Personal Financial Advisor Jobs in California

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1-15 of 61 Jobs
Citigroup - San Francisco, 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...
1 day ago
Northwestern Mutual San Jose - San Jose, CA
San Jose Northwestern Mutual is growing! Join a dynamic organization with a collaborative culture. Applicants should be motivated and enthusiastic about helping clients achieve financial security....
Harrison Gray Search and Consulting - San Diego, CA
We are seeking a Private Wealth Coordinator for an elite wealth management firm in Los Angeles....
2 days ago
First Republic Bank - San Francisco, CA
He or she will be a wealth management professional whose approach inspires confidence as a trusted advisor....
4 days ago
Canadian Imperial Bank of Commerce - San Francisco, CA
Demonstrates a deep well rounded knowledge of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets....
5 days ago
US Bank - Tahoe City, CA
Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers....
7 days ago
US Bank - Truckee, CA
Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers....
8 days ago
US Bank - South Lake Tahoe, CA
Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers....
9 days ago
Halbert Hargrove - Long Beach, CA
Details Posted: 13-Jan-22 Location: Long Beach, California Type: Full Time Required Education: 4 Year Degree Categories: Wealth Management Sector: Wealth Management ASSOCIATE WEALTH ADVISOR Halbert...
9 days ago
MERCER GLOBAL ADVISORS INC - Newport Beach, CA
This is a salaried, non-sales financial planning/wealth management position....
9 days ago
UBS - Palo Alto, CA
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
10 days ago
Comerica - Los Angeles, CA
Prepare documentation for opening of new fiduciary, investment management and custody accounts; verify information on documents, and send supporting documentation as necessary....
10 days ago
UBS - San Diego, CA
Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
10 days ago
Goldman Sachs - Los Angeles, CA
OUR IMPACT CONSUMER AND INVESTMENT MANAGEMENT DIVISION (CIMD) The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our...
10 days ago
Union Bank - Los Angeles, CA
Advisors in this role need to understand the complexity of Wealth Planning, investment management, risk management, estate & business planning, as well as banking and loan needs of ultra-high net worth...
11 days ago

Demographic Data for California

Moving to California? Find some basic demographic data about California below.


37,249,464
921,268

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 California

This is the average annual salary for Personal Financial Advisor jobs in California as reported by the BLS.

$86,249

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 California offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • 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 California
  • 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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