Personal Financial Advisor Jobs in Fountain Valley, CA

1-9 of 9 Jobs

Newport Beach, CA (10 miles from Fountain Valley, CA)
2 days ago

Newport Beach, CA (10 miles from Fountain Valley, CA)
2 days ago

ABOUT KNIGHSTSBRIDGE WEALTH MANAGEMENT Knightsbridge Wealth Management is a Registered Investment Advisor (RIA) headquartered in Newport Beach, CA with $800 million assets under management (AUM) and...

Remote Work

Private Wealth Analyst

Irvine, CA (11 miles from Fountain Valley, CA)
2 days ago

Irvine, CA (11 miles from Fountain Valley, CA)
2 days ago

Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....

Advisor, Wealth Management and Retirement Plans

Irvine, CA (11 miles from Fountain Valley, CA)
6 days ago

Irvine, CA (11 miles from Fountain Valley, CA)
6 days ago

PRIMARY RESPONSIBILITIES: Utilize your substantial book of business in Wealth Management and Retirement Plans to diversify and strengthen our financial portfolio....

MarshBerry - Wealth Advisor VP (Dana Point, CA)

Dana Point, CA (23 miles from Fountain Valley, CA)
10 days ago

Dana Point, CA (23 miles from Fountain Valley, CA)
10 days ago

Key Focus Areas: This position primarily serves clients within the Wealth Advisory market, including Registered Investment Advisors (RIAs), Retirement Planning, Life Insurance, and Wealth Management...

Private Wealth Advisor Director

Newport Beach, CA (10 miles from Fountain Valley, CA)
14 days ago

Newport Beach, CA (10 miles from Fountain Valley, CA)
14 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....

Wealth Advisor - California Bank & Trust

Laguna Hills, CA (14 miles from Fountain Valley, CA)
16 days ago

Laguna Hills, CA (14 miles from Fountain Valley, CA)
16 days 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 &...

Senior Wealth Advisor - Downey, CA

Downey, CA (19 miles from Fountain Valley, CA)
45+ days ago

Downey, CA (19 miles from Fountain Valley, CA)
45+ 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 Advisor - Irvine

Irvine, CA (11 miles from Fountain Valley, CA)
60+ days ago

Irvine, CA (11 miles from Fountain Valley, CA)
60+ days ago

Process a keen understanding of financial planning....

Wealth Advisor - Mechanics Bank

Newport Beach, CA (10 miles from Fountain Valley, CA)
90+ days ago

Newport Beach, CA (10 miles from Fountain Valley, 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....

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Demographic Data for Fountain Valley, CA

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

Median Age

Average Household Income

Home Value vs Household Income in Fountain Valley, CA

Local

National

Total Population

57,192

Number of Businesses

2,056

City Size

Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

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...

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...

Salary for Personal Financial Advisor Jobs in Fountain Valley, 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 Fountain Valley, CA offer the following education background

Bachelor's Degree

52.5%

Master's Degree

31.4%

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 Fountain Valley, 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