Personal Financial Advisor Jobs in La Jolla, CA

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1-6 of 6 Jobs
City National Corporation - La Jolla, CA
Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team....
14 days ago
City National Bank - San Diego, CA (10 miles from La Jolla, CA)
LI-IR1 #CA-IR Recommended skills Brokerage Investments Investment Management Finance Asset Allocation Financial Planning...
15 days ago
U.S. Bank - San Diego, CA (10 miles from La Jolla, CA)
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
18 days ago
Union Bank - San Diego, CA (10 miles from La Jolla, CA)
Job: Wealth Management Primary Location: CALIFORNIA-San Diego Other Locations: CALIFORNIA-Irvine Schedule Full Time Shift Day Req ID: 10040840-WD...
30+ days ago
Union Bank - San Diego, CA (10 miles from La Jolla, CA)
PWAs are expected to proactively attract, deepen, and manage sophisticated financial relationships through the use of Private Wealth Management tools and processes....
30+ days ago
US Bank - San Diego, CA (10 miles from La Jolla, 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....
60+ days ago

Demographic Data for La Jolla, CA

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


Personal Financial Advisor Online Courses and Training Opportunities

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.

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...

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.


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 (51.8%)
  • Master's Degree (31.6%)
  • High School or GED (4.9%)
  • 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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