Wealth Management Jobs in Thousand Oaks CA
2 days ago
1.
Wealth Management Advisor
Finance & Banking (Financial Consultant, Wealth Management, Financial Services)
Wealth Advisor | $3B+ Independent RIA - At Roklyn we specialize exclusively in the California wealth management market. We don’t just...
Wealth Management Advisor JobListing for: Roklyn Consulting |
2 days ago
2.
Senior Wealth Advisor - Alternatives & Holistic Planning
Finance & Banking (Wealth Management, Financial Advisor)
A leading wealth management firm is seeking a Wealth Advisor to oversee client portfolios and provide exemplary service. The role...
Senior Wealth Advisor - Alternatives & Holistic Planning JobListing for: Roklyn Consulting |
2 days ago
3.
Senior CPA Client Manager - Strategy & Relationship Lead
Management (Wealth Management)
A boutique CPA firm in Thousand Oaks seeks a Senior Client Manager to oversee client relationships and manage internal teams. The role...
Senior CPA Client Manager - Strategy & Relationship Lead JobListing for: one mission |
2 days ago
4.
Tax Lead & Client Success Manager
Management (Wealth Management)
A reputable tax services firm in Thousand Oaks is looking for a CPA or Tax Lead and Client Manager. This role involves overseeing client...
Tax Lead & Client Success Manager JobListing for: one mission |
2 days ago
5.
Senior Manager, Property Tax - Lead Client Engagements
Finance & Banking (Wealth Management, Accounting & Finance, Financial Compliance), Management (Wealth Management)
A leading global professional services firm is seeking an Indirect Tax – Property Tax – Senior Manager to lead client engagements and...
Senior Manager, Property Tax - Lead Client Engagements JobListing for: EY |
2 weeks ago
6.
Senior Wealth Advisor - Alternatives & Holistic Planning
Finance & Banking (Wealth Management, Financial Advisor)
A leading wealth management firm is seeking a Wealth Advisor to oversee client portfolios and provide exemplary service. The role...
Senior Wealth Advisor - Alternatives & Holistic Planning JobListing for: Roklyn Consulting |
2 weeks ago
7.
Wealth Management Advisor
Finance & Banking (Financial Consultant, Wealth Management)
Wealth Advisor | $3B+ Independent RIA - At Roklyn we specialize exclusively in the California wealth management market. We don’t just...
Wealth Management Advisor JobListing for: Roklyn Consulting |
3 weeks ago
8.
Tax Lead & Client Success Manager
Management (Wealth Management), Finance & Banking (Wealth Management)
A reputable tax services firm in Thousand Oaks is looking for a CPA or Tax Lead and Client Manager. This role involves overseeing client...
Tax Lead & Client Success Manager JobListing for: one mission |
3 weeks ago
9.
Senior CPA Client Manager - Strategy & Relationship Lead
Management (Wealth Management)
A boutique CPA firm in Thousand Oaks seeks a Senior Client Manager to oversee client relationships and manage internal teams. The role...
Senior CPA Client Manager - Strategy & Relationship Lead JobListing for: one mission |