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Personal Financial Advisor Jobs in Santa Ana, CA

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1-5 of 5 Jobs

Wealth Advisor - Irvine or San Diego

  • California Bank & Trust
  • Irvine, CA
  • 6 days ago

Wealth Advisor delivered solutions include financial planning, investment management, insurance, trusts services and referrals to strategic partners in private, commercial, and retail banking....

Private Wealth Advisor

  • U.S. Bancorp
  • Newport Beach, CA
  • 16 days ago

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Private Wealth Analyst

  • City National Bank
  • Irvine, CA
  • 19 days ago

. * Assist Private Bankers in performing financial planning analyses. * Collaborate closely with Tax and Financial Planning team. * Lead region as the subject matter expert in using Naviplan as a primary...

Wealth Advisor - SAFE Act

  • Citigroup Inc.
  • Fountain Valley, CA
  • 30+ days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

Senior Wealth Advisor SAFE Act - Connecticut

  • Citigroup Inc.
  • Norwalk, CA
  • 45+ days ago

Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written...

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
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

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

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

  • Chicken Soup for the Soul Entertainment
    Jobs             Company Profile
  • Banc of California
    Jobs
  • Bank of America Corporation
    Jobs
  • First American Financial Corporation
    Jobs
  • Allied Universal
    Jobs
  • Kaiser Permanente
    Jobs
  • Nordstrom Inc.
    Jobs
  • Veros Credit, Llc
    Jobs
  • Behr Paint Company
    Jobs
  • Collectors Universe, Inc.
    Jobs

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 (52.0%)
  • 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 Santa Ana, 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%)

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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