Personal Financial Advisor Jobs in San Clemente, CA

1-3 of 3 Jobs

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Los Angeles area region

  • Empower Annuity Insurance Company of America
  • Newport Beach, CA (22 miles from San Clemente, CA)
  • 13 days ago
  • Newport Beach, CA (22 miles from San Clemente, CA)
  • 13 days ago

FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning...

Hybrid

Wealth Advisor - Greater Irvine/Orange County Area

  • California Bank & Trust
  • Dana Point, CA (8 miles from San Clemente, CA)
  • 22 days ago
  • Dana Point, CA (8 miles from San Clemente, CA)
  • 22 days ago

Process a keen understanding of financial planning....

In Person

Senior Wealth Strategy Associate

  • UBS
  • Newport Beach, CA (22 miles from San Clemente, CA)
  • 90+ days ago
  • Newport Beach, CA (22 miles from San Clemente, CA)
  • 90+ days ago

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

In Person

Demographic Data for San Clemente, CA

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

Local
National
70,709
2,618
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 specialist, youll educate your clients on investments, taxes,...
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 San Clemente, 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 San Clemente, CA offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
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 San Clemente, 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!