Personal Financial Advisor Jobs in Lakeside, CA

1-9 of 9 Jobs

Wealth Advisor - California Bank & Trust

  • San Diego, CA (22 miles from Lakeside, CA)
  • 1 day ago
  • San Diego, CA (22 miles from Lakeside, 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 &...

Associate Wealth Advisor

  • San Diego, CA (22 miles from Lakeside, CA)
  • 10 days ago
  • San Diego, CA (22 miles from Lakeside, CA)
  • 10 days ago

Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make rmendations for client financial plans and investments and portfolio allocations Assist in...

Senior Wealth Advisor

  • San Diego, CA (22 miles from Lakeside, CA)
  • 20 days ago
  • San Diego, CA (22 miles from Lakeside, CA)
  • 20 days ago

Management....

Wealth Management Advisor- Mission Hills, CA

  • San Diego, CA (22 miles from Lakeside, CA)
  • 29 days ago
  • San Diego, CA (22 miles from Lakeside, CA)
  • 29 days ago

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...

Wealth Advisor - La Jolla, California

  • La Jolla, CA (22 miles from Lakeside, CA)
  • 30+ days ago
  • La Jolla, CA (22 miles from Lakeside, CA)
  • 30+ days ago

The position is responsible for developing customized financial plans, making investment recommendations, and providing ongoing support to members....

Wealth Advisor, Schwab Wealth Advisory

  • San Diego, CA (22 miles from Lakeside, CA)
  • 30+ days ago
  • San Diego, CA (22 miles from Lakeside, CA)
  • 30+ days ago

SWA's advice philosophy will empower you to leverage a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help...

Wealth Advisor - San Diego

  • San Diego, CA (22 miles from Lakeside, CA)
  • 45+ days ago
  • San Diego, CA (22 miles from Lakeside, CA)
  • 45+ days ago

Process a keen understanding of financial planning....

Wealth Advisor - Mechanics Bank

  • San Diego, CA (22 miles from Lakeside, CA)
  • 90+ days ago
  • San Diego, CA (22 miles from Lakeside, 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....

Senior Wealth Advisor

  • La Jolla, CA (22 miles from Lakeside, CA)
  • 90+ days ago
  • La Jolla, CA (22 miles from Lakeside, 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 Lakeside, CA

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

Local
National
43,640
772
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.
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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...
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...
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Salary for Personal Financial Advisor Jobs in Lakeside, 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 Lakeside, 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 Lakeside, 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