Wealth Management Advisor Salaries in Thousand Oaks, CA

Interest to develop career within financial services industry; working towards CFP certification preferred. Basic knowledge of financial and investment concepts…

$60,000 - $120,000 a year

Minimum 10 years client-facing experience in financial services or related field. The Advanced Wealth Strategist is responsible for analyzing client asset…

$160,000 - $183,000 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

1 day ago

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team,…

$68,000 - $120,000 a year

Make active outbound calls to set appointments with prospects and existing clients. Series 65, insurance license required or willing to obtain within 3 months…

$60,000 - $70,000 a year

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