Personal Financial Advisor Jobs in San Rafael, CA

A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.

Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.

1-11 of 11 Jobs

Senior Wealth Advisor

  • San Francisco, CA (14 miles from San Rafael, CA)
  • 4 days ago
  • San Francisco, CA (14 miles from San Rafael, CA)
  • 4 days ago

) and experience in financial planning software preferredBasic understanding of investment and financial planning strategies preferredMust be a self-starter, problem solver and a goal-oriented team...

Associate Wealth Advisor

  • Larkspur, CA (2 miles from San Rafael, CA)
  • 5 days ago
  • Larkspur, CA (2 miles from San Rafael, CA)
  • 5 days ago

financial planning software, CRM and portfolio management systems....

Senior Wealth Advisor

  • Walnut Creek, CA (24 miles from San Rafael, CA)
  • 12 days ago
  • Walnut Creek, CA (24 miles from San Rafael, CA)
  • 12 days ago

Senior Wealth Advisor Wealth Management Scottsdale,Arizona Greenwood Village,Colorado South Jordan,Utah Irvine,California San Diego,California Los Angeles,California Sacramento,California Walnut Creek...

Financial Advisor - Wealth Management

  • San Francisco, CA (14 miles from San Rafael, CA)
  • 18 days ago
  • San Francisco, CA (14 miles from San Rafael, CA)
  • 18 days ago

planning LICENSES/CERTIFICATIONS: Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration, Active...

Wealth Strategy Associate

  • San Francisco, CA (14 miles from San Rafael, CA)
  • 20 days ago
  • San Francisco, CA (14 miles from San Rafael, CA)
  • 20 days ago

We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank....

Asset & Wealth Management, Private Family Office - Financial Planning Advisor , Vice President - San Francisco

  • San Francisco, CA (14 miles from San Rafael, CA)
  • 27 days ago
  • San Francisco, CA (14 miles from San Rafael, CA)
  • 27 days ago

Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field. Proven track record of working with ultra-high net worth clients....

Wealth Advisor - Mechanics Bank

  • Oakland, CA (20 miles from San Rafael, CA)
  • 30+ days ago
  • Oakland, CA (20 miles from San Rafael, CA)
  • 30+ days ago

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs....

Wealth Advisor Associate

  • San Francisco, CA (14 miles from San Rafael, CA)
  • 30+ days ago
  • San Francisco, CA (14 miles from San Rafael, CA)
  • 30+ days ago

Industry experience: Minimum of 10 years within the wealth management industry. Demonstrated experience handling complex financial planning....

Asset & Wealth Management, Financial Planning Advisor , Vice President - San Francisco

  • San Francisco, CA (14 miles from San Rafael, CA)
  • 45+ days ago
  • San Francisco, CA (14 miles from San Rafael, CA)
  • 45+ days ago

Minimum 7 years of experience in financial planning, wealth management, tax, consulting, or a related field. Proven track record of working with ultra-high net worth clients....

Wealth Advisor

  • Mill Valley, CA (6 miles from San Rafael, CA)
  • 60+ days ago
  • Mill Valley, CA (6 miles from San Rafael, CA)
  • 60+ days ago

Contribute to the development and monitoring of best practices in the delivery of financial planning services....

Senior Wealth Strategy Associate

  • San Francisco, CA (14 miles from San Rafael, CA)
  • 90+ days ago
  • San Francisco, CA (14 miles from San Rafael, CA)
  • 90+ days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Demographic Data for San Rafael, CA

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


Local
National
73,852
3,159
Medium

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in San Rafael, CA

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

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in San Rafael, CA offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
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 Rafael, 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 Career Titles

Here are some other career titles that require similar skills



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