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Personal Financial Advisor Jobs in San Diego, CA

Search Personal Financial Advisor Jobs

1-3 of 3 Jobs
Private Wealth Advisor I, Vice President (San Diego)
Union Bank - San Diego, CA
CFP (Certified Financial Planner), CFA (Certified Financial Analyst), CTFA (Certified Trust and Financial Advisor), and other related professional designations are highly desired....
2 days ago
Senior Wealth Strategy Associate
UBS - La Jolla, CA (10 miles from San Diego, CA)
Job Reference # 223130BR Business Divisions Global Wealth Management Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
9 days ago
Wealth Management Advisor
US Bank - San Diego, CA
planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding Considerable knowledge of the securities industry, including U.S....
30+ 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

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.
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...
Udemy
Financial Advisor Training: Personal Productivity (Part 1)
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

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 (51.6%)
  • Master's Degree (31.7%)
  • High School or GED (4.9%)
  • Vocational or Certification (4.3%)
  • Associate's Degree (4.1%)
  • 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%)

Qualifications / Skill Sets

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

= trending

Other Titles

Here are some other career titles that require similar skills

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