Personal Financial Advisor Jobs in Artesia, CA

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1-10 of 10 Jobs
Citi - Cerritos, CA
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
4 days ago
Union Bank - Irvine, CA (20 miles from Artesia, CA)
PWAs are expected to proactively attract, deepen, and manage sophisticated financial relationships through the use of Private Wealth Management tools and processes....
5 days ago
Citigroup - Los Angeles, CA (12 miles from Artesia, CA)
planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...
19 days ago
East West Bancorp, Inc. - Temple City, CA (16 miles from Artesia, CA)
The Wealth Management Advisor will meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals....
21 days ago
US Bank - West Los Angeles, CA (24 miles from Artesia, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
22 days ago
US Bank - Anaheim, CA (7 miles from Artesia, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
22 days ago
US Bank - Yorba Linda, CA (16 miles from Artesia, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
22 days ago
CliftonLarsonAllen - Irvine, CA (20 miles from Artesia, CA)
Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations....
28 days ago
First Foundation Inc. - Irvine, CA (20 miles from Artesia, CA)
The Wealth Advisor will be engaged in asset allocation, investment strategy and financial planning solutions with the client using discretionary and independent judgment....
30+ days ago
Citigroup - Beverly Hills, CA (23 miles from Artesia, CA)
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
45+ days ago

Demographic Data for Artesia, CA

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


16,591
650
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Financial Development and Financial Inclusion
This course was developed by the IMF in collaboration with the European Investment Bank. Higher rates of financial inclusion and financial market development mean more prosperous societies. But...

Salary for Personal Financial Advisor Jobs in Artesia, CA

This is the average annual salary for Personal Financial Advisor jobs in Artesia, CA as reported by the BLS.

$75,402

Top Hiring Companies

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Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Artesia, CA offer the following education background
  • Bachelor's Degree (51.8%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • Vocational or Certification (4.2%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Artesia, CA
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Other Titles

Here are some other career titles that require similar skills

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