Financial Planner Jobs in Thousand Oaks, CA (875)
Financial Consultant Partner - Thousand Oaks, CA
Charles Schwab Careers
Thousand Oaks, California
Dental Insurance
Vision Insurance
Education
Parental Leave
Financial Planner with Athletic Background
Beer Financial Group
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$150k / year
Financial Advisor
Northwestern Mutual Life Insurance
Calabasas, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
Northwestern Mutual
Woodland Hills, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
Wealth Advisor
Roklyn Consulting
Thousand Oaks, CA
New
Financial Advisor
Pointwealth Capital Management
Encino, CA
Health Insurance
Dental Insurance
Vision Insurance
$500 / week
‌
Relationship Manager
Morton Wealth
Calabasas, CA
New
‌
Financial Advisor Trainee (Westlake Village, CA)
Raymond James Financial Services
Thousand Oaks, CA
Health Insurance
‌
Wealth Relationship Manager
Citigroup
Simi Valley, CA
New
$83.9k - $125.9k / year
‌
Financial Planner
Mercer Advisors
Woodland Hills, CA
New
Hospitality
Vision Insurance
Parental Leave
$76.5k - $90k / year
‌
Financial Planner: Flexible Schedule, High Earnings
Beer Financial Group
Oxnard, CA
New
Part-Time
Flexible Schedule
$150k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Westlake Village, CA
New
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Advisor
MRINetwork
Encino, CA
‌
Financial Solutions Advisor- Newbury Park Financial Center
Dormont Manufacturing
Thousand Oaks, CA
New
$70k - $80k / year
‌
Financial Solutions Advisor - Tri Valley
Bank of America
Chatsworth, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Consultant - Woodland Hills, CA
Fidelity Investments
Woodland Hills, CA
Education
Parental Leave
$60k - $75k / year
‌
Financial Solutions Advisor- Newbury Park Financial Center
Bank of America
Newbury Park, CA
New
Diversity Leader
Eco-Friendly
‌
Wealth Advisor
OceanAir Federal Credit Union
Oxnard, CA
Hospitality
Diversity Leader
‌
Financial Solutions Advisor- Valley Crest Market
Bank of America
Sherman Oaks, CA
New
Diversity Leader
Eco-Friendly
‌
Financial Advisor - Goleta, CA
Kinecta FCU
Thousand Oaks, CA
Health Insurance
‌
Financial Consultant Partner - Thousand Oaks, CA
Charles Schwab
Thousand Oaks, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Advisor
Foundation Risk Partners
Valencia, CA
Hybrid
PTO
Dental Insurance
Vision Insurance
Education
$50k - $150k / year
‌
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Bank of America
Thousand Oaks, CA
New
Diversity Leader
Eco-Friendly
‌
Wealth Management Associate
Right Choice Resources
Calabasas, CA
New
Dental Insurance
Vision Insurance
$65k - $90k / year
‌
Financial Solutions Advisor
Jobtailor
Thousand Oaks, CA
New
‌
Wealth Management Partner: Financial Consultant
Charles Schwab
Thousand Oaks, CA
New
‌
Tax Planning Coordinator / Associate Tax Planner
One Mission
Thousand Oaks, CA
New
Part-Time
PTO
‌
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
National Black MBA Association
Westlake Village, CA
New
$80k - $90k / year
‌
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market
Dormont Manufacturing
Westlake Village, CA
New
$80k - $90k / year
‌
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Westlake Vill[...]
Dormont Manufacturing
Westlake Village, CA
New
Hourly
$28.85 - $33.65 / hour
‌
Remote Financial Advisor - Retirement Planner
Corebridge Financial
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
‌
Remote Financial Advisor Retirement Planner
Corebridge Financial
🌎 Remote
Remote
‌
Remote Financial Advisor: Wealth & Retirement Planner
Braypark Wealth Management
🌎 Remote
New
Remote
Job Description
Working as a Financial Planner in Thousand Oaks, CA
There are 875 Financial Planner opportunities available in Thousand Oaks, CA all with unique requirements.
The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.
Financial Planner jobs near Thousand Oaks, CA
Financial Planners in Thousand Oaks, CA Resume Data
Average Experience for Financial Planners in Thousand Oaks, CA
- More than 10 years: 69%
- 6-10 years: 23%
- 3-5 years: 5%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Planners in Thousand Oaks, CA
- Bachelors: 48%
- Masters: 24%
- Diploma: 14%
- Associates: 12%
- Doctorate: 3%
Top Skill for Financial Planners in Thousand Oaks, CA
- Attention to detail: 14%
- Spreadsheets with Microsoft Excel: 13%
- Customer focus & orientation: 12%
- Management & leadership skills: Impact & influence: 10%
- Sales skills: 10%
- Administrative assistant/receptionist: 9%
- Customer service: 9%
- Filing & organization: 9%
- Social media: 8%
- Work style: Reliability: 8%
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