Financial Advisor Jobs in Thousand Oaks, CA (46)
Behavior Technician - Midday Hours
ABS Kids
Thousand Oaks, CA
New
Hourly
$20 - $24.50 / hour
Technology Lead - .Net , MVC
Avance Consulting
Moorpark, California
Oracle Developer
E*Pro
Agoura Hills, California
Part-Time
Health Insurance
Chief Financial Officer - B2B EXIT & B2B CFO
B2B CFO Partners
Simi Valley, California
Chief Financial Officer - B2B EXIT & B2B CFO
B2B CFO®
Simi Valley, California
Chief Executive Officer
Gold Coast Health Plan
Camarillo, California
Health Insurance
Vision Insurance
$393.8k - $656.3k / year
Client Growth Associate with Sports Experience
Beer Financial Group
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$150k / year
Branch Office Administrator - Simi Valley, CA
Edward Jones
Simi Valley, CA
401(k)
Dental Insurance
Vision Insurance
Block Advisors Receptionist
H&R Block
Oxnard, CA
New
401(k)
R&D Operations Mgr
Aditi Consulting
Thousand Oaks, CA
Hourly
PTO
Dental Insurance
Vision Insurance
Care Coordinator - Sales Representative
Always Best Care Senior Services- Thousand Oaks
Thousand Oaks, CA
Care Coordinator - Sales Representative
Always Best Care Senior Service
Thousand Oaks, CA
Sales and Service Advisor
Big Brand Tire
Newbury Park, CA
New
Part-Time
Hourly
401(k)
Dental Insurance
$19 - $25 / hour
Senior Open Test Vignette Developer
e*pro
Thousand Oaks, CA
Part-Time
Health Insurance
Senior Manager, Field Effectiveness
Amgen SA
Thousand Oaks, CA
Dental Insurance
Vision Insurance
Remote Certified Financial Planner
TalentWealth
🌎 Remote
New
Remote
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
New
Remote
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Thousand Oaks, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Financial Advisor
BMO Financial Group
Thousand Oaks, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
Merrill Experienced Financial Advisor
Bank of America
Westlake Village, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
Financial Advisor Senior
City National Bank
Chatsworth, CA
$70k - $130k / year
Advisor Development Program - Financial Solutions Advisor Trainee: Port Hueneme Financial Center
Bank of America
Port Hueneme, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $32 / hour
Merrill Financial Solutions Advisor - Valley Coast Market
Bank of America
Westlake Village, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
Manager, Credit & Portfolio Management (Emerging Middle Market)
BMO Financial Group
Sherman Oaks, CA
Part-Time
Health Insurance
Education
$87k - $161.4k / year
Cost Accountant III
AeroVironment
Simi Valley, CA
401(k)
Dental Insurance
$79k - $112k / year
Fixed Asset Accountant II
AeroVironment
Simi Valley, CA
Hybrid
401(k)
Dental Insurance
$62.7k - $88.9k / year
Cashier, Receptionist, Client Associate
D.A. Davidson Companies
Ventura, CA
Retail
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$53k - $58k / year
Business Development Manager, Facial
AbbVie
Thousand Oaks, CA
$80.5k - $153k / year
Regional Director Security, North America West
Amgen
Thousand Oaks, CA
Dental Insurance
Vision Insurance
Senior Executive Assistant - Small Molecule Therapeutic Discovery & Research Technologies
Amgen
Thousand Oaks, CA
Hospitality
Dental Insurance
Vision Insurance
Business Relationship Management (BRM) Analyst
AeroVironment
Simi Valley, CA
401(k)
Dental Insurance
$109.7k - $155.4k / year
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
Financial Advisor - Career Change Opportunity
Edward Jones
Ventura, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Thousand Oaks, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Job Description
Working as a Financial Advisor in Thousand Oaks, CA
There are 46 Financial Advisor opportunities available in Thousand Oaks, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Thousand Oaks, CA
Financial Advisors in Thousand Oaks, CA Resume Data
Average Experience for Financial Advisors in Thousand Oaks, CA
- More than 10 years: 61%
- 6-10 years: 25%
- 3-5 years: 12%
- Less than 1 year: 2%
- 1-2 years: 1%
Educational Background for Financial Advisors in Thousand Oaks, CA
- Bachelors: 57%
- Diploma: 17%
- Masters: 13%
- Associates: 11%
- Doctorate: 2%
Top Skill for Financial Advisors in Thousand Oaks, CA
- Attention to detail: 17%
- Sales skills: 17%
- Written communication: 11%
- Management & leadership skills: Planning & execution: 9%
- Work style: Reliability: 9%
- Administrative assistant/receptionist: 8%
- Customer focus & orientation: 8%
- Customer service: 7%
- Analyzing data: 7%
- Spreadsheets with Microsoft Excel: 7%
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