Personal Financial Advisor Jobs in Saratoga, CA

1-5 of 5 Jobs

Sr Wealth Advisor (South Bay)

  • Menlo Park, CA (15 miles from Saratoga, CA)
  • 14 days ago
  • Menlo Park, CA (15 miles from Saratoga, CA)
  • 14 days ago

Financial Planner (CFP) designation required....

Wealth Advisor

  • Menlo Park, CA (15 miles from Saratoga, CA)
  • 45+ days ago
  • Menlo Park, CA (15 miles from Saratoga, CA)
  • 45+ days ago

Contribute to the development and monitoring of best practices in the delivery of financial planning services....

Wealth Management Advisor - Aptos, California

  • Aptos, CA (20 miles from Saratoga, CA)
  • 60+ days ago
  • Aptos, CA (20 miles from Saratoga, CA)
  • 60+ days ago

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

Associate Wealth Advisor

  • Campbell, CA (5 miles from Saratoga, CA)
  • 90+ days ago
  • Campbell, CA (5 miles from Saratoga, CA)
  • 90+ days ago

financial planning software, CRM and portfolio management systems....

Wealth Management Advisor - Palo Alto, CA

  • Palo Alto, CA (14 miles from Saratoga, CA)
  • 90+ days ago
  • Palo Alto, CA (14 miles from Saratoga, CA)
  • 90+ 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...

Demographic Data for Saratoga, CA

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

Local
National
32,419
803
Medium

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...
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 Saratoga, 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 Saratoga, 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
2.7%
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 Saratoga, 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!