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Weekend Wealth Management Jobs in Riverside, CA (NOW HIRING)

Private Banker

Irvine, CA · On-site

$160K - $250K/yr

This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative ...

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Financial Advisor

Irvine, CA · Remote

$100K - $300K/yr

You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.    What We Offer:  

Excellent understanding of financial planning, wealth management, and client-needs assessment Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship ...

Excellent understanding of financial planning, wealth management, and client-needs assessment Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship ...

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Showing results 1-20

Weekend Wealth Management information

What is the difference between Weekend Wealth Management vs Financial Advisor?

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

What are the most commonly searched types of Wealth Management jobs in Riverside, CA? The most popular types of Wealth Management jobs in Riverside, CA are:
What are popular job titles related to Weekend Wealth Management jobs in Riverside, CA? For Weekend Wealth Management jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Weekend Wealth Management jobs in Riverside, CA look for? The top searched job categories for Weekend Wealth Management jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Weekend Wealth Management jobs? Cities near Riverside, CA with the most Weekend Wealth Management job openings:
Infographic showing various Weekend Wealth Management job openings in Riverside, CA as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.
Private Banker

$160K - $250K/yr

Full-time

Medical, Retirement, PTO

Posted 2 days ago


Job description

Position Title: Private Banker
We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the autonomy to grow your portfolio, cultivate referral partnerships, and provide an exceptional client experience, all while enjoying outstanding earning potential and long-term career advancement.
This client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes a streamlined and efficient process, ensuring clients receive exceptional service.
Salary Range: $160,000 - $250,000+ / Year DOE
Responsibilities:
  • Develop new client relationships and enhance existing ones through proactive outreach
  • Engage with referral sources, including CPAs and attorneys, to expand business opportunities
  • Track and manage client data using Salesforce to ensure effective follow-up and relationship management
  • Respond promptly to client needs and inquiries, facilitating timely solutions
  • Conduct business development activities to identify and pursue new opportunities

Requirements:
  • 7+ years of experience in two banks or fewer, unless demonstrating proven strategic growth
  • Experience as a Private Banker with a track record of bringing in $15 million in new loans, deposits, or assets under management
  • Conversational understanding of credit, with the ability to lend up to $50 million for specific entities
  • Minimum Bachelor's degree
  • Proficiency in Salesforce or similar software, along with strong Excel skills
  • Experience in high-end banking, preferably in private wealth
  • Series 6 or Series 7 certification is preferred

Benefits:
  • Medical benefits with eligibility details provided by HR
  • 401k plan with a 3% employer match
  • Generous paid time off policy, including four weeks of PTO and potential for a fifth week
  • All standard banking holidays plus a float day

If you are a Private Banker looking to take the next step in your career, apply now! #LI-RB1

Boutique Recruiting logo

About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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