Personal Financial Advisor Jobs in California

Search Personal Financial Advisor Jobs

1-15 of 18 Jobs
Comerica - Los Angeles, CA
planning; listen, profile, gather information to assess client needs, biases and objectives....
1 day ago
Ortiz Agency - Los Angeles, CA
All aspects of financial consulting educating families and individuals regarding retirement planning, debt settlement and life insurance options/needs. Remote work OK....
8 days ago
Victory Capital Management Inc. - San Francisco, CA
General Summary and Purpose: The RIA Wealth Advisor Specialist is responsible for representing Victory Capital & Victory Shares and Solutions Strategies (mutual funds, ETFs and SMAs) within the RIA...
13 days ago
U.S. Bank - San Jose, CA
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
14 days ago
U.S. Bank - Sacramento, CA
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
14 days ago
UBS - Century City, CA
Job Reference # 218012BR Business Divisions Global Wealth Management Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
16 days ago
UBS - Los Angeles, CA
Job Reference # 218654BR Business Divisions Global Wealth Management Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
16 days ago
U.S. Bancorp - San Francisco, CA
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....
16 days ago
Irvine, CA
Wealth Management/Adviser Job Employer Name: SpiderID: 9802443 Location: Irvine, California Date Posted: 9/3/2020 Wage: Negotiable Category: Finance/Investment Job Code: WealthMgmt Job Description:...
18 days ago
U.S. Bancorp - Irvine, 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....
20 days ago
UBS - San Francisco, CA
Job Reference # 217675BR Business Divisions Global Wealth Management Your role Are you skilled at developing wealth management strategies? Does financial data excite you?...
21 days ago
UBS - Westlake Village, CA
ll be working as part of Wealth Management Americas....
26 days ago
U.S. Bank - Irvine, 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....
26 days ago
U.S. Bancorp - Los Angeles, 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....
29 days ago
U.S. Bancorp - San Jose, 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....
29 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

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 (Part 1)
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...

Financial Advisor Training: Personal Productivity (Part 2)
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

Highest Education Level

Personal Financial Advisors in California offer the following education background
  • Bachelor's Degree (51.5%)
  • Master's Degree (31.7%)
  • High School or GED (4.9%)
  • Vocational or Certification (4.4%)
  • Associate's Degree (4.1%)
  • 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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