Personal Financial Advisor Jobs in Oakland, CA

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1-15 of 17 Jobs
Northern Trust - San Francisco, CA (11 miles from Oakland, CA)
management services....
6 hours ago
Zions Bancorporation - Palo Alto, CA (23 miles from Oakland, CA)
Private Wealth Management at California Bank & Trust is delivered by a team of banking professionals including: Private Bankers Investment Management Portfolio Managers Advanced Planning Professionals...
2 days ago
Empower Retirement - San Francisco, CA (11 miles from Oakland, CA)
In-depth understanding of retail investment vehicles and qualified retirement plans....
7 days ago
Empower Retirement - Redwood City, CA (21 miles from Oakland, CA)
In-depth understanding of retail investment vehicles and qualified retirement plans....
7 days ago
Wells Fargo - Walnut Creek, CA (10 miles from Oakland, CA)
WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals....
10 days ago
Fidelity Investments - San Francisco, CA (11 miles from Oakland, CA)
This role is focused on engaging C-Suite executives and explaining the Fidelity/Private Wealth Management value proposition while partnering with local Wealth Management Advisors in the Western part...
12 days ago
California Bank & Trust - Palo Alto, CA (23 miles from Oakland, CA)
Private Wealth Management at California Bank & Trust is delivered by a team of banking professionals including: Private Bankers Investment Management Portfolio Managers Advanced Planning Professionals...
13 days ago
Mercer Advisors - San Francisco, CA (11 miles from Oakland, CA)
As one of the few firms who can deliver on a full-suite of wealth management capabilities, Mercer Advisors helps our clients with customized financial planning, investment management, proactive tax...
18 days ago
Citi - San Francisco, CA (11 miles from Oakland, CA)
Strong financial background Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Citi...
24 days ago
Wells Fargo - Corte Madera, CA (18 miles from Oakland, CA)
Job will be located in a Wealth Management Hub or Office location....
27 days ago
First Republic Bank - San Francisco, CA (11 miles from Oakland, CA)
Incredible teams doing exceptional work, every day First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals....
30+ days ago
UBS - San Francisco, CA (11 miles from Oakland, CA)
Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do....
30+ days ago
BNP Paribas Securities Services - Daly City, CA (13 miles from Oakland, CA)
Provides retirement planning strategies for Mass Affluent clients ($25,000 to $250,000) by assessing the client's past, present and future financial needs, objectives and requirements....
45+ days ago
The Private Bank - San Francisco, CA (11 miles from Oakland, CA)
Demonstrates a deep well rounded knowledge of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets....
60+ days ago
Comerica - San Francisco, CA (10 miles from Oakland, 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....
60+ days ago

Demographic Data for Oakland, CA

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


381,459
9,511
Large

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 Oakland, CA

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

$108,038

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Oakland, CA offer the following education background
  • Bachelor's Degree (52.0%)
  • Master's Degree (31.6%)
  • 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 Oakland, 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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