Personal Financial Advisor Jobs in Westlake Village, CA

Search Personal Financial Advisor Jobs

1-4 of 4 Jobs
US Bank - West Los Angeles, CA (24 miles from Westlake Village, CA)
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
7 days ago
MUFG (DBA) - Simi Valley, CA (7 miles from Westlake Village, CA)
PWAs are expected to proactively attract, deepen, and manage sophisticated financial relationships through the use of Private Wealth Management tools and processes....
12 days ago
CBC Federal Credit Union - Oxnard, CA (19 miles from Westlake Village, CA)
Demonstrated ability to learn, comprehend and communicate basic to intermediate financial planning concepts....
28 days ago
Mitchell Martin Inc - Westlake Village, 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 Westlake Village, CA

Moving to Westlake Village, CA? Find some basic demographic data about Westlake Village, CA below.


20,438
1,529
Medium

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 Westlake Village, CA

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

$68,280

Licensing / Certification

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

Highest Education Level

Personal Financial Advisors in Westlake Village, CA offer the following education background
  • Bachelor's Degree (51.9%)
  • 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 Westlake Village, 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.