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Personal Financial Advisor Jobs in Fountain Valley, CA

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1-5 of 5 Jobs
Associate Wealth Advisor
First Foundation Inc. - Irvine, CA (11 miles from Fountain Valley, CA)
Planning department to obtain and analyze financial planning data Evaluate taxable accounts for year-end tax planning strategies (i.e., tax-loss harvesting) Calculate and provide cost basis to Accounts...
8 days ago
Senior Wealth Advisor SAFE Act - Inland Empire/San Diego/Las Vegas
Citigroup - Fountain Valley, CA
planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and a goal-oriented team player able to work without...
29 days ago
Private Wealth Advisor I, Vice President
Union Bank - Irvine, CA (11 miles from Fountain Valley, CA)
CFP (Certified Financial Planner), CFA (Certified Financial Analyst), CTFA (Certified Trust and Financial Advisor), and other related professional designations are highly desired....
30+ days ago
Senior Wealth Advisor - Wealth Advisory - Irvine, CA or Century City, CA
CliftonLarsonAllen - Irvine, CA (11 miles from Fountain Valley, CA)
The SWA should have advanced knowledge in tax, investments, financial planning, insurance and estate and retirement planning....
60+ days ago
Wealth Advisor
First Foundation Inc. - Irvine, CA (11 miles from Fountain Valley, CA)
The Wealth Advisor will be engaged in asset allocation, investment strategy and financial planning solutions with the client using discretionary and independent judgment....
60+ days ago

Demographic Data for Fountain Valley, CA

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

56,004
1,956
Medium

Personal Financial Advisor Online Courses and Training Opportunities

Coursera
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.
edX
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...
Udemy
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Fountain Valley, CA

This is the average annual salary for Personal Financial Advisor jobs in Fountain Valley, 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 Fountain Valley, CA offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.5%)
  • High School or GED (4.8%)
  • Vocational 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 Fountain Valley, CA
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

= trending

Other Titles

Here are some other career titles that require similar skills

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