Personal Financial Advisor Jobs in La Jolla, CA

1-10 of 10 Jobs

Sr Manager - Sr Wealth Advisor, Schwab Wealth Advisory

  • San Diego, CA (10 miles from La Jolla, CA)
  • 1 day ago
  • San Diego, CA (10 miles from La Jolla, CA)
  • 1 day ago

The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams....

Wealth Advisor, Schwab Wealth Advisory

  • San Diego, CA (10 miles from La Jolla, CA)
  • 14 days ago
  • San Diego, CA (10 miles from La Jolla, CA)
  • 14 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...

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • San Diego, CA (10 miles from La Jolla, CA)
  • 14 days ago
  • San Diego, CA (10 miles from La Jolla, CA)
  • 14 days ago

plans and portfolios for clients....

Senior Wealth Advisor

  • San Diego, CA (10 miles from La Jolla, CA)
  • 26 days ago
  • San Diego, CA (10 miles from La Jolla, CA)
  • 26 days ago

net worth clients in financial services, law or consulting....

Wealth Advisor

  • San Diego, CA (10 miles from La Jolla, CA)
  • 45+ days ago
  • San Diego, CA (10 miles from La Jolla, CA)
  • 45+ days ago

services Interest to develop career within financial services industry; working towards CFP certification preferred Basic knowledge of financial and investment concepts Excellent written and verbal...

Wealth Management Advisor - La Jolla, CA

  • La Jolla, CA
  • 45+ days ago
  • La Jolla, CA
  • 45+ days ago

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team....

Wealth Advisor - California Bank & Trust

  • San Diego, CA (10 miles from La Jolla, CA)
  • 60+ days ago
  • San Diego, CA (10 miles from La Jolla, CA)
  • 60+ days ago

The Investment Program at California Bank & Trust supports the local community with a complete menu of financial services....

Senior Wealth Advisor

  • San Diego, CA (10 miles from La Jolla, CA)
  • 60+ days ago
  • San Diego, CA (10 miles from La Jolla, CA)
  • 60+ days ago

and Wealth Management....

Wealth Advisor - Mechanics Bank

  • San Diego, CA (10 miles from La Jolla, CA)
  • 90+ days ago
  • San Diego, CA (10 miles from La Jolla, CA)
  • 90+ days ago

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

Senior Wealth Advisor

  • La Jolla, CA
  • 90+ days ago
  • La Jolla, CA
  • 90+ days ago

Financial planning/wealth management acumen, judgment and experience. Solid strategic thinker, creative problem solver and competent decision maker....

Demographic Data for La Jolla, CA

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

Local
National
51,587
2,662
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.
edX
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...
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...
Corporate Finance Institute
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in La Jolla, 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 La Jolla, 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 La Jolla, 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!