Personal Financial Advisor Jobs in Pasadena, CA

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1-8 of 8 Jobs
Citigroup - Lakewood, CA (20 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...
5 days ago
Charles Schwab - Los Angeles, CA (13 miles from Pasadena, CA)
The Wealth Management Consultants (WMCs) primary role is developing branch employees through coaching and consulting to promote Schwabs Modern Wealth Management experience....
8 days ago
Bank of the West - Baldwin Park, CA (10 miles from Pasadena, CA)
Job Information Bank of the West Private Client Advisor - Wealth Management in Baldwin Park, California Private Client Advisor - Wealth Management Description At Bank of the West, our people are having...
29 days ago
BNP Paribas Securities Services - Pasadena, CA
The Wealth Management Group Private Client Advisor is the initial point of contact and primary relationship manager for Bank of the West's highest income, high net worth clients....
30+ days ago
M&T Bank - Los Angeles, CA (13 miles from Pasadena, CA)
planning process....
45+ days ago
BB&T - Los Angeles, CA (13 miles from Pasadena, CA)
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
60+ days ago
Truist - Beverly Hills, CA (15 miles from Pasadena, CA)
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
60+ days ago
Comerica - Los Angeles, CA (13 miles from Pasadena, CA)
planning; listen, profile, gather information to assess client needs, biases and objectives....
60+ 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 (31.5%)
  • 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 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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