Private Client Advisor: Holistic Wealth Planning & Growth
Aumni
J.P. Morgan in Thousand Oaks is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. The role includes building strong client relationships and delivering personalized investment strategies. The ideal candidate should have at least 2 years of relevant experience and hold a Series 7 and Series 66 license, with a Bachelor's degree preferred. This position offers the opportunity to make a significant impact in clients' financial lives. #J-18808-Ljbffr Aumni
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor: Holistic Wealth Planning & Growth in Thousand Oaks, CA vacancy
- ...is seeking an experienced Private Banking professional to manage client relationships and provide holistic wealth solutions. You will work with... ...tailored advice and assets growth, while maintaining strong... ...knowledge of investments, wealth planning, credit, and banking...Private client
- ...enthusiasm for helping our clients, taking care of our... ...needs. As a Private Client Advisor in Chase Wealth Management, you... ...financial planning and advice to individuals... ...Provide a holistic view of clients’ needs... ...sales and deposit growth and have the most-used...Private client
- ...enthusiasm for helping our clients, taking care of our... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...comprehensive financial planning and advice to individuals... ...their investments Provide a holistic view of the firm's...Private client
- One Capital Management, LLC is seeking a Wealth Management Senior Analyst (Director) in Westlake... ...presents strategic recommendations to private clients, foundations, and advisors. You will mentor junior team members, oversee planning software updates, and shape investment...Private client
- JPMorgan Private Bank is actively seeking exceptionally talented professionals who are collaborative, confident and client‑focused to deliver a first‑class experience to clients. You will... ...balance sheets, asset allocation, wealth planning, credit and banking needs, and...Suggested
- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over... ...management strategies to individual clients. This role focuses on... ..., retirement, and estate planning. The advisor collaborates with... ...highly competitive suite of holistic benefits designed to help our...Temporary workWork at officeImmediate startFlexible hours
EP Wealth Advisors
Westlake Village, CA3 days ago - 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...
- 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... ...deliver investment, retirement, and estate planning services. The position requires an undergraduate...Flexible hours
- One Capital Management LLC seeks a Senior Associate | Client Services to support an advisor or team, delivering comprehensive wealth and investment services to private clients and institutions. You will maintain relationships, coordinate onboarding, and collaborate across...Private client
$117k - $175k
...driving Responsible Growth and delivering for our clients, teammates, communities... ...with the Credit Advisor (CA) to develop and... ...relationships with strategic wealth clients. This role... ..., insurance, private equity, and subscription... ...discretionary plan. Employees are eligible...Full timeWork at officeDay shift$200k - $300k
...supporting our people not just in their professional growth, but also in their ability to lead balanced,... ...Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients...Private clientImmediate startFlexible hoursWeaver
Woodland Hills, CA1 day ago$70.5k - $72k
...consulting firm, partnering with clients to solve the world's most... ...senior-level team members in planning and coordination efforts of field... ...management skills that offer growth opportunities within AECOM.... ...partner with public- and private-sector clients to create innovative...Private clientWork at officeLocal areaImmediate startWorldwideRelocation packageFlexible hoursAECO Co
Westlake Village, CA4 days ago- ...Bank of America Merrill Wealth Management is seeking to grow its Advisor Development talent pool in the Westlake Village... ...focuses on serving high-net-worth clients with a broad suite of investment... ...needs, constructing investment plans, and delivering comprehensive recommendations...
Bank of America
Westlake Village, CA3 days ago $140k - $185k
...opportunity to positively impact our clients and people. Talented and... ...our clients, which include private and public companies, high-... ...firm has experienced steady growth since its founding in 1991 and... ...and staff accountantsOversees planning and scheduling of engagementsResearch...Full timeWork at officeRemote work- ...held businesses, providing tax compliance, planning, and advisory services. We are known for... ..., responsiveness, and personalized client service. Position Overview We are... ...position in Thousand Oaks. Collaborative, professional environment with growth opportunities....Full time
Stephen T. Fineman, CPA, A Professional Corporation
Westlake Village, CA3 days ago $140k - $185k
...positively impact our clients and people. Talented and... ...clients, which include private and public companies, high... ...has experienced steady growth since its founding in 1... ...and structure estate plans, including both... ...clients and their other advisors to advise on income tax...Full timeWork experience placementWork at officeRemote work- ...opportunity to positively impact our clients and people. Talented and... ...our clients, which include private and public companies, high-... ...firm has experienced steady growth since its founding in 1991 and... ...income tax issues and related tax planning Oversee planning and...Full timeWork at officeRemote work
- ...goals. EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...and taxexpertise. ~ Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals...Private clientTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
Calabasas, CA5 days ago - ...absence Area of Interest: Administration/Client Service/Support Company Description... ...Management, LLC (“OCM”) is a leading global wealth management firm that offers diversified wealth management services to private clients, endowments and foundations, investment...Private clientTemporary workWork at office
One Capital Management LLC
Westlake Village, CA21 days ago - ...States is seeking a seasoned Private Banking professional to... ...guidance, and drive asset growth. The role emphasizes client-centric service, cross-functional... ...across an integrated wealth management team. The... ...with required licenses or a plan to obtain them within 90 days...
$10k
...and closely held businesses while playing a key role in tax planning and long-term wealth strategies.You'll join a well-established public... ...projections, and multi-state tax complianceServe as a trusted advisor to a portfolio of tax and advisory accountsReview tax returns...Work at office$98k - $162.5k
...demands 10+ years of experience in commercial or private wealth management, focusing on ultra-high-net-worth clients. Responsibilities include evaluating credit... ...with various benefits aimed at supporting employee wellness and growth. #J-18808-Ljbffr Bank of America$140k - $180k
Tax Manager / Senior Manager - Private Equity Group Tax Manager /... ...opportunity to positively impact our clients and people. Talented and... ...firm has experienced steady growth since its founding in 1991... ...income tax issues and related tax planning Oversee planning and...Full timeWork at officeLocal areaRemote workWork from home$250k
...2.4 to 2.6 times the academic growth of traditional school students... ...go find them. Alpha is a K-12 private school built on a claim we can... ...Requirements 3+ years in premium client-facing roles where an... ..., concierge medicine, private wealth, membership clubs, or high-end...Private clientFull timeLive inLocal areaImmediate startRemote workRelocationVisa sponsorshipAfternoon shift- ...consulting firm, partnering with clients to solve the world’s most... ...Honolulu AECOM Environmental Planning Technical Team Manager located... ...partner with public- and private-sector clients to create innovative... ...team that champions your growth and career ambitions. Work on...Private clientFull timeWork experience placementWork at officeLocal areaWorldwideFlexible hours
- ...will be an enthusiastic brand representative, closing transactions using our selling model and providing customer service and space planning assistance. You will maintain a sales-driven focus, collaborate with team members, and support guests from inquiry through...Night shiftWeekend work
$90k - $120k
...individuals and closely held businesses. Our clients trust us because we deliver what the big... ...can't: direct access to experienced advisors, nuanced understanding of their specific... ...sophisticated clients on meaningful tax planning. This means real autonomy and impact:...Full time- ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...allocation, investment management, wealth planning, credit and banking needs Partner... ..., medium and long term through a holistic goals based planning approach Strictly...Temporary workWork experience placement
$144k - $184k
...looking to work with sophisticated clients, mentor high-performing... ...meaningful role in the continued growth of a respected tax practice.... ...challenging engagements from planning through delivery, and build... ...to become a trusted business advisor. Mentor, coach, and develop...GHJ
Woodland Hills, CA1 hour ago- ...Woodland Hills team in a dynamic, client-facing leadership role. This... ..., and helping drive business growth within an entrepreneurial... ...sophisticated clients, high-level planning initiatives, and complex... ...filings, and act as a trusted advisor to clients navigating complex...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor: Holistic Wealth Planning & Growth. Be the first to apply!
Related searches
- hospital customer service representative Thousand Oaks, CA
- remote customer service advisor Thousand Oaks, CA
- customer experience agent Thousand Oaks, CA
- service person Thousand Oaks, CA
- customer account representative Thousand Oaks, CA
- financial customer service representative Thousand Oaks, CA
- customer service representative insurance Thousand Oaks, CA
- customer experience associate Thousand Oaks, CA
- member service representative Thousand Oaks, CA
- customer relations associate Thousand Oaks, CA