Top 31 Wealth management advisor Jobs in Thousand Oaks, Ca

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
1d
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
Consulting Group Analyst
Morgan Stanley —Westlake Village, CA
- $68,000 - $120,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
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
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 Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
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 Advisor - Career Changers Encouraged
Northwestern Mutual - Santa Monica - Begley Unit —Santa Monica, CA
- $61,000 - $250,000 a year
- Choose your own hours
- Office
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
Financial Advisor
First Command —California
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
1d
Advanced Wealth Strategist - Wealth Management
EP Wealth Advisors, LLC —Westlake Village, CA
- $160,000 - $183,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Paid parental leave
- Health savings account
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
Associate Financial Advisor
Edward Jones —Camarillo, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
14h
Wealth Management Advisor - Sherman Oaks, CA
TIAA —Sherman Oaks, CA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development
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
Paraplanner
Ameriprise Financial - California —Calabasas, CA
- $31 - $43 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Wealth Management Advisor II
Sunflower Bank NA —Los Angeles, CA
- $106,200 - $157,200 a year
- Online Application
- 7 years
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Financial Advisor
New York Life Insurance - Southern California —Santa Clarita, CA
- $120,555.40 a year
- Full-time
- Bachelor's degree
- US work authorization
- Communication skills
- Disability insurance
- Health insurance
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 Advisor - Woodland Hills, CA
Advisor Talent Solutions —Woodland Hills, CA
- $60,000 - $70,000 a year
- Evenings as needed
- Office
- High school diploma or GED
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
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

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wealth management advisor jobs near thousand oaks, ca

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

JPMorganChase -
Westlake Village, CA

Apply Now

Job Details

Full-time
$70,320 a year
1 day ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Financial sales
Customer relationship building
Series 7
Client base expansion
Customer relationship management
Financial goal setting advisory services
Life & Health Insurance License
Experience practicing in the securities industry
Customer acquisition

Full Job Description

JOB DESCRIPTION

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Preferred qualifications, capabilities, and skills

Certified Financial Planning (CFP®) certification is preferred
Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

Apply Now

Refine Your Search

wealth management advisor jobs in thousand oaks, ca

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

Wealth Management Analyst Planner

Consulting Group Analyst

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

Wealth Management Financial Planner

Wealth Manager

Financial Advisor

Financial Advisor - Career Changers Encouraged

Financial Advisor

Advanced Wealth Strategist - Wealth Management

Wealth Advisor (Westlake Village)

Associate Financial Advisor

Wealth Management Advisor - Sherman Oaks, CA

Wealth Management Senior Analyst | Director

Paraplanner

Wealth Management Advisor II

Financial Advisor

Merrill Advisor Development Program - Financial Advisor: Valley Coast Market

Associate Advisor - Woodland Hills, CA

Financial Planner (Director)

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