Personal Financial Advisor Jobs in Santa Monica, CA

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1-6 of 6 Jobs
Citigroup Inc. - Los Angeles, CA (14 miles from Santa Monica, CA)
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
18 days ago
Citigroup Inc. - Los Angeles, CA (14 miles from Santa Monica, CA)
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
20 days ago
US Bank - West Los Angeles, CA (3 miles from Santa Monica, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
20 days ago
US Bank - Santa Monica, CA
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
20 days ago
Citigroup - Beverly Hills, CA (6 miles from Santa Monica, CA)
planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...
45+ days ago
Union Bank - Simi Valley, CA (24 miles from Santa Monica, CA)
PWAs are expected to proactively attract, deepen, and manage sophisticated financial relationships through the use of Private Wealth Management tools and processes....
60+ 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

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.

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...

Financial Development and Financial Inclusion
This course was developed by the IMF in collaboration with the European Investment Bank. Higher rates of financial inclusion and financial market development mean more prosperous societies. But...

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 (51.8%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • Vocational or Certification (4.2%)
  • 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 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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