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
- ...in Calabasas seeks a Tax Senior Manager to manage client engagements and oversee tax compliance for high-net-worth individuals. The role demands extensive tax... ...with clients, and stay updated on tax laws. This hybrid position encourages work-life balance and offers...High net worth
- ...seeking a Tax Senior Manager to oversee tax planning and compliance for ultra-high net worth clients. This role includes supervising a team and fostering client relationships while operating in a hybrid work environment. The ideal candidate will have a Bachelor’s degree in...High net worth
- ...EisnerAmper is seeking a Tax Senior Manager in Calabasas, CA to oversee multiple client engagements within the Private Client Services practice. This hybrid role prioritizes flexibility in office locations while requiring strong client relationship management and tax expertise...SuggestedPrivate practiceWork at office
- EisnerAmper LLP is looking for a Tax Manager to join their Private Client Services team in California. This role involves overseeing... ...to professional growth. The successful candidate will work in a hybrid model, with opportunities for growth and the chance to build strong...Suggested
- EisnerAmper is seeking a Tax Manager for its Private Client Services practice in Calabasas, California. This role is ideal for individuals... ..., and maintain strong client relationships while working in a hybrid model. EisnerAmper values innovation and work/life balance and...SuggestedPrivate practice
- ...Village, California is seeking an experienced Private Banker to manage client relationships and provide tailored financial advice. In this role, you will generate new business and advise on investments, wealth planning, and credit needs. Candidates should have extensive...
- JPMorgan Chase is seeking a Private Client Advisor to build relationships and provide personalized investment solutions. Your leadership and relationship management skills will help you deliver the best financial solutions to meet clients’ needs. Ideal candidates have...
$90 - $120 per hour
...a Seasonal Tax Manager in Westlake Village, California, focusing on Private Client Services. This remote position involves reviewing complex tax returns, income tax planning for high-net-worth individuals, and ensuring compliance for partnerships and S-Corps. Ideal candidates...High net worthRemote jobHourly paySeasonal work- ...seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking... ...office location, asEisnerAmperfollows a hybrid working model and has offices available... ...family owned, closely held businesses and high net worth individuals with the solutions they need...High net worthTemporary workPrivate practiceWork at officeLocal area
- ...seeking a Tax Manager to join the Private Client Services (PCS) practice. The ideal... ...team are important. This position offers a hybrid work model with offices available in listed... ...-owned, closely held businesses and high net worth individuals, offering solutions to help...High net worthPrivate practice
$40k - $65k
...Wealth Advisor Westlake Village CA Corsa - Westlake Village, CA 91362 Overview Salary... ...March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive... ...to an assigned number of existing clients, as well as assisting in developing new...High net worthFull timeTemporary workWork at officeImmediate startFlexible hours- ...Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...office location, as EisnerAmper follows 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
$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...High net worth$60k - $125k
...firm in Calabasas is seeking an Associate Wealth Advisor to join their team. This role involves... ...financial plans and working closely with clients to enhance their wealth management.... ...The position allows flexibility with a hybrid work model, requiring 3 days in office each...Work at office3 days per week- A financial advisory firm in California seeks an Associate Wealth Advisor to work in a hybrid schedule. Key responsibilities include developing financial plans and leading client communications. Candidates should have a Bachelor's Degree and 2+ years in financial services...
$45 - $55 per hour
...boutique security company specializing in executive protection for high-net-worth individuals and their families. We provide a comprehensive... ...level Executive Protection service to high-net-worth clients and their families in the United States and abroad while developing...High net worthFull timeRemote workShift workNight shiftWeekend workDay shift$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 hours$80k - $90k
Job Overview Merrill Wealth Management (part of Bank of America) offers... ...banking convenience to help clients pursue their vision. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals to identify needs,...High net worthInterim roleImmediate startShift workDay shift- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of... ...March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive... ...tailored financial plans for high-net-worth clients. This position focuses on overseeing...High net worthTemporary workInternshipWork at officeLocal areaFlexible hours
- ...(AMP) aimed at preparing trainees for a career as a Financial Advisor in Westlake Village, California. The program emphasizes comprehensive... ..., training, and mentorship. Responsibilities include managing client relationships, developing a client pipeline, and finalizing...Traineeship
- ...Service Associates based in Thousand Oaks, CA. The role involves processing transactions and providing exceptional customer service in a hybrid work environment. Successful candidates will have strong verbal and written communication skills, a commitment to customer service,...
$45.7k - $75.5k
...a call center. Transactions are generated and processed within a record‑keeping system enabling automation of key functions. This hybrid role is based out of Thousand Oaks, CA and requires on‑site presence on an ongoing basis as determined by the business. Qualifications...Part timeWork experience placementWork at office- ...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 worthPermanent employmentFull time
- Morton Wealth in Calabasas, California is looking to add a Wealth Advisor to its team. The advisor will provide investment and financial planning advice to clients while fostering strong relationships. They will... ...advisory role and demonstrate high attention to detail,...
- 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....
$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 work- ...Morton Wealth is currently looking for talented individuals... ...a registered investment advisor that was formed in 1981... ...supportive role in the client experience as we believe that offering high-quality, nuanced... ...role is to advise high net worth clients on non-investment...High net worthImmediate start
- 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...
- 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...
- ...aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement directors and adhere to... ...control standards as required. Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client...
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