Personal Financial Advisor Jobs in Simi Valley, CA

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1-5 of 5 Jobs
U.S. Bancorp - Santa Monica, CA (24 miles from Simi Valley, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
30+ days ago
Charles Schwab Corporation - Woodland Hills, CA (12 miles from Simi Valley, CA)
The Wealth Management Consultants (WMCs) primary role is developing branch employees through coaching and consulting to promote Schwab's Modern Wealth Management experience....
30+ days ago
Union Bank - Simi Valley, 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
CBC Federal Credit Union - Oxnard, CA (22 miles from Simi Valley, CA)
Demonstrated ability to learn, comprehend and communicate basic to intermediate financial planning concepts....
60+ days ago
Mitchell Martin Inc - Westlake Village, CA (7 miles from Simi Valley, CA)
Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do....
90+ days ago

Demographic Data for Simi Valley, CA

Moving to Simi Valley, CA? Find some basic demographic data about Simi Valley, CA below.


126,874
3,003
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
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 Simi Valley, CA

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

$68,280

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 Simi Valley, CA offer the following education background
  • Bachelor's Degree (52.0%)
  • Master's Degree (31.6%)
  • 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 Simi Valley, 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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