Personal Financial Advisor Jobs in Pasadena, CA

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1-15 of 19 Jobs
Halbert Hargrove - Long Beach, CA (23 miles from Pasadena, CA)
Details Posted: 13-Jan-22 Location: Long Beach, California Type: Full Time Required Education: 4 Year Degree Categories: Wealth Management Sector: Wealth Management ASSOCIATE WEALTH ADVISOR Halbert...
9 days ago
Comerica - Los Angeles, CA (13 miles from Pasadena, CA)
Prepare documentation for opening of new fiduciary, investment management and custody accounts; verify information on documents, and send supporting documentation as necessary....
10 days ago
Goldman Sachs - Los Angeles, CA (13 miles from Pasadena, CA)
OUR IMPACT CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD) The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our...
10 days ago
Union Bank - Los Angeles, CA (13 miles from Pasadena, CA)
Advisors in this role need to understand the complexity of Wealth Planning, investment management, risk management, estate & business planning, as well as banking and loan needs of ultra-high net worth...
11 days ago
Citigroup Inc. - Rowland Heights, CA (17 miles from Pasadena, CA)
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
15 days ago
US Bank - Fullerton, CA (23 miles from Pasadena, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
24 days ago
US Bank - West Los Angeles, CA (18 miles from Pasadena, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
24 days ago
US Bank - Santa Monica, CA (22 miles from Pasadena, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
24 days ago
UBS - Century City, CA (16 miles from Pasadena, CA)
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
30+ days ago
BBCN Bank - Los Angeles, CA (13 miles from Pasadena, CA)
Position Information Job Title: Senior Wealth Advisor Department: Hope Wealth Management and Investment Services FLSA Status: Exempt Reports to: Head of Hope Wealth Management Group Full/Part Time Status...
30+ days ago
BB&T - Los Angeles, CA (13 miles from Pasadena, CA)
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions...
30+ days ago
Truist - Beverly Hills, CA (15 miles from Pasadena, CA)
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions...
30+ days ago
Empower Retirement - Pasadena, CA
In-depth understanding of retail investment vehicles and qualified retirement plans....
45+ days ago
Empower Retirement - Los Alamitos, CA (24 miles from Pasadena, CA)
In-depth understanding of retail investment vehicles and qualified retirement plans....
45+ days ago
Empower Retirement - Glendale, CA (8 miles from Pasadena, CA)
In-depth understanding of retail investment vehicles and qualified retirement plans....
45+ days ago

Demographic Data for Pasadena, CA

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


153,114
6,780
Medium/Lg

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 Pasadena, CA

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

$75,402

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Pasadena, CA offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • 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 Pasadena, 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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