Personal Financial Advisor Jobs in Folsom, CA

1-5 of 5 Jobs

Wealth Advisor - California Bank & Trust

  • Sacramento, CA (19 miles from Folsom, CA)
  • 1 day ago
  • Sacramento, CA (19 miles from Folsom, CA)
  • 1 day ago

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at California Bank &...

Financial Empowerment Center Financial Coach

  • Sacramento, CA (19 miles from Folsom, CA)
  • 13 days ago
  • Sacramento, CA (19 miles from Folsom, CA)
  • 13 days ago

planning, coaching/mentoring, teaching, financial services, or other related fields....

Senior Wealth Advisor

  • Sacramento, CA (19 miles from Folsom, CA)
  • 16 days ago
  • Sacramento, CA (19 miles from Folsom, CA)
  • 16 days ago

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

Regional Consultant, Wealth Management - West

  • Sacramento, CA (19 miles from Folsom, CA)
  • 25 days ago
  • Sacramento, CA (19 miles from Folsom, CA)
  • 25 days ago

To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing...

Private Wealth Advisor Director

  • Sacramento, CA (19 miles from Folsom, CA)
  • 60+ days ago
  • Sacramento, CA (19 miles from Folsom, CA)
  • 60+ days ago

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

Demographic Data for Folsom, CA

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

Local
National
74,787
2,424
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...
John Academy
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...
Udemy
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...
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Salary for Personal Financial Advisor Jobs in Folsom, 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 Folsom, 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 Folsom, 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

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