Personal Financial Advisor Jobs in Monterey Park, CA

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1-10 of 10 Jobs
Citigroup - Lakewood, CA (13 miles from Monterey Park, CA)
Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer...
12 hours ago
US Bank - Anaheim, CA (17 miles from Monterey Park, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
19 hours ago
US Bank - Yorba Linda, CA (22 miles from Monterey Park, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
19 hours ago
Ascendo Resources - Los Angeles, CA (7 miles from Monterey Park, CA)
plans, asset allocation, and portfolio reviews hire and train interns to support analytical work supervise and direct all team and client trading activities through a variety of software systems -...
12 days ago
Comerica - Los Angeles, CA (7 miles from Monterey Park, CA)
planning; listen, profile, gather information to assess client needs, biases and objectives....
20 days ago
East West Bancorp - Monterey Park, CA
The Wealth Management Advisor will meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals....
21 days ago
Goldman Sachs - Los Angeles, CA (7 miles from Monterey Park, CA)
Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning...
30+ days ago
UBS - Los Angeles, CA (7 miles from Monterey Park, CA)
Job Reference # 222555BR Business Divisions Global Wealth Management Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
30+ days ago
US Bank - Santa Monica, CA (19 miles from Monterey Park, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
60+ days ago
Comerica - Los Angeles, CA (7 miles from Monterey Park, CA)
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management....
90+ days ago

Demographic Data for Monterey Park, CA

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


60,238
1,818
Medium

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 Monterey Park, CA

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

$75,402

Top Hiring Companies

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Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Monterey Park, 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 Monterey Park, 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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