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Personal Financial Advisor Jobs in San Diego, CA

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1-8 of 8 Jobs

Trust Wealth Management Advisor

  • First American Financial Corporation
  • San Diego, CA
  • 6 days ago

As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis...

Wealth Advisor - Irvine or San Diego

  • California Bank & Trust
  • San Diego, CA
  • 8 days ago

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...

Wealth Management Consultant

  • Fidelity Investments
  • San Diego, CA
  • 9 days ago

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then...

Senior Wealth Advisor

  • Comerica
  • San Diego, CA
  • 10 days ago

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....

Private Wealth Advisor II, Vice President (San Diego, CA)

  • Union Bank
  • San Diego, CA
  • 30+ days ago

You will attract and deepen sophisticated financial relationships through the use of Private Wealth Management tools and processes....

Private Wealth Advisor I, Vice President (La Jolla, CA)

  • Union Bank
  • La Jolla, CA
  • 30+ days ago

PWAs are expected to proactively attract, deepen, and manage sophisticated financial relationships through the use of Private Wealth Management tools and processes....

PWM Private Wealth Advisor

  • U.S. Bancorp
  • San Diego, CA
  • 30+ days ago

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

Private Wealth Advisor I, Vice President ,

  • Mitsubishi
  • San Diego, CA
  • 60+ days ago

PWAs are expected to proactively attract, deepen, and manage sophisticated financial relationships through the use of Private Wealth Management tools and processes....

Demographic Data for San Diego, CA

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

1,241,364
37,887
Large

Personal Financial Advisor Online Courses and Training Opportunities

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...
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.
Udemy
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in San Diego, 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

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in San Diego, 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 San Diego, 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%)

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

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Here are some other career titles that require similar skills

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