Personal Financial Advisor Jobs in Oakland, CA

1-13 of 13 Jobs

Wealth Management Consultant

Burlingame, CA (16 miles from Oakland, CA)
2 days ago

Burlingame, CA (16 miles from Oakland, CA)
2 days ago

financial plans, then join a team that is a stable industry leader....

Senior Wealth Strategy Associate

San Francisco, CA (11 miles from Oakland, CA)
19 days ago

San Francisco, CA (11 miles from Oakland, CA)
19 days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Wealth Advisor

Menlo Park, CA (22 miles from Oakland, CA)
20 days ago

Menlo Park, CA (22 miles from Oakland, CA)
20 days ago

Responsibilities Coordinate and drive the delivery of Corient's broad investment, planning and wealth management services and resources to benefit our clients....

Wealth Advisor - WealthPath

San Francisco, CA (11 miles from Oakland, CA)
27 days ago

San Francisco, CA (11 miles from Oakland, CA)
27 days ago

Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and...

Wealth Management Advisor - Palo Alto, CA

Palo Alto, CA (23 miles from Oakland, CA)
29 days ago

Palo Alto, CA (23 miles from Oakland, CA)
29 days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)

Danville, CA (16 miles from Oakland, CA)
30+ days ago

Danville, CA (16 miles from Oakland, CA)
30+ days ago

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management...

PWM Private Wealth Advisor

Walnut Creek, CA (10 miles from Oakland, CA)
30+ days ago

Walnut Creek, CA (10 miles from Oakland, CA)
30+ days ago

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Wealth Advisor - Mechanics Bank

San Francisco, CA (11 miles from Oakland, CA)
90+ days ago

San Francisco, CA (11 miles from Oakland, 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....

Wealth Advisor - Mechanics Bank

El Cerrito, CA (10 miles from Oakland, CA)
90+ days ago

El Cerrito, CA (10 miles from Oakland, 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

San Francisco, CA (11 miles from Oakland, CA)
90+ days ago

San Francisco, CA (11 miles from Oakland, CA)
90+ 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...

Senior Wealth Advisor

San Francisco, CA (11 miles from Oakland, CA)
90+ days ago

San Francisco, CA (11 miles from Oakland, CA)
90+ days ago

planning; listen, profile, gather information to assess client needs, biases and objectives....

Private Wealth Advisor

San Francisco, CA (11 miles from Oakland, CA)
90+ days ago

San Francisco, CA (11 miles from Oakland, CA)
90+ days ago

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Wealth Advisor Associate

San Francisco, CA (11 miles from Oakland, CA)
90+ days ago

San Francisco, CA (11 miles from Oakland, CA)
90+ days ago

Industry experience: Minimum of 10 years within the wealth management industry. Demonstrated experience handling complex financial planning....

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Demographic Data for Oakland, CA

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

Median Age

Average Household Income

Home Value vs Household Income in Oakland, CA

Local

National

Total Population

429,527

Number of Businesses

10,158

City Size

Large

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...

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...

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...

Salary for Personal Financial Advisor Jobs in Oakland, 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 Oakland, 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 Oakland, 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