Personal Financial Advisor Jobs in Daly City, CA

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1-15 of 16 Jobs
US Bank - San Francisco, CA (6 miles from Daly City, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
11 days ago
BNP Paribas Securities Services - Daly City, CA
Provides retirement planning strategies for Mass Affluent clients ($25,000 to $250,000) by assessing the client's past, present and future financial needs, objectives and requirements....
11 days ago
BMO Harris Bank - Palo Alto, CA (23 miles from Daly City, CA)
Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....
12 days ago
Northern Trust - San Francisco, CA (6 miles from Daly City, CA)
management services....
20 days ago
Fidelity Investments - Palo Alto, CA (23 miles from Daly City, CA)
Job Description: The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals...
20 days ago
UBS - Palo Alto, CA (23 miles from Daly City, CA)
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
25 days ago
The Private Bank - San Francisco, CA (6 miles from Daly City, CA)
Demonstrates a deep well rounded knowledge of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets....
29 days ago
Comerica - San Francisco, CA (6 miles from Daly City, CA)
Client Management * Determine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial...
30+ days ago
Comerica - San Francisco, CA (8 miles from Daly City, CA)
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management....
30+ days ago
Comerica - San Francisco, CA (6 miles from Daly City, CA)
Site Navigation Home Personal Business Wealth Management About Comerica Contact Us Newsroom Careers Investor Relations Fraud Center Diversity Insights Security Privacy Terms and Conditions Consumer...
30+ days ago
PwC - San Francisco, CA (6 miles from Daly City, 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...
30+ days ago
Farther Finance - San Francisco, CA (7 miles from Daly City, CA)
management strategies and guide them to achieve their personal and financial goals REQUIREMENTS Proven track record of success in acquiring new wealth management relationships Consistently demonstrated...
45+ days ago
Virtus - San Francisco, CA (6 miles from Daly City, CA)
Financial planning/wealth management acumen, judgment and experience....
90+ days ago
Boston Private Financial Holdings - San Francisco, CA (6 miles from Daly City, CA)
Series 65 Required 2+ years of experience with Salesforce and Excel preferred 5+ years of experience in portfolio management or equivalent activities Attainment of, or working towards, CFA and/or CIMA...
90+ days ago
Citigroup Inc. - San Francisco, CA (6 miles from Daly City, CA)
The Financial Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and...
90+ days ago

Demographic Data for Daly City, CA

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


107,941
1,475
Medium/Lg

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 Daly City, CA

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

$108,038

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 Daly City, CA offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.6%)
  • 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 Daly City, 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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