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Personal Financial Advisor Jobs in Santa Ana, CA

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1-6 of 6 Jobs
Wealth Management Advisor - Orange
U.S. Bancorp - Huntington Beach, CA (8 miles from Santa Ana, 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....
1 day ago
Wealth Management Advisor - Orange County
U.S. Bank - Huntington Beach, CA (8 miles from Santa Ana, 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....
5 days ago
Wealth Management Consultant, Vice President
Union Bank - Irvine, CA (6 miles from Santa Ana, CA)
Job Summary\: The primary responsibility of the Wealth Management Consultant (WMC) is toeducate, train and work collaboratively with Private Wealth Advisors andFinancial Advisors to drive revenue by...
23 days ago
Associate Wealth Advisor, Office, Information And Technology Industry
Cliftonlarsonallen - Santa Ana, CA
The Associate Wealth Advisor should have basic knowledge in financial planning, tax, cash flow planning, retirement planning, investment management, risk management and estate planning techniques....
29 days ago
Wealth Management/Advisor
Anaheim, CA (9 miles from Santa Ana, CA)
Wealth Management/Adviser Job Employer Name: SpiderID: 9871518 Location: Anaheim, California Date Posted: 10/8/2020 Wage: Negotiable Category: Finance/Investment Job Code: WealthMgmt Job Description...
45+ days ago
Private Wealth Advisor: Orange County, CA
Ronald Blue & Co. - Irvine, CA (6 miles from Santa Ana, CA)
Financial Planner designation, CPA, or CFA is preferred Private Wealth Advisors are required to: have or obtain an industry recognized designation (e.g....
45+ days ago

Demographic Data for Santa Ana, CA

Moving to Santa Ana, CA? Find some basic demographic data about Santa Ana, CA below.

348,131
7,725
Large

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 (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 Santa Ana, CA

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

$75,402

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 Santa Ana, 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 (4.3%)
  • 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 Santa Ana, 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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