Personal Financial Advisor Jobs in El Sobrante, CA

1-14 of 14 Jobs

Private Wealth Advisor Director

  • Walnut Creek, CA (13 miles from El Sobrante, CA)
  • 17 hours ago
  • Walnut Creek, CA (13 miles from El Sobrante, CA)
  • 17 hours ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Private Wealth Advisor Director

  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 1 day ago
  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 1 day ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Wealth Advisor - Mechanics Bank

  • Oakland, CA (13 miles from El Sobrante, CA)
  • 3 days ago
  • Oakland, CA (13 miles from El Sobrante, CA)
  • 3 days ago

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

Wealth Advisor Associate

  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 6 days ago
  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 6 days ago

Industry experience: Minimum of 10 years within the wealth management industry. Demonstrated experience handling complex financial planning....

Wealth Advisor (South Bay)

  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 7 days ago
  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 7 days ago

financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare...

Sr Wealth Advisor (San Francisco)

  • Walnut Creek, CA (13 miles from El Sobrante, CA)
  • 7 days ago
  • Walnut Creek, CA (13 miles from El Sobrante, CA)
  • 7 days ago

Financial Planner (CFP) designation required....

Wealth Advisor (East Bay)

  • Walnut Creek, CA (13 miles from El Sobrante, CA)
  • 7 days ago
  • Walnut Creek, CA (13 miles from El Sobrante, CA)
  • 7 days ago

financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare...

Sr Wealth Advisor (Silicon Valley)

  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 7 days ago
  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 7 days ago

Financial Planner (CFP) designation required....

Wealth Advisor - Schwab Wealth Advisory

  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 20 days ago
  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 20 days ago

plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client...

Asset & Wealth Management, Financial Planning Advisor , Vice President - San Francisco

  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 23 days ago
  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 23 days ago

Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field. Proven track record of working with ultra-high net worth clients....

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 30+ days ago
  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 30+ days ago

plans and portfolios for clients....

Sr Wealth Advisor

  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 30+ days ago
  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 30+ days ago

Financial Planner (CFP) designation required....

Wealth Advisor

  • Mill Valley, CA (16 miles from El Sobrante, CA)
  • 45+ days ago
  • Mill Valley, CA (16 miles from El Sobrante, CA)
  • 45+ days ago

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

Senior Wealth Strategy Associate

  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 60+ days ago
  • San Francisco, CA (14 miles from El Sobrante, CA)
  • 60+ days ago

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

Demographic Data for El Sobrante, CA

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

Local
National
26,457
372
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Salary for Personal Financial Advisor Jobs in El Sobrante, 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 Sobrante, 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 El Sobrante, 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!