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
$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- 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 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,...Suggested
- ...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...
- 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...$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...- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...new position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...Work at officeShift workDay shift
$170k - $225k
U.S. Private Bank - Private Banker - Vice President or Executive Director Westlake Village, CA, United States Job Information Job Identification... ...97 Job Category: Client Advisory Business Unit: Asset & Wealth Management Posting Date: 06/04/2025, 04:24 AM Location:...Full timeTemporary workWork experience placementLocal area$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- Bank of America is seeking a dedicated financial advisor to assist clients in achieving their financial goals through tailored brokerage products and investment strategies. Candidates should possess effective communication skills and a deep understanding of the financial...
$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 FridayFlexible hoursRotating shiftDay 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$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- ...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
$160k - $220k
...established in 1998, is the nation’s leading private, direct lender to experienced residential... ...borrowers. Position Summary The VP of Credit & Loan Structuring is a senior... ...portfolio management. Act as a senior credit advisor on structuring approaches, product...Full timeWork at officeRemote workMonday to Friday- 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...Local area
- 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
$95k - $155k
...journey. A Typical Day The Vice President Financial Planning and Advisor is responsible for developing and maintaining the models and... ...financial instruments that Pennymac may invest in or manage. As the VP FP&A, you are responsible for the analysis of investment,...Full timeTemporary workWork at officeFlexible hours$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$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- ...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...
$110k - $170k
...technology deliverables are well coordinated and fulfilled in accordance with project owner expectations and quality standards.The First VP Business Systems will:Design and execute methodology for business requirement sessions and gathering documentationWork in alignment...Temporary workFlexible hours- 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
- 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
- ...the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial... ...management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our...Local area
$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- Bank of America in Thousand Oaks, California, is hiring for a role requiring SAFE Act registration. This position entails obtaining securities licenses within specified timeframes, managing client relationships, and providing tailored financial advice. The ideal candidate...
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 planning assistant Westlake Village, CA
- estate planning consultant Westlake Village, CA
- wealth advisor Westlake Village, CA
- financial consultant Westlake Village, CA
- financial counselor Westlake Village, CA
- associate corporate finance Westlake Village, CA
- finance associate Westlake Village, CA
- jde finance consultant Westlake Village, CA
- financial planning administrator Westlake Village, CA
- financial planning associate Westlake Village, CA


