Personal Financial Advisor Jobs in Sylmar, CA

1-5 of 5 Jobs

Senior Wealth Strategy Associate

  • Century City, CA (21 miles from Sylmar, CA)
  • 8 days ago
  • Century City, CA (21 miles from Sylmar, CA)
  • 8 days ago

bull; assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals • develop customized asset allocation strategies and investment...

Financial Planning Advisor

  • Rosemead, CA (23 miles from Sylmar, CA)
  • 30+ days ago
  • Rosemead, CA (23 miles from Sylmar, CA)
  • 30+ days ago

Minimum Qualifications Seven or more years of experience in financial planning, modeling and/or forecasting....

Remote Work

Wealth Analyst I

  • Beverly Hills, CA (19 miles from Sylmar, CA)
  • 60+ days ago
  • Beverly Hills, CA (19 miles from Sylmar, CA)
  • 60+ days ago

Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares...

Wealth Advisor II

  • Beverly Hills, CA (19 miles from Sylmar, CA)
  • 60+ days ago
  • Beverly Hills, CA (19 miles from Sylmar, CA)
  • 60+ days ago

Team effectively with CNB colleagues to set strategies and provide wealth management services across the full product spectrum....

Wealth Advisor - Mechanics Bank

  • Beverly Hills, CA (19 miles from Sylmar, CA)
  • 90+ days ago
  • Beverly Hills, CA (19 miles from Sylmar, CA)
  • 90+ days ago

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....

Demographic Data for Sylmar, CA

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

Local
National
96,429
1,211
Medium/Lg

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.
edX
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...
Udemy
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...
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Sylmar, 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 Sylmar, 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 Sylmar, 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!