Personal Financial Advisor Jobs in San Diego, CA

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1-4 of 4 Jobs
San Diego, CA
plans including coordination of estate, insurance and tax strategies Work with the firm's portfolio management team to incorporate clients' investment strategies with their planning objectives Serve...
1 day ago
The Dan Miller Agency - San Diego, CA
SYMMETRY FINANCIAL GROUP (on INC 5000's Fastest Growing Company List 2016-2020) specializes in selling mortgage protection (life insurance to homeowners), final expense and retirement planning....
Remote Work
Quick Apply

5 days ago The Dan Miller Agency
UBS - San Diego, CA
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
6 days ago
Truist - San Diego, CA
planning and cash flow analysis, and partners with other Truist teammates for implementation of solutions for multi-generational clients * Successful background working in a goal based, results-driven...
60+ days ago

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

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 San Diego, CA

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

$91,837

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 (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 San Diego, 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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