Personal Financial Advisor Jobs in Aptos, CA

1-4 of 4 Jobs

Campbell, CA (21 miles from Aptos, CA)
22 days ago

Campbell, CA (21 miles from Aptos, CA)
22 days ago

Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that...

Wealth Management Advisor - Aptos, California

Aptos, CA
11 days ago

Aptos, CA
11 days ago

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team....

Associate Wealth Advisor

Campbell, CA (21 miles from Aptos, CA)
30+ days ago

Campbell, CA (21 miles from Aptos, CA)
30+ days ago

financial planning software, CRM and portfolio management systems....

Wealth Advisor - Mechanics Bank

Seaside, CA (23 miles from Aptos, CA)
90+ days ago

Seaside, CA (23 miles from Aptos, CA)
90+ 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....

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Demographic Data for Aptos, CA

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

Median Age

Average Household Income

Home Value vs Household Income in Aptos, CA

Local

National

Total Population

24,706

Number of Businesses

661

City Size

Medium

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...

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Financial Advisor Training

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

Salary for Personal Financial Advisor Jobs in Aptos, 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 Aptos, CA offer the following education background

Bachelor's Degree

52.5%

Master's Degree

31.4%

High School or GED

4.5%

Vocational Degree or Certification

4.2%

Associate's Degree

4.1%

Doctorate Degree

2.7%

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 Aptos, 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