Personal Financial Advisor Jobs in San Jose, CA

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1-8 of 8 Jobs

Senior Wealth Advisor Bilingual Major Asian Language

  • Citi
  • Hayward, CA (24 miles from San Jose, CA)
  • 2 days ago
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...

Senior Wealth Advisor - San Francisco/Palo Alto, CA

  • Truist
  • Palo Alto, CA (15 miles from San Jose, CA)
  • 2 days ago
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions...

Ultra Private Wealth Advisor, Director

  • BMO Financial Group
  • Palo Alto, CA (15 miles from San Jose, CA)
  • 2 days ago
Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Wealth Management Consultant

  • Fidelity Investments
  • Mountain View, CA (10 miles from San Jose, CA)
  • 1 day 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...

Wealth Management Consultant

  • Fidelity Investments
  • Campbell, CA (5 miles from San Jose, CA)
  • 1 day 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...

Wealth Management Consultant

  • Fidelity Investments
  • Sunnyvale, CA (7 miles from San Jose, CA)
  • 5 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 SAFE Act

  • Citi
  • Los Gatos, CA (9 miles from San Jose, CA)
  • 5 days ago
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...

Wealth Management Advisor

  • TIAA
  • Palo Alto, CA (15 miles from San Jose, CA)
  • 13 days ago
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....

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

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 Jose, CA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

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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 (52.1%)
  • 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 Jose, 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%)

Other Titles

Here are some other career titles that require similar skills


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