Personal Financial Advisor Jobs in Campbell, CA

1-6 of 6 Jobs

VP, Wealth Management Advisor - San Jose Area

  • Fidelity Investments
  • Palo Alto, CA (15 miles from Campbell, CA)
  • 20 days ago
  • Palo Alto, CA (15 miles from Campbell, CA)
  • 20 days ago

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

In Person

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

  • Charles Schwab Corporation
  • Campbell, CA
  • 25 days ago
  • Campbell, CA
  • 25 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 Advisor

  • Columbia Banking System, Inc.
  • San Jose, CA (5 miles from Campbell, CA)
  • 30+ days ago
  • San Jose, CA (5 miles from Campbell, CA)
  • 30+ days ago

financial planner, investment advisor Representative, or wealth manager....

In Person

Wealth Management Consultant

  • Accenture
  • Mountain View, CA (10 miles from Campbell, CA)
  • 45+ days ago
  • Mountain View, CA (10 miles from Campbell, CA)
  • 45+ days ago

Job Description No industry can escape digital's disruption, especially not Wealth Management....

In Person

Wealth Advisor - Mechanics Bank

  • LPL Financial Services
  • San Carlos, CA (22 miles from Campbell, CA)
  • 90+ days ago
  • San Carlos, CA (22 miles from Campbell, CA)
  • 90+ days ago

management needs of its clients....

In Person

Associate Wealth Advisor

  • Beacon Pointe Advisors LLC.
  • Campbell, CA
  • 90+ days ago
  • Campbell, CA
  • 90+ days ago

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

In Person

Demographic Data for Campbell, CA

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

Local
National
49,038
1,994
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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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...
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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,...
Corporate Finance Institute
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...
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Salary for Personal Financial Advisor Jobs in Campbell, 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 Campbell, 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 Campbell, 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!