Hybrid Wealth Advisor for High‑Net‑Worth Clients
$60k - $120kEP Wealth Advisors, Inc
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 ideally possess two years of sales experience in financial services. The position offers a competitive salary of $60,000 - $120,000 annually along with a range of benefits such as unlimited PTO, health insurance, and retirement plans. #J-18808-Ljbffr EP Wealth Advisors, Inc
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Hybrid Wealth Advisor for High‑Net‑Worth Clients in Westlake Village, CA vacancy
- ...Manufacturing Co is seeking a Financial Advisor to join their Advisor Development Program... ...California. You will work closely with high-net-worth individuals to identify their financial... ...responsibility for recommending products, managing client portfolios, and utilizing resources for...High net worth
- ...a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking... ...office location, asEisnerAmperfollows a hybrid working model and has offices available... ...planning and compliance functions for ultra-high net worth individuals and their families, with a...High net worthTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
Calabasas, CA4 days ago $60k - $120k
...Wealth Advisor (Westlake Village) Westlake Village CA Corsa - Westlake Village, CA 91362... ...March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive... ...service to an assigned number of existing clients, as well as assisting in developing...High net worthFull timeTemporary workWork at officeImmediate startFlexible hours- ...CA, is seeking a dynamic Senior Client Services Associate to elevate client satisfaction in wealth management. This role will be the primary contact for high-net-worth clients, ensuring personalized... ...will collaborate with financial advisors, oversee client onboarding, and...High net worth
- About Stratos Wealth Partners Stratos Wealth Partners provides advisors and their clients with a diverse wealth management experience. One that effectively elevates... ...Serve as the primary point of contact for high-net-worth clients, addressing inquiries, requests, and...High net worth
$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...$125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory... ...best selves. Our goal is to balance high development with high performance in... ...compliance and planning services to high-net-worth individual clients and privately-held businesses...High net worthFlexible hoursWeaver
Woodland Hills, CA2 days ago- ...Financial Solutions Advisor Registration Candidate- CA Coastal Market... ...and delivering for our clients, teammates, communities and shareholders... ...business owners and higher net worth clients alike. You’ll be able... ...Education Requirement: High School Diploma / GED / Secondary...High net worthWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Thousand Oaks, CA2 days ago $80k - $90k
...Job Description Merrill Wealth Management is a leading provider of comprehensive... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...be responsible for working with high-net worth individuals identifying needs, developing...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shiftNational Black MBA Association
Westlake Village, CA14 hours ago- ...in a growing environment and providing clients with exceptional services. What it... ...and middle-market companies, as well as high net worth individuals, family offices,not-for-profit... ...****@*****.*** #LI-KW1 #LI-Hybrid Preferred Location: New YorkHigh net worthLocal area
EisnerAmper
Calabasas, CA2 days ago $140k - $180k
...opportunity to positively impact our clients and people. Talented and... ...and public companies, high-net-worth individuals, and family offices... ...for career advancement. Hybrid Work Our hybrid work model offers... ...with clients and their advisors on income tax issues and planning...High net worthWork at officeRemote workHome office2 days per weekHolthouse Carlin & Van Trigt
Westlake Village, CA4 days ago- JPMorgan Chase is seeking a Private Client Advisor in Westlake Village, California, to provide comprehensive financial planning and advice. The role involves building client relationships, delivering personalized investment solutions, and ensuring an exceptional 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....
- 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...
- A leading financial services firm seeks a Private Client Advisor in Thousand Oaks to offer comprehensive financial planning and advice. The role involves building client relationships, educating them on technology, and providing personalized investment solutions. Candidates...
$140k - $185k
...an opportunity to positively impact our clients and people. Talented and ambitious individuals... ...include private and public companies, high-net-worth individuals, and family offices. We also... ...skills to advance in the profession. Hybrid Work HCVT currently offers a hybrid...High net worthWork at officeRemote workHCVT
Westlake Village, CA12 days ago$155k - $180k
...Our client is a full-service accounting and tax firm based in Westlake Village, CA,... ...across a diverse client base, including high-net-worth individuals, trusts, estates, and business... ...with attorneys and financial advisors. Qualifications Required ~...High net worthWork at officeThe Agency , Inc.
Westlake Village, CA4 days ago$140k - $180k
...opportunity to positively impact our clients and people. Our firm... ...and public companies, high-net-worth individuals, and family offices... ...advance in the profession. Hybrid Work HCVT currently... ...with clients and their other advisors to advise on income tax issues...High net worthFull timeWork experience placementWork at officeRemote workHCVT
Westlake Village, CA2 days ago- ...In this role, you will represent our brand and culture with hospitality, using cutting-edge banking solutions to manage and retain client relationships. As an integral part of the banking team, you will exceed client expectations by providing tailored financial solutions...
- ...service. Candidates should have at least 2 years of loan processing experience and strong organizational skills. The position offers a hybrid work model with in-office attendance required on specific days and remote options available. #J-18808-Ljbffr Anchor Loans, LPRemote jobWork at office
$38 per hour
...an opportunity to positively impact our clients and people. Talented and ambitious individuals... ...include private and public companies, high-net-worth individuals, and family offices. We also... ...skills to advance in the profession. Hybrid Work HCVT currently offers a hybrid work...High net worthHourly payInternshipWork at officeRemote workHolthouse Carlin & Van Trigt
Westlake Village, CA4 days ago$70.32k
...Morgan Chase, we are focused on helping clients achieve their financial goals through... ...technology. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...equal opportunity employer and place a high value on diversity and inclusion. We do...$38 per hour
...an opportunity to positively impact our clients and people. Talented and ambitious individuals... ...include private and public companies, high-net-worth individuals, and family offices. We also... ...to advance in the profession. Hybrid Work HCVT currently offers a hybrid...High net worthHourly paySummer workInternshipWork at officeRemote workHCVT
Westlake Village, CA4 days ago$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...National Black MBA Association
Westlake Village, CA14 hours ago$140k - $180k
...an opportunity to positively impact our clients and people. Talented and ambitious individuals... ...include private and public companies, high-net-worth individuals, and family offices. We also... ...skills to advance in the profession. Hybrid Work At HCVT, we embrace a hybrid work...High net worthWork at officeRemote workHome office2 days per week- ...Wealth Advisor | $3B+ Independent RIA (CA-Based) Presented by Roklyn Consulting At Roklyn we specialize exclusively in the... ...t find in a standard job description. The Firm Our client is a highly successful, independent RIA managing approximately $3 billion...Work at office
Roklyn Consulting
Thousand Oaks, CA14 hours ago - ...anddemonstratesa commitment to delivering exceptional client services. Whatit Means to Work... ...careers in a fulfilling way. A hybrid between a general tax practice and a... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-profit...High net worthLocal area
EisnerAmper
Calabasas, CA14 hours ago - ...Generalist Well established, highly profitable regional CPA firm... ...corporate, partnership and high net worth individual tax. The selected individual will work a hybrid in-office and home based schedule... ...on a fee basis to designated clients, in a manner consistent with the...High net worthWork at officeWork from home
Step Up Recruiting
Woodland Hills, CA4 days ago $150k
...investors protect and diversify their wealth through physical gold and... ..., our firm provides clients with expert guidance during uncertain... ...Assets is seeking experienced, high-performing sales professionals... ...and credibility with high-net-worth and retirement-focused investors...High net worthBase plus commissionAmerican Alternative Assets
Thousand Oaks, CA1 day ago$90k - $105k
...Client Executive Private Client Services Venbrook Insurance Services is seeking an experienced and highly motivated Client Executive to join our Private Client Services team, specializing in high-net-worth personal lines insurance. The Client Executive is responsible...High net worthWork at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Wealth Advisor for High‑Net‑Worth Clients. Be the first to apply!
Related searches
- 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