Personal Financial Advisor Jobs in California

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1-15 of 28 Jobs
Fidelity Investments (FMR) - Los Angeles, CA
The Skills You Bring Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance...
2 days ago
Boston Private Financial Holdings - San Francisco, CA
Senior Wealth Analyst Job Locations US-CA-San Francisco Posted Date 53 minutes ago(6/17/2021 3:28 PM) Job ID 2021-2772 # of Openings 1 Category Wealth Management Overview The Senior Wealth Analyst...
3 days ago
UBS - San Francisco, CA
Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Sr. Wealth Strategy Associate to: assist financial advisors in client...
2 days ago
Hays Us - Westlake Village, CA
Sr. Wealth Strategy Associate Hays US Westlake Village, CA Salary $25 - $28 Per Hour Job Type Contractor Posted Today Location Westlake Village, CA Description Senior Wealth Strategy Associate...
1 day ago
UBS - Westlake Village, CA
Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Sr. Wealth Strategy Associate to: assist financial advisors in client...
16 hours ago
TIAA - Los Angeles, CA
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs....
3 days ago
Northern Trust - Los Angeles, CA
Contribute to the development and monitoring of best practices in the delivery of financial planning services....
4 days ago
First Foundation Inc. - Irvine, CA
Planning department to obtain and analyze financial planning data Evaluate taxable accounts for year-end tax planning strategies (i.e., tax-loss harvesting) Calculate and provide cost basis to Accounts...
8 days ago
UBS - La Jolla, CA
plan documents, portfolio reviews, and risk analytics for client meetings. meet with ultra-high net worth clients to review and implement sophisticated investments strategies....
13 days ago
Citi - San Francisco, CA
Strong financial background Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Citi...
13 days ago
Citigroup - San Francisco, CA
Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ Citi is an equal opportunity and affirmative...
15 days ago
UBS - El Segundo, CA
Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial advisors in client...
15 days ago
LPL Financial - San Diego, CA
Qualifications: Bachelor's degree in Financial Services or a related field required FINRA Series 7 and 63/65 or 66 required Certified Financial Planner (CFP) or similar designation(s) strongly preferred...
18 days ago
U.S. Bancorp - San Diego, CA
Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers....
18 days ago
Citi - San Francisco, CA
Strong financial background Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Citi...
18 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.

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 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 (31.5%)
  • 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 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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