Union Bank
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Los Angeles, CA (14 miles from Santa Monica, CA)
CFP (Certified Financial Planner), CFA (Certified Financial Analyst), CTFA (Certified Trust and Financial Advisor), and other related professional designations are highly desired....
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4 days ago
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US Bank
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Santa Monica, 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....
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26 days ago
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UBS
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Los Angeles, CA (14 miles from Santa Monica, CA)
plans, asset allocation, and portfolio reviews • hire and train interns to support analytical work • supervise and direct all team and client trading activities through a variety of software systems...
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30+ days ago
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US Bank
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Los Angeles, CA (14 miles from Santa Monica, CA)
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
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45+ days ago
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M&T Bank
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Los Angeles, CA (14 miles from Santa Monica, CA)
planning process....
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60+ days ago
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Comerica
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Los Angeles, CA (14 miles from Santa Monica, CA)
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management....
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90+ days ago
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This is the average annual salary for Personal Financial Advisor jobs in Santa Monica, CA as reported by the BLS.
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