Top 20 Wealth management advisor Jobs in Moorpark, Ca

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
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
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
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
Wealth Management Financial Planner
One Capital Management, LLC —Westlake Village, CA
- $70,000 - $90,000 a year
- Email
- Office
- Bachelor's degree
- Quality control
- Wellness program
- Health insurance
Quick Apply
Wealth Advisor (Westlake Village)
EP Wealth Advisors, LLC —Westlake Village, CA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
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
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
12d
Wealth Management Senior Analyst | Director
One Capital Management —Westlake Village, CA
- $100,000 - $125,000 a year
- Email
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health insurance
Financial Planning Director
One Capital Management, LLC —Westlake Village, CA
- $120,000 - $140,000 a year
- Email
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health insurance
Quick Apply
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
2d
Financial Advisor
First Command Financial Services, Inc. —Ventura, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Planner (Director)
One Capital Management, LLC —Westlake Village, CA
- $100,000 - $125,000 a year
- Email
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health 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
Beer Financial Group Representative
Northwestern Mutual - LA —Calabasas, CA
- $65,000 - $90,000 a year
- Communication skills
- Entry level
- Opportunities for advancement
Quick Apply
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Bank of America —Woodland Hills, CA
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Associate Financial Advisor II
LPL Employee Services —Encino, CA
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
9d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Financial Advisor
Beer Financial Group —Woodland Hills, CA
*Educate*—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$70,000 - $85,000 a year
Quick Apply
Financial Advisor
Northwestern Mutual - The Beer Financial Group —Westlake Village, CA
*Educate*—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$70,000 - $85,000 a year
Quick Apply
9d

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
5d
Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
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wealth management advisor jobs near moorpark, ca

Financial Services Representative

NEW YORK LIFE -
Valencia, CA

Quick Apply

Job Details

Full-time
$75,000 - $150,000 a year

Benefits

Profit sharing
Paid training
Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Financial planning services
Tuition reimbursement
Paid time off
Pension plan
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Opportunities for advancement
Flexible schedule
Life insurance
Paid sick time

Qualifications

Insurance needs analysis
Practice management
Business development management
Customer communication
Wealth management
Financial sales
Financial services customer support
Customer relationship building
Insurance policy presentations
Account development
Mid-level
Marketing strategy development
Managing financial planning clients
Salesforce Cloud
Bachelor's degree
Client retention
Bank experience
Sales management systems proficiency
Initial Contact (sales skills)
Organizational skills
Financial goal setting advisory services
Prospecting
Business development within finance
Financial needs assessment
Insurance planning
CRM system proficiency
Insurance sales
Account management
Leadership
Retirement planning advisory services

Full Job Description

Financial Services Professional / Financial Advisor

New York Life Insurance Company — Santa Clarita/Glendale, CA

Full-Time | Hybrid | W-2 | $75,000–$150,000 per year

Build a Career. Build a Business. Build Your Future.

Are you looking for more than just another sales position?

New York Life offers motivated professionals the opportunity to build a financial services practice while receiving the support, training, benefits, and resources of one of the most established financial institutions in the country.

Founded in 1845, New York Life is a Fortune 100 company and the largest mutual life insurer in the United States. For more than 180 years, the company has remained focused on helping individuals, families, and businesses protect their financial futures.

New York Life enters 2026 with the highest financial strength ratings currently awarded to any U.S. life insurer by all four major rating agencies: A.M. Best (A++), Fitch (AAA), Moody's (Aa1), and S&P (AA+). The company also declared a record $2.78 billion dividend for 2026, the largest in its history.

Why Join Us?

W-2 employment with fixed and variable compensation
$75,000–$250,000 annual compensation opportunity
Comprehensive benefits package
401(k), Roth 401(k), and pension plan
Health, dental, vision, life, and disability insurance
Paid training and professional development
Comprehensive ongoing training and mentoring
Harvard Business School-based curriculum
Salesforce CRM and state-of-the-art technology
Extensive marketing and business-building resources
Licensing sponsorship and support
Flexible schedule and hybrid work environment
Opportunities for advancement into management
Potential Accelerated Path to Management for qualified experienced professionals

What You'll Do

As a Financial Services Professional, you will work with individuals, families, and business owners to understand their financial goals and help develop strategies designed to protect and build their financial futures.

Responsibilities include:

Develop and implement a personal business and marketing plan
Build and maintain a network of prospective clients
Identify clients' financial goals, concerns, and priorities
Conduct financial needs analyses
Present appropriate insurance and financial solutions
Develop long-term client relationships
Utilize New York Life's technology, marketing resources, and Salesforce CRM
Participate in ongoing professional training and development
Develop expertise in insurance, retirement, and financial planning
Pursue additional licenses and credentials for advanced planning and wealth management
Build and grow your own practice with the support of an established organization
Develop leadership skills and pursue future management opportunities

Licensing & Training

You do not need to have every license before applying.

New York Life provides training and licensing support for qualified candidates. Depending on the career path, support may include:

Life & Health Insurance License
SIE
Series 6
Series 63
Additional licenses and credentials for qualified Financial Advisors

Licensing sponsorship and requirements are subject to applicable company, state, and regulatory requirements.

Accelerated Path to Management

For experienced professionals with strong leadership, sales, business, or financial services backgrounds, this opportunity can provide a pathway toward management.

Qualified candidates may have the opportunity to pursue an Accelerated Path to Management, allowing them to develop leadership capabilities while building their financial services expertise.

This can be an excellent opportunity for professionals who are ready to take the next step in their career and eventually lead, develop, and mentor others.

Benefits

401(k)
Roth 401(k)
Pension plan
Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
AD&D insurance
Health savings account
Flexible spending account
Paid time off
Paid sick time
Paid training
Parental leave
Professional development assistance
Tuition reimbursement
Employee assistance program
Financial planning services
Employee discounts
Retirement plan
Profit sharing
Opportunities for advancement

Who We're Looking For

We are looking for motivated professionals who are interested in building a long-term career in financial services.

Ideal candidates may have experience in:

Banking
Financial services
Insurance
Sales
Business development
Relationship management
Management or leadership
Customer-facing professional services

We are particularly interested in individuals who are:

Driven and self-motivated
Entrepreneurial-minded
Comfortable developing professional relationships
Goal-oriented and accountable
Interested in helping individuals and families achieve financial security
Interested in professional growth and leadership
Looking for a long-term career rather than simply another job

Position Details

Job Type: Full-Time
Compensation: $75,000–$150,000 per year
Compensation Structure: W2 Income (Fixed + Commission + Residual Income)
Schedule: Monday–Friday
Work Arrangement: Hybrid
Location: Santa Clarita/Valencia - Glendale CA
Education: Bachelor's degree preferred
Life Insurance License: Preferred, but not required for qualified candidates
Commute: Candidates must be able to commute to Santa Clarita/Glendale CA

Ready for Your Next Career Move?

If you're looking for an opportunity where you can build your own business, develop professionally, earn based on performance, receive comprehensive benefits, and have a path toward leadership, we'd like to talk with you.

Apply today to learn more about the opportunity and see if this career path is right for you.

Job Type: Full-time

Pay: $75,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Opportunities for advancement
Professional development assistance

Work Location: Hybrid remote in Valencia, CA 91355

Quick Apply

Refine Your Search

wealth management advisor jobs in moorpark, ca

Financial Services Representative

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

Financial Consultant Partner - Thousand Oaks, CA

Wealth Management Analyst Planner

Wealth Management Financial Planner

Wealth Advisor (Westlake Village)

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

PWM Senior Private Wealth Advisor

Wealth Management Senior Analyst | Director

Financial Planning Director

Financial Advisor Trainee (Woodland Hills, CA)

Financial Advisor

Financial Planner (Director)

Paraplanner

Beer Financial Group Representative

Merrill Advisor Development Program - Financial Advisor: Valley Coast Market

Associate Financial Advisor II

Relationship Manager – Private Wealth & Tax Solutions

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