Investment Consultant Jobs in Thousand Oaks, California
5 Thousand Oaks, CA Investment Consultant jobs found on Monster.Jobs 1 to 5 of 5
Join a Winning Team at Ventura County Credit Union! Established as a primary financial institution in Ventura County for over 60 years, Ventura County Credit Union is a financially strong and growing organization. As the largest credit union headquartered in Ventura County, VCCU has offices in Ventura, Oxnard, Camarillo, Thousand Oaks, and Simi Valley. At VCCU, we are committed to excellent member...
Sales Consultant to Deliver Leading Wealth Management Solution! Job Label:ASMK-SlsConSoCal Creative and strategic professionals with finance industry experience will find significant opportunity to achieve recognition and reap the rewards of their efforts as a Sales Consultant for Assetmark, Inc. Your driven and self-starting personality will be a seamless fit in our empowering environment as you...
Average will earn $50K, Excellent will earn $250K. Please read this entire ad very thoroughly before you apply. Please do not even apply unless you are an outstanding Salesperson. You must be highly motivated to succeed, be extremely client oriented, self-driven and never give up. You can develop deep and meaningful rapport with people, and communicate with piercing persuasiveness. You want to dev...
Position Summary: ·Working closely with the Senior Leadership Team, this key leader will be responsible for leading ITT Control Technologies' strategic planning and portfolio planning processes. These activities will be broadly defined and include the following major responsibilities: Leads the strategic planning and processes used throughout the organization. Develops and directs portfolio planni...
The Natural Resources Defense Council (NRDC) is the nation's most effective environmental action organization. We use law, science and the support of 1.3 million members and online activists to protect the planet's wildlife and wild places and to ensure a safe and healthy environment for all living things. NRDC was founded in 1970 and our staff helped write some of America's bedrock environmental...
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Education Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Thousand Oaks
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Protects client and company interests by complying with federal, state, and foreign regulations; keeping information confidential.
Interviews clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
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