Financial Planner Jobs in Thousand Oaks
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Search Results - Financial Planner Jobs in Thousand Oaks
Modern Wealth Management-Thousand Oaks
or helps determine firm investment strategies for clients.
Requirements:
• A bachelors degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is required...
mindmatch.ai -
Firefighters First Credit Union-Thousand Oaks
their financial goals.
• Overseeing discretionary distributions, fiduciary income taxes, estate planning (including Federal estate and gift taxes), generation skipping transfer tax, investments and fiduciary law.
• Delivering, hosting, and/or participating...
Aditi Consulting-Thousand Oaks
Engineering’s processes and data management and visualization by staying informed of industry best practices, tools, and technologies.
Top 3 Must Have Skill Sets:
2+ years of work experience in Accounting, Financial Planning & Analysis, Data Science...
resume-library.com -
InsuraTec-Thousand Oaks
Job Description
Job Description
Sales Representative - Remote
Location: 100% Remote (Work From Home)
About InsuraTec:
InsuraTec is a leading provider in financial planning and insurance services. We’re...
Robert Half-Los Angeles, 41 mi from Thousand Oaks
with a proven track record of engaging directly with high-net-worth clients.
• Certified Financial Planner (CFP) designation is a must.
• Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior...
roberthalf.com -
Goldencustomercare-Los Angeles, 41 mi from Thousand Oaks
the world healthier and happier. Our creative content educates the world on making smarter health choices, while the brands we own generate over $1 billion of revenue annually. Learn more about our brands.
We’re Looking For An: Director, Financial Planning...
appcast.io -
GOAT Group-Los Angeles, 41 mi from Thousand Oaks
Job Description
Job Description
About the Team
At GOAT Group, the Finance team is responsible for managing the company's financial profile. Through analysis, reporting, long-range planning and partnering with business leaders, our Finance team...
Global Music Rights, LLC-Los Angeles, 41 mi from Thousand Oaks
the integrity of music rights and promoting the value of intellectual property on behalf of creators.
Job Title: Data Analyst, Financial Planning & Analysis
Role and Responsibilities:
This full-time position will be responsible for shaping financial planning...
appcast.io -
Kinect-Los Angeles, 41 mi from Thousand Oaks
A well-established and rapidly growing wealth management firm is seeking an experienced Senior Vice President to join our dynamic Advanced Wealth Planning team. This leadership role is ideal for a highly skilled financial planner who specializes...
mindmatch.ai -
One United-Los Angeles, 41 mi from Thousand Oaks
Senior Financial Planning & Analysis (FP&A) Analyst
POSITION SUMMARY:
We are seeking a detail-oriented, highly analytical Senior FP&A Analyst to join our finance team. Initially, this position will be focused more on performing general ledger...
appcast.io -
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