1. Browse By Category
  2. All Finance Jobs
  3. Personal Financial Advisor
  4. California
  5. San Mateo

Personal Financial Advisor Jobs in San Mateo, CA

Search Personal Financial Advisor Jobs

1-8 of 8 Jobs
Senior Wealth Strategy Associate
UBS - Walnut Creek, CA (24 miles from San Mateo, CA)
Job Reference # 227343BR Business Divisions Global Wealth Management Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
4 days ago
Wealth Advisor
Citigroup - San Mateo, CA
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...
6 days ago
Senior Wealth Advisor - San Francisco
Citigroup - San Francisco, CA (15 miles from San Mateo, CA)
Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ Citi is an equal opportunity and affirmative...
9 days ago
Wealth Advisor, Director
BakerAvenue Wealth Management - San Francisco, CA (15 miles from San Mateo, CA)
A premier Wealth Management firm serving individuals, families & foundations with holistic wealth management, including financial planning, trust and estate, taxation and philanthropy services....
20 days ago
Cwm, Pwm, Private Wealth Advisor Npwa , Associate
The Goldman Sachs Group, Inc. - San Francisco, CA (15 miles from San Mateo, CA)
allocation strategies and holistic wealth advisory recommendations to clients **** **WHERE WILL YOU MAKE AN IMPACT** Our Private Wealth Management business spans the globe, with the following locations...
26 days ago
CWM, PWM, Private Wealth Advisor (NPWA), Associate, San Francisco
Goldman Sachs - San Francisco, CA (15 miles from San Mateo, CA)
allocation strategies and holistic wealth advisory recommendations to clients WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the...
30+ days ago
Wealth Analyst
Boston Private Financial Holdings - San Francisco, CA (15 miles from San Mateo, CA)
Wealth Analyst Job Locations US-CA-San Francisco Posted Date 4 weeks ago(3/1/2021 3:02 PM) Job ID 2021-2669 # of Openings 1 Category Wealth Management Overview Job Summary: The Wealth Analyst will be...
30+ days ago
CIMD, PWM, Private Wealth Advisor (NPWA), Associate, San Francisco
Goldman Sachs - San Francisco, CA (15 miles from San Mateo, CA)
allocation strategies and holistic wealth advisory recommendations to clients WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the...
90+ days ago

Demographic Data for San Mateo, CA

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

131,801
4,223
Medium/Lg

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 Mateo, CA

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

$108,038

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 Mateo, CA offer the following education background
  • Bachelor's Degree (51.8%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • Vocational 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 Mateo, 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

Personal Financial Advisor Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.


Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.


Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.