Personal Financial Advisor Jobs in Baldwin Park, CA

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1-9 of 9 Jobs
PwC - Los Angeles, CA (18 miles from Baldwin Park, CA)
management; preferably a wealth manager / RIA firm (e.g., life of a trade, life of an account); Having knowledge in order management, order management systems; Having knowledge in Portfolio Accounting...
13 days ago
Bank of the West - Rancho Cucamonga, CA (21 miles from Baldwin Park, CA)
Job Information Bank of the West Private Client Advisor - Wealth Management in Rancho Cucamonga, California Private Client Advisor - Wealth Management Description At Bank of the West, our people are...
30+ days ago
Bank of the West - Baldwin Park, CA
Job Information Bank of the West Private Client Advisor - Wealth Management in Baldwin Park, California Private Client Advisor - Wealth Management Description At Bank of the West, our people are having...
30+ days ago
Bank of the West - Chino, CA (20 miles from Baldwin Park, CA)
Job Information Bank of the West Private Client Advisor - Wealth Management in Chino, California Private Client Advisor - Wealth Management Description At Bank of the West, our people are having a positive...
30+ days ago
BNP Paribas Securities Services - Pasadena, CA (10 miles from Baldwin Park, CA)
The Wealth Management Group Private Client Advisor is the initial point of contact and primary relationship manager for Bank of the West's highest income, high net worth clients....
30+ days ago
M&T Bank - Los Angeles, CA (18 miles from Baldwin Park, CA)
planning process....
45+ days ago
BB&T - Los Angeles, CA (18 miles from Baldwin Park, CA)
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
60+ days ago
Truist - Beverly Hills, CA (24 miles from Baldwin Park, CA)
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
60+ days ago
Comerica - Los Angeles, CA (18 miles from Baldwin Park, CA)
planning; listen, profile, gather information to assess client needs, biases and objectives....
60+ days ago

Demographic Data for Baldwin Park, CA

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


76,571
1,453
Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

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.

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...

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in Baldwin Park, CA

This is the average annual salary for Personal Financial Advisor jobs in Baldwin Park, 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 Baldwin Park, CA offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.5%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • 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 Baldwin Park, 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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