US - CA - Agoura - 5667 Kanan Rd - AGOURA BC (CA6144), US - CA - Arroyo Grande - 200 W Branch St (CA0268), US - CA - Camarillo - 2400 E Ponderosa Dr - CAMARILLO BC (CA6106), US - CA - Goleta - 5892 Calle Real (CA6118), US - CA - Moorpark - 730 New Los Angeles Ave (CA7132), US - CA - Newbury Park - 2345 Borchard Rd - NEWBURY PARK BC (CA6133), US - CA - Ojai - 205 W Ojai Ave - OJAI VALLEY BC (CA6110), US - CA - Oxnard - 1855 N Oxnard Blvd - OXNARD MAIN OFFICE (CA6152), US - CA - Oxnard - 2475 Saviers Rd - SOUTH OXNARD BC (CA6125), US - CA - Oxnard - 670 TOWN CENTER DR - RIVERPARK CENTER (CA6260), US - CA - San Luis Obispo - 1102 Higuera St - San Luis Obispo FC (CA0274), US - CA - Santa Barbara - 1096 Coast Village Rd - Montecito (CA6161), US - CA - Santa Barbara - 3790 State St - North Santa Barbara (CA6121), US - CA - Santa Barbara - 834 State St - Santa Barbara Main (CA6113), US - CA - Santa Maria - 2060 S Brdway - South Broadway (CA0269), US - CA - Santa Maria - 300 Town Ctr E (CA0264), US - CA - Santa Paula - 715 E Main St - SANTA PAULA BC (CA6105), US - CA - Simi Valley - 1307 E Los Angeles Ave - SIMI VALLEY BC (CA6138), US - CA - Simi Valley - 2830 Cochran St - SYCAMORE PLAZA BC (CA7173), US - CA - Thousand Oaks - 1440 N Moorpark Rd - THOUSAND OAKS BC (CA6149), US - CA - Thousand Oaks - 50 W Hillcrest Dr - Thousand Oaks - Hillcrest (CA6268), US - CA - Ventura - 1130 S Victoria Ave - Ventura Main (CA6101), US - CA - Ventura - 2698 E Main St - BUENA VENTURA BANKING CENTER (CA6116), US - CA - Westlake Village - 30895 E Thousand Oaks Blvd - Lindero Canyon (CA6145), US - CA - Westlake Village - 954 S Westlake Blvd - WESTLAKE VILLAGE BC (CA6132). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.