Personal Financial Advisor Jobs in El Monte, CA

1-14 of 14 Jobs

Pasadena, CA (7 miles from El Monte, CA)
9 days ago

Pasadena, CA (7 miles from El Monte, CA)
9 days ago

EDUCATION AND EXPERIENCE: Strong understanding of wealth management, including fee- based consulting, mutual funds, managed money platforms, insurance, annuities, and financial planning....

Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio

Los Angeles, CA (13 miles from El Monte, CA)
14 days ago

Los Angeles, CA (13 miles from El Monte, CA)
14 days ago

Team-Sponsored Launch - Pilot Wealth Advisors (Waterville, Ohio) Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to...

Wealth Analyst

Los Angeles, CA (13 miles from El Monte, CA)
17 days ago

Los Angeles, CA (13 miles from El Monte, CA)
17 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....

Wealth Analyst I

Beverly Hills, CA (20 miles from El Monte, CA)
19 days ago

Beverly Hills, CA (20 miles from El Monte, CA)
19 days ago

Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares...

Wealth Advisor II

Beverly Hills, CA (20 miles from El Monte, CA)
19 days ago

Beverly Hills, CA (20 miles from El Monte, CA)
19 days ago

Team effectively with CNB colleagues to set strategies and provide wealth management services across the full product spectrum....

Wealth Advisor (Los Angeles)

Los Angeles, CA (13 miles from El Monte, CA)
20 days ago

Los Angeles, CA (13 miles from El Monte, CA)
20 days ago

Financial Planner (CFP) designation required....

Private Wealth Advisor

Los Angeles, CA (13 miles from El Monte, CA)
27 days ago

Los Angeles, CA (13 miles from El Monte, CA)
27 days ago

As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing...

Senior Wealth Advisor

Los Angeles, CA (13 miles from El Monte, CA)
29 days ago

Los Angeles, CA (13 miles from El Monte, CA)
29 days ago

planning process....

Senior Wealth Advisor - Burbank, CA

Burbank, CA (16 miles from El Monte, CA)
30+ days ago

Burbank, CA (16 miles from El Monte, CA)
30+ days ago

planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

Wealth Management Advisor- Los Feliz CA

Los Angeles, CA (13 miles from El Monte, CA)
30+ days ago

Los Angeles, CA (13 miles from El Monte, CA)
30+ days ago

Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....

Senior Wealth Advisor - Wilshire Blvd

Los Angeles, CA (13 miles from El Monte, CA)
45+ days ago

Los Angeles, CA (13 miles from El Monte, CA)
45+ days ago

Wealth Advisor - Mechanics Bank

Beverly Hills, CA (20 miles from El Monte, CA)
90+ days ago

Beverly Hills, CA (20 miles from El Monte, 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....

Financial Services Advisor

Pasadena, CA (7 miles from El Monte, CA)
90+ days ago

Pasadena, CA (7 miles from El Monte, CA)
90+ days ago

Paul Mitchell The School Pasadena is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our...

Wealth Management Advisor - Los Angeles, CA

Los Angeles, CA (13 miles from El Monte, CA)
90+ days ago

Los Angeles, CA (13 miles from El Monte, 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...

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Demographic Data for El Monte, CA

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

Median Age

Average Household Income

Home Value vs Household Income in El Monte, CA

Local

National

Total Population

88,334

Number of Businesses

1,788

City Size

Medium/Lg

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...

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...

LinkedIn for Financial Advisors

Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in El Monte, 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 El Monte, 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

2.6%

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 El Monte, 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