Financial Advisor Jobs in Thousand Oaks, CA (315)
Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)
Data Annotation
🌎 Remote
Remote
Hourly
$50 - $60 / hour
Financial Consultant Partner - Thousand Oaks, CA
Charles Schwab Careers
Thousand Oaks, California
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Financial Advisor
Northwestern Mutual
Westlake Village, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
Investment & Financial Planning Advisor
Bank of America
Agoura Hills, CA
Diversity Leader
Eco-Friendly
Merrill Experienced Financial Advisor
Bank of America
Westlake Village, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
National Black MBA Association
Westlake Village, CA
$80k - $90k / year
‌
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Dormont Manufacturing
Westlake Village, CA
$80k - $90k / year
‌
Wealth Advisor I: Build Financial Futures & Trusted Relationships
OceanAir Federal Credit Union
Oxnard, CA
New
Diversity Leader
‌
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Bank of America
Westlake Village, CA
New
Diversity Leader
Eco-Friendly
$80k - $90k / year
‌
Strategic Financial Solutions Advisor
Bank of America
Chatsworth, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Client-Focused Financial Solutions Advisor
Bank of America
Thousand Oaks, CA
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor - Tri Valley
Bank of America
Chatsworth, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor Trainee (Westlake Village, CA)
BBF Wealth
Westlake Village, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$70.3k - $75k / year
‌
Strategic Wealth & Investment Advisor
Bank of America
Malibu, CA
Diversity Leader
Eco-Friendly
‌
Beer Financial Group Advisor
Northwestern Mutual
Calabasas, CA
‌
Community-Focused Financial Planning Advisor
Modern Woodmen
Simi Valley, CA
Dental Insurance
‌
Strategic Financial Planning & Investments Advisor
Bank of America
Camarillo, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor Client Growth & Planning
Bank of America
Chatsworth, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Licensed Financial Solutions Advisor | Series & SIE
Bank of America
Thousand Oaks, CA
Diversity Leader
Eco-Friendly
‌
Wealth Advisor
OceanAir Federal Credit Union
Oxnard, CA
New
Hospitality
Diversity Leader
‌
Financial Advisor Trainee AMP Mastery Path
BBF Wealth
Westlake Village, CA
New
‌
Entrepreneurial Financial Advisor - Build Your Practice
Northwestern Mutual
Calabasas, CA
‌
Financial Solutions Advisor Registration Candidate- CA Coastal Market
Bank of America
Thousand Oaks, CA
Diversity Leader
Eco-Friendly
‌
Financial Advisor Entry-Level with Training & Growth
Northwestern Mutual
Calabasas, CA
Entry-Level
‌
Wealth Advisor
EP Wealth Advisors
Westlake Village, CA
$60k - $120k / year
‌
Wealth Planning Advisor
Bank of America
Westlake Village, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Wealth Advisor Development Program
National Black MBA Association
Westlake Village, CA
$80k - $90k / year
‌
Private Client Advisor: Wealth & Digital Relationships
Fairygodboss
Thousand Oaks, CA
‌
Private Client Advisor: Holistic Wealth Planning & Growth
Aumni
Thousand Oaks, CA
New
‌
Private Client Advisor - Wealth Planning & Digital Tools
JPMorgan Chase Bank, N.A
Moorpark, CA
‌
Wealth Advisor Development Program - Build Your Elite Practice
Bank of America
Westlake Village, CA
New
Diversity Leader
Eco-Friendly
$80k - $90k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $135k / year
‌
Investment Counselor (Financial Advisor Alternative)
myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Remote Financial Wealth Advisor Retirement Planner
The Variable Annuity Life Insurance
🌎 Remote
New
Remote
Health Insurance
Dental Insurance
Job Description
Working as a Financial Advisor in Thousand Oaks, CA
There are 315 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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