Personal Financial Advisor Jobs in Temple City, CA

Search Personal Financial Advisor Jobs

1-10 of 10 Jobs
Citigroup Inc. - Beverly Hills, CA (20 miles from Temple City, 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...
17 days ago
East West Bancorp - Temple City, CA
The Wealth Management Advisor will meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals....
19 days ago
US Bank - Long Beach, CA (22 miles from Temple City, 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....
22 days ago
The Goldman Sachs Group, Inc. - Los Angeles, CA (14 miles from Temple City, CA)
allocation strategies and holistic wealth advisory recommendations to clients **** **WHERE WILL YOU MAKE AN IMPACT** Our Private Wealth Management business spans the globe, with the following locations...
26 days ago
Goldman Sachs - Los Angeles, CA (14 miles from Temple City, CA)
allocation strategies and holistic wealth advisory recommendations to clients WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the...
30+ days ago
U.S. Bancorp - Anaheim, CA (18 miles from Temple City, 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....
30+ days ago
U.S. Bancorp - Yorba Linda, CA (20 miles from Temple City, 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....
30+ days ago
US Bank - Yorba Linda, CA (20 miles from Temple City, 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....
30+ days ago
US Bank - Anaheim, CA (18 miles from Temple City, 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....
30+ days ago
Goldman Sachs - Los Angeles, CA (14 miles from Temple City, CA)
allocation strategies and holistic wealth advisory recommendations to clients WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the...
60+ days ago

Demographic Data for Temple City, CA

Moving to Temple City, CA? Find some basic demographic data about Temple City, CA below.


34,332
875
Medium

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 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 Temple City, CA

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

$75,402

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 Temple City, 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 (4.3%)
  • 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 Temple City, 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

Personal Financial Advisor Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.


Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.


Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.