Personal Financial Advisor Jobs in Beverly Hills, CA

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1-15 of 16 Jobs
Halbert Hargrove - Long Beach, CA (18 miles from Beverly Hills, CA)
Details Posted: 13-Jan-22 Location: Long Beach, California Type: Full Time Required Education: 4 Year Degree Categories: Wealth Management Sector: Wealth Management ASSOCIATE WEALTH ADVISOR Halbert...
9 days ago
Comerica - Los Angeles, CA (11 miles from Beverly Hills, CA)
Prepare documentation for opening of new fiduciary, investment management and custody accounts; verify information on documents, and send supporting documentation as necessary....
10 days ago
Goldman Sachs - Los Angeles, CA (11 miles from Beverly Hills, CA)
OUR IMPACT CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD) The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our...
10 days ago
Union Bank - Los Angeles, CA (11 miles from Beverly Hills, CA)
Advisors in this role need to understand the complexity of Wealth Planning, investment management, risk management, estate & business planning, as well as banking and loan needs of ultra-high net worth...
11 days ago
US Bank - West Los Angeles, CA (3 miles from Beverly Hills, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
24 days ago
US Bank - Santa Monica, CA (6 miles from Beverly Hills, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
24 days ago
UBS - Century City, CA (1 mile from Beverly Hills, CA)
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
30+ days ago
BBCN Bank - Los Angeles, CA (11 miles from Beverly Hills, CA)
Position Information Job Title: Senior Wealth Advisor Department: Hope Wealth Management and Investment Services FLSA Status: Exempt Reports to: Head of Hope Wealth Management Group Full/Part Time Status...
30+ days ago
BB&T - Los Angeles, CA (11 miles from Beverly Hills, CA)
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions...
30+ days ago
Truist - Beverly Hills, CA
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions...
30+ days ago
Empower Retirement - Pasadena, CA (15 miles from Beverly Hills, CA)
In-depth understanding of retail investment vehicles and qualified retirement plans....
45+ days ago
Empower Retirement - Glendale, CA (9 miles from Beverly Hills, CA)
In-depth understanding of retail investment vehicles and qualified retirement plans....
45+ days ago
BNP Paribas Securities Services - Pasadena, CA (15 miles from Beverly Hills, CA)
Essential Job Functions - Acts as the main point of contact for affluent and high end net worth clients for Wealth Management. - Demonstrates solid business development skills by acquiring profitable...
60+ days ago
BNP Paribas Securities Services - Los Angeles, CA (11 miles from Beverly Hills, CA)
Essential Job Functions - Acts as the main point of contact for affluent and high end net worth clients for Wealth Management. - Demonstrates solid business development skills by acquiring profitable...
60+ days ago
BNP Paribas - Los Angeles, CA (11 miles from Beverly Hills, CA)
Good understanding of Wealth management model and team capabilities including a working knowledge of: How trust can be used for legacy planning; Stock option planning; Gift planning Financial planning...
60+ days ago

Demographic Data for Beverly Hills, CA

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


41,730
6,490
Medium

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 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 Beverly Hills, CA

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

$75,402

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Beverly Hills, CA offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • 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 Beverly Hills, 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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