Personal Financial Advisor Jobs in La Jolla, CA

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1-4 of 4 Jobs
UBS - La Jolla, CA
plan documents, portfolio reviews, and risk analytics for client meetings. meet with ultra-high net worth clients to review and implement sophisticated investments strategies....
13 days ago
LPL Financial - San Diego, CA (10 miles from La Jolla, CA)
Qualifications: Bachelor's degree in Financial Services or a related field required FINRA Series 7 and 63/65 or 66 required Certified Financial Planner (CFP) or similar designation(s) strongly preferred...
18 days ago
U.S. Bancorp - San Diego, CA (10 miles from La Jolla, CA)
Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers....
18 days ago
Union Bank - San Diego, CA (10 miles from La Jolla, CA)
CFP (Certified Financial Planner), CFA (Certified Financial Analyst), CTFA (Certified Trust and Financial Advisor), and other related professional designations are highly desired....
90+ days ago

Demographic Data for La Jolla, CA

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


46,781
2,533
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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...

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.

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 La Jolla, CA

This is the average annual salary for Personal Financial Advisor jobs in La Jolla, CA as reported by the BLS.

$91,837

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in La Jolla, 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 La Jolla, CA
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Other Titles

Here are some other career titles that require similar skills

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