Investment Consultant Jobs in Thousand Oaks, California
6 Thousand Oaks, CA Investment Consultant jobs found on Monster.Jobs 1 to 6 of 6
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...
Position Description The Application Development Consultant will: • Evaluate user requests for new or reengineered applications to determine their feasibility and time requirements and their compatibility with current systems and architecture standards. • Recommend solutions, develop, and build applications. • Must be able to evaluate user requests for new or reengineered applications to determine...
Position Description • Manage all aspects of moderate to complex projects to ensure the achievement of project goals and tactical business results. • Develop project plans, schedules and budgets, identify needed resources. • May manage multiple projects at one time depending on scope and coordinates the activities of several project teams utilizing own project plan including supervision of more ju...
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...
Banc of California is hiring an Associate General Counsel for our Santa Monica office. The Associate General Counsel provides in house legal services both the investment platform and operations of Palisades. The position requires extensive experience with all aspects of the purchase, sale and management of residential real estate, including complex portfolios, financing transaction both in repurch...
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...
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$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
Offers advice on the purchase or sale of particular securities.
Realizes and preserves asset value after taxes by determining and recommending asset ownership structures, diversification strategies, and related practices; developing asset allocations and financial plans; researching investment options; managing liquid assets; monitoring investment performance; recommending and implementing changes in strategies and investments; offering guidance and advice; obtaining, evaluating, and planning estate provisions.
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