Personal Financial Advisor Jobs in Alameda, CA

1-15 of 21 Jobs

VP, Wealth Management Advisor - Palo Alto, CA

Fidelity Investments
Palo Alto, CA (23 miles from Alameda, CA)
1 day ago

Palo Alto, CA (23 miles from Alameda, CA)
1 day ago

Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales...

In Person

Virtual Retirement Specialist

Nationwide Mutual Insurance Company
San Francisco, CA (7 miles from Alameda, CA)
1 day ago

San Francisco, CA (7 miles from Alameda, CA)
1 day ago

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and...

Remote

Wealth Strategy Associate

UBS
San Francisco, CA (7 miles from Alameda, CA)
6 days ago

San Francisco, CA (7 miles from Alameda, CA)
6 days ago

Wealth Strategy Associate 3.8 3.8 out of 5 stars United States - California Business management, administration and support Global Wealth Management Job Reference # 334687BR City San Francisco Job Type...

In Person

Wealth Advisor

Aprio
San Francisco, CA (7 miles from Alameda, CA)
7 days ago

San Francisco, CA (7 miles from Alameda, CA)
7 days ago

Qualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...

Hybrid

Wealth Management Advisor II

Fifth Third Bank
Palo Alto, CA (23 miles from Alameda, CA)
8 days ago

Palo Alto, CA (23 miles from Alameda, CA)
8 days ago

Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management....

In Person

Wealth Advisor

Beacon Pointe Advisors LLC.
Mill Valley, CA (17 miles from Alameda, CA)
8 days ago

Mill Valley, CA (17 miles from Alameda, CA)
8 days ago

We are a dynamic, growing wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families....

Remote

Associate Wealth Advisor

Bessemer Trust Company, N.A.
San Francisco, CA (7 miles from Alameda, CA)
12 days ago

San Francisco, CA (7 miles from Alameda, CA)
12 days ago

Develop proficiency in asset allocation modeling and analysis of investment portfolios, fixed income portfolios, and tax transitions....

Hybrid

Wealth Advisor - Mechanics Bank

LPL Financial Services
El Cerrito, CA (10 miles from Alameda, CA)
15 days ago

El Cerrito, CA (10 miles from Alameda, CA)
15 days ago

Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....

In Person

Wealth Analyst

Bank of Montreal
San Francisco, CA (7 miles from Alameda, CA)
18 days ago

San Francisco, CA (7 miles from Alameda, CA)
18 days ago

General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....

In Person

Associate Wealth Advisor

Focus Financial Partners
Walnut Creek, CA (13 miles from Alameda, CA)
19 days ago

Walnut Creek, CA (13 miles from Alameda, CA)
19 days ago

#LI-JS1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....

Remote

Wealth Analyst Team Manager

Bank of Montreal
San Francisco, CA (7 miles from Alameda, CA)
22 days ago

San Francisco, CA (7 miles from Alameda, CA)
22 days ago

In-depth experience with financial planning products and related technologies....

In Person

Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San Francisco San Francisco, CA, USA

Goldman Sachs, Inc.
San Francisco, CA (7 miles from Alameda, CA)
26 days ago

San Francisco, CA (7 miles from Alameda, CA)
26 days ago

Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - San FranciscoJob Description ABOUT THIS JOB The Goldman Sachs Private Family Office provides financial counseling...

In Person Part Time

Wealth Advisor

EP Wealth Advisors
Walnut Creek, CA (13 miles from Alameda, CA)
30+ days ago

Walnut Creek, CA (13 miles from Alameda, CA)
30+ days ago

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals....

Hybrid

Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)

Charles Schwab Corporation
San Francisco, CA (7 miles from Alameda, CA)
30+ days ago

San Francisco, CA (7 miles from Alameda, CA)
30+ days ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

In Person

Senior Wealth Strategy Associate

UBS
San Francisco, CA (7 miles from Alameda, CA)
30+ days ago

San Francisco, CA (7 miles from Alameda, CA)
30+ days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

In Person

View all 21 jobs

Demographic Data for Alameda, CA

Moving to Alameda, CA? Find some basic demographic data about Alameda, CA below.

Median Age

Average Household Income

Home Value vs Household Income in Alameda, CA

Local

National

Total Population

78,280

Number of Businesses

1,813

City Size

Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

Introduction to Personal Financial Planning

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...

Financial Development and Financial Inclusion

Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...

Salary for Personal Financial Advisor Jobs in Alameda, CA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Alameda, CA offer the following education background

Bachelor's Degree

52.6%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.1%

Associate's Degree

4.1%

Doctorate Degree

2.6%

Some College

0.5%

Some High School

0.1%

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Alameda, CA

2-4 years

39.1%

4-6 years

21.7%

None

17.4%

1-2 years

13.0%

Less than 1 year

8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills