Private Client Advisor: Wealth & Digital Relationships
Fairygodboss
Fairygodboss is seeking a Financial Advisor in Thousand Oaks, California, to build client relationships and provide personalized investment solutions. Successful candidates will focus on relationship management rather than portfolio management and possess the necessary financial licenses, demonstrating a commitment to client education and integrity. The role offers a competitive total rewards package, including comprehensive healthcare, retirement savings plans, and mental health support. #J-18808-Ljbffr Fairygodboss
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive... .... You will build long-term client relationships, deliver personalized investment... ...solutions, and support clients with digital tools and referrals. The role...DigitalPrivate client
- J.P. Morgan Wealth Management - Private Client Advisor - Thousand Oaks / Simi Valley, CA Locations: Thousand Oaks... ...solutions through strong relationship management. Demonstrate deep understanding... ...beyond investments. Embrace digital innovations to help clients bank when...DigitalPrivate clientFull time
- ...personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done... ...beyond investments Embrace digital innovations to help clients become... ...At least 2 years in a Financial Advisor role or equivalent financial services...DigitalPrivate client
- ...enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...platform along with cutting edge digital technology, you will be front... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...DigitalPrivate client
- ...financial services firm, seeks a Private Client Advisor within Chase Wealth Management. You will provide comprehensive... ...and families, building trusted relationships and delivering tailored solutions.... ...financial coaching, across digital tools and in-branch sessions. #J-...DigitalPrivate client
- 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...Private client
- Citigroup Inc. in Simi Valley, California is seeking a Senior Analyst in Wealth Relationship Management (Branch) to build deep relationships with affluent and high-net-worth clients, advise on financial planning, and deliver holistic solutions across banking, lending,...
$27.22 - $33.26 per hour
...discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging... ...virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on...DigitalTemporary workLocal area$10 per hour
...customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business... ...in partnership with Private Bank, Asset Wealth Management, Middle Market and... ...growth and have the most-used digital solutions - all while ranking...DigitalWork at office$117k - $175k
...Growth and delivering for our clients, teammates, communities and... ...closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription‑finance...Full timeWork at officeDay shift- 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.... ...Advisor role emphasizes building long-term relationships, understanding client goals, and coordinating...Flexible hours
- ...Wealth Advisor | $3B+ Independent RIA (CA-Based) Presented by Roklyn Consulting... .... The Firm Our client is a highly successful,... ...alternative investments and private assets that provide true diversification... ..." frequency through video, digital communication, and in-person...DigitalWork at office
$115k - $160k
...Job Description: Merrill Wealth Management is a leading... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...through a personal relationship with their advisory team... ...model to include the bank's digital offerings and wealth management...DigitalFull timeWork at officeWork from homeHome officeShift workDay shift$23.19 - $28.35 per hour
...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging... ...virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on...DigitalTemporary workLocal area- JPMorganChase is seeking a Relationship Banker to join a Chase branch in California. You will represent the brand with hospitality, manage client relationships, and use digital tools to meet banking needs. You will acquire, manage, and retain clients, tailoring solutions...DigitalWeekend workAfternoon shift
- Chase is hiring a Relationship Banker in Thousand Oaks, CA to deliver exceptional service and build lasting client relationships. You will use Chase mobile and digital tools to assist customers, educate them on products, and coordinate with specialists for complex financial...DigitalAfternoon shift
- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026... ...and wealth management strategies to individual clients. This role focuses on building long-term relationships, understanding clients' financial goals, and creating...Temporary workWork at officeImmediate startFlexible hours
$150.4k - $390.5k
...of applied AI solutions for private equity clients and their portfolio... ...hands-on architect and trusted advisor to senior client stakeholders... ...external clients, managing client relationships with daily interactions.... ...a focus on AI, data, or digital transformation. Experience...DigitalPrivate clientFull timeSummer holidayImmediate startFlexible hours$16.9 - $19 per hour
...equipment. Provides customer service in the photo area, including digital passport photo service, poster print and creative machine,... ...all company policies and procedures; maintains respectful relationships with coworkers. Completes special assignments and other tasks...DigitalHourly payWork experience placementSeasonal workLocal areaFlexible hoursShift workAfternoon shift- 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...
$70.5k - $72k
...infrastructure consulting firm, partnering with clients to solve the world’s most complex... ...planners, designers, engineers, scientists, digital innovators, program and construction... ...buildings. Our teams partner with public- and private-sector clients to create innovative,...DigitalPrivate clientWork at officeLocal areaImmediate startWorldwideRelocation packageFlexible hours- TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful... ..., preserving, and managing their wealth while using their extensive knowledge... ...banking. This role involves managing client relationships, generating new business, and ensuring...
- ...Chase & Co. is seeking a Senior Business Relationship Manager in its Business Banking... ...portfolio of large, profitable business clients and drive growth through new client... ...experiences, cross-collaborating with Private Bank, Asset Wealth Management, and other units, and ensuring...
$34.32k - $90k
...Registered Client Service Associates provide exceptional service... ...and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson... ...in this role build trusted relationships.Leading with a client... ...Educating or enrolling clients in digital tools (e.g. MSOnline,...DigitalTemporary workWork at officeLocal area- ...About Us Our company is a tax accounting and wealth optimization firm, that offers innovative strategies to enhance clients' financial futures.The unique approach of... ...strategies.-Develop and maintain strong client relationships by offering proactive tax advice and...Work at officeLocal areaRemote work
$56.62k - $69.18k
...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging... ...to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust...DigitalFull timeTemporary workLocal area- .... EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...For: ~ Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable...Private clientTemporary workPrivate practiceWork at officeLocal area
$77k - $143k
...Deliver real-time access support and work closely with Patient Specialty Services (PSS) to ensure seamless customer experience.Harness digital tools and omni-channel strategies to personalize outreach and engage customers across both virtual and face-to-face settings....DigitalFull timeInternshipLocal areaRemote workHome officeVisa sponsorshipRelocation package- ACL Digital is looking for an Engineer - Complaints Technical Investigator in Thousand Oaks, CA, for a hybrid role requiring 2-3 days onsite. Candidates should have at least 5 years in complaints handling and failure analysis in medical devices. A bachelor's degree in engineering...Digital
$10 per hour
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager... ...network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify...Work experience placementWork at office
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