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Personal Financial Advisor Jobs in Irvine, CA

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1-5 of 5 Jobs
Wealth Management Advisor - Orange County
U.S. Bank - Huntington Beach, CA (14 miles from Irvine, CA)
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S....
2 days ago
Wealth Management Consultant, Vice President
Union Bank - Irvine, CA
Job Summary\: The primary responsibility of the Wealth Management Consultant (WMC) is toeducate, train and work collaboratively with Private Wealth Advisors andFinancial Advisors to drive revenue by...
20 days ago
Associate Wealth Advisor, Office, Information And Technology Industry
Cliftonlarsonallen - Santa Ana, CA (6 miles from Irvine, CA)
The Associate Wealth Advisor should have basic knowledge in financial planning, tax, cash flow planning, retirement planning, investment management, risk management and estate planning techniques....
26 days ago
Wealth Management/Advisor
Anaheim, CA (13 miles from Irvine, CA)
Wealth Management/Adviser Job Employer Name: SpiderID: 9871518 Location: Anaheim, California Date Posted: 10/8/2020 Wage: Negotiable Category: Finance/Investment Job Code: WealthMgmt Job Description...
30+ days ago
Private Wealth Advisor: Orange County, CA
Ronald Blue & Co. - Irvine, CA
Financial Planner designation, CPA, or CFA is preferred Private Wealth Advisors are required to: have or obtain an industry recognized designation (e.g....
45+ 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

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
The Introduction to Personal Financial Planning course is designed for individuals to build financial literacy, one of the most pressing needs Americans face today. Financial decisions made by...
Udemy
Financial Advisor Training: Personal Productivity (Part 2)
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 (51.5%)
  • Master's Degree (31.7%)
  • High School or GED (4.9%)
  • Vocational or Certification (4.3%)
  • Associate's Degree (4.1%)
  • 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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