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Personal Financial Advisor Jobs in Newport Coast, CA

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1-7 of 7 Jobs
Private Wealth Advisor I, Vice President
Union Bank - Huntington Beach, CA (12 miles from Newport Coast, CA)
CFP (Certified Financial Planner), CFA (Certified Financial Analyst), CTFA (Certified Trust and Financial Advisor), and other related professional designations are highly desired....
30+ days ago
Private Wealth Advisor II, Vice President
Union Bank - Irvine, CA (11 miles from Newport Coast, CA)
CFP (Certified Financial Planner), CFA (Certified Financial Analyst), CTFA (Certified Trust and Financial Advisor), and other related professional designations are highly desired....
30+ days ago
Private Wealth Advisor I, VP (Huntington Beach)
Union Bank - Huntington Beach, CA (12 miles from Newport Coast, CA)
CFP (Certified Financial Planner), CFA (Certified Financial Analyst), CTFA (Certified Trust and Financial Advisor), and other related professional designations are highly desired....
30+ days ago
PWM Private Wealth Advisor NMLS
US Bank - Newport Beach, CA
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
45+ days ago
Wealth Management Advisor - Orange County
US Bank - Huntington Beach, CA (12 miles from Newport Coast, 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....
45+ days ago
Wealth Management Consultant, Vice President
Union Bank - Irvine, CA (11 miles from Newport Coast, 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...
60+ days ago
Private Wealth Advisor: Orange County, CA
Ronald Blue & Co. - Irvine, CA (11 miles from Newport Coast, CA)
Financial Planner designation, CPA, or CFA is preferred Private Wealth Advisors are required to: have or obtain an industry recognized designation (e.g....
90+ days ago

Demographic Data for Newport Coast, CA

Moving to Newport Coast, CA? Find some basic demographic data about Newport Coast, CA below.

9,741
322
Medium/Sm

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 (Part 1)
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 Newport Coast, CA

This is the average annual salary for Personal Financial Advisor jobs in Newport Coast, 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 Newport Coast, CA offer the following education background
  • Bachelor's Degree (51.6%)
  • 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 Newport Coast, 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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