Personal Financial Advisor Jobs in El Cajon, CA

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1-10 of 10 Jobs

Trust Wealth Management Advisor

  • First American Financial Corporation
  • San Diego, CA
  • 2 days ago

As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis...

Wealth Management Consultant

  • Fidelity Investments
  • Chula Vista, CA
  • 3 days ago

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Wealth Advisor - Irvine or San Diego

  • California Bank & Trust
  • San Diego, CA
  • 5 days ago

Wealth Advisor delivered solutions include financial planning, investment management, insurance, trusts services and referrals to strategic partners in private, commercial, and retail banking....

Wealth Management Consultant

  • Fidelity Investments
  • San Diego, CA
  • 5 days ago

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Senior Wealth Advisor

  • Comerica
  • San Diego, CA
  • 6 days ago

Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating and coordinating a custom marketing plan for assigned market; organizing and conducting investment management...

You will attract and deepen sophisticated financial relationships through the use of Private Wealth Management tools and processes....

PWAs are expected to proactively attract, deepen, and manage sophisticated financial relationships through the use of Private Wealth Management tools and processes....

PWM Private Wealth Advisor

  • U.S. Bancorp
  • San Diego, CA
  • 30+ days ago

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Planning Services ------------------------------------------------------ **Time Type:** ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...

Private Wealth Advisor I, Vice President ,

  • Mitsubishi
  • San Diego, CA
  • 60+ days ago

PWAs are expected to proactively attract, deepen, and manage sophisticated financial relationships through the use of Private Wealth Management tools and processes....

Demographic Data for El Cajon, CA

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


165,433
3,665
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 El Cajon, CA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

  • Bank of America Corporation
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Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in El Cajon, CA offer the following education background
  • Bachelor's Degree (52.0%)
  • Master's Degree (31.4%)
  • 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 El Cajon, CA
  • 2-4 years (39.1%)
  • 4-6 years (21.7%)
  • None (17.4%)
  • 1-2 years (13.0%)
  • Less than 1 year (8.7%)

Other Titles

Here are some other career titles that require similar skills

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