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Financial Advisor Jobs in Thousand Oaks, CA (161)

.Net Developer Professionals for LA, CA Entity

Management Applications
Thousand Oaks, California

Associate Director - Project Controls

ENGINEERINGUK
Thousand Oaks, California
Part-Time

Assistant Chief Financial Officer/Assistant City Treasurer

City of Oxnard
Oxnard, California
Part-Time

Principal Data Scientist - Product Owner Enterprise Data Lake and Digital Analytics

Amgen Inc. (IR)
Thousand Oaks, California
Eco-Friendly
Dental Insurance
Vision Insurance

Financial Advisor

BMO Financial Group
Thousand Oaks, CA
Part-Time
Health Insurance
Education
Icon: salary
$56k - $104k / year

Financial Advisor Senior

City National Bank
Chatsworth, CA
Icon: salary
$70k - $130k / year
‌

Merrill Experienced Financial Advisor

Bank of America
Westlake Village, CA
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Advisor Development Program - Financial Solutions Advisor Trainee: Port Hueneme Financial Center

Bank of America
Port Hueneme, CA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $32 / hour
‌

Merrill Financial Solutions Advisor - Valley Coast Market

Bank of America
Westlake Village, CA
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region

Bank of America
Thousand Oaks, CA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $33.65 / hour
‌

Personal Financial Counselor, Assignment Ready Counselor, California

Magellan Health
Port Hueneme, CA
Icon: salary
$45.7k / year
‌

Business Development Consultant

AssetMark
Encino, CA
New
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$60k - $70k / year
‌

Retail Cosmetics Counter Manager - Clinique, Topanga - Full Time

Macy's
Canoga Park, CA
Retail
401(k)
Dental Insurance
Vision Insurance
‌

Retail Cosmetics Sales Counter Manager - Trend Beauty, Sherman Oaks Fashion Square - Full Time

Macy's
Sherman Oaks, CA
Retail
401(k)
Dental Insurance
Vision Insurance
‌

Manager, Credit & Portfolio Management (Emerging Middle Market)

BMO Financial Group
Sherman Oaks, CA
Part-Time
Health Insurance
Education
Icon: salary
$87k - $161.4k / year
‌

Resident Care Coordinator

Oakmont Senior Living
Thousand Oaks, CA
Hourly
Dental Insurance
Vision Insurance
Education
Icon: salary
$22 - $26 / hour
‌

Financial Advisor - See job detail for locations

Kinecta Federal Credit Union
Thousand Oaks, CA
Diversity Leader
Health Insurance
‌

Estate Planning Attorney

Ascendion
Westlake Village, CA
New
401(k)
Dental Insurance
Vision Insurance
‌

Senior Cost Accountant

AeroVironment
Simi Valley, CA
New
‌

Financial Consultant - Thousand Oaks, CA

Fidelity Investments
Thousand Oaks, CA
Education
Parental Leave
Icon: salary
$55k - $75k / year
‌

Financial Representative

Fidelity Investments
Thousand Oaks, CA
Education
Parental Leave
Icon: salary
$55k - $75k / year
‌

Financial Services Representative

Fidelity Investments
Thousand Oaks, CA
Education
Parental Leave
Icon: salary
$55k - $75k / year
‌

Estate Planning Attorney

BCG Attorney Search
Westlake Village, CA
Dental Insurance
Vision Insurance
‌

Seasonal Cosmetics Beauty Advisor - Dior Beaute, Full Time

Bloomingdale's
Sherman Oaks, CA
‌

Head of Global Development Obesity

Amgen
Thousand Oaks, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$307.5k - $512.5k / year
‌

Financial Advisor - BMO Bank N.A.

LPL Financial Holdings
Thousand Oaks, CA
New
‌

Sales Manager

Ulta Beauty
Thousand Oaks, CA
New
Part-Time
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Education
Icon: salary
$26 - $34 / hour
‌

Lending Advisor

Hankey Group External
Agoura Hills, CA
New
Hourly
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$17.28 / hour
‌

Financial Advisor

WallStJobs.com
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌

Financial Advisor

Harrison Gray Search and Consulting
🌎 Remote
Remote
401(k)
PTO
Health Insurance
‌

Senior Financial Advisor

Kestra Holdings
🌎 Remote
New
Remote
Hospitality
Dental Insurance
Vision Insurance
Icon: salary
$143.5k - $222.5k / year
‌

Block Advisors Tax Advisor

H&R Block
Westlake Village, CA
New
401(k)
‌

Tax Manager - Business Tax Services - Private Tax Partnerships

EY
Westlake Village, CA
New
Dental Insurance
Icon: salary
$105.4k - $193.2k / year
‌

Financial Advisor

BMO Financial Group
Thousand Oaks, CA
Part-Time
Health Insurance
Education
Icon: salary
$56k - $104k / year

Job Description

Working as a Financial Advisor in Thousand Oaks, CA

There are 161 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

  • Los Angeles, CA
  • Santa Monica, CA
  • Glendale, 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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