Personal Financial Advisor Jobs in Van Nuys, CA

1-13 of 13 Jobs

Wealth Analyst

  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 3 days ago
  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 3 days ago

General knowledge of financial planning and wealth management. Working towards a financial planning designation preferred. Proficiency in office software and sales management software....

Wealth Advisor

  • Pasadena, CA (21 miles from Van Nuys, CA)
  • 20 days ago
  • Pasadena, CA (21 miles from Van Nuys, CA)
  • 20 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 (21 miles from Van Nuys, CA)
  • 21 days ago
  • Pasadena, CA (21 miles from Van Nuys, CA)
  • 21 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...

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 30+ days ago
  • Los Angeles, CA (20 miles from Van Nuys, 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...

Team Sponsored Launch - Pilot Wealth Advisors - Waterville, Ohio

  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 30+ days ago
  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 30+ 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...

Wealth Analyst I

  • Beverly Hills, CA (9 miles from Van Nuys, CA)
  • 30+ days ago
  • Beverly Hills, CA (9 miles from Van Nuys, CA)
  • 30+ 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 (9 miles from Van Nuys, CA)
  • 30+ days ago
  • Beverly Hills, CA (9 miles from Van Nuys, CA)
  • 30+ days ago

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

Wealth Advisor (Los Angeles)

  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 30+ days ago
  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 30+ days ago

Financial Planner (CFP) designation required....

Private Wealth Advisor

  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 45+ days ago
  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 45+ 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 (20 miles from Van Nuys, CA)
  • 45+ days ago
  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 45+ days ago

planning process....

Wealth Management Advisor- Los Feliz CA

  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 60+ days ago
  • Los Angeles, CA (20 miles from Van Nuys, CA)
  • 60+ 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 - Mechanics Bank

  • Beverly Hills, CA (9 miles from Van Nuys, CA)
  • 90+ days ago
  • Beverly Hills, CA (9 miles from Van Nuys, 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....

Financial Services Advisor

  • Pasadena, CA (21 miles from Van Nuys, CA)
  • 90+ days ago
  • Pasadena, CA (21 miles from Van Nuys, CA)
  • 90+ days ago

Paul Mitchell The School Pasadena is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our...

Demographic Data for Van Nuys, CA

Moving to Van Nuys, CA? Find some basic demographic data about Van Nuys, 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...
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 Van Nuys, 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 Van Nuys, 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 Van Nuys, 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

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