Top 110 Wealth manager Jobs in Calabasas, Ca

PWM - Portfolio Manager
U.S. Bank National Association —Woodland Hills, CA
- $159,970 - $225,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Financial Services Representative
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Customer service
- No experience needed
- Profit sharing
- Paid training
Quick Apply
Financial Advisor
Northwestern Mutual - The Beer Financial Group —Santa Monica, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Financial Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Glendale, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Wealth Manager
RecruitPod Global LLC —Los Angeles, CA
- $92,373.23 - $125,245.17 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
6d
Lenox Advisors - Financial Advisor
Lenox Advisors —Los Angeles, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative
NEW YORK LIFE —Valencia, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Profit sharing
- Paid training
Quick Apply
Private Equity Associate
Selby Jennings —Los Angeles, CA
- $110,000 - $125,000 a year
- Full-time
- Remote
- Mid-level
- Paid parental leave
- Health insurance
Quick Apply
Financial Services Representative
New York Life & NYLIFE Securities LLC —Glendale, CA
- $50,000 - $226,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- US work authorization
- Paid training
- Health savings account
Quick Apply
5d
Compliance Specialist Senior Wealth Management
City National Bank —Los Angeles, CA
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Paraplanner
Ameriprise Financial - California —Calabasas, CA
- $31 - $43 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - West San Fernando Valley, CA (area)
JPMorganChase —Westlake Village, CA
- $70,320 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
PWM Senior Private Wealth Advisor
U.S. Bank National Association —Woodland Hills, CA
- $159,970 - $207,020 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
13d
Wealth Planner - Thousand Oaks, CA
Fidelity Investments —Thousand Oaks, CA
- $96,000 - $210,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Senior level
- Loan repayment program
- Health insurance
Associate | Portfolio Management
One Capital Management —Westlake Village, CA
- $69,000 - $75,000 a year
- Email
- Mid-level
- Office
- Analysis skills
- Wellness program
- Health insurance
J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)
JPMorganChase —Northridge, CA
- $70,320 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Advisor Trainee (Woodland Hills, CA)
Raymond James Financial, Inc. —Woodland Hills, CA
- $70,304 - $80,500 a year
- Full-time
- Mid-level
- Office
- Travel
- Paid holidays
- Health insurance
3d
U.S. Private Bank - Investment Professional - Associate
JPMorganChase —Los Angeles, CA
- $100,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Wealth Management Analyst Planner
One Capital Management —Westlake Village, CA
- $70,000 - $90,000 a year
- Email
- Office
- Bachelor's degree
- Quality control
- Wellness program
- Health insurance
Financial Consultant Partner - Thousand Oaks, CA
Charles Schwab —Thousand Oaks, CA
- $30.10 - $49.71 an hour
- Mid-level
- Office
- Communication skills
- Paid parental leave
- Employee stock purchase plan

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PWM - Portfolio Manager

U.S. Bank National Association -
Woodland Hills, CA

Apply Now

Job Details

Full-time
$159,970 - $225,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Flexible schedule
Life insurance

Qualifications

Customer communication

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

We're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow and build a rewarding career.

Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).

Base pay for this role usually falls within $170,000 to $225,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.

Basic Qualifications

Bachelor's degree, or equivalent work experience
10 or more years of investment experience

Preferred Skills/Experience

Thorough understanding of investment management
Strong knowledge of finance, economics and general business
Strong sales and relationship management/client services skills
Ability to effectively present investment strategies to clients
Ability to make critical decisions independently
Excellent interpersonal and verbal and written communication skills

Location

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $159,970.00 - $188,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

wealth manager jobs in calabasas, ca

PWM - Portfolio Manager

Financial Services Representative

Financial Advisor

Financial Professional

Wealth Manager

Lenox Advisors - Financial Advisor

Financial Services Representative

Private Equity Associate

Financial Services Representative

Compliance Specialist Senior Wealth Management

Paraplanner

J.P. Morgan Wealth Management - Private Client Advisor - West San Fernando Valley, CA (area)

PWM Senior Private Wealth Advisor

Wealth Planner - Thousand Oaks, CA

Associate | Portfolio Management

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)

Financial Advisor Trainee (Woodland Hills, CA)

U.S. Private Bank - Investment Professional - Associate

Wealth Management Analyst Planner

Financial Consultant Partner - Thousand Oaks, CA

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