Personal Financial Advisor Jobs in East Palo Alto, CA

1-5 of 5 Jobs

Wealth Advisor - Mechanics Bank

  • Oakland, CA (22 miles from East Palo Alto, CA)
  • 5 days ago
  • Oakland, CA (22 miles from East Palo Alto, CA)
  • 5 days ago

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....

Sr Wealth Advisor (South Bay)

  • Menlo Park, CA (3 miles from East Palo Alto, CA)
  • 9 days ago
  • Menlo Park, CA (3 miles from East Palo Alto, CA)
  • 9 days ago

Financial Planner (CFP) designation required....

Wealth Advisor

  • Menlo Park, CA (3 miles from East Palo Alto, CA)
  • 45+ days ago
  • Menlo Park, CA (3 miles from East Palo Alto, CA)
  • 45+ days ago

Contribute to the development and monitoring of best practices in the delivery of financial planning services....

Associate Wealth Advisor

  • Campbell, CA (15 miles from East Palo Alto, CA)
  • 60+ days ago
  • Campbell, CA (15 miles from East Palo Alto, CA)
  • 60+ days ago

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

Wealth Management Advisor - Palo Alto, CA

  • Palo Alto, CA (1 mile from East Palo Alto, CA)
  • 90+ days ago
  • Palo Alto, CA (1 mile from East Palo Alto, CA)
  • 90+ days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

Demographic Data for East Palo Alto, CA

Moving to East Palo Alto, CA? Find some basic demographic data about East Palo Alto, CA below.

Local
National
39,536,271
996,598

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 advisor, youll educate your clients on investments, taxes, savings...
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LinkedIn for Financial Advisors
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Salary for Personal Financial Advisor Jobs in East Palo Alto, 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 East Palo Alto, CA offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
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 East Palo Alto, 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!