Personal Financial Advisor Jobs in Calabasas, CA

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1-4 of 4 Jobs
CBC Federal Credit Union - Oxnard, CA (24 miles from Calabasas, CA)
Demonstrated ability to learn, comprehend and communicate basic to intermediate financial planning concepts....
3 days ago
Charles Schwab - Woodland Hills, CA (5 miles from Calabasas, CA)
The Wealth Management Consultants (WMCs) primary role is developing branch employees through coaching and consulting to promote Schwabs Modern Wealth Management experience....
10 days ago
Truist - Beverly Hills, CA (21 miles from Calabasas, 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
Mitchell Martin Inc - Westlake Village, CA (4 miles from Calabasas, CA)
Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do....
60+ days ago

Demographic Data for Calabasas, CA

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


37,249,464
921,268

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 Calabasas, CA

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

$75,402

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Calabasas, 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 Calabasas, 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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