Personal Financial Advisor Jobs in California

1-15 of 41 Jobs

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

  • San Francisco, CA
  • 4 hours ago
  • San Francisco, CA
  • 4 hours 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...

Wealth Management Advisor- Bellflower

  • Bellflower, CA
  • 2 days ago
  • Bellflower, CA
  • 2 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....

Sr Wealth Advisor

  • San Francisco, CA
  • 3 days ago
  • San Francisco, CA
  • 3 days ago

Financial Planner (CFP) designation required....

Private Wealth Advisor Director

  • Los Angeles, CA
  • 5 days ago
  • Los Angeles, CA
  • 5 days ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Wealth Advisor

  • Ventura, CA
  • 7 days ago
  • Ventura, CA
  • 7 days ago

planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...

Wealth Advisor

  • Menlo Park, CA
  • 7 days ago
  • Menlo Park, CA
  • 7 days ago

Financial Planner (CFP) designation required....

Financial Planning Advisor

  • Rosemead, CA
  • 10 days ago
  • Rosemead, CA
  • 10 days ago

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

Remote Work

Wealth Advisor

  • San Francisco, CA
  • 12 days ago
  • San Francisco, CA
  • 12 days ago

Financial Planner (CFP) designation required....

Wealth Analyst

  • Los Angeles, CA
  • 16 days ago
  • Los Angeles, CA
  • 16 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

  • Menlo Park, CA
  • 19 days ago
  • Menlo Park, CA
  • 19 days ago

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

Wealth Advisor - San Diego

  • San Diego, CA
  • 60+ days ago
  • San Diego, CA
  • 60+ days ago

Process a keen understanding of financial planning....

Wealth Management Advisor - Sacramento, CA

  • Roseville, CA
  • 22 days ago
  • Roseville, CA
  • 22 days ago

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

Advisor, Wealth Management and Retirement Plans

  • Irvine, CA
  • 23 days ago
  • Irvine, CA
  • 23 days ago

PRIMARY RESPONSIBILITIES: Utilize your substantial book of business in Wealth Management and Retirement Plans to diversify and strengthen our financial portfolio....

Wealth Management Advisor - Aptos, California

  • Aptos, CA
  • 23 days ago
  • Aptos, CA
  • 23 days ago

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

Wealth Advisor - Nuvision Credit Union

  • Pleasanton, CA
  • 24 days ago
  • Pleasanton, CA
  • 24 days ago

From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality....

Demographic Data for California

Moving to California? Find some basic demographic data about California below.

Local
National
39,536,271
996,598

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...
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 California

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 California 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 California
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!