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
$80k - $90k
Bank of America is looking for a Merrill Advisor Development Program - Financial Advisor to work in Westlake Village, California. This role involves developing relationships with high-net-worth individuals, delivering personalized investment recommendations, and managing...Suggested$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. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance...SuggestedTemporary workWork at officeImmediate start$60k - $120k
EP Wealth Advisors, Inc is seeking a Wealth Advisor in Westlake Village, California. This role focuses on providing comprehensive service to existing clients and assisting in developing new business leads. Candidates should have a business degree, be goal-oriented, and...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$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...- ...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
- ...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...
- Dormont Manufacturing Co is seeking a Financial Advisor to join their Advisor Development Program in Westlake Village, California. You will work closely with high-net-worth individuals to identify their financial needs and build lasting relationships, all while receiving...
$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...- Overview Completion date: January 8, 2025 Location: Calabasas, CA Why did the customer contact us? A wealth management firm with a team of six financial advisors located in Calabasas, CA relied on a traditional, landline-based phone system that lacked the modern features...Work at officeRemote work
$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$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$80k - $90k
...Job Overview Merrill Wealth Management (part of Bank of America) offers comprehensive wealth management and investment products to individuals... ...help clients pursue their vision. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with...Interim roleImmediate startShift workDay shift$70.3k - $75k
...support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and... ...with a strong focus remaining on what’s best for their personal wealth management.* Network in the community and effectively market him...TraineeshipWork experience placement- ...unique development program aimed at preparing future Financial Advisors. The role involves building client relationships, evaluating financial... ...The firm offers a supportive work culture with various benefits, ensuring successful professionals thrive. #J-18808-Ljbffr BBF WealthTraineeship
- ...Financial Solutions Advisor Registration Candidate- CA Coastal Market Thousand Oaks, California;Newbury Park, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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- ...Bank of America in Agoura Hills, California, is seeking a financial advisor to provide tailored solutions to clients. This role involves developing financial plans, recommending investment products, and building relationships to help clients achieve their financial goals...
$31 - $43 per hour
Jambalaya Group in Calabasas, CA, is looking for a detail-oriented Paraplanner to support financial planning processes. This role involves preparing recommendations, analyzing client information, and maintaining communication throughout the planning process. The ideal candidate...Hourly payFull time- 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
$21.4 - $26.75 per hour
...Overview We are seeking a dynamic Personal Banker II - Part-Time, 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...Part timeBank staff- ...Financial Solutions Advisor- Newbury Park Financial Center Newbury Park, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Temporary workWork at officeMonday to FridayShift workDay shift
- ...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
- A leading financial services organization is seeking a Financial Advisor to help clients achieve their financial goals. The role involves building a client base, creating personalized financial plans, and managing client relationships. Candidates should have a Bachelor’...
- 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
- Northwestern Mutual is expanding its team of financial advisors and is looking for recent graduates, entrepreneurs, and professionals with strong communication, sales, and marketing skills. The ideal candidate should have a Bachelor's degree in Finance or a related field...
$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...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$100k - $125k
Wealth Management Senior Analyst (Director) Location: Westlake Village, CA Job Type: Full Time Area of Interest: Private Client, Wealth Management Company Description: One Capital Management... ..., endowments, and investment advisors. Responsibilities Specific responsibilities...Full timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite Private Banker & Wealth Advisor (VP). Be the first to apply!
- financial associate Westlake Village, CA
- financial consultant Westlake Village, CA
- financial planning assistant Westlake Village, CA
- financial advisor associate Westlake Village, CA
- estate planning consultant Westlake Village, CA
- jde finance consultant Westlake Village, CA
- financial advisor development program Westlake Village, CA
- financial planning associate Westlake Village, CA
- financial planner Westlake Village, CA
- financial counselor Westlake Village, CA

