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 have... ...-conviction alternative investments and private assets that provide true diversification...SuggestedWork at office
- ...institution in Westlake Village, California is seeking an experienced Private Banker to manage client relationships and provide tailored financial... ..., you will generate new business and advise on investments, wealth planning, and credit needs. Candidates should have extensive...Suggested
$60k - $120k
...Wealth Advisor (Westlake Village) Westlake Village CA Corsa - Westlake Village, CA 91362 Overview Salary Range $60,000.00 - $120,000.00 Base+Commission/year Position Type Full Time Category Advisor Description EP Wealth Advisors (EPWA) is a wealth management...SuggestedFull timeTemporary workWork at officeImmediate startFlexible hours$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- ...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...Suggested
- Morton Wealth in Calabasas is seeking a detail-oriented Client Relationship Specialist. This full-time, in-office role serves as a foundation for a career as a Wealth Advisor, emphasizing client interactions and accuracy. The ideal candidate possesses strong communication...Full timeWork at office
$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...TraineeshipWork experience placement- ...Credit Union. SUPERVISORY RESPONSIBILITIES: The Financial Advisor has no direct supervisory responsibilities but will be expected... ...lines of business to increase member penetration for Kinecta Wealth Management. Work with Branch Partners to help them achieve...Work experience placementWork at officeFlexible hours
$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$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$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
- Northwestern Mutual is expanding its team of financial advisors and is looking for candidates with diverse backgrounds such as recent graduates, entrepreneurs, and those with military experience. Candidates should possess strong communication, sales, and marketing skills...Traineeship
$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...Full timeInterim roleWork at officeLocal areaImmediate startShift workDay shift$21.4 - $26.75 per hour
...Job Type Part-time Description 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...Part timeBank staff$23.83 - $29.79 per hour
...Type Full-time Description Job Title: Personal Banker III - Full-time - Thousand Oaks Branch Overview:... ...dynamic Personal Banker III, who is an experienced branch banking advisor in establishing, developing and retaining relationships with members...Hourly payFull timeFlexible hours$21 - $26 per hour
...Job Type Full-time 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...Full timeWork experience placement- 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’...
$160k - $220k
...VP Of Credit & Loan Structuring Anchor Loans is one of several operating companies... ...established in 1998, is the nation's leading private, direct lender to experienced residential... ...management. Act as a senior credit advisor on structuring approaches, product...Work at officeRemote workMonday to Friday- Job Description VP HR Location: Thousand Oaks, California Experience: 5-7 years Education: Bachelor's degree Other Benefits: Relo, Bonus, Occasional Travel Job Responsibilities Plans, organizes, and directs all aspects of the Human Resources function of the hospital, including...Contract work
- We are expanding our team of financial advisors and actively seeking candidates who are recent graduates, entrepreneurs, athletes, have military backgrounds, or professionals with strong communication, sales, and marketing skills. These experiences build discipline, resilience...
- ...-- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals...Flexible hours
- ...communities. Currently, we have an immediate opening in our Thousand Oaks, CA branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant II is responsible for establishing new member relationships and...Temporary workLocal areaImmediate start
$25 - $32 per hour
About this Role In this role, you are the first point of contact for our clients! In addition to welcoming our clients, you will strengthen relationships with our world-class client service model. You will deliver a full conversation with every interaction to identify...Hourly payRemote workFlexible hours$30.27 - $37.84 per hour
...Type Full-time Description Job Title: PERSONAL BANKER IV - Fulltime Camarillo Overview: We are seeking a... ...and handling member service requests, business account/loans, wealth management, licensing, special accounts, etc. Sales and operationally...Hourly payFull time- ...Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Financial Planning Associate position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families...Immediate start
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...and agencies from around the world. Our team is comprised of elite security experts and each member is equipped with a diverse background... ...are never caught off-guard and are able to quickly adapt to any private or public environment. Over the past decade we have created a...InternshipImmediate startShift work
$250k
The Personal Banker SAFE Act is an entry‑level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build...Full time$25 - $32 per hour
RadNet, Inc. in Westlake Village, California is seeking a client-focused professional to enhance relationships through a world-class service model. The successful candidate will engage clients to identify appropriate financial solutions and manage branch operations while...Hourly payFlexible hours
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