Personal Financial Advisor Jobs in Irvine, CA

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1-15 of 26 Jobs

Senior Wealth Advisor SAFE Act - Tustin

  • Citi
  • Mission Viejo, CA (16 miles from Irvine, CA)
  • 21 hours ago
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...

Senior Wealth Advisor SAFE Act - Tustin

  • Citi
  • Irvine, CA
  • 21 hours ago
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...

Senior Wealth Advisor SAFE Act - Inland Empire/San Diego/Las Vegas

  • Citi
  • Aliso Viejo, CA (10 miles from Irvine, CA)
  • 20 hours ago
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...

Senior Wealth Advisor SAFE Act - Inland Empire/San Diego/Las Vegas

  • Citi
  • Santa Ana, CA (6 miles from Irvine, CA)
  • 20 hours ago
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...

Senior Wealth Advisor SAFE Act - Tustin

  • Citi
  • Dana Point, CA (20 miles from Irvine, CA)
  • 20 hours ago
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...

Senior Wealth Advisor SAFE Act - Inland Empire/San Diego/Las Vegas

  • Citi
  • Stanton, CA (14 miles from Irvine, CA)
  • 20 hours ago
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...

Senior Wealth Advisor SAFE Act - Inland Empire/San Diego/Las Vegas

  • Citi
  • Cypress, CA (17 miles from Irvine, CA)
  • 20 hours ago
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...

Senior Wealth Advisor SAFE Act - Inland Empire/San Diego/Las Vegas

  • Citi
  • Rowland Heights, CA (18 miles from Irvine, CA)
  • 20 hours ago
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...

Senior Wealth Advisor SAFE Act - Inland Empire/San Diego/Las Vegas

  • Citi
  • Mission Viejo, CA (16 miles from Irvine, CA)
  • 20 hours ago
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...

Senior Wealth Advisor SAFE Act - Tustin

  • Citi
  • Seal Beach, CA (19 miles from Irvine, CA)
  • 20 hours ago
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...

Senior Wealth Advisor SAFE Act - Tustin

  • Citi
  • Laguna Beach, CA (14 miles from Irvine, CA)
  • 21 hours ago
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...

Senior Wealth Advisor SAFE Act - Tustin

  • Citi
  • Orange, CA (6 miles from Irvine, CA)
  • 21 hours ago
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...

Senior Wealth Advisor SAFE Act - Tustin

  • Citi
  • Chino Hills, CA (13 miles from Irvine, CA)
  • 20 hours ago
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...

Senior Wealth Advisor SAFE Act - Inland Empire/San Diego/Las Vegas

  • Citi
  • Huntington Beach, CA (14 miles from Irvine, CA)
  • 20 hours ago
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...

Wealth Management Consultant

  • Fidelity Investments
  • Anaheim, CA (13 miles from Irvine, 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...

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
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 Irvine, 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

  • Chicken Soup for the Soul Entertainment
    Jobs             Company Profile
  • KPMG
    Jobs
  • Ingram Micro
    Jobs
  • West Coast University Los
    Jobs
  • PricewaterhouseCoopers
    Jobs
  • University of California Irvine (UCI)
    Jobs
  • Capital Group
    Jobs
  • Eaton Corporation
    Jobs
  • RSM
    Jobs
  • UCI Health
    Jobs

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 (52.1%)
  • 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 Irvine, 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%)

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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