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Personal Financial Advisor Jobs in San Jose, CA

Search Personal Financial Advisor Jobs

1-2 of 2 Jobs
PWM Private Wealth Advisor NMLS - Northern California
U.S. Bank - San Jose, CA
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
14 days ago
Wealth Management Advisor
U.S. Bancorp - San Jose, 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 Jose, CA

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

973,849
20,592
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.
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...
Udemy
Financial Advisor Training: Personal Productivity (Part 2)
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 Jose, CA

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

$86,296

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 Jose, CA offer the following education background
  • Bachelor's Degree (51.5%)
  • Master's Degree (31.7%)
  • High School or GED (4.9%)
  • Vocational or Certification (4.4%)
  • 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 Jose, 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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