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 Aumni
- ...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
- EP Wealth Advisors (EPWA) is a wealth management advisory firm serving high net worth individuals. The Wealth Advisor role focuses on building long-term client relationships, understanding financial goals, and delivering tailored investment, retirement, and estate plans...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 Banker in Branch Banking to serve affluent clients and broader customers by managing comprehensive... ...successful candidate will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to...Suggested
- 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,...
- 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...
- ...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...
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative... ..., preserving and managing their wealth. You will use your knowledge of... ...Asset Management provides individuals, advisors and institutions with strategies and expertise...Temporary workWork experience placementLocal area
- 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...
$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...$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office$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$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 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- ...Financial Advisor 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...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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 FridayShift workDay shift- ...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
$23.83 - $29.79 per hour
...Job Title: Personal Banker III – Full-time – Westlake Branch Overview We are seeking a dynamic Personal Banker III, who is an experienced branch banking advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The...Hourly payFull timeFlexible hours$23 - $29 per hour
...Personal Banker III At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's... ...are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with...Hourly payWork experience placementFlexible hours- ...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
- ...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...
$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- 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
$95k - $155k
...financial analytics and reporting to support the Companies’ financial products and determine the impact on Corporate Accounting. As the VP General Accounting, you will also be responsible for accurately performing time-sensitive duties with accountability and flexibility,...Temporary workFlexible hours- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...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
$125k - $150k
...Century Group is partnering with a client who is seeking a VP, Internal Audit to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $125,000 to $150,000 per year. Job Description: Develop and administer...Work at office- Pennymac, a leading mortgage-focused financial services firm, seeks a VP General Accounting at its Westlake Village location. The role drives financial analytics and reporting for core products, ensuring accurate and timely corporate accounting and compliance with regulations...
- ...First Bank is seeking a Relationship Banker in Westlake Village, CA to build client relationships, assess financial needs, and promote banking solutions. You will open accounts, drive referrals, support digital adoption, and contribute to branch goals. Ideal candidates...
$10 per hour
...As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a... ...Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new...Work at office
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