago
  • $60k - $120k

    EP Wealth Advisors, Inc is seeking a Wealth Advisor in Westlake Village, California. This role focuses on providing comprehensive service...  ...oriented, and ideally possess two years of sales experience in financial services. The position offers a competitive salary of $60,000 -... 

    EP Wealth Advisors, Inc

    Westlake Village, CA
    3 days ago
  • $100k - $125k

    Wealth Management Senior Analyst (Director) Location: Westlake Village, CA Job Type: Full Time Area of Interest: Private Client, Wealth...  ...limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients,... 
    Full time
    Flexible hours

    Valid8 Financial, Inc.

    Westlake Village, CA
    4 days ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you...  ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.   Advantages of contracting with... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Westlake Village, CA
    more than 2 months ago
  • $61k - $119k

     ...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business...  ...tailored to every client’s unique needs Manage your client’s financial plans to help...  .... Our Financial Advisors are valued partners and proud business owners. As such, they... 
    For contractors
    Work at office

    Northwestern Mutual

    Westlake Village, CA
    5 days ago
  • $76.5k - $90k

     ...Financial Planner For more than 40 years, Mercer Advisors has been...  ...planning, investment management, business management, tax, estate...  ...of paraplanners that supports Wealth Management Teams nationally to...  ...financial plans for clients. Partner with sales and wealth advisor... 
    Temporary work
    Work at office
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Woodland Hills, CA
    1 day ago
  • A leading financial services firm is seeking a Private Client Advisor in Thousand Oaks, CA to offer personalized financial planning and...  ...to client education. This role emphasizes relationship management and offers competitive rewards including potential commission.... 

    JPMorganChase

    Thousand Oaks, CA
    4 days ago
  • $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... 

    National Black MBA Association

    Westlake Village, CA
    4 days ago
  • $80k - $90k

     ...America is looking for a Merrill Advisor Development Program - Financial Advisor to work in Westlake Village, California. This role...  ...individuals, delivering personalized investment recommendations, and managing a productive practice. Candidates should hold Series 7 & 66... 

    Bank of America

    Westlake Village, CA
    4 days ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you...  ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.   Advantages of contracting with... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Westlake Village, CA
    2 days ago
  •  ...By Design is seeking a highly organized, detail-driven Project Accountant to support the financial execution of projects in Thousand Oaks, California. In this role, you'll manage project accounting, ensure timely billings, and maintain financial integrity throughout the... 

    Millworks By Design

    Thousand Oaks, CA
    4 days ago
  •  ...As a People Business Partner at Sage, you work alongside the leaders who move the business...  ...happen around you. A practical change-management toolkit: clear case for change, stakeholder...  ...our value for education, Sage offers financial support for bachelor's and graduate-level... 
    Remote work
    Worldwide
    Shift work

    Sage

    Thousand Oaks, CA
    2 days ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you...  ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Agoura Hills, CA
    1 day ago
  • $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... 

    Bank of America

    Westlake Village, CA
    4 days ago
  • $25 per hour

     ...Thousand Oaks, CA (91362) Compensation: $25 per hour About the Role: We are looking for compassionate and reliable Care Partners with at least 1 year of Dialysis machine experience to provide quality support for patients receiving dialysis in the comfort of... 
    Hourly pay

    Herewith Caregivers

    Thousand Oaks, CA
    4 days ago
  •  ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current...  ...wealth planning, credit and banking needs Partner with internal specialists to provide... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Westlake Village, CA
    more than 2 months ago
  • Senior Tax Manager - Partner Track (Thousand Oaks, CA) Location: Thousand Oaks, California (Greater Los Angeles Area) Reports To: Managing Partner About the Firm We are a family‑office‑backed network of established CPA firms across the U.S. built on a national platform... 
    Work at office

    Whitman Advisory Job Community

    Thousand Oaks, CA
    4 days ago
  • $68.64k - $72k

    A staffing and recruiting firm in California is seeking an Entry-level Talent Manager to negotiate and develop business with clients in accounting and finance. Responsibilities include recruiting professionals and providing ongoing support. Ideal candidates should have... 

    Robert Half Recruiting

    Westlake Village, CA
    4 days ago
  •  ...Morton Wealth is currently looking for talented individuals who...  ...in future opportunities for a Financial Planning Associate position....  ...that was formed in 1981 and manages roughly $3 billion in assets...  ...Working closely as a strategic partner with our Wealth Advisors, the... 
    Immediate start

    Morton Wealth

    Calabasas, CA
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a...  ...every client's unique needs Manage your client's financial plans...  ...Financial Advisors are valued partners and proud business owners. As...  ..., and Northwestern Mutual Wealth Management Company® (NMWMC) (... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Westlake Village, CA
    2 days ago
  • A home care agency is seeking an In-Home Dialysis Care Partner in Thousand Oaks, CA. This role involves supporting a female dialysis patient in her home, providing assistance with treatments, and ensuring a safe, comfortable environment. Candidates should have at least... 

    Herewith Caregivers

    Thousand Oaks, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Partner: Financial Consultant. Be the first to apply!