Personal Financial Advisor Jobs in Orange, CA

Search Personal Financial Advisor Jobs

1-7 of 7 Jobs

Wealth Advisor - Irvine or San Diego

  • California Bank & Trust
  • Irvine, CA
  • 5 days ago

Wealth Advisor delivered solutions include financial planning, investment management, insurance, trusts services and referrals to strategic partners in private, commercial, and retail banking....

Private Wealth Advisor

  • U.S. Bancorp
  • Newport Beach, CA
  • 15 days ago

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Private Wealth Analyst

  • City National Bank
  • Irvine, CA
  • 18 days ago

. * Assist Private Bankers in performing financial planning analyses. * Collaborate closely with Tax and Financial Planning team. * Lead region as the subject matter expert in using Naviplan as a primary...

Wealth Advisor - SAFE Act

  • Citigroup Inc.
  • Fountain Valley, CA
  • 30+ days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

Senior Wealth Advisor SAFE Act

  • Citigroup
  • Aliso Viejo, CA
  • 45+ days ago

**Qualifications:** + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and financial skills + Strong verbal...

Senior Wealth Advisor SAFE Act - Tustin

  • Citigroup
  • Tustin, CA
  • 45+ days ago

**Qualifications:** + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and financial skills + Strong verbal...

Senior Wealth Advisor SAFE Act - Connecticut

  • Citigroup Inc.
  • Norwalk, CA
  • 45+ days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

Demographic Data for Orange, CA

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


141,692
5,313
Medium/Lg

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 Orange, CA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

  • Chicken Soup for the Soul Entertainment
    Jobs             Company Profile
  • Bank of America Corporation
    Jobs
  • Orange County Transportation Authority
    Jobs
  • CalOptima
    Jobs
  • Chapman University
    Jobs
  • CDW
    Jobs
  • Colliers International Property Consultants
    Jobs
  • Consolidated Electrical Distributors
    Jobs
  • Daymon
    Jobs
  • Falck USA
    Jobs

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Orange, CA offer the following education background
  • Bachelor's Degree (52.0%)
  • Master's Degree (31.4%)
  • 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 Orange, CA
  • 2-4 years (39.1%)
  • 4-6 years (21.7%)
  • None (17.4%)
  • 1-2 years (13.0%)
  • Less than 1 year (8.7%)

Other Titles

Here are some other career titles that require similar skills

Personal Financial Advisor Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.


Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.


Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.