Personal Financial Advisor Jobs in Mirada, CA

1-15 of 16 Jobs

Wealth Management Advisor

  • Newport Beach, CA (23 miles from Mirada, CA)
  • 1 day ago
  • Newport Beach, CA (23 miles from Mirada, CA)
  • 1 day 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

Wealth Advisor

  • Pasadena, CA (18 miles from Mirada, CA)
  • 15 days ago
  • Pasadena, CA (18 miles from Mirada, CA)
  • 15 days ago

Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales We welcome those with experience in jobs such as Bookkeeper, Controller,...

Wealth Management Consultant

  • Pasadena, CA (18 miles from Mirada, CA)
  • 16 days ago
  • Pasadena, CA (18 miles from Mirada, CA)
  • 16 days ago

Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales We welcome those with experience in jobs such as Retail Sales Representative...

Private Wealth Analyst

  • Irvine, CA (18 miles from Mirada, CA)
  • 1 day ago
  • Irvine, CA (18 miles from Mirada, CA)
  • 1 day 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 (18 miles from Mirada, CA)
  • 5 days ago
  • Irvine, CA (18 miles from Mirada, CA)
  • 5 days ago

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

Private Wealth Advisor Director

  • Newport Beach, CA (23 miles from Mirada, CA)
  • 12 days ago
  • Newport Beach, CA (23 miles from Mirada, CA)
  • 12 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....

Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio

  • Los Angeles, CA (14 miles from Mirada, CA)
  • 29 days ago
  • Los Angeles, CA (14 miles from Mirada, CA)
  • 29 days ago

Team-Sponsored Launch - Pilot Wealth Advisors (Waterville, Ohio) Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to...

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • Los Angeles, CA (14 miles from Mirada, CA)
  • 30+ days ago
  • Los Angeles, CA (14 miles from Mirada, CA)
  • 30+ days ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

Wealth Advisor (Los Angeles)

  • Los Angeles, CA (14 miles from Mirada, CA)
  • 30+ days ago
  • Los Angeles, CA (14 miles from Mirada, CA)
  • 30+ days ago

Financial Planner (CFP) designation required....

Private Wealth Advisor

  • Los Angeles, CA (14 miles from Mirada, CA)
  • 30+ days ago
  • Los Angeles, CA (14 miles from Mirada, CA)
  • 30+ days ago

As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing...

Senior Wealth Advisor

  • Los Angeles, CA (14 miles from Mirada, CA)
  • 30+ days ago
  • Los Angeles, CA (14 miles from Mirada, CA)
  • 30+ days ago

planning process....

Senior Wealth Advisor - Downey, CA

  • Downey, CA (7 miles from Mirada, CA)
  • 45+ days ago
  • Downey, CA (7 miles from Mirada, 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 Management Advisor- Los Feliz CA

  • Los Angeles, CA (14 miles from Mirada, CA)
  • 45+ days ago
  • Los Angeles, CA (14 miles from Mirada, CA)
  • 45+ days ago

Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....

Wealth Advisor - Irvine

  • Irvine, CA (18 miles from Mirada, CA)
  • 60+ days ago
  • Irvine, CA (18 miles from Mirada, CA)
  • 60+ days ago

Process a keen understanding of financial planning....

Wealth Advisor - Mechanics Bank

  • Newport Beach, CA (23 miles from Mirada, CA)
  • 90+ days ago
  • Newport Beach, CA (23 miles from Mirada, 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....

Demographic Data for Mirada, CA

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


Local
National
39,536,271
996,598

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...
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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...

Salary for Personal Financial Advisor Jobs in Mirada, 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 Mirada, 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 Mirada, 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%


Other Career Titles

Here are some other career titles that require similar skills