Personal Financial Advisor Jobs in Santa Monica, CA

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1-6 of 6 Jobs
Union Bank - 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....
4 days ago
US Bank - 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....
26 days ago
UBS - 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...
30+ days ago
US Bank - Los Angeles, CA (14 miles from Santa Monica, CA)
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
45+ days ago
M&T Bank - Los Angeles, CA (14 miles from Santa Monica, CA)
planning process....
60+ days ago
Comerica - 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....
90+ days ago

Demographic Data for Santa Monica, CA

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


92,043
7,302
Medium/Lg

Personal Financial Advisor Online Courses and Training Opportunities

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...

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.

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...

Salary for Personal Financial Advisor Jobs in Santa Monica, CA

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

$75,402

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Santa Monica, CA offer the following education background
  • Bachelor's Degree (51.6%)
  • 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 Monica, CA
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Other Titles

Here are some other career titles that require similar skills

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