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Personal Financial Advisor Jobs in Irvine, CA

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1-4 of 4 Jobs
Sr. Wealth Strategy Associate
UBS - Newport Beach, CA (11 miles from Irvine, CA)
Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Sr....
11 days ago
Associate Wealth Advisor
First Foundation Inc. - Irvine, 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...
45+ days ago
Private Wealth Advisor I, Vice President (Irvine, CA)
Union Bank - Irvine, CA
CFP (Certified Financial Planner), CFA (Certified Financial Analyst), CTFA (Certified Trust and Financial Advisor), and other related professional designations are highly desired....
60+ days ago
Wealth Advisor
First Foundation Inc. - Irvine, CA
The Wealth Advisor will be engaged in asset allocation, investment strategy and financial planning solutions with the client using discretionary and independent judgment....
90+ days ago

Demographic Data for Irvine, CA

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

212,569
12,179
Large

Personal Financial Advisor Online Courses and Training Opportunities

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...
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.
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 Irvine, CA

This is the average annual salary for Personal Financial Advisor jobs in Irvine, 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 Irvine, 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 Irvine, 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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