Financial Planner Salaries in Thousand Oaks, CA

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).

$30.10 - $49.71 an hour

Analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes,.  A bachelor’s degree is required.

$70,000 - $90,000 a year

Candidates should have 1-2 years of experience in wealth planning or a related financial services field. The Associate will receive extensive training on our…

$70,000 - $90,000 a year

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

$70,320 a year

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions…

$28.85 - $33.65 an hour

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…

$70,000 - $80,000 a year